Privacy Policy

TAX ADVISORS OF FLORIDA LLC
11402 NW 41 ST Suite 208, Doral, FL 33178

Introduction

This Privacy Policy outlines the practices of TAX ADVISORS OF FLORIDA LLC (“we,” “us,” or “our”) regarding the collection, use, and disclosure of information from individuals who access our services, website, or otherwise share personal information with us (collectively: “Users”).

Grounds for Data Collection

We collect and process personal information (any information that can reasonably identify an individual, hereinafter “Personal Information”) to:

• Provide professional accounting, bookkeeping, and tax preparation services.
• Communicate effectively with clients regarding their financial or tax matters.
• Comply with applicable federal, state, and regulatory requirements.
• Improve the quality and efficiency of our services.

By engaging with our services, you consent to the collection, storage, use, disclosure, and processing of your Personal Information as described in this Privacy Policy.

Information We Collect

We may collect two types of information:

1. Non-Personal Information

• Unidentifiable data (e.g., browser/device details, IP address, site usage statistics).

2. Personal Information
Identifiable data, including but not limited to:

• Contact Information: Name, email, address, phone number.
• Financial Information: Tax records, accounting details, income and expense documentation, business financials, Social Security number or EIN (as required for tax filings).
• Service Details: Information required to prepare tax returns, bookkeeping records, payroll information, or other financial documents.
• Device Information: IP address (for website interactions only).

How We Receive Information

We may collect information when you:

• Voluntarily provide details through forms, contracts, or communications.
• Share documents and records necessary for accounting or tax services.
• Use our website or online services.
• Engage with third-party service providers (e.g., secure payment processors or e-signature services) in connection with our services.

How We Use Information

We use collected information to:

• Provide, manage, and deliver accounting and tax services.
• Communicate with you regarding deadlines, updates, or service reminders.
• Prepare tax filings, maintain bookkeeping records, or handle payroll processing.
• Improve service efficiency and user experience.
• Comply with applicable legal, tax, and regulatory obligations.

We do not rent, sell, or share Personal Information with third parties for marketing purposes.

Sharing Personal Information

We may share information only when necessary with:

• Government agencies (e.g., IRS, state tax authorities) as required by law.
• Authorized third-party service providers (e.g., payment processors, e-filing platforms, cloud accounting software) strictly for operational purposes.
• Legal or regulatory authorities when required to comply with applicable laws.

Data Retention

We retain Personal Information only as long as necessary to provide services, comply with tax and legal obligations, or resolve disputes.

Cookies and Tracking Technologies

Our website (if applicable) may use cookies to enhance functionality. Users can disable cookies via browser settings, though this may affect site performance.

Third-Party Services

This policy does not apply to third-party websites linked from our communications. Please review their privacy policies separately.

Security Measures

We implement industry-standard security protocols to protect client data. While we strive for the highest level of protection, no system is completely immune from risks.

User Rights

Users may request to:

• Access or correct their Personal Information.
• Request limitations on how their data is used, subject to legal and contractual obligations.

Contact us at info@taxesfl.com to exercise these rights.

Marketing Communications

You may opt out of non-essential communications (e.g., newsletters, promotions). Service-critical communications (e.g., tax deadline reminders) will continue to be sent.

Children’s Privacy

Our services are intended for adults and businesses. We do not knowingly collect information from minors. If information about a minor is inadvertently provided, please contact us immediately for removal.

Updates to This Policy

We may update this policy periodically. Changes will be reflected in the “Last Updated” section below. Continued use of our services constitutes acceptance of the updated policy.

Last Updated: August 25, 2025

Contact Us

For questions about this policy or your data:

TAX ADVISORS OF FLORIDA LLC
11402 NW 41 ST Suite 208, Doral, FL 33178
(305) 495-7708