Privacy Policy
This policy explains what information Pro Tax Guardians collects, how we use it, and the choices you have. It applies to this website and to our client portal.
Information we collect
Contact details you submit through our forms, appointment details, and the tax documents you upload to the client portal. We also collect basic analytics such as pages viewed and device type.
How we use it
To prepare and file your returns, communicate about your engagement, process payments, and meet our legal record-keeping obligations. We do not sell client information.
Consent to disclose tax return information
U.S. law (IRC §7216) restricts how a tax preparer may use or disclose your return information. We request written consent before any disclosure that is not required to prepare your return.
Security
Documents are transmitted over TLS and stored encrypted at rest. Portal accounts support two-factor authentication and all access is logged.
Retention
We retain completed returns and supporting documents for seven years, consistent with IRS guidance, then securely destroy them.
Your choices
You may request a copy of your data, ask us to correct it, or withdraw marketing consent at any time by emailing contact@protaxguardians.com.