Privacy Policy

Effective Date: March 22, 2026

1. Introduction

Welcome to The Tax Pro FL, LLC (“Company,” “we,” “us,” or “our”).
We respect your privacy and are committed to protecting
the personal information you share with us through our website,
https://thetaxprofl.com (the “Website”).

This Privacy Policy explains how we
collect, use, disclose, and safeguard your information
when you visit our Website or use our services, including bookkeeping,
accounting, tax preparation, and related consulting services.

By using our Website, you consent to the practices described in this Privacy Policy.

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2. Information We Collect

We may collect the following types of information when you interact with our Website or services.

Personal Information

Information you voluntarily provide, including:

• Full name
• Email address
• Phone number
• Mailing address
• Business name and business details
• Information submitted through contact forms or appointment requests

Financial and Tax Information

If you engage our services, we may collect information required to provide tax or accounting services, such as:

• Income documentation (W-2, 1099, etc.)
• Business financial records
• Bank account information
• Tax identification numbers (SSN, EIN, ITIN)
• Supporting documentation for tax preparation or bookkeeping

Automatically Collected Information

When you visit our Website, certain information may be collected automatically, including:

• IP address
• Browser type
• Device information
• Pages visited
• Time and date of visit
• Referring websites

Cookies and Tracking Technologies

Our Website may use cookies and similar tracking technologies to improve functionality, analyze traffic, and enhance user experience.

You may disable cookies through your browser settings if you prefer.

3. How We Use Your Information

We may use your information to:

• Provide bookkeeping, accounting, and tax preparation services
• Respond to inquiries and customer service requests
• Communicate regarding services, appointments, or updates
• Process payments and transactions
• Improve our Website and services
• Maintain security and prevent fraud
• Comply with legal and regulatory obligations

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4. How We Share Information

We do not sell, rent, or trade your personal information.

We may share information only in the following circumstances:

Service Providers

We may share information with trusted third-party providers that assist with:

• Payment processing
• Secure document management
• Email or CRM systems
• Website analytics

These providers are contractually obligated to protect your information.

Legal Compliance

We may disclose information if required to:

• Comply with legal obligations
• Respond to lawful requests from authorities
• Protect the rights or safety of our business or clients

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5. Data Security

We take reasonable administrative, technical, and physical safeguards to protect your personal and financial information. These may include:

• Secure data storage
• Encrypted transmissions
• Restricted access to sensitive information
• Secure client portals when applicable

However, no method of transmission over the Internet can be guaranteed to be 100% secure.

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6. Third-Party Websites

Our Website may contain links to third-party websites. We are not responsible for the privacy practices of those websites.

We recommend reviewing their privacy policies before providing personal information.

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7. Data Retention

We retain personal and financial information only for as long as necessary to:

• Provide services
• Comply with tax, accounting, and legal record-keeping requirements
• Resolve disputes or enforce agreements

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8. Your Privacy Rights

Depending on your location, you may have the right to:

• Request access to personal data we hold about you
• Request correction of inaccurate information
• Request deletion of your personal data (subject to legal obligations)
• Opt out of marketing communications

Requests can be submitted using the contact information below.

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9. Children’s Privacy

Our Website and services are not intended for individuals under the age of 13. We do not knowingly collect personal information from children.

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10. Updates to This Privacy Policy

We may update this Privacy Policy periodically. When updates are made, the “Effective Date” will be revised.

Your continued use of the Website constitutes acceptance of the updated policy.

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11. Contact Information

If you have questions regarding this Privacy Policy or how your information is handled, please contact:

The Tax Pro FL, LLC
Website: https://thetaxprofl.com
Email: info@thetaxprofl.com