Privacy Policy PUBLIC TAX, CORP

Privacy Policy

Your privacy matters when you use our tax services.

This Privacy Policy explains how PUBLIC TAX, CORP, located at 1563 Main Street, Dunedin, FL 34698, collects, uses, protects, and manages information submitted through taxes777.com, our secure client portal, email, telephone communications, and related tax preparation, bookkeeping, and IRS representation services.

1. Information We Collect

We may collect information that you voluntarily provide when you contact us, request services, use our client portal, submit documents, schedule a consultation, or communicate with our office.

Personal and contact information

• Name, mailing address, email address, and phone number.
• Business name, entity type, tax classification, and business contact information.
• Information needed to verify your identity, manage your account, or respond to your request.

Tax and financial information

• Tax forms, returns, notices, bookkeeping records, financial statements, payroll records, and supporting documents.
• Information related to personal tax preparation, business tax returns, bookkeeping, tax resolution, and IRS representation.
• Documents uploaded through our secure portal or otherwise provided to our office.

Website and usage information

When you visit our website, certain information may be collected automatically, such as IP address, browser type, device information, pages visited, referring pages, and general website usage activity.

2. How We Use Information

We use information for legitimate business, tax-service, communication, security, and compliance purposes, including:

• Preparing tax returns and related filings.
• Providing bookkeeping, tax planning, IRS representation, and tax resolution services.
• Responding to inquiries, scheduling appointments, and communicating about your case.
• Maintaining client records and internal business records.
• Managing portal access, electronic signatures, document requests, and service workflows.
• Complying with applicable tax, legal, regulatory, recordkeeping, and professional obligations.
• Improving our website, service process, security, and client experience.

3. Cookies and Website Tracking

Our website may use cookies or similar technologies to support website functionality, improve user experience, analyze website traffic, and maintain security. You can adjust your browser settings to refuse cookies or notify you when cookies are being used. Some website features may not work properly if cookies are disabled.

4. When Information May Be Shared

We do not sell your personal tax information. We may share information only when appropriate or necessary for service delivery, compliance, security, or legal purposes.

Information may be shared with:

• Tax software, client portal, e-signature, cloud storage, payment, email, bookkeeping, and technology providers used to deliver services.
• Federal, state, or local tax agencies when filing returns, responding to notices, or representing you with proper authorization.
• Professional advisors, service providers, or contractors who assist our business operations and are expected to protect confidential information.
• Government agencies, courts, or other parties when required by law, subpoena, valid request, or legal obligation.
• Another party with your consent or direction.

5. Record Retention

We retain personal, tax, financial, and business information for as long as reasonably necessary to provide services, maintain records, comply with legal and tax obligations, resolve disputes, enforce agreements, and support our business operations. Retention periods may vary depending on the type of document, service provided, applicable law, and professional recordkeeping requirements.

6. Security of Information

We take reasonable administrative, technical, and physical measures designed to protect personal and tax-related information. However, no method of internet transmission, email communication, electronic storage, or online system can be guaranteed to be 100% secure.

For sensitive tax documents, we recommend using the secure client portal rather than regular email whenever possible.

7. Your Choices and Rights

Depending on applicable law and your relationship with us, you may request access to, correction of, or deletion of certain personal information. Some information may need to be retained when required for tax, legal, professional, security, dispute-resolution, or recordkeeping purposes.

You may also choose not to provide certain information, but this may limit our ability to provide tax preparation, bookkeeping, IRS representation, or related services.

8. Children’s Privacy

Our website and services are not directed to children under the age of 13. We do not knowingly collect personal information from children under 13. If we learn that such information has been provided, we will take reasonable steps to delete it where required.

9. Third-Party Websites and Portals

Our website may link to third-party websites, portals, payment processors, tax software platforms, or other services. We are not responsible for the privacy practices, security practices, or content of third-party websites or services. Review their privacy policies before submitting information.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised “Last updated” date. Continued use of the website or services after changes are posted means the updated policy applies.