Tax’Able Professionals provides tax preparation, accounting, bookkeeping, and advisory services. Protecting the confidentiality of client information is fundamental to our professional and ethical obligations. This Privacy Policy explains how we collect, use, safeguard, and disclose personal information obtained through our website, client portal, SMS communications, VoIP systems, and professional engagements. 

 ⸻ 1. Information We Collect

We collect information necessary to provide professional financial and tax services.

A. Nonpublic Personal Information (NPI)

This may include: • Full name, address, phone number, and email • Social Security numbers or ITINs • Dates of birth • Financial account and banking information • Wage and income statements • Business income and expense records • Government-issued identification • Dependent information

This information is collected directly from you, through documents you provide, or from authorized third parties.

B. Technical & Website Information

When visiting our website, we may collect: • IP address • Device type • Browser type • Pages accessed • Cookies and usage data This information supports website functionality, analytics, and security monitoring.

 ⸻ 2. How We Use Information

We use collected information to:

• Prepare and file tax returns • Provide accounting and bookkeeping services • Communicate regarding your account • Meet legal, regulatory, and professional obligations • Improve internal operations - Monitor and maintain your information • Prevent fraud and unauthorized access

We may use this information to provide you with news, special offers and general information about other goods, services and events which we offer that are similar to those that you have already purchased or enquired about unless you have opted not to receive such information.

 ⸻ 3. SMS & Text Messaging

If you provide your mobile number and affirmatively opt in, we may send service-related SMS communications, including:

• Appointment reminders • Document requests • Tax return status updates • Account and billing notifications

Message frequency varies. Message and data rates may apply. You may opt out at any time by replying STOP. For assistance, reply HELP or contact us directly. Mobile opt-in data and consent information will not be shared, sold, or disclosed to third parties or affiliates for marketing or promotional purposes. SMS consent is not a condition of purchasing services. 

 ⸻ 4. VoIP Communications

We utilize secure Voice over Internet Protocol (VoIP) systems for business communications. Calls may be recorded or monitored for quality assurance, documentation accuracy, training, or compliance purposes where permitted by law.

 ⸻ 5. Data Security & Safeguards

We maintain physical, electronic, and procedural safeguards designed to protect nonpublic personal information, including:

• Encrypted data transmission • Secure client portal systems • Role-based access controls • Firewall and network protections • Limited personnel access • Secure document retention and destruction procedures

We maintain and periodically review our Written Information Security Plan (WISP) in accordance with applicable federal and state regulations.

 ⸻ 6. Information Sharing

We may disclose information:

• To federal or state tax authorities as required • To authorized service providers under confidentiality obligations • To comply with legal process or lawful request • To prevent fraud or protect rights and safety • With your written authorization

We transfer Personal Information about you if Tax’Able Professionals or its assets are acquired by or merged with another company.

We do not sell or rent any personal information.

We may share aggregated, non-identifiable information with others without further notice to you, such as the total number of people who used the Service in a specific month or the total number of messages sent during a particular period.

Your Personal Information may be transferred to and processed in locations outside of your state, province, country, or other governmental jurisdiction where the data protection laws may differ from those in your jurisdiction. We take steps to ensure that your data is handled securely and in line with this Policy, regardless of where it is processed.

 ⸻ 7. Record Retention

We retain client records in accordance with IRS regulations, federal and state laws, and professional standards. Records may be securely destroyed after applicable retention periods expire.

 ⸻ 8. State Privacy Rights

(Texas & California Notice) Depending on your state of residence, you may have certain privacy rights under applicable laws, including the Texas Data Privacy and Security Act (TDPSA) and the California Consumer Privacy Act (CCPA), as amended. These rights may include:

• The right to confirm whether we process your personal data • The right to access personal data • The right to correct inaccuracies • The right to request deletion, where legally permissible • The right to obtain a copy of your personal data • The right to opt out of certain types of data processing

We do not sell personal data or process it for targeted advertising.

To exercise applicable rights, contact: [Email Address] Certain information may be retained where required by tax law, regulatory obligations, or professional standards.

⸻ 9. Cookies & Tracking

Our website may use cookies or similar technologies to enhance user experience and monitor performance. You may adjust cookie preferences in your browser settings.

 ⸻ 10. Children’s Information

Our services are not directed toward children under 17. Information related to minors is collected only as necessary for tax preparation and is provided by a parent or legal guardian.

 ⸻ 11. Changes to This Policy

We may update this Privacy Policy periodically. Updates will be posted with a revised effective date.