Privacy Policy
Effective Date: August 18, 2025 | Last Revised: August 18, 2025
BizTax Consultants LLC (“BizTax,” “we,” “our,” or “us”) respects the privacy of all individuals who engage with our services, visit our website, or otherwise interact with our firm. This Privacy Policy explains the types of information we collect, how we use it, how we protect it, and what rights you have in relation to your data.
By using our services, products, or website, you agree to the terms of this Privacy Policy. If you do not agree with these practices, you should not use our services.
1. Scope of This Policy
This Privacy Policy applies to:
• Clients and prospective clients who engage BizTax for tax preparation, bookkeeping, accounting, business advisory, or related professional services.
• Visitors to our website and online platforms.
• Vendors, contractors, affiliates, and other partners who provide services to or on behalf of BizTax.
• Employees, job applicants, or other individuals whose information may be collected in the course of business operations.
This policy covers both personally identifiable information (PII) and non-personally identifiable information (non-PII).
2. Information We Collect
2.1 Personally Identifiable Information (PII)
We may collect personal details that identify you as an individual or allow us to provide our services, including but not limited to:
• Full legal name, address, email address, and telephone numbers.
• Government-issued identifiers such as Social Security Numbers (SSN), Taxpayer Identification Numbers (TIN), or Employer Identification Numbers (EIN).
• Date of birth, citizenship, and residency information.
• Financial data, including bank account details, credit card numbers, tax documents, payroll records, income information, retirement plan contributions, and investment details.
• Dependent, spouse, or family information required for tax filings.
• Employment information, including employer name, job title, and compensation details.
• Business entity information for corporate filings (officer names, registered agents, shareholders, stock details, etc.).
2.2 Non-Personally Identifiable Information (Non-PII)
We also collect technical and statistical data that does not directly identify an individual, such as:
• Browser type, device type, operating system, and IP address.
• Geolocation data (at a regional level, not precise tracking).
• Website usage patterns, including pages visited, time spent, and referral sources.
• Aggregated data about service usage and client demographics.
This non-PII may be used for analytics, improving our website, and understanding trends.
3. How We Collect Information
BizTax gathers information through the following methods:
1. Directly from you – when you provide information via our website, secure client portal, phone, email, or in-person meetings.
2. From third parties – such as your employer, financial institutions, or government agencies when authorized by you or as required by law.
3. Automatically – through website cookies, analytics tools, and server logs.
4. Through service engagements – when we prepare your tax return, set up your business entity, or provide financial advisory services.
4. Use of Information
We use collected information for the following purposes:
• Service Delivery: Preparing and filing tax returns, providing bookkeeping, accounting, payroll, and advisory services.
• Business Formation: Registering corporations, LLCs, trusts, or other entities.
• Compliance: Meeting obligations under IRS regulations, state tax codes, and federal laws.
• Communication: Responding to inquiries, providing service updates, and sending legally required notices.
• Billing and Payment: Processing payments, issuing invoices, and managing financial accounts.
• Security and Fraud Prevention: Detecting unauthorized access, protecting against identity theft, and maintaining secure systems.
• Marketing and Client Updates: Sharing newsletters, updates on services, or promotions (only with your consent and with opt-out options).
5. Legal Bases for Processing
Where applicable, BizTax processes your information under the following legal grounds:
• Consent: When you explicitly authorize us to collect and use your information.
• Contractual Necessity: To fulfill service agreements (e.g., preparing a tax return).
• Legal Obligation: Compliance with IRS rules, Treasury regulations, and court orders.
• Legitimate Interests: Improving our services, preventing fraud, and maintaining business operations.
6. Sharing and Disclosure of Information
BizTax does not sell or rent your personal information. However, we may share information under the following circumstances:
6.1 With Service Providers and Contractors
We may engage third-party vendors or contractors to provide services such as:
• Cloud hosting and IT support.
• Secure data storage and backup.
• Tax preparation support and outsourced accounting.
• Fraud detection, analytics, and security monitoring.
All vendors are bound by strict confidentiality agreements and are prohibited from using your data for purposes beyond contracted services.
6.2 Legal and Regulatory Disclosures
We may disclose information if required by law, regulation, subpoena, or government investigation.
6.3 Affiliates and Business Partners
In limited cases, we may share information with affiliates or subsidiaries to provide integrated services, subject to the same privacy protections.
6.4 Consent-Based Disclosures (IRS Section 7216 Compliance)
As required under IRS rules, we will obtain your explicit written consent before disclosing your tax return information to any third party for non-preparation purposes.
7. International Data Transfers
If you authorize us to use offshore tax preparation or bookkeeping support, your personal data (including SSN or tax return information) may be transferred outside the United States. We ensure that any offshore partners maintain strict security controls and confidentiality agreements in compliance with IRS regulations under 26 U.S.C. §7216.
8. Security of Your Information
We implement robust security measures, including:
• Encryption of sensitive data in transit and at rest.
• Multi-factor authentication for secure client portal access.
• Firewalls, intrusion detection, and continuous monitoring.
• Access controls limiting employee access to client information on a “need-to-know” basis.
• Regular third-party audits and vulnerability assessments.
While no system is 100% secure, we work diligently to protect your information from unauthorized access, misuse, or disclosure.
9. Data Retention
We retain personal data only as long as necessary to:
• Provide services you requested.
• Fulfill contractual obligations.
• Meet legal, regulatory, or IRS retention requirements.
• Resolve disputes and enforce agreements.
After the retention period, data is securely deleted or anonymized.
10. Your Rights
Depending on your location, you may have the following rights regarding your personal data:
• Access – Request a copy of the personal data we hold about you.
• Correction – Request corrections to inaccurate or incomplete information.
• Deletion – Request deletion of your data, subject to legal retention obligations.
• Restriction – Request limits on how we process your data.
• Portability – Request a transfer of your information to another provider.
• Opt-Out of Marketing – Unsubscribe from promotional communications at any time.
To exercise these rights, email us at tax@biztaxllc.com.
11. Cookies and Website Tracking
BizTax uses cookies and analytics tools to:
• Improve website functionality.
• Analyze traffic and usage patterns.
• Store user preferences.
You can disable cookies through your browser, though this may limit website functionality.
12. Children’s Privacy
Our services are not directed at individuals under the age of 18. We do not knowingly collect information from children.
13. Updates to This Policy
We may revise this Privacy Policy from time to time. Changes will be posted on our website with the updated effective date. Significant changes will be communicated directly by email when applicable.
14. Contact Information
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us:
BizTax Consultants LLC
Email: tax@biztaxllc.com
Phone: [Add your contact number here]
Mailing Address: [Insert Business Address Here]
15. Acceptance of Policy
By engaging BizTax Consultants LLC’s services or using our website, you acknowledge that you have read, understood, and agreed to this Privacy Policy.
