Privacy Policy

Effective date: 1/1/26
Last updated: 8/1/26

Precision Accounting & Tax Solutions, LLC (“Precision Accounting,”
“we,” “us,” or “our”) is an accounting and tax
firm in Clearwater, Florida. We know that the information you hand an accountant is
about as personal as information gets. This policy explains what we collect, why we
have it, who we give it to, and what we will never do with it.

1. The two kinds of information in this policy

We handle two very different kinds of information, and they are governed by
different rules. Keeping them straight is the easiest way to understand this policy.

• Website information. What is collected when anyone visits
  precisionaccountingtax.com. This is minimal — our website is an
  informational brochure, not an application.
• Client information. The tax, financial, and identifying
  information you give us when we do work for you. This is protected by federal
  law, including Internal Revenue Code § 7216 and the
  Gramm–Leach–Bliley Act, and it is held to a much higher standard
  than anything on the website.

Sections 2 and 3 cover the website. Everything from Section 4 onward covers client
information.

2. What our website collects

We do not have a contact form, a newsletter signup, an online payment
system, or a client login on this website. There is nowhere on the site to
type your personal information, and we do not ask for it. If you want to reach us,
you call or email, and that is by design.

When you visit, the following is collected automatically:

• Server logs. Our web host records standard technical
  information for every visit: IP address, browser type and version, operating
  system, the pages requested, the date and time, and the site you came from.
  This is ordinary web-server activity and is used to keep the site running and
  secure.
• Cookies set by our website software. Our site runs on
  WordPress, which may set functional cookies — for example, to remember a
  display preference or to protect against spam. We do not use cookies to build
  advertising profiles.
• Search terms. If you use the search box, the term you typed
  is processed to return results.

We do not currently run Google Analytics, advertising pixels, or
remarketing tags on this website. If that changes, we will update this
policy before turning them on.

3. Third-party services on our website

Some parts of our website are served by other companies. When your browser loads
those parts, it contacts that company directly, and your IP address and basic
technical information go to them. Their handling of that information is governed by
their own privacy policies, not ours.

• Google Fonts — supplies the typefaces used on the site.
• Google Translate — powers the English/Spanish language
  selector. When you switch languages, page content is sent to Google to be
  translated.
• Google Maps — the embedded map showing our office
  location.
• Elfsight — the widget that displays our reviews.
• Facebook and Instagram — we link to our profiles. We do
  not run their tracking pixels on our site, but those platforms will know you
  arrived from here once you click through.

These services may set their own cookies. You can control cookies through your
browser settings; blocking them may affect how parts of the site display.

4. Client information we collect

To prepare a return or keep a set of books, we necessarily collect sensitive
information. Depending on the service, that includes:

• Name, home and mailing address, phone number, and email address
• Social Security number or ITIN, and the same for a spouse and dependents
• Date of birth, marital status, and filing status
• Income records — W-2s, 1099s, K-1s, brokerage and retirement statements
• Bank account and routing numbers, for direct deposit of a refund or for
  electronic payment
• Business records — EIN, formation documents, financial statements,
  receipts, invoices, bank and credit card statements
• Payroll information for your employees, including their names, addresses,
  Social Security numbers, and wage and withholding records
• Prior-year tax returns and correspondence from the IRS or a state agency
• Identification documents, where a service requires us to verify identity

We collect this from you directly, and sometimes — with your authorization
— from a prior accountant, a payroll provider, or a taxing authority.

5. Why we have it, and how we use it

We use client information only to do the work you hired us to do and to meet the
legal obligations that come with it:

• Preparing and filing your tax returns
• Bookkeeping, payroll processing, and sales tax filings
• Business formation and registration filings
• Responding to notices from the IRS or a state agency on your behalf, where you
  have authorized us to do so
• Billing you, and keeping our own required business records
• Contacting you about your engagement — missing documents, deadlines,
  appointments, and the status of a filing

6. What we do not do with your information

This section matters more than any other in this policy.

• We do not sell your information. Ever. Not to data brokers, not
  to lenders, not to marketing companies, not to anyone, for any price.
• We do not use your tax return information for anything other than
  preparing your return without first getting your written consent.
  Federal law — Internal Revenue Code § 7216 and the Treasury
  Regulations under it — makes it a criminal offense for a tax
  preparer to knowingly or recklessly disclose or use tax return information
  outside of preparing that return. Any consent we ask for must be in writing, in
  a specific format, must be signed and dated by you before we act on it, and you
  are free to say no. Saying no does not affect the work we do for you.
• We do not use client information to advertise to you beyond
  ordinary communications about your own engagement with us.

7. When we disclose client information

We share client information only in these situations:

• To file your work. Returns and filings go to the IRS, the
  Florida Department of Revenue, and other taxing or regulatory authorities, which
  is the entire purpose of the engagement.
• To service providers who help us do the work. These are
  companies such as our tax preparation and e-filing software, our secure document
  portal and electronic signature service, our bookkeeping and payroll platform,
  our email and file storage provider, and our data backup provider. They are
  permitted to use the information only to provide that service to us, and they are
  bound to keep it confidential. We review their security practices and require
  them to protect your information at least as carefully as we do. If you would
  like to know which specific companies we currently use, ask us and we will tell
  you.
• With your written permission. If you want us to send your
  return to a lender, a mortgage broker, a lawyer, or anyone else, we need your
  signed authorization first, and we will ask for it every time.
• When the law requires it. A valid subpoena, court order, or
  lawful demand from a government authority. Where we are permitted to tell you
  that this has happened, we will.
• To protect the firm. In connection with a professional
  liability claim, a legal dispute, or a professional standards review, disclosed
  only to the extent necessary.

8. How we protect your information

As a tax preparation firm, we are treated as a “financial institution”
under the Gramm–Leach–Bliley Act, and we are required by the Federal Trade
Commission’s Safeguards Rule and by the IRS to maintain a written information
security plan. Ours includes:

• Physical safeguards. Paper files and documents dropped off at
  our office are kept in locked storage, and our office is secured outside of
  business hours.
• Technical safeguards. Access-controlled systems, encryption of
  sensitive data in transit and at rest, multi-factor authentication on accounts
  that hold client data, maintained anti-malware protection, and a secure portal
  for exchanging documents electronically.
• Administrative safeguards. Access to client information is
  limited to those who need it to do the work, and our security plan is reviewed
  periodically and after any significant change to our systems.

A word about email and text messages. Ordinary email and SMS are
not secure. Please do not send Social Security numbers, bank account numbers, or
photographs of tax documents by regular email or text. Use our secure portal, or bring
documents to the office. If you send sensitive information by ordinary email anyway,
you accept the risk that it could be intercepted.

No system is perfectly secure, and we do not claim otherwise. We can promise
sustained, serious effort, not a guarantee.

9. How long we keep it

We retain client records for the period required by professional standards and by
federal and Florida law — generally at least seven years after
the relevant filing, and longer where a particular record calls for it. After that,
paper records are shredded and electronic records are securely deleted.

Keeping your own copies is still your responsibility. Our retention of a file is
not a substitute for your records, and we may not be able to reproduce a document
years after the fact.

10. If there is a data breach

If your unencrypted personal information is acquired without authorization, we will
notify you as required by the Florida Information Protection Act, Fla. Stat.
§ 501.171 — in most cases within 30 days of determining that a breach
occurred. Where the law requires it, we will also notify the Florida Department of
Legal Affairs, the Federal Trade Commission, and the IRS.

11. Your choices and your rights

• See your file. You may request a copy of the tax returns and
  records we hold for you. Call or email us and we will arrange it.
• Correct it. If something we hold about you is wrong, tell us and
  we will fix it.
• Refuse consent. Any request we make to use or disclose your tax
  return information beyond preparing your return is voluntary, and declining it
  does not affect our work for you.
• Withdraw consent. A consent you have already given can be
  withdrawn going forward; tell us in writing.
• Stop hearing from us. Ask, and we will stop sending anything
  beyond what is necessary for your engagement and required by law.

Florida does not currently give small-firm clients a broad statutory data-access
right the way some other states do, but we handle these requests as a matter of
practice regardless of where you live.

12. Children

Our website is not directed to children and we do not knowingly collect information
from children through it. We do receive information about minor dependents as part of
preparing a family’s tax return; that information is provided by the parent or
guardian and is protected exactly as any other client information is.

13. Links to other sites

Our website links to other places — the IRS, the Florida Department of
Revenue, our social media profiles. We are not responsible for the privacy practices
of any site we do not operate. Read their policies.

14. Do Not Track

Because we do not track visitors across other websites, there is no cross-site
tracking here for a Do Not Track or Global Privacy Control signal to turn off.

15. This policy is not our client privacy notice

This page covers our website and describes our practices generally. Clients also
receive a separate written privacy notice at the start of an engagement, as required
by the Gramm–Leach–Bliley Act. Where the two ever conflict, the notice you
signed governs your engagement.

16. Changes to this policy

If we change this policy we will post the revised version here and update the date
at the top. Material changes affecting how we handle client information will be
communicated to affected clients directly.

17. How to reach us

Questions about this policy, or about the information we hold on you:

Precision Accounting & Tax Solutions, LLC
14004 Roosevelt Blvd., Suite 605
Clearwater, FL 33762
Phone: (727) 519-0767
Email: Daniel@PreAccountingTax.com

We answer our own phone. You will not get a call center.