Privacy Policy

Tax Soluciones Corp. (TaxSolutionS)
Effective Date: 10/01/2018
Last Updated: 10/01/2026

1. Introduction

Tax Soluciones Corp., doing business as TaxSolutionS ("TaxSolutionS," "we," "us," or "our"), respects your privacy and recognizes the importance of protecting the personal, financial, and tax-related information entrusted to us.

This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information in connection with our website, client communications, and business operations.

We are committed to handling personal information responsibly and in accordance with applicable privacy, tax confidentiality, and information security requirements.

2. Scope of This Policy

This Privacy Policy applies to personal information collected or processed through:

• Our public website at www.taxsoluciones.com.
• Website contact and inquiry forms.
• Our client support portal at support.taxsoluciones.com.
• Client document-transfer and file-sharing systems made available by TaxSolutionS.
• Email, telephone, text messaging, and related business communications.
• Our provision of tax preparation, payroll, bookkeeping, financial reporting, consulting, and related professional services.

Certain services may be subject to additional privacy disclosures, taxpayer authorizations, engagement agreements, or legal requirements.

Where applicable law or a more specific notice imposes stricter protections, those requirements govern.

3. Information We Collect

The information we collect depends on how you interact with us.

A. Website and Contact Information

When you contact us through the Website, we may collect:

• Your name.
• Email address.
• Telephone number.
• Business or organization name, if provided.
• Information included in your inquiry.
• Other information you voluntarily provide.

Our general Website contact forms are intended for initial inquiries and consultation requests, not the transmission of sensitive tax or financial documents.

B. Client and Professional Service Information

When providing professional services, we may collect information relevant to the services requested, including:

• Contact and identification information.
• Taxpayer identification information.
• Tax returns and supporting tax documents.
• Financial records and accounting information.
• Business ownership and entity information.
• Payroll and employee information.
• Banking or payment information.
• Information needed for tax representation, regulatory compliance, or other agreed professional services.

The categories of information collected depend on the specific engagement and its requirements.

We may receive information directly from clients, authorized representatives, employers, employees, government agencies, financial institutions, or other authorized sources.

C. Support and Document-Transfer Information

When you use our client support portal, send an email, or transfer documents through an authorized file-sharing system, we may collect and retain:

• Contact and account information.
• Support requests and correspondence.
• Attachments and submitted documents.
• Information necessary to investigate or resolve a support issue.
• Account access and activity records.
• Technical information associated with system access and security.

Information submitted through these systems may become part of your client service records where relevant to an engagement.

D. Website and Technical Information

When you access our Website or electronic systems, certain technical information may be collected automatically, including:

• Internet Protocol (IP) address.
• Browser and device information.
• Requested pages and access times.
• Referring website information, where available.
• Server logs and error information.
• Information needed for website administration, troubleshooting, security, and performance measurement.

We seek to limit technical data collection to information reasonably necessary for these purposes.

4. How We Use Information

We may use personal information to:

• Respond to questions and consultation requests.
• Establish and maintain client relationships.
• Provide services requested or authorized by clients.
• Prepare and process tax returns, payroll, financial reports, and related documents.
• Communicate about service appointments, deadlines, requests, and account matters.
• Provide technical support and respond to service tickets.
• Maintain business and client records.
• Process payments and administer billing.
• Protect our systems, detect misuse, and investigate security incidents.
• Comply with legal, regulatory, tax, and professional obligations.
• Improve our Website, customer experience, and business operations.
• Send marketing communications when permitted by applicable law and consistent with applicable consent and confidentiality requirements.

We do not treat the submission of a general Website inquiry as blanket permission to use sensitive personal or tax information for unrelated purposes.

5. Protection of Tax Return Information

TaxSolutionS recognizes that taxpayer information is subject to specific federal confidentiality protections.

Tax return information provided in connection with income tax preparation is subject to the restrictions of Internal Revenue Code Section 7216 and applicable Treasury Regulations.

We use or disclose tax return information only as authorized by law, permitted under an applicable regulatory exception, or supported by a valid taxpayer consent when required.

Where a specific taxpayer authorization is legally required, this Privacy Policy does not replace that authorization.

We do not treat a client's acceptance of this Privacy Policy as consent to use confidential tax return information for unrelated marketing, advertising, or other purposes requiring separate authorization.

6. Payroll, Employee, and Business Information

As part of our payroll and business services, TaxSolutionS may receive information about employees, contractors, business owners, and other individuals.

Such information is used to perform authorized services, provide support, maintain records, and fulfill applicable legal and contractual requirements.

When we process information on behalf of a business client, our activities may be subject to that client's instructions, applicable service agreements, and legal obligations.

Individuals whose information is provided by an employer or business client may need to direct certain requests regarding that information to the relevant employer or business.

7. Information Sharing and Disclosure

We do not sell or rent client tax returns, payroll records, or other confidential client information to third parties for their independent marketing purposes.

We may disclose information in the following circumstances, subject to applicable legal restrictions:

A. Authorized Service Providers

We may use third-party providers to support our operations or perform services, including:

• Tax preparation and electronic filing systems.
• Payment processing and banking services.
• Electronic communication and messaging services.
• Software, hosting, and technical support providers.
• Other professional or operational service providers.

We seek to limit access to information reasonably necessary for the services performed and apply appropriate confidentiality and security requirements.

B. Government Agencies and Legal Requirements

Information may be disclosed to tax authorities, government agencies, courts, regulators, or other authorized recipients when required or permitted by law.

These disclosures remain subject to any applicable restrictions on confidential tax return information and other protected records.

C. Authorized Client Requests

We may share information with persons or organizations authorized by the client, subject to applicable law and any required consent or verification procedures.

D. Business Transactions

If TaxSolutionS undergoes a merger, acquisition, reorganization, or transfer of business assets, information may be disclosed as reasonably necessary for that transaction, subject to confidentiality obligations, applicable law, and any required authorizations.

8. Cookies and Website Analytics

Our Website and electronic systems may use cookies or similar technologies necessary for website functionality, session management, security, and user preferences.

We may also use website analytics to understand aggregate traffic, page usage, performance, and general visitor engagement.

Our goal is to use privacy-conscious analytics practices that limit unnecessary personal information collection and do not rely on advertising profiles or cross-site behavioral tracking.

Where analytics technologies are used, their operation, data collection, and any applicable consent or opt-out mechanisms will be governed by this Policy and applicable law.

We do not use a general Website visit as consent to disclose confidential client or taxpayer information for advertising purposes.

You may control certain cookies through your browser settings. Disabling essential cookies may affect some Website or client portal functionality.

9. Email and Marketing Communications

We communicate with prospective and existing clients regarding inquiries, appointments, requested services, account matters, and other legitimate business purposes.

We may also offer newsletters, educational updates, service announcements, or promotional communications.

Where required, we will obtain appropriate consent before sending marketing communications.

Marketing emails will include an unsubscribe mechanism or other method for declining future promotional messages, as required by applicable law.

Unsubscribing from marketing communications does not necessarily prevent us from sending important non-promotional messages relating to existing services, account security, legal obligations, or active engagements.

We do not use tax return information for marketing purposes in violation of applicable tax confidentiality requirements.

10. Text Messages and SMS Communications

TaxSolutionS may communicate with clients by text message for purposes including:

• Customer service and two-way communications.
• Appointment confirmations and reminders.
• Requests for information related to active engagements.
• Service updates and notifications.
• Billing and payment reminders.
• Promotional messages when separately authorized or otherwise legally permitted.

Message frequency may vary. Message and data rates may apply.

You may opt out of applicable text messaging programs by replying STOP, and you may request assistance by replying HELP, as described in our SMS Terms.

We do not sell or share mobile phone numbers or SMS opt-in information with third parties for their independent marketing purposes.

Information may be shared with messaging service providers as needed to deliver communications and manage messaging programs, subject to appropriate restrictions.

See our SMS Terms for additional details.

11. Data Security

We maintain administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, use, alteration, disclosure, or destruction.

Our information security practices are intended to reflect the nature and sensitivity of the information we handle and applicable regulatory requirements.

These measures may include access controls, authentication, system monitoring, staff procedures, and protections for electronic records and communications.

No electronic system or transmission method can be guaranteed completely secure.

If you believe that your information or account has been accessed without authorization, please contact us promptly.

12. Data Retention

We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Policy, maintain appropriate business records, provide contracted services, and satisfy legal, regulatory, tax, and professional obligations.

Retention periods vary depending on the category of information, the services provided, and applicable requirements.

Certain tax, payroll, accounting, and professional engagement records may need to be retained after a client relationship ends.

When information is no longer required, we take reasonable steps to delete, destroy, de-identify, or otherwise appropriately dispose of it, consistent with applicable law and business requirements.

Backup, archival, and legal-hold requirements may affect the timing of deletion.

13. Your Privacy Choices and Requests

Depending on applicable law and the nature of your relationship with TaxSolutionS, you may have rights concerning your personal information.

You may contact us to request:

• Access to certain personal information we maintain about you.
• Correction of inaccurate contact or account information.
• Deletion of information where legally permissible.
• Information about our handling of your personal data.
• Changes to your communication preferences.

We may need to verify your identity or authority before responding to a request.

Certain requests may be limited by tax confidentiality requirements, record-retention laws, contractual responsibilities, the rights of other individuals, or other applicable legal obligations.

If we process personal information on behalf of a business client, we may direct relevant requests to that client.

We will respond to applicable privacy requests within the time periods required by law.

14. Children's Privacy

Our Website and professional services are not directed to children under the age of 13.

We do not knowingly collect personal information directly from children under 13 through the public Website.

TaxSolutionS may receive information about dependents or minors as part of legitimate tax preparation, payroll, or other professional services. Such information is handled in accordance with applicable legal requirements and the relevant engagement.

15. Third-Party Websites and Services

Our Website and client communications may contain links to external websites or services.

We are not responsible for the privacy practices of third-party websites that we do not control.

We encourage you to review the privacy notices of those services before providing personal information.

16. Changes to This Privacy Policy

We may update this Privacy Policy to reflect changes in our business practices, technology, services, or legal obligations.

The current version will be posted on our Website with an updated effective or last-updated date.

Where legally required, we will provide additional notice or obtain consent before implementing material changes affecting the collection, use, or disclosure of personal information.

17. Contact Us

For questions concerning this Privacy Policy, your personal information, or a privacy-related request, please contact:

Tax Soluciones Corp. (TaxSolutionS)
3100 W. Northwest Hwy, Suite A
Dallas, TX 75220
Phone: (214) 904-9090
Email: info@taxsoluciones.com
Website: https://www.taxsoluciones.com

© Tax Soluciones Corp. All rights reserved.