Privacy Policy

Information We Collect

We collect information you provide directly to us, including name, email address, firm name, and tax return data submitted for review. We also collect usage data automatically when you visit our website.

How We Use Your Information

We use the information we collect to provide, maintain, and improve our services; process transactions; send administrative communications; and comply with legal obligations including IRS record-keeping requirements.

Data Security

We implement industry-standard security measures including AES-256 encryption at rest, TLS 1.3 in transit, multi-factor authentication on all portal access, and audit logging on every data interaction.

Data Retention

Tax return data is retained for seven years to satisfy IRS record-keeping requirements, unless you request earlier deletion in writing and such deletion is consistent with our legal obligations.

Third-Party Service Providers

We share data with service providers who help us operate our platform, including cloud infrastructure providers. All providers are bound by data processing agreements that restrict use of your data to service delivery only.

Your Rights

You may request access to, correction of, or deletion of your personal information by contacting us at info@precisiontax.ai. Requests relating to tax return data are subject to applicable IRS and legal retention requirements.

Changes to This Policy

We may update this policy periodically. Material changes will be communicated by email to registered users at least 30 days before they take effect.

Contact

Questions about this policy should be directed to Precision Tax Partners LLC at info@precisiontax.ai.