Privacy Policy

Effective Date: September 1, 2025
Last Updated: September 1, 2025

Professional Tax Services LLC (“Company,” “we,” “our,” or “us”) is committed to maintaining the confidentiality, integrity, and security of personal and financial information entrusted to us. This Privacy Policy explains how we collect, use, and safeguard your information when you use our website professional-taxservices.com, engage our tax services, or communicate with us.

By using our website or services, you agree to the terms of this Privacy Policy.

1. Information We Collect

In the course of providing professional tax and financial services, we may collect the following types of information:

• Personal Identifiers: Name, address, email, phone number, Social Security number, date of birth.

• Financial Information: Tax returns, W-2s, 1099s, business records, bank account details, income and expense documentation.

• Payment Information: Credit/debit card or bank account information for service fees.

• Usage Data: IP address, browser type, and interactions with our website (collected through cookies or similar technologies).

2. How We Use Your Information

We use your information only as necessary to:

• Prepare and file tax returns.

• Provide tax planning, advisory, and financial consulting services.

• Communicate securely with you regarding your account, tax deadlines, and filings.

• Process billing and payments.

• Comply with federal, state, and professional regulatory requirements.

• Enhance our services and website functionality.

We do not sell or share your personal information for marketing purposes.

3. How We Share Your Information

We maintain strict confidentiality of your financial and personal data. We may share information only in these limited circumstances:

• Authorized Service Providers: Third-party vendors (e.g., secure e-signature providers, payment processors, or cloud document storage) who assist in delivering our services.

• Regulatory and Legal Compliance: When required by law, regulation, or in response to a valid legal process or government inquiry.

• Professional Oversight: If required by governing boards, licensing agencies, or audit procedures.

• Business Transfers: If our firm undergoes a merger, acquisition, or sale of assets, client information may transfer as part of the business.

4. Confidentiality and Professional Standards

As a tax professional, we are bound by federal confidentiality laws, IRS regulations, and professional ethical standards. We will never disclose your personal or financial information to third parties without your explicit consent, except as described in this Policy or required by law.

5. Your Privacy Rights

Depending on your location, you may have rights to:

• Access & Copies: Request a copy of the information we hold about you.

• Correction: Update or correct inaccuracies in your information.

• Deletion: Request deletion of your personal data, subject to legal and regulatory record-keeping requirements.

• Opt-Out: Limit certain types of data use or communications.

To exercise your rights, contact us at protaxtalk@gmail.com.

6. Data Security

We use commercially reasonable physical, technical, and administrative safeguards to protect your data, including:

• Encrypted storage of sensitive documents.

• Secure client portals for file sharing.

• Restricted employee access to personal data.

• Regular monitoring of systems for vulnerabilities.

Despite these efforts, no system is 100% secure, and we cannot guarantee absolute security.

7. Data Retention

We retain client records as required by law and professional regulations, generally for a minimum of 5 years, or longer if necessary for compliance, audits, or ongoing services.

8. Children’s Privacy

We do not knowingly collect information from children under 13 (or under 16 in certain jurisdictions).

9. International Data Transfers

If you access our services from outside the United States, your information may be transferred and stored in the U.S., where privacy laws may differ from those in your jurisdiction.

10. Updates to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with the updated “Last Updated” date.

11. Contact Us

For questions or concerns regarding this Privacy Policy, please contact us:

Professional Tax Services LLC
Email: protaxtalk@gmail.com
Address: PO Box 188, Newark, CA 94560