Privacy Policy

At BookTaxPro, we are committed to protecting your privacy and ensuring the security of your personal and financial information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website (https://booktaxpro.us) or use our tax and accounting services.

By accessing our website or engaging with our services, you consent to the terms of this Privacy Policy.

Information We Collect

We may collect personal and financial information from you when you visit our website, register for an account, or use our services. This information may include but is not limited to:

  • Personal Identification: Name, mailing address, email address, phone number, and Social Security Number (SSN) or Tax ID (EIN).

  • Financial Information: Income statements, expense records, bank account details, and credit card information for billing purposes.

  • Demographic Information: Age, gender, and other details relevant to tax preparation.

  • Other Information: Any data you voluntarily provide to us via forms, chats, or consultation calls.

How We Use Your Information

We use the information we collect for various professional purposes, including but not limited to:

  • Service Delivery: Preparing and filing tax returns, managing bookkeeping, processing payroll, and providing advisory services.

  • Communication: Responding to your inquiries, scheduling consultations, and sending important updates regarding your tax status.

  • Processing Transactions: Billing for our services and processing payments securely.

  • Compliance: Complying with IRS regulations, state tax laws, and other legal obligations.

Information Sharing and Disclosure

We strictly maintain the confidentiality of your data. We do not sell or share your personal information with third parties for marketing purposes.

We may share information only in the following limited circumstances:

  • With Service Providers: Trusted third-party vendors who assist us in operating our website or conducting our business (e.g., secure payment processors), provided they agree to keep this information confidential.

  • Legal Requirements: When required by law or to protect our rights, comply with a judicial proceeding, court order, or legal process.

Data Security

We take appropriate measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. We implement industry-standard security safeguards, including:

  • Secure Socket Layer (SSL) encryption for data transmission.

  • Secure servers and access controls to ensure the confidentiality and integrity of your sensitive financial records.

Cookies and Tracking Technologies

Our website may use cookies to enhance your experience, analyze site traffic, and improve our services. You can choose to disable cookies through your browser settings, though this may affect your ability to use certain features of our site.

Your Rights

You have certain rights regarding your personal information, including:

  • The right to access the personal data we hold about you.

  • The right to request corrections to any inaccurate or incomplete information.

  • The right to request deletion of your personal data, subject to legal retention requirements for tax records.

To exercise your rights or inquire about our data practices, please contact us using the information provided below.

Updates to Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our data practices or applicable laws. We encourage you to review this Privacy Policy periodically for any updates.

Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:

BookTaxPro