Effective Date: May 25, 2026
Personal Touch Tax Preparation, LLC (“the Firm,” “we,” “us,” or “our”) is committed to maintaining the confidentiality, integrity, and security of the personal and financial information entrusted to us. This Privacy Policy describes how we collect, use, maintain, protect, and disclose information obtained through our website, electronic forms, client communications, and professional services, including tax preparation, tax resolution, and bookkeeping services.
In the course of providing professional services, we may collect personal and financial information directly from you or through authorized channels. This information may include, but is not limited to, your full name, mailing address, email address, telephone number (refered to as "personal information"), date of birth, Social Security number or Taxpayer Identification Number, income records, financial statements, banking information, accounting records, IRS correspondence, and other documentation necessary to perform tax preparation, tax resolution, or bookkeeping services (refered to as financial information). When you visit the Site, we may collect certain information about your device, including information about your web browser, IP address, time zone, and some of the cookies that are installed on your device. Additionally, as you browse the Site, we collect information about the individual web pages or products that you view, what websites or search terms referred you to the Site, and information about how you interact with the Site. We refer to this automatically-collected information as “Browsing Information”. We collect Browsing Information using the following technologies: – “Cookies” are data files that are placed on your device or computer and often include an anonymous unique identifier. For more information about cookies, and how to disable cookies, visit http://www.allaboutcookies.org. – “Log files” track actions occurring on the Site, and collect data including your IP address, browser type, Internet service provider, referring/exit pages, and date/time stamps. – “Web beacons”, “tags”, and “pixels” are electronic files used to record information about how you browse the Site. Additionally when you make a purchase or attempt to make a purchase through the Site, we collect certain information from you, including your name, billing address, shipping address, payment information (including credit card numbers, email address, and phone number). We refer to this information as “Purchase Information”. When we talk about “Your Personal Information” in this Privacy Policy, we are talking both about Browsing Information and Purchase Information.
We may also collect communication data, including emails, phone calls, text messages, appointment records, and form submissions, for the purpose of providing services and maintaining accurate records.
The Firm uses personal and financial information solely for legitimate business and professional purposes. These purposes include providing tax preparation, tax resolution, and bookkeeping services; communicating with clients regarding appointments, service updates, and compliance matters; fulfilling legal, regulatory, and professional obligations; and maintaining records as required by applicable law.
The Firm complies with all applicable Internal Revenue Service regulations governing the confidentiality and use of taxpayer information, including Internal Revenue Code Section 7216 and related Treasury Regulations. The Firm does not sell, rent, or trade personal information to third parties for marketing or advertising purposes.
The Firm may disclose personal or financial information only as permitted or required by law. Such disclosures may include authorized disclosures to the Internal Revenue Service, state taxing authorities, or other governmental agencies; disclosures to third-party service providers who assist us in operating secure systems or providing services, provided such parties are bound by confidentiality obligations; or disclosures required pursuant to a subpoena, court order, or other lawful process.
Any disclosure of information is limited to what is legally permissible and necessary for the intended purpose.
We may share Your Personal Information with third parties to help us use Your Personal Information, as described above. For example, we may use Google Analytics to help us understand how our customers use the Site — you can read more about how Google uses your Personal Information here: https://www.google.com/intl/en/policies/privacy. You can also opt-out of Google Analytics here: https://tools.google.com/dlpage/gaoptout. Finally, we may also share Your Personal Information to comply with applicable laws and regulations, to respond to a subpoena, search warrant or other lawful request for information we receive, or to otherwise protect our rights. BEHAVIOURAL ADVERTISING As described above, we use Your Personal Information to provide you with targeted advertisements or marketing communications we believe may be of interest to you. For more information about how targeted advertising works, you can visit the Network Advertising Initiative’s (“NAI”) educational page at http://www.networkadvertising.org/understanding-online-advertising/how-does-it-work . You can opt out of targeted advertising by using the links below: – Facebook: https://www.facebook.com/settings/?tab=ads – Google: https://www.google.com/settings/ads/anonymous – Bing: https://advertise.bingads.microsoft.com/en-us/resources/policies/personalized-ads Additionally, you can opt out of some of these services by visiting the Digital Advertising Alliance’s opt-out portal at: http://optout.aboutads.info. DO NOT TRACK Please note that we presently do not alter our Site’s data collection and use practices when we see a Do Not Track signal from your browser.
The Firm implements reasonable administrative, technical, and physical safeguards designed to protect personal and financial information from unauthorized access, disclosure, alteration, or destruction. These safeguards are consistent with industry standards applicable to tax practitioners and financial professionals and include secure software systems, restricted access controls, and encrypted communication platforms where appropriate.
If you consent to receive electronic communications, including text messages, the Firm may send transactional and informational messages related to appointments, service updates, account notifications and marketing messages. Message frequency may vary, and message and data rates may apply. You may opt out of SMS communications at any time by replying “STOP” or request assistance by replying “HELP.” No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All OPT-IN requests include text messaging originator opt-in data and consent; this information will not be shared with third parties.
Subject to applicable law, you may have the right to request access to your personal information, request correction of inaccurate information, or request deletion of certain information. Requests may be subject to legal and professional retention requirements. All privacy-related inquiries may be directed to the Firm using the contact information provided below.
GDPR and International Privacy Rights
To the extent applicable, the Firm processes personal data in accordance with the General Data Protection Regulation (GDPR) for individuals located in the European Economic Area. Processing is based on contractual necessity, legal obligation, or legitimate business interests.
If you are a European resident, you have the right to access personal information we hold about you and to ask that your personal information be corrected, updated, or deleted. If you would like to exercise this right, please contact us through the contact information below. Additionally, if you are a European resident we note that we are processing your information in order to fulfill contracts we might have with you (for example if you make an order through the Site), or otherwise to pursue our legitimate business interests listed above. Additionally, please note that your information may be transferred outside of Europe, including to Canada and the United States.
The Firm retains personal and financial information only for as long as necessary to fulfill professional obligations, comply with legal and regulatory requirements, and resolve disputes.
When you place an order through the Site, we will maintain your Purchase Information for our records unless and until you ask us to delete this information.
The Site is not intended for individuals under the age of 18.
The Firm reserves the right to modify this Privacy Policy at any time. Any changes will be posted on this page with an updated effective date. We may update this privacy policy from time to time in order to reflect, for example, changes to our practices or for other operational, legal or regulatory reasons.
For more information about our privacy practices, if you have questions, or if you would like to make a complaint, please contact us by e‑mail at the email address provided or in the Contact section of the Site. For questions or concerns regarding this Privacy Policy, please contact:
Personal Touch Tax Firm
Email:[email protected]
Phone: (770)727-8441