Privacy Policy

Information we collect

Information you give us

• Contact details you enter in a form or share on a call, such as your name, email, phone number, state and business type
• Information about your business and your tax situation that you share so we can quote or do the work
• Documents you upload to our client portal, such as tax returns, bank statements, payroll reports and identity documents for ITIN applications
• Information you give us in emails, calls, video meetings and text messages

Information collected automatically

When you visit the website, our hosting provider records basic technical information such as your IP address, browser type and the pages requested, to deliver the site and keep it secure. We don't use advertising cookies. We use Google Analytics to understand how people use the site: which pages they view, how they found us, and whether they click to call, email, book a call or send the quote form. Google Analytics uses cookies and receives your IP address and basic browser and device details. We've turned off Google signals and ad personalization for it. If your browser sends a Global Privacy Control signal, the site doesn't load Google Analytics at all, and you can also use Google's opt-out browser add-on. We may also use Cloudflare Web Analytics, which counts visits and measures page speed without cookies. Our quote form uses Cloudflare Turnstile to block spam. It checks basic information about your browser and device, without using it for advertising.

Information from others

With your permission, we receive information from the software you connect, such as QuickBooks Online, Xero, Gusto, ADP and your bank feeds, and from tax agencies, such as IRS transcripts.

How we use it

• To respond to your inquiry, schedule calls and give you a quote
• To provide our services, including bookkeeping, payroll, sales tax and tax return preparation
• To file returns and forms with the IRS, state agencies and other authorities you authorize
• To send messages about your inquiry, appointments, document requests and your account
• To keep our website, portal and records secure, and to meet our legal obligations

We don't sell your personal information.

Tax return information

As a tax return preparer, we follow the IRS rules on tax return information under Internal Revenue Code section 7216. We use it to prepare and file your returns and provide the services you hired us for. We don't use it for other purposes or disclose it to others without your written consent, except where the law allows.

Text messages

If you check the SMS consent box on one of our forms or otherwise agree, we may send you text messages about your inquiry, appointments, document requests and account updates. Message frequency varies. Msg & data rates may apply. Reply STOP to opt out at any time and HELP for help. Consent to receive text messages is not a condition of purchase. See our SMS Terms.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Who we share it with

• Service providers who help us run the business, such as accounting, payroll and tax software, our client portal, scheduling, phone and texting, email delivery, spam protection, website hosting and website analytics. They may use your information only to provide their services to us.
• Tax agencies, such as the IRS and state revenue departments, when we file on your behalf or respond to a notice you've asked us to handle.
• Others when the law requires it, such as in response to a subpoena, or to protect the rights and safety of our clients and our business.

How we protect it

We ask clients to share documents through our secure client portal rather than email, limit access to client information to the people working on your file, and use the security features of the software we work in. No system is perfectly secure, so please contact us right away if you think your information has been put at risk.

How long we keep it

We keep client records for as long as we provide services to you and afterwards for as long as tax, accounting and legal rules require or allow. Inquiries that don't become clients are kept for a shorter period, then deleted.

Your choices

• Ask what information we hold about you, and ask us to correct it
• Ask us to delete information we aren't required to keep
• Stop text messages at any time by replying STOP
• Unsubscribe from any marketing email using the link in the email
• Stop Google Analytics by turning on Global Privacy Control in your browser or using Google's opt-out add-on

Some states give residents additional privacy rights. Contact us to make a request and we'll respond as the law requires.

Children

Our website and services are for adults. We collect information about children only when a parent or guardian provides it for a tax filing or ITIN application.

Changes to this policy

We may update this policy. When we do, we'll change the date at the top of this page. Significant changes will also be shared with current clients.

Contact us

Questions or requests about your privacy can go through our contact page, email info@eminenttax.com or call (972) 347-4590, Monday to Friday, 8am to 5pm Central.