Tax Pro Advisor LLC (“Tax Pro Advisor,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide to us.
This Privacy Policy explains the types of information we may collect, how we use that information, how it may be disclosed, and the choices available to you. Please also review our Terms of Service.
1. Information We Collect
Depending upon your interactions with Tax Pro Advisor LLC, we may collect information including:
- Name
- Mailing address
- Email address
- Telephone and mobile telephone numbers
- Business information
- Tax and financial information
- Information provided through forms on our website
- Information provided during consultations or client engagements
- Documents you provide to us
- Communications between you and Tax Pro Advisor LLC
- Appointment and scheduling information
- Website usage and technical information
- SMS/text messaging consent and opt-in records
Additional information may be collected when necessary to provide professional tax, accounting, advisory, bookkeeping, or related services.
2. How We Use Your Information
We may use personal information to:
- Provide requested tax, accounting, advisory, bookkeeping, or consulting services
- Respond to inquiries
- Schedule and manage appointments
- Prepare tax returns and related filings
- Communicate regarding documents or information we need from you
- Provide engagement and account updates
- Communicate important tax deadlines or service information
- Send transactional text messages or notifications for which you have provided consent
- Send marketing communications where you have separately provided applicable consent
- Maintain client records
- Process payments
- Improve our services and website
- Protect against fraud, misuse, and security threats
- Satisfy legal, professional, regulatory, and recordkeeping obligations
3. SMS/Text Messaging Information
If you opt in to receive SMS or MMS messages from Tax Pro Advisor LLC, we may collect and maintain:
- Your mobile telephone number
- The date and method through which consent was provided
- Your communication preferences
- SMS message history where maintained by our communications systems
- Opt-in and opt-out records
Message frequency varies.
Message and data rates may apply.
You may opt out of SMS communications at any time by replying STOP.
For assistance, reply HELP or contact us using the information below.
4. SMS Privacy and Non-Sharing
We do not sell or share your SMS opt-in data or personal information with third parties for marketing purposes.
Mobile telephone numbers, SMS opt-in information, messaging consent, and related consent records will not be shared with third parties or affiliates for their own marketing or promotional purposes.
SMS consent is specific to communications from Tax Pro Advisor LLC and will not be interpreted as consent to receive marketing communications from another company.
We may use service providers that assist us in delivering communications or operating our business, but such providers may access information only as necessary to provide services on our behalf and are not authorized to use your SMS opt-in information for their own marketing or promotional purposes.
5. How We May Share Information
We may disclose personal information to service providers and professionals that assist us with legitimate business operations, including providers of:
- Tax and accounting software
- Client portals
- Document storage
- Electronic signatures
- Payment processing
- Information technology and cybersecurity
- Appointment scheduling
- Communications and telecommunications
- Cloud hosting and data processing
- Professional or legal services
These service providers may receive information only to the extent reasonably necessary to perform services for us and are expected to protect such information appropriately.
Mobile information and SMS opt-in consent will not be shared with third parties or affiliates for marketing or promotional purposes.
We may also disclose information when required by law, subpoena, court order, regulatory requirement, professional obligation, or when reasonably necessary to protect the rights, security, or property of Tax Pro Advisor LLC, our clients, or others.
6. Tax and Financial Information
Because we provide tax and financial services, information you provide to us may be subject to additional federal or state privacy protections and professional confidentiality obligations.
Tax return information is handled in accordance with applicable laws and regulations governing the use and disclosure of tax return information.
Nothing in this Privacy Policy authorizes the disclosure of tax return information in a manner prohibited by applicable law.
7. Cookies and Website Information
Our website may automatically collect certain information through cookies, analytics systems, log files, or similar technologies.
This information may include:
- Internet Protocol address
- Browser type
- Device type
- Pages visited
- Approximate geographic region
- Referring website
- Date and time of visits
We may use this information to operate, secure, analyze, and improve our website and services.
8. Information Security
We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, alteration, or disclosure.
However, no electronic communication, transmission, or information-storage system can be guaranteed to be completely secure.
9. Data Retention
We may retain personal information for as long as reasonably necessary to:
- Provide services
- Maintain professional records
- Meet tax, accounting, regulatory, and legal requirements
- Resolve disputes
- Enforce agreements
- Maintain records of communications and consent
Retention periods may differ depending upon the nature of the information and applicable professional or legal requirements.
10. Your Communication Choices
You may unsubscribe from marketing emails by following the unsubscribe instructions contained in those communications.
For text messages:
- Reply STOP to unsubscribe from SMS messages.
- Reply HELP for assistance.
Opting out of marketing communications will not necessarily prevent us from contacting you regarding active professional engagements, transactions, legally required notices, or other communications permitted by law.
11. Children's Privacy
Our services are not directed toward children under the age of 13, and we do not knowingly collect personal information directly from children under 13 through our website for marketing purposes.
Information concerning dependents that is necessary for tax preparation or other professional services may be provided to us by a parent, guardian, taxpayer, or authorized representative as part of a professional engagement.
12. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our services, technology, business practices, messaging practices, or legal requirements.
Any updated version will be posted on this page with a revised effective date.
13. Contact Us
Questions regarding this Privacy Policy or our handling of personal information may be directed to:
Tax Pro Advisor LLC
Email: info@thetaxproadvisor.com
Phone: (512) 592-7720
Website: www.thetaxproadvisor.com