Privacy Policy

Last Updated: September 1, 2026

1. Introduction

TX CPA Consulting ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our services.

2. Information We Collect

2.1 Personal Information

We collect the following types of personal information:

  • Name, email address, phone number
  • Tax identification numbers (SSN, EIN)
  • Financial information and documents
  • Account credentials and authentication data
  • Billing and payment information
  • Professional information (for staff members)

2.2 Usage Information

We automatically collect information about how you use our services, including:

  • IP address and device information
  • Browser type and version
  • Pages visited and time spent on pages
  • Access logs and activity records

3. How We Use Your Information

We use your information for the following purposes:

  • Providing and maintaining our services
  • Processing payments and managing billing
  • Communicating with you about your account and services
  • Complying with legal and regulatory requirements
  • Preventing fraud and ensuring security
  • Improving our services and user experience

4. Information Sharing and Disclosure

We do not sell your personal information. We may share your information only in the following circumstances:

  • Service Providers: With third-party service providers who assist in operating our services (e.g., cloud storage, payment processing)
  • Legal Requirements: When required by law or to comply with legal processes
  • Business Transfers: In connection with a merger, acquisition, or sale of assets
  • With Your Consent: When you explicitly authorize us to share your information

5. Data Security

We implement industry-standard security measures to protect your information:

  • Encryption of data at rest and in transit (AES-256-GCM)
  • Multi-factor authentication (MFA) for all accounts
  • Regular security audits and monitoring
  • Access controls and role-based permissions
  • Secure deletion of data when no longer needed

6. Your Rights (CCPA/GDPR)

You have the following rights regarding your personal information:

  • Right to Access: Request a copy of your personal data
  • Right to Rectification: Correct inaccurate or incomplete data
  • Right to Deletion: Request deletion of your personal data
  • Right to Data Portability: Export your data in a machine-readable format
  • Right to Opt-Out: Opt-out of the sale of personal information (we do not sell your data)
  • Right to Non-Discrimination: Exercise your rights without discrimination

To exercise these rights, please contact us at privacy@txcpaconsulting.com or use our API endpoints at /api/privacy/access, /api/privacy/delete, and /api/privacy/export.

7. Data Retention

We retain your personal information for as long as necessary to:

  • Provide our services to you
  • Comply with legal obligations (e.g., 7-year retention for tax records)
  • Resolve disputes and enforce agreements

Financial and tax records are retained for 7 years as required by law. Other data is retained according to our data retention policy.

8. Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

10. Contact Us

If you have questions about this Privacy Policy or wish to exercise your rights, please contact us: