Privacy Policy

Tax & Accounting Pros, LLC.
Effective Date: October 16, 2026

Tax & Accounting Pros (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, contact us, request or purchase our services, or become a client.
 

Our services include bookkeeping, tax preparation, accounting cleanup and catch-up, and tax resolution for individuals and businesses.
 

1. Information We Collect
 

Depending on how you interact with our website and services, we may collect the following types of information.
 

Information you provide to us. This may include your name, email address, telephone number, business name, mailing address, and information you submit through our website contact forms, appointment requests, consultation requests, payment processes, or other communications.

Client and financial information. If you engage our services, we may collect personal, tax, accounting, and financial information reasonably necessary to provide those services. This may include tax returns, income information, Social Security or taxpayer identification numbers, financial statements, bank or payment information, and other records you provide to us. The specific information collected depends on the services you request.
 

Secure client portal information. If you use our secure client portal, we may collect information and documents you submit through it, as well as information necessary to manage your account and provide our services.
 

Website and technical information. When you visit our website, we and our service providers may collect certain information automatically, such as your IP address, browser type, device information, pages visited, referral information, and general website usage data.
 

Cookies and analytics information. We use website analytics and cookies or similar technologies to help understand website traffic, assess site performance, and improve the visitor experience. The information collected depends on the tools and settings enabled on our website.
 

2. How We Use Your Information
 

We may use your information to:

• Respond to inquiries and requests for information.

• Schedule appointments and provide consultations.

• Provide bookkeeping, tax preparation, accounting cleanup and catch-up, and tax resolution services.

• Process payments and manage client accounts, where applicable.

• Receive, organize, and maintain client documents through our secure client portal.

• Communicate with you about your services, appointments, and account.

• Send occasional business updates and marketing communications, where permitted by law.

• Operate, maintain, secure, and improve our website.

• Understand website traffic and usage through analytics.

• Prevent fraud, unauthorized access, and other security risks.

• Comply with applicable legal, regulatory, tax-preparer, and professional obligations.

• Establish, exercise, or defend legal claims when necessary.
   

We use personal information for legitimate business purposes consistent with applicable law and our professional confidentiality obligations.
 

3. How We Share Information
 

We do not sell personal information for money.
 

We may disclose information in the following circumstances:

Service providers. We may share information with vendors that help us operate our website, provide analytics, manage communications, process payments, maintain technology systems, host our client portal, or deliver our services. These providers may process information on our behalf as necessary to perform their functions, subject to applicable contractual, legal, and confidentiality requirements.
 

Professional service providers. When necessary to provide services you request, we may share information with appropriate professional partners, subject to applicable law, confidentiality requirements, and any required authorization.
 

Legal obligations and protection. We may disclose information when required or permitted by applicable law, legal process, or a valid government request, or when necessary to protect our rights, property, security, or the rights and safety of others.
 

With your authorization. We may share information when you direct us to do so or provide valid authorization, where required.
 

Website analytics and related technologies. Information may be collected or processed by analytics providers and other third-party technologies integrated into our website. The information involved and the applicable third-party practices depend on the services and settings we use.
 

We do not use confidential client tax or financial information for unrelated marketing purposes. Any use or disclosure of tax return information is subject to applicable federal and state law, including any specific consent requirements that may apply.
 

4. Cookies and Website Analytics
 

Our website uses analytics and may use cookies and similar technologies to support website functionality, understand website traffic, improve user experience, and evaluate website performance.
 

These technologies may be provided by Wix or other third parties integrated into our website. Their operation depends on the tools and settings enabled on the site.
 

You may be able to manage cookies through your browser settings and, where available, through our website's cookie preferences. Disabling certain cookies may affect some website features.

Some privacy laws provide additional choices regarding certain analytics or advertising technologies. Where applicable, we will provide the required disclosures and choices.
 

5. How We Protect Your Information
 

We take reasonable steps designed to protect personal information against unauthorized access, use, disclosure, alteration, and destruction. These measures may include administrative, technical, and physical safeguards appropriate to the information we maintain.
 

We use a secure client portal for exchanging client documents. Please use the designated portal when submitting sensitive tax or financial records, rather than a general website contact form.

No method of transmitting or storing information is completely secure. Although we take reasonable precautions, we cannot guarantee absolute security.
 

If a data security incident occurs, we will respond and provide any notices required by applicable law.
 

6. How Long We Keep Information
 

We retain personal information for as long as reasonably necessary for the purposes described in this Policy, including providing services, maintaining business and tax records, meeting legal and regulatory requirements, resolving disputes, and enforcing agreements.
 

Tax and accounting records may need to be retained for specific periods under applicable law or professional requirements. When information is no longer needed, we take reasonable steps to securely dispose of it, subject to applicable retention obligations.
 

7. Marketing Communications
 

We may occasionally send business updates, service announcements, or other marketing communications.
 

You may opt out of marketing emails by using the unsubscribe instructions included in the message, where available, or by contacting us at sheela@taxandaccpros.com.
 

Even if you opt out of marketing communications, we may continue to send necessary non-marketing messages relating to services you have requested, appointments, transactions, or other business matters.
 

8. Your Privacy Choices and Rights
 

Depending on applicable law and your circumstances, you may have rights concerning your personal information, such as requesting access to, correction of, or deletion of certain information, or requesting information about how it is used or disclosed.
 

You may also have the right to object to or limit certain processing or to withdraw consent where processing is based on consent, subject to applicable law.
 

To make a privacy-related request, contact us at sheela@taxandaccpros.com. We may need to verify your identity before responding.
 

Some information may need to be retained to provide services, satisfy legal or regulatory obligations, maintain required records, or protect our legitimate interests. Any request will be handled in accordance with applicable law.
 

9. Third-Party Websites and Services
 

Our website may contain links to third-party websites, platforms, or services. Our client portal, payment tools, scheduling tools, and analytics services may also be provided by third parties.

We do not control the privacy practices of independent third parties. Their own privacy policies and terms govern their websites and services. We encourage you to review those policies before providing personal information directly to them.
 

10. Children's Privacy
 

Our website and services are primarily intended for adults and businesses. We do not knowingly collect personal information directly from children under 13 through our website without legally required authorization.
 

In providing tax services to parents or guardians, we may receive information about dependents, including children, when reasonably necessary to provide the requested services and permitted by law. Such information is handled in accordance with applicable legal and confidentiality requirements.
 

If you believe a child has provided personal information to us directly through our website inappropriately, please contact us so we can review the situation and take appropriate action.
 

11. U.S. State Privacy Rights
 

Certain U.S. states provide residents with specific privacy rights, subject to legal definitions, exceptions, and applicability thresholds. Depending on the law that applies, these rights may include requesting access to, correction of, or deletion of personal information, obtaining a copy of certain information, or opting out of certain types of targeted advertising or data processing.
 

To submit a privacy request, contact sheela@taxandaccpros.com. We will review and respond to requests in accordance with applicable law.
 

Certain tax, accounting, and financial information may be subject to additional legal protections or exceptions. This section does not limit any rights you may have under applicable law.
 

12. Changes to This Privacy Policy
 

We may update this Privacy Policy from time to time to reflect changes in our business, website features, technology, or applicable law.
 

When we make changes, we will update the Effective Date at the top of this page. We encourage you to review this Policy periodically.
 

13. Contact Us
 

If you have questions about this Privacy Policy or how we handle personal information, please contact us:

 

Tax & Accounting Pros, LLC.

Email: sheela@taxandaccpros.com
Website: https://www.taxandaccpros.com/
Business mailing address: 14729 Palamos Circle, Fort Myers, FL 33905
Phone: 239-788-7275