1. Introduction

Premium Tax Advisory, LLC (“we,” “our,” “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or interact with our services.

By using this website (the “Site”), you consent to the practices described in this Privacy Policy. If you do not agree with this Policy, please do not use the Site.

2. Information We Collect

A. Information You Provide Directly

When you fill out forms, schedule consultations, upload documents, or contact us, you may provide information such as:

• Name
• Email address
• Phone number
• Mailing address
• Business information
• Tax-related information
• Financial information
• Uploaded files or documents
• Any details entered into inquiry, intake, or contact forms

B. Automatically Collected Information

We may automatically collect technical information when you visit the Site, including:

• IP address
• Browser type and version
• Device type and operating system
• Pages visited and time spent on the Site
• Referring website or URL
• Cookies, pixels, and similar tracking technologies

C. Information from Third Parties

We may receive information about you from third parties, such as:

• Referral partners
• Advertising platforms
• Payment processors
• Public databases

We do not purchase consumer lists or sell your personal information.

3. How We Use Your Information

A. To Provide Professional Services

We use your information to:

• Evaluate your tax and financial situation
• Prepare for consultations and engagements
• Deliver tax resolution, tax planning, bookkeeping, and related professional services
• Communicate with you regarding your case, account, or services

B. To Operate and Improve the Website

We may use information to:

• Analyze Site traffic and usage patterns
• Improve the functionality, security, and user experience of the Site
• Diagnose technical issues

C. Marketing & Communication

We may use your information to:

• Respond to inquiries and requests
• Send confirmations, reminders, and updates
• Provide educational content and service offerings
• Send marketing or promotional communications (you may opt out at any time)

D. Legal and Compliance Purposes

We may use your information to comply with applicable laws and regulations, including IRS requirements, and to fulfill obligations under Circular 230 and other professional standards.

We do not use your tax return information for marketing without your express consent, as required by applicable law and IRS regulations.

4. Disclosure of Your Information

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

A. Authorized Employees and Contractors

We may share information with individuals working with or for Premium Tax Advisory, including:

• Enrolled Agents (EAs)
• Certified Public Accountants (CPAs)
• Tax attorneys
• Case managers and support staff
• Other professionals involved in your matter

All such individuals are bound by professional and contractual confidentiality obligations.

B. Third-Party Service Providers

We may share information with trusted third-party vendors who assist us in operating our business, such as:

• Secure document storage and file-sharing providers
• Customer relationship management (CRM) tools
• Email and communication platforms
• Payment processors and billing systems
• Website hosting and analytics providers

These providers are authorized to use your information only as necessary to provide services to us.

C. Legal or Regulatory Requirements

We may disclose information when required by law or in good faith belief that such action is necessary to:

• Comply with IRS, federal, state, or local laws
• Respond to a subpoena, court order, or legal process
• Protect our rights, property, or safety, or that of our clients or the public
• Prevent or investigate possible wrongdoing

D. Business Transfers

In the event of a merger, acquisition, reorganization, or sale of all or a portion of our assets, your information may be transferred as part of that transaction, subject to confidentiality obligations.

5. Confidentiality of Tax Information

For clients, your tax return information is protected by Internal Revenue Code §7216, IRS confidentiality rules, and professional standards under Circular 230.

We do not disclose tax return information to third parties without your explicit written consent, except where disclosure is permitted or required by law.

6. Cookies and Tracking Technologies

We may use cookies, tracking pixels, and similar technologies to improve your experience on the Site and to analyze how visitors use the Site.

These technologies help us:

• Recognize your browser or device
• Remember your preferences
• Measure and analyze Site traffic
• Improve marketing effectiveness

You can adjust your browser settings to refuse cookies or to alert you when cookies are being sent. If you disable cookies, some features of the Site may not function properly.

7. Data Retention

We retain personal information only as long as necessary to fulfill the purposes described in this Privacy Policy, including:

• Providing services to you
• Meeting IRS and regulatory recordkeeping requirements
• Resolving disputes
• Maintaining business and accounting records

Tax return information is typically retained for at least seven (7) years, or longer if required by law or professional standards.

8. Data Security

We implement commercially reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, use, alteration, and disclosure.

These measures may include encryption, access controls, secure storage, multi-factor authentication, and regular monitoring. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

9. Your Rights

Depending on your jurisdiction, you may have certain rights regarding your personal information, including:

• The right to request access to the information we hold about you
• The right to request corrections to inaccurate or incomplete information
• The right to request deletion of certain information, subject to legal retention requirements
• The right to opt out of marketing communications at any time
• The right to request a copy of your data in a portable format, where applicable

To exercise any of these rights, please contact us at info@premiumtaxadvisory.com.

10. Children’s Privacy

This Site is not intended for individuals under the age of 18, and we do not knowingly collect personal information from minors. If we become aware that we have collected information from a child under 18, we will take steps to delete such information as soon as practicable.

11. Third-Party Links

The Site may contain links to third-party websites. We are not responsible for the content, security, or privacy practices of those external websites. We encourage you to review the privacy policies of any third-party sites you visit.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Effective Date” at the top of this page. Any changes will be effective when posted on the Site.

Your continued use of the Site after such changes constitutes your acceptance of the revised Privacy Policy.

13. Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us:

Premium Tax Advisory, LLC
1900 Polaris Parkway, Suite 450
Columbus, OH 43240
Email: info@premiumtaxadvisory.com
Phone: 614-586-7636