Privacy Policy
Last Updated: June 8, 2026
1. Introduction
Welcome to Precision Tax Advisors, LLC. We are a tax advisory firm out of Texas. This Privacy Policy explains how we collect, use, disclose, store, and protect your personal information when you visit our website, use our services, or otherwise communicate with us.
By accessing our website or engaging our services, you agree to the practices described in this Privacy Policy. If you do not agree, please discontinue use of our website and services.
2. Information We Collect
We may collect the following categories of information:
2.1 Personal Information You Provide
- Full name, mailing address, email address, and phone number
- Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)
- Employer Identification Number (EIN) for business clients
- Financial information (income, expenses, deductions, bank account details, investment records)
- Tax documents (W-2s, 1099s, prior tax returns, receipts)
- Dependents' information, where applicable
- Employment and occupational information
2.2 Information Collected Automatically
- IP address, browser type, and device information
- Pages visited, time spent, and referring URLs
- Cookies and similar tracking technologies
2.3 Information From Third Parties
- Information provided by the IRS, state tax authorities, financial institutions, or other parties you authorize us to contact
3. How We Use Your Information
We use your information to:
- Prepare and file tax returns and provide tax advisory services
- Communicate with you regarding your account, appointments, and services
- Respond to inquiries and provide customer support
- Comply with legal, regulatory, and IRS requirements
- Improve our website and service offerings
- Detect, prevent, and address fraud or security issues
4. Communications Policy
4.1 Phone Calls
By providing your phone number, you consent to receive phone calls from us regarding your tax matters, appointments, account updates, and service-related notifications. Calls may be recorded for quality, training, or compliance purposes; where recording occurs, we will inform you as required by law.
4.2 Text Messaging (SMS)
By providing your mobile number and opting in, you consent to receive text messages from us related to appointment reminders, document requests, and service updates.
- Message frequency may vary.
- Message and data rates may apply depending on your mobile carrier.
- You may opt out at any time by replying STOP. Reply HELP for assistance.
- We do not sell or share your mobile phone number or SMS opt-in data with third parties or affiliates for their marketing purposes.
- Opting out of text messages will not affect your ability to receive services through other communication channels.
4.3 Email
By providing your email address, you consent to receive emails regarding your account, tax documents, and service communications. We may also send informational or promotional emails; you may unsubscribe from marketing emails at any time using the "unsubscribe" link or by contacting us directly. Please note that email is not a fully secure method of transmission, and we encourage the use of our secure client portal for sensitive documents.
4.4 Consent and Withdrawal
Providing consent to communications is not a condition of purchasing any goods or services. You may withdraw consent at any time, though doing so may limit our ability to provide certain services.
5. Information Security
We take the protection of your sensitive financial and tax information seriously and maintain administrative, technical, and physical safeguards designed to protect your information, including:
- Encryption of data in transit (SSL/TLS) and at rest
- Secure client portals for the exchange of confidential documents
- Access controls limiting employee access to information on a need-to-know basis
- Firewalls, anti-malware, and intrusion detection systems
- Multi-factor authentication for accessing sensitive systems
- Regular security assessments and employee training on data protection
- Compliance with IRS Publication 4557 (Safeguarding Taxpayer Data) and the FTC Safeguards Rule under the Gramm-Leach-Bliley Act (GLBA)
While we implement reasonable security measures, no method of transmission or storage is 100% secure. We cannot guarantee absolute security but are committed to protecting your information to the fullest extent practicable.
## 6. How We Share Your Information
We do not sell your personal information. We may share information only:
- With the IRS and state/local tax authorities as required to file returns
- With service providers who assist in our operations under confidentiality obligations
- When you have provided written authorization (e.g., to a lender or financial advisor)
- To comply with legal obligations, subpoenas, or court orders
- To protect our rights, property, or safety, or that of others
As tax professionals, we are bound by IRC Section 7216, which restricts the use and disclosure of taxpayer information without your consent.
7. Data Retention
We retain your information for as long as necessary to provide services and to comply with legal, regulatory, and professional record-keeping requirements (generally a minimum of seven years for tax records). When information is no longer required, we securely destroy or de-identify it.
8. Cookies and Tracking Technologies
Our website uses cookies and similar technologies to enhance functionality and analyze usage. You may manage cookie preferences through your browser settings. Disabling cookies may affect certain website features.
9. Your Privacy Rights
Depending on applicable law, you may have the right to:
- Request access to the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your information, subject to legal retention requirements
- Opt out of marketing communications
Texas residents may have additional rights under the Texas Data Privacy and Security Act (TDPSA). To exercise any rights, contact us using the information below.
10. Children's Privacy
Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children except as necessary for tax filing purposes (e.g., dependent information provided by a parent or guardian).
11. Third-Party Links
Our website may contain links to third-party sites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies.
12. Changes to This Privacy Policy
We may update this Privacy Policy periodically. The "Last Updated" date reflects the most recent revision. Continued use of our services after changes constitutes acceptance of the updated policy.
13. Contact Us
If you have questions or concerns about this Privacy Policy or our data practices, please contact us