Expert Tax & Accounting Solutions, LLC

Last Updated: March 2026

Expert Tax & Accounting Solutions, LLC (“Company,” “we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of our clients. This Privacy Policy explains how we collect, use, store, and protect personal information obtained through our website and services.

Information We Collect

Personal Information

When you use our website or services, we may collect personal information including but not limited to:

• Full name
• Email address
• Phone number
• Mailing address
• Date of birth
• Social Security Number or Tax Identification Number (when required for tax preparation services)
• Financial or tax-related documentation provided by you

Technical Information

We may automatically collect:

• IP address
• Device type
• Browser type
• Pages visited
• Time spent on our website

How We Use Your Information

We use collected information to:

• Provide tax preparation and accounting services
• Schedule appointments and consultations
• Communicate with clients regarding services
• Process payments
• Maintain regulatory compliance with IRS and federal regulations
• Improve website functionality and user experience

Confidentiality of Taxpayer Information

Expert Tax & Accounting Solutions, LLC follows confidentiality standards required under IRS regulations including Internal Revenue Code Section 7216, which governs the disclosure and use of tax return information.

Tax return information will not be disclosed to third parties without your written consent, except where required by law.

Information Security

We maintain administrative, technical, and physical safeguards to protect client information including:

• Secure encrypted communication
• Secure document storage
• Limited access to client data
• Industry-standard cybersecurity protections

Third-Party Services

We may use trusted third-party providers such as:

• Appointment scheduling platforms
• Payment processors
• Secure document storage services
• Website analytics providers

These providers are required to maintain appropriate security safeguards.

Data Retention

Client records may be retained for up to seven (7) years in accordance with professional accounting standards and IRS recordkeeping guidelines.

Your Rights

You may request access to, correction of, or deletion of your personal information where legally permitted.

Contact Information

Expert Tax & Accounting Solutions, LLC
Phone: 843.829.2228