Privacy Policy

1. Introduction

PBX Tax & Accounting, LLC ("PBX," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you visit pbxtax.com or use our services. By using our website you agree to the terms of this Privacy Policy.

2. Information We Collect

We collect the following types of information:

Personal Information:

• Full name
• Email address
• Phone number
• Tax and financial documents submitted through our client portal
• Payment information processed through Stripe

Automatically Collected Information:

• IP address
• Browser type and version
• Pages visited and time spent
• Referring website
• Device information

This information is collected through Google Analytics, Google Tag Manager, and Microsoft Clarity when you visit our website.

3. How We Use Your Information

We use the information we collect to:

• Provide tax preparation, bookkeeping, and planning services
• Process payments securely through Stripe
• Send appointment confirmations through Calendly
• Send newsletters and tax tips through our email service
• Improve our website and services
• Comply with legal and regulatory obligations
• Respond to your inquiries and support requests

4. Third Party Services

We use the following third party services that may collect information:

• Google Analytics — website analytics
• Google Tag Manager — tag management
• Microsoft Clarity — user behavior
• Stripe — payment processing
• Resend — email delivery
• Calendly — appointment scheduling
• TaxDome — secure client portal

Each of these services has its own privacy policy governing their use of your information. We encourage you to review their policies separately.

5. Data Security

We take the security of your information seriously. Tax documents and financial information are transmitted and stored using bank-level encryption through our secure client portal. We follow IRS Publication 4557 guidelines for safeguarding taxpayer data and comply with the FTC Safeguards Rule for financial service providers.

6. Data Retention

We retain client tax records and financial information for a minimum of seven years in accordance with IRS recordkeeping requirements. You may request deletion of your personal information at any time subject to our legal retention obligations.

7. Cookies

Our website uses cookies to improve your browsing experience and collect analytics data. You may disable cookies in your browser settings however some features of the website may not function correctly without them.

8. Your Rights

You have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information subject to legal retention requirements
• Opt out of marketing emails at any time
• Request a copy of your data

To exercise any of these rights contact us at info@pbxtax.com.

9. Children's Privacy

Our services are not directed to children under the age of 13. We do not knowingly collect personal information from children under 13.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by posting the updated policy on this page with a revised date. Your continued use of our website after any changes constitutes acceptance of the updated policy.

11. Contact Us

If you have any questions about this Privacy Policy contact us at: