Privacy Policy of Protaxhelp4u

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(PLEASE READ)

Effective Date: [February 15, 2025]
Last Updated: [September 14, 2025]

Protaxhelp4u ("we," "us," "our," or "Company") is committed to protecting the privacy and confidentiality of our clients' personal and financial information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you use our income tax preparation and consulting services, visit our office, use our website, or otherwise interact with our business.

This Privacy Policy complies with federal privacy laws including the Gramm-Leach-Bliley Act (GLBA), the Internal Revenue Code, Treasury Department Circular 230, and applicable state laws in Georgia. By engaging our services, you acknowledge that you have read and understood this Privacy Policy.

We collect personal information necessary to provide tax preparation and consulting services, including but not limited to:

• Identifying Information: Full name, Social Security number, date of birth, address, phone number, email address, and driver's license or state ID number
• Financial Information: Income statements (W-2s, 1099s, K-1s), bank account information, investment account statements, retirement account information, business financial records, receipts, and other tax-related documents
• Family Information: Information about spouses, dependents, and other family members as relevant to tax preparation
• Employment Information: Employer details, occupation, business ownership information
• Tax History: Prior year tax returns, correspondence with tax authorities, audit information
• Health Information: Medical expenses, health savings account information (when relevant to tax preparation)

When you visit our website or use our digital services, we may automatically collect:

• IP address and device information
• Browser type and version
• Pages visited and time spent on our website
• Referring website information
• Cookies and similar tracking technologies

We use your personal information solely for legitimate business purposes related to providing tax preparation and consulting services:

• Tax Preparation: Preparing federal and state income tax returns
• Tax Planning: Providing tax planning advice and strategies
• Representation: Representing you before tax authorities when authorized
• Compliance: Meeting legal and regulatory requirements
• Communication: Contacting you about your tax matters, appointments, and services
• Record Keeping: Maintaining accurate records as required by law

• Service Improvement: Analyzing trends to improve our services
• Marketing: Sending information about our services (with your consent)
• Legal Compliance: Responding to legal process and regulatory requirements

We maintain strict confidentiality of your information and do not sell, rent, or trade your personal information to third parties for marketing purposes. We may share your information only in the following limited circumstances:

• When you explicitly authorize us to share information with third parties
• When you request us to communicate with your other professional advisors (attorneys, financial planners, etc.)

We may share information with trusted third-party service providers who assist us in operating our business, including:

• Tax software providers
• Document storage and management services
• IT support and security services
• Professional liability insurance carriers

All service providers are contractually required to maintain the confidentiality of your information and use it only for the specified purposes.

We may disclose your information when required by law, including:

• In response to court orders, subpoenas, or other legal process
• To comply with tax authority requests and examinations
• To prevent fraud or other illegal activities
• To protect our legal rights and interests

In the event of a merger, acquisition, or sale of our business, your information may be transferred to the new owner, subject to the same privacy protections outlined in this policy.

We implement comprehensive security measures to protect your personal information:

• Locked filing cabinets for paper documents
• Restricted access to client files
• Secure disposal of documents through professional shredding services
• Alarm systems and surveillance in our office

• Encrypted data transmission and storage
• Secure, password-protected computer systems
• Regular software updates and security patches
• Firewall protection and antivirus software
• Multi-factor authentication for sensitive systems

• Employee background checks and confidentiality agreements
• Regular privacy and security training for staff
• Access controls limiting employee access to client information on a need-to-know basis
• Incident response procedures for potential security breaches

We retain your personal information for as long as necessary to provide services and comply with legal requirements:

• Tax Returns and Supporting Documents: Retained for a minimum of seven (7) years after filing, or longer if required by law
• Client Communications: Retained for seven (7) years or as required for legal compliance
• Electronic Records: Maintained with the same retention periods as paper records
• Marketing Information: Retained until you opt out or we determine it's no longer needed

When information is no longer needed, we securely destroy it using appropriate methods to prevent unauthorized access.

You have the following rights regarding your personal information:

• Request access to your personal information in our possession
• Request correction of inaccurate or incomplete information
• Receive copies of your tax returns and supporting documents

• Opt out of marketing communications
• Choose your preferred method of communication (email, phone, mail)
• Request that we limit certain types of contact

• File complaints about our privacy practices
• Contact regulatory authorities if you believe your privacy rights have been violated

To exercise these rights, contact us using the information provided in the "Contact Information" section below.

Our website may use cookies and similar technologies to:

• Remember your preferences and settings
• Analyze website traffic and usage patterns
• Provide personalized content and advertisements
• Ensure website security and functionality

You can control cookie settings through your browser preferences. However, disabling cookies may limit your ability to use certain features of our website.

Our website may contain links to third-party websites. This Privacy Policy does not apply to those external sites. We encourage you to review the privacy policies of any third-party websites you visit.

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18 without parental consent, except as necessary for tax preparation services (such as information about dependent children).

We may update this Privacy Policy periodically to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of material changes by:

• Posting the updated policy on our website
• Sending notice via email or mail
• Providing notice during your next visit to our office

The effective date at the top of this policy indicates when it was last updated. Your continued use of our services after changes are made constitutes acceptance of the updated policy.

As a Georgia-based business, we comply with all applicable Georgia state privacy laws and regulations. Georgia residents have specific rights under state law, including:

• The right to request information about data sharing practices
• Protection against identity theft and fraud
• Rights related to security breach notifications

This Privacy Policy is designed to comply with federal laws and regulations, including:

We provide this privacy notice as required by the GLBA and follow its requirements for protecting nonpublic personal information.

We comply with federal tax law requirements regarding the confidentiality of tax return information and obtain proper consent before using or disclosing such information.

We adhere to the ethical standards and confidentiality requirements for tax practitioners established by the Treasury Department.

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

Protaxhelp4u
Phone: [(404) 503-8890]
Email: [Protaxhelp4u@gmail.com]

By engaging our services, you acknowledge that:

• You have received and read this Privacy Policy
• You understand how we collect, use, and protect your information
• You consent to our privacy practices as described in this policy
• You understand your rights and how to exercise them

This Privacy Policy represents our commitment to protecting your privacy and maintaining the confidentiality of your personal and financial information. We appreciate your trust in Protaxhelp4u for your tax preparation and consulting needs.