At Professional Tax and Services, we are committed to protecting your personal information and maintaining your trust. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our tax preparation, accounting, payroll, and business services.

1. Information We Collect

We may collect the following types of information:

Personal Information

• Name, address, phone number, email

• Date of birth, Social Security Number (SSN) or ITIN

• Driver’s license or government-issued ID

Financial & Tax Information

• Income documents (W-2, 1099, bank statements, financial statements)

• Business income and expense records

• Payroll information

• Prior tax returns

Business Information

• EIN and business formation documents

• Accounting and bookkeeping records

• Payroll and employee data (where authorized)

Digital Information

• IP address, browser type, device information

• Information submitted through website forms

2. How We Use Your Information

We use your information for legitimate business purposes, including:

• Preparing and filing personal and business tax returns

• Providing accounting, bookkeeping, and payroll services

• Assisting with ITIN applications and business formation

• Communicating regarding appointments, filings, and service updates

• Meeting legal, regulatory, and compliance requirements

• Maintaining accurate internal business records

We do not sell or rent your personal information to third parties.

3. Information Sharing

We may share your information only when necessary, such as:

• With government agencies (IRS, state tax departments) to file your returns

• With third-party vendors used for secure e-filing, payroll processing, or document storage

• When required by law, subpoena, or regulatory compliance

• With your explicit authorization

4. Data Security

We use administrative, technical, and physical safeguards to protect your personal information, including:

• Encrypted storage and secure data transmission

• Password-protected systems and limited access controls

• Secure shredding and digital deletion of sensitive records

• Regular updates to security procedures

Although no system is 100% secure, we take all reasonable steps to safeguard your data.

5. Your Rights

You have the right to:

• Request access to the personal information we maintain

• Request corrections to inaccurate information

• Request deletion of information when legally allowed

• Withdraw communication consent

• Ask questions about how your data is used or stored

6. Record Retention

We retain tax and service records in accordance with IRS and state guidelines. Documents may be kept securely for 3–7 years, depending on the service.

7. Cookies & Website Tracking

Our website may use cookies or similar technologies to:

• Improve website functionality

• Analyze traffic and user behavior

• Enhance user experience

You may disable cookies through your browser settings.

8. Children’s Privacy

Our services are intended for adults. We do not knowingly collect information from children under 13.

9. Updates to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with the updated effective date.

10. Contact Us

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us:

Professional Tax and Services
Website: www.protaxnservices.com
Phone: (972) 302-3504
Address: 5214 E Highway 380, Princeton, TX 75407