Privacy Policy

Prime Tax Solutions LLC ("PrimeTax," "we," "our," or "us") is a professional tax advisory firm based in Austin, Texas. We are committed to protecting the privacy and confidentiality of all information we receive from our clients, website visitors, and prospective clients.

This Privacy Policy applies to all information collected through our website at primetaxfirm.com, our consultation booking process, our tax preparation and advisory services, and any other communications between you and PrimeTax.

By using our website or engaging our services, you agree to the collection and use of information as described in this policy. If you do not agree with this policy, please do not use our website or services.

We collect information necessary to provide our tax and financial services, respond to your inquiries, and improve your experience with PrimeTax.

• Personal identification: Full name, date of birth, Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)
• Contact information: Email address, phone number, mailing address
• Financial information: Income details, W-2s, 1099s, investment income, business revenue, and expense records
• Tax documents: Prior-year tax returns, IRS notices, correspondence, and related financial records
• Business information: Business name, EIN, entity type, ownership structure, payroll records
• Banking information: Bank account details for direct deposit of tax refunds (provided with your consent)
• Consultation details: Information shared during consultation requests, quote forms, or contact submissions

• Log data: IP address, browser type, pages visited, time spent, referring pages
• Device information: Device type, operating system, screen resolution
• Cookies and tracking: Session cookies, analytics data (see Section 6 for details)
• Location data: General geographic location based on IP address

• IRS transcripts or records obtained with your written authorization
• State tax authority records obtained with your written authorization
• Information from financial institutions you authorize us to contact

We use the information we collect solely for the purposes described below. We do not use your information for any purpose beyond what is necessary to provide our services and operate our business.

PrimeTax does not sell, trade, or transfer your personal information to outside parties. We may share your information only in the following limited circumstances:

• The IRS and state tax authorities — only with your signed Power of Attorney (Form 2848) or Tax Information Authorization (Form 8821)
• Financial institutions you direct us to contact in connection with your tax matter
• Other professionals (attorneys, financial advisors) you authorize in writing

We may share limited information with trusted service providers who assist us in operating our business, such as:

• Secure cloud storage and document management providers
• IRS-approved tax preparation software vendors
• Encrypted communication platforms
• Website hosting and analytics providers (non-identifying, aggregated data only)

All service providers are bound by confidentiality agreements and are prohibited from using your information for any other purpose.

• When required by law, court order, or government regulation
• To protect the rights, property, or safety of PrimeTax, our clients, or the public
• In connection with a business merger or acquisition (with prior notice to you)

We take the security of your personal and financial information seriously. PrimeTax implements industry-standard security measures to protect your data from unauthorized access, disclosure, alteration, or destruction.

• Encryption: All data transmitted between your browser and our website is encrypted using SSL/TLS technology
• Secure storage: Client files are stored in encrypted, access-controlled environments
• Access controls: Only authorized PrimeTax personnel can access your information, on a need-to-know basis
• Secure communications: We use encrypted channels for transmitting sensitive tax documents
• Physical security: Physical records are stored in locked, secure facilities
• Software security: We use IRS-approved, industry-standard tax software with built-in security protocols
• Regular review: Our security practices are reviewed and updated regularly

Our website uses cookies and similar tracking technologies to improve your browsing experience and understand how visitors use our site.

You can control or disable cookies through your browser settings. Please note that disabling certain cookies may affect the functionality of our website. We do not use cookies to track your personal tax or financial information.

You have important rights regarding your personal information. PrimeTax respects and honors these rights. To exercise any of the following rights, contact us at support@primetaxfirm.com or (512) 955-1729.

• Right to Access: You may request a copy of the personal information we hold about you at any time
• Right to Correction: You may request that we correct any inaccurate or incomplete information we have on file
• Right to Deletion: You may request deletion of your personal information, subject to our legal retention obligations
• Right to Portability: You may request your data in a structured, commonly used format
• Right to Object: You may object to processing of your information for purposes beyond service delivery
• Right to Withdraw Consent: Where we rely on consent, you may withdraw it at any time without affecting prior processing
• Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights

We will respond to all privacy rights requests within 30 days. In some cases, we may need to verify your identity before processing your request.

We retain your personal and financial information for as long as necessary to provide our services and comply with applicable laws and professional obligations.

After the applicable retention period, we securely destroy or anonymize your information in accordance with industry best practices and regulatory requirements.

Our services and website are not directed to individuals under the age of 18. PrimeTax does not knowingly collect personal information from minors.

If you are a parent or guardian and believe your child has provided us with personal information without your consent, please contact us immediately at support@primetaxfirm.com. We will promptly delete any such information from our records.

Note: We may collect dependent information (such as a child's Social Security Number) when preparing a parent or guardian's tax return, as required by the IRS. This information is used solely for tax preparation purposes and is handled with the same confidentiality protections as all client data.

Prime Tax Solutions LLC reserves the right to update or modify this Privacy Policy at any time. We will notify you of material changes by:

• Posting the updated policy on this page with a revised "Last Updated" date
• Sending an email notification to active clients with significant changes
• Displaying a notice on our website when material changes are made

Your continued use of our website or services after any changes to this Privacy Policy constitutes your acceptance of the updated terms. We encourage you to review this policy periodically to stay informed about how we protect your information.

If you have any questions, concerns, or requests regarding this Privacy Policy or how we handle your personal information, please contact us:

If you are not satisfied with our response to your privacy inquiry, you may have the right to lodge a complaint with your state's attorney general office or applicable data protection authority.