Privacy Policy

TaxnBooks4U ("we", "our", or "us") respects your privacy and is committed to protecting the information you provide through this website, our contact forms, and our advertising campaigns.

Information We Collect

We may collect the following types of information when you contact us or request services:

• Name, phone number, email address, and contact details
• General information about your tax or IRS-related situation
• Information you voluntarily provide via forms, Facebook lead ads, text messages, or email
• Basic website usage data through analytics tools

How We Use Your Information

• Respond to your inquiry and review your IRS or tax situation
• Contact you by phone, email, or text with next steps
• Provide tax, bookkeeping, and representation services
• Improve our services and client experience

How We Share Information

We do not sell your personal information. We do not share your information with third parties for marketing purposes. Information may be shared only as necessary to operate our business, comply with legal requirements, or work with trusted service providers (such as secure portals, scheduling tools, or communication systems).

Text Messaging and Contact

If you provide your phone number, you consent to being contacted by phone or text regarding your inquiry or services requested. Message and data rates may apply. You may opt out of text messages at any time by replying STOP.

Facebook and Advertising Leads

If you submit your information through a Facebook or Meta lead form, we use that information solely to review your request, follow up with you, and discuss relevant services. Your information is handled in accordance with this policy.

Data Security

We maintain administrative, technical, and physical safeguards designed to protect taxpayer and customer information. These safeguards include use of a secure client portal for sensitive tax documents, access controls, multi-factor authentication where available, vendor review, secure document handling procedures, and a written information security plan. No method of transmission or storage is completely secure, but we work to limit collection, restrict access, and protect information from unauthorized use or disclosure.

Sensitive Tax Documents

Please do not send Social Security numbers, tax returns, full IRS notices, bank information, or other sensitive taxpayer documents by ordinary email, text message, social media, or Facebook/Meta lead forms. Sensitive tax documents should be uploaded through the secure client portal after intake.

Advertising and Analytics

We may use advertising and analytics tools to understand website activity and campaign performance. We do not intentionally send taxpayer documents, Social Security numbers, IRS notice numbers, tax balances, or other sensitive taxpayer details to advertising or analytics platforms.

Retention of Information

We retain information only as necessary to respond to inquiries, provide services, comply with legal and professional obligations, maintain business records, resolve disputes, and support security or fraud-prevention needs. Information that is no longer needed is deleted, archived, or securely disposed of according to our document retention and security procedures.

Your Choices

• Request updates to your contact information
• Ask how your information is used
• Request that we stop non-essential communications

Children's Privacy

This website is not intended for individuals under the age of 13.

Changes to This Policy

We may update this policy from time to time. Updates will be posted on this page with a revised effective date.

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