Privacy Policy

Effective date: [DATE — attorney to set]. A+ Tax Experts, LLC (“we,” “us”) operates PhiladelphiaTaxes.com. This policy explains what personal information we collect through this website and our services, how we use it, and the choices you have. Questions: info@PhiladelphiaTaxes.com or (215) 914-6929, 671 Second Street Pike, Southampton, PA 18966.

Information We Collect

  • Information you submit — name, email, phone number, and message contents through our contact and booking forms; documents and financial information you provide when engaging our services.
  • Communications — records of emails, calls, and messages with our office.
  • Automatic website data — [PLACEHOLDER: confirm and list actual tools — e.g., analytics cookies, IP address, browser type, pages visited. If Google Analytics or similar is installed, name it and link its opt-out.]

How We Use Information

We use personal information to respond to inquiries, schedule appointments, provide the tax, accounting, and related services you engage us for, meet legal and professional obligations, and — only with your consent — send occasional updates. We do not sell personal information.

Tax Return Information Receives Special Protection

Federal law (Internal Revenue Code §7216 and related regulations) strictly limits how tax return preparers may use or disclose tax return information. We use your tax return information only to prepare your returns and provide the services you have engaged, and do not disclose it except as you authorize in writing or as law permits. [Attorney: confirm phrasing against current §7216 consent-form practice.]

When We Share Information

We share personal information only with: service providers who support our operations (e.g., secure document portals, tax software, hosting) under confidentiality obligations; authorities where a filing you’ve engaged us for requires it; and where law compels disclosure. Never for third-party marketing.

Security and Retention

We maintain administrative, technical, and physical safeguards appropriate to the sensitivity of financial data, including secure document exchange for client files. We retain records as long as needed for the services and as professional and tax record-retention rules require, then dispose of them securely. [Attorney: confirm stated retention against firm policy.]

Your Choices and Rights

You may request access to, correction of, or deletion of your personal information (subject to records we are professionally or legally required to keep), and may opt out of marketing communications at any time, by contacting info@PhiladelphiaTaxes.com. [PLACEHOLDER: if the firm serves residents of states with comprehensive privacy laws or has clients subject to GDPR, attorney to assess whether additional rights disclosures are required.]

Children

This website is not directed to children under 13, and we do not knowingly collect their personal information online.

Changes to This Policy

We may update this policy; the effective date above reflects the current version. Material changes will be posted on this page.