At Professional Taxes Digital we are committed to protecting the privacy and confidentiality of the personal information our clients entrust to us. This Privacy Policy explains how we collect, use, store, and protect personal information in accordance with applicable privacy regulations in the United States, including federal consumer protection standards and industry best practices.

1. Information We Collect

We collect personal information directly from clients during the individual interview process conducted for the preparation and filing of federal and state tax returns.

We do not collect information from third parties for marketing or promotional purposes.

2. How We Use Personal Information

The personal information collected is used exclusively for the following purposes:

a. Tax preparation and regulatory compliance.
To prepare, file, and process federal and state tax returns, as well as to comply with IRS and state tax authority requirements.

b. Statistical and internal operational purposes.
To analyze the performance of our services, improve internal processes, and enhance the quality of our tax preparation services. All statistical use is carried out without selling, sharing, or disclosing personal data to third parties.

c. Client notifications and relevant communications.
To send reminders, updates, alerts, or information related to:

• Tax filing deadlines
• Required documents
• Refund status
• Important regulatory changes
• Any information of particular interest to the client

d. Customer service.
To provide assistance, respond to inquiries, and maintain accurate client records.

3. Mobile Information and Text Message Privacy

At Professional Taxes Digital we maintain strict confidentiality standards regarding mobile information.

• Mobile phone numbers and consent to receive text messages will not be shared with third parties or affiliates for marketing or promotional purposes under any circumstances.
• All categories mentioned above exclude consent registration data (opt-in) and information related to consent to receive text messages. This information will not be shared with any third party.

Clients may receive text messages related to tax preparation, reminders, or customer service only if they have previously given their consent.

Instructions to Unsubscribe

If you wish to stop receiving text message communications, you can unsubscribe at any time by replying with the word:

STOP

Your request will be processed immediately and no further messages will be sent unless you provide your consent again.

4. Protection and Security of Personal Information

We implement administrative, technical, and physical security measures designed to protect personal information against unauthorized access, disclosure, alteration, or destruction.

Despite our efforts, no method of electronic transmission or storage is completely secure. However, we maintain protective measures in line with industry standards to minimize risk.

5. Information Sharing

Professional Taxes Digital does not sell, rent, exchange, or disclose personal information to third parties for marketing, promotional, or unrelated commercial purposes.

Information may only be shared under the following limited circumstances:

• When required by law, a court order, or a government request
• With the client's express written authorization
• With trusted service providers who assist us in the tax preparation process and who are bound by confidentiality obligations

6. Client Rights

Clients have the right to:

• Request access to their personal information
• Request corrections of inaccurate data
• Request clarification on how their information is used
• Withdraw their consent to receive communications at any time (by STOP for text messages)

7. Updates to This Privacy Policy

We will periodically update this Privacy Policy to reflect changes in legal requirements or our business practices. Any update will be published with a revised effective date.

8. Contact Information

For questions related to this Privacy Policy or to exercise your rights, you may contact:

Professional Taxes Digital

professionaltaxesdigital@gmail.com

602-527-9824