Official Policy & Compliance

PRIVACY POLICY

Your trust is our priority. Learn how QuickTaxnBooks.Com collects, protects, and manages your personal and tax information.

Effective Date: October 14, 2026

QuickTaxnBooks.Com Privacy Statement

Opt-In & Opt-Out Compliant

Introduction & Scope

QuickTaxnBooks.Com ("we", "us", or "our") is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and manage your personal information, particularly regarding the “opt in” and “opt out” processes.

This policy applies to our website, booking and payment forms, live chat widget, SMS, WhatsApp and email communications, our secure client portal, and the tax and bookkeeping services we provide. By using our website or services, you consent to the practices described here.

Information We Collect

We may collect the following types of information:

Name and contact details (phone, email, address)

Business details (entity type, business address)

Tax & financial information (SSN/ITIN, income documents, dependents, bank details)

Documents you upload to us or our portal

Message content from chat, SMS, WhatsApp and email

Technical data and cookies

Card payments: All card payments are processed securely by Stripe. We do not store your full card numbers, CVV, or other sensitive card data on our systems.

Opt-In Process

Consent Required: We will only send you marketing communications via SMS or email if you have provided explicit consent. You will receive a message asking you to confirm your interest in receiving such communications.

Example Message:"Hi! Would you like to receive exclusive offers and updates via SMS? Reply 'YES' to opt in or 'NO' to decline."

Opt-Out Process

Withdrawal of Consent: You have the right to withdraw your consent at any time. To opt out of receiving future communications, you can:

Reply 'STOP' to any marketing SMS you receive.
Unsubscribe through the link provided in our marketing emails.
Contact us at Privacy@QuickTaxnBooks.Com to adjust your communication preferences.

Confirmation of Opt-Out: Upon opting out, you will receive a confirmation message indicating that you have successfully unsubscribed from our communications.

Example Confirmation Message:"You have been unsubscribed from our marketing messages. Thank you!"

How We Use Your Information

We use the information we collect to prepare and file your tax returns, maintain your books and payroll, schedule and manage appointments, process payments, respond to your questions, send service-related updates, and — only with your opt-in consent — send marketing offers. We also use it to meet our legal, accounting, and tax compliance obligations.

Who We Share It With

We share information only with service providers who help us operate, and with authorities when legally required. These providers include Stripe (payments), GoHighLevel (CRM, forms, calendar, chat, SMS/email), Meta/WhatsApp (WhatsApp messaging), SMS carriers, and — for holders of an individual 1040 plan — the third-party Protection Plus audit-protection provider. Each provider is bound by its own privacy and security obligations.

Tax Return Information

Your tax return information is used and disclosed only to prepare and file your returns, with your written consent, or as otherwise required by law, in strict accordance with Internal Revenue Code Section 7216 and applicable Treasury Regulations.

Data Security & Retention

We use reasonable administrative, technical, and physical safeguards designed to protect your information. No method of transmission or storage is completely secure, but we work to protect your data using industry-standard practices. We retain your personal and tax information only as long as necessary to fulfill the purposes for which it was collected, including legal and reporting requirements — approximately 7 years

Cookies & Analytics

We use cookies and similar technologies to operate our website, remember your preferences, and understand how visitors use our site through analytics. You can control cookies through your browser settings, though some features may not function if they are disabled.

Your Rights

You have the right to:

Access your personal information

Request correction of inaccurate information

Request deletion of your personal information

Opt out of marketing communications at any time

To make any request, contact us at Privacy@QuickTaxnBooks.Com. We do not sell your personal information.

SMS & WhatsApp Data

"We do not sell, rent or share mobile numbers or SMS/WhatsApp opt-in data and consent with third parties or affiliates for their marketing or promotional purposes."

Children, International Clients & Data Storage

Our website and services are not directed to children under 18, and we do not knowingly collect their personal information. We serve clients worldwide, including non-US residents. Your information is stored and processed in the United States. By using our services from outside the US, you acknowledge that your data will be handled under US privacy standards.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. This page is effective as of October 14, 2026. Please review it periodically. Continued use of our website or services after changes constitutes acceptance of the updated policy.