Overview
This Privacy Policy explains how personal information is collected, used, stored, and protected when you visit this website or engage services.
Protecting your information is a priority. Information is handled in a manner consistent with IRS Circular 230, applicable federal privacy standards, and the laws of the State of Texas.
Information Collected
The following types of information may be collected:
Personal Information
Name
Email address
Phone number
Mailing address
Payment information
Tax-related documents and financial data voluntarily provided
Technical Information
IP address
Browser type
Device information
Pages visited on this website
Technical information is collected through standard website tools and is used for site functionality and security.
How Information Is Used
Information is used solely for legitimate business purposes, including:
Providing requested services
Communicating with clients
Processing payments
Maintaining records required by law
Improving website performance and security
Information is not sold, rented, or shared for marketing purposes.
Tax Information and Confidentiality
Tax-related information is treated as confidential and handled in accordance with IRS Circular 230 and applicable federal privacy rules.
Tax information is used only to perform authorized services and is disclosed only:
When required by law
With client authorization
To comply with regulatory obligations
Data Storage and Security
Reasonable administrative, technical, and physical safeguards are used to protect personal information from unauthorized access, disclosure, or misuse.
While security measures are implemented, no system can be guaranteed 100 percent secure. Transmission of information is at the client’s own risk.
Third-Party Services
This website may use third-party service providers such as:
Payment processors
Scheduling platforms
Secure document portals
Website hosting services
These providers receive only the information necessary to perform their functions and are expected to maintain confidentiality and security standards consistent with industry practices.
Cookies and Tracking
This website may use cookies or similar technologies to improve functionality and user experience.
You may disable cookies through your browser settings. Disabling cookies may affect site performance.
Retention of Information
Information is retained only as long as necessary to provide services, comply with legal and regulatory requirements, and maintain business records.
Tax records may be retained for periods required by federal and state law.
Client Rights
Clients may request to:
Review personal information on file
Correct inaccurate information
Request deletion of information, subject to legal retention requirements
Requests must be submitted in writing.
Children’s Privacy
This website is not intended for use by individuals under the age of 18.
No information is knowingly collected from minors.
Governing Law
This Privacy Policy is governed by the laws of the State of Texas, without regard to conflict of law principles.
Changes to This Policy
This Privacy Policy may be updated at any time.
Updates will be posted on this page with the effective date revised accordingly.
Contact Information
Questions regarding this Privacy Policy or data handling practices should be submitted through the contact information provided on this website.