Privacy Policy

Effective Date: March 12, 2026

ASAP Tax Professionals, LLC (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal, financial, and tax information you share with us. This Privacy Policy explains how we collect, use, protect, and disclose information obtained through our website and professional services.

By using this website or engaging our services, you agree to the terms outlined in this Privacy Policy.

To provide tax preparation, consulting, and related professional services, we may collect personal and financial information including, but not limited to:

• Name
• Address
• Phone number
• Email address
• Date of birth
   

• Social Security Numbers
• Taxpayer Identification Numbers
• Income and wage information
• Tax forms including W-2, 1099, K-1, and other tax documentation
• Bank account information for tax refunds or payments
• Business financial information
   

When you visit our website, certain information may automatically be collected including:

• IP address
• Browser type
• Device information
• Pages visited on the website
• Website usage statistics
   

This information helps improve website functionality and user experience.

•  Preparing and filing federal and state tax returns
• Providing tax planning or advisory services
• Responding to client inquiries or service requests
• Communicating regarding appointments, documents, or tax matters
• Maintaining compliance with federal and state tax laws
• Maintaining internal business records
• Improving our website and services
   

We only collect information that is necessary to perform the services requested.

Under Internal Revenue Code Sections 7216 and 6713, tax return preparers are prohibited from disclosing or using tax return information without the taxpayer’s consent except as required by law.

ASAP Tax Professionals, LLC will not disclose your tax return information to third parties without your authorization unless required to do so by law.

ASAP Tax Professionals takes reasonable steps to safeguard client information in accordance with industry standards and IRS data security guidance, including recommendations outlined in IRS Publication 4557 – Safeguarding Taxpayer Data.

Security measures may include:

• Secure client portal systems 
• Password-protected systems and devices
• Restricted access to client information
• Secure storage of physical and electronic records
• Staff awareness of confidentiality obligations
   

While we take reasonable steps to protect sensitive data, no system can guarantee absolute security.

If you provide your mobile phone number to ASAP Tax Professionals, LLC, you consent to receive text messages related to business communications such as:

• Appointment reminders
• Document requests
• Tax preparation updates
• Client service notifications
  

Message frequency may vary.

Standard message and data rates may apply depending on your mobile carrier.

You may opt out of receiving text messages at any time by replying STOP.

We do not sell, rent, or share phone numbers with third parties for marketing purposes.

 Information may be shared only when necessary to:

• File tax returns with the Internal Revenue Service or state tax agencies
• Provide services requested by the client
• Comply with legal or regulatory requirements
• Respond to lawful government requests or court orders

Client records and tax preparation documents may be retained for a period consistent with federal and state regulations and professional standards.

Generally, tax records may be retained for several years for compliance and recordkeeping purposes.

Clients are responsible for maintaining copies of their tax returns and supporting documentation.

Our website may use cookies or basic analytics tools to enhance user experience and analyze website performance.

Cookies help us understand how visitors interact with the website and help improve our services.

Users may disable cookies through their browser settings if they prefer.

 Our website and services may utilize third-party service providers including:

• Client portal software provider 
• Payment processing systems
• Appointment scheduling platforms
• Communication platforms
   

These providers operate under their own privacy policies and security practices.

Our website and services are not directed toward individuals under the age of 18. We do not knowingly collect personal information from minors.

 ASAP Tax Professionals, LLC reserves the right to modify this Privacy Policy at any time to reflect changes in business practices, legal requirements, or technology.

Updates will be posted on this page with the revised effective date.