Privacy Policy

SECTION 01Information We Collect

We collect information from you in several ways, depending on how you interact with Preserve.

Information You Provide Directly

• Contact information: Full name, email address, phone number, mailing address
• Account information: Login credentials, profile information, communication preferences
• Tax preparation information: Social Security Numbers, tax identification numbers, income information, employment records, W-2s, 1099s, prior tax returns, bank account information for direct deposit, dependent information, and any other information necessary to prepare accurate tax returns
• Payment information: Credit card numbers, billing address, payment history (processed through PCI-compliant third-party payment processors)
• Program enrollment information: Business information, PTIN, EFIN, professional credentials, and other information relevant to your enrollment in The Tax Pro Growth Pathway or The ERO Growth Pathway
• Communications: Emails, text messages, form submissions, and any other communications you send to us

Information Collected Automatically

• Device and browser information: IP address, browser type, operating system, device identifiers
• Usage data: Pages visited, time spent, links clicked, referring website
• Cookies and similar technologies: See Section 7 for details

Information From Third Parties

• Payment processors (transaction confirmation)
• Analytics providers (aggregated website usage)
• Marketing platforms (advertising performance data)
• Tax software providers (for return preparation and filing)

SECTION 02How We Use Your Information

We use the information we collect for the following purposes:

• Provide services: Prepare tax returns, deliver training program content, respond to inquiries, process transactions
• Communicate with you: Send appointment reminders, service updates, important notices, and (with your explicit consent) marketing communications
• Improve our services: Analyze how our website and services are used to make improvements
• Legal compliance: Meet IRS reporting requirements, comply with subpoenas or court orders, respond to legal requests
• Prevent fraud: Detect and prevent unauthorized activity, fraud, or violations of our Terms & Conditions
• Program administration: Manage Member enrollment, track revenue sharing, process payouts
• Business operations: Internal record-keeping, accounting, and business planning

SECTION 03Legal Basis for Processing

We process your information based on one or more of the following legal grounds:

• Performance of a contract: Processing necessary to provide the services you've engaged us for
• Consent: Processing based on your explicit consent (such as SMS marketing opt-in)
• Legal obligation: Processing required to comply with tax laws, IRS regulations, and other legal requirements
• Legitimate interests: Processing necessary for our legitimate business interests, such as fraud prevention and service improvement, provided your rights don't override those interests

SECTION 04Tax Information & IRC Section 7216

As a professional tax preparation firm, Preserve strictly complies with IRC Section 7216. Your tax information will never be:

• Sold to third parties for any purpose
• Used for marketing without your explicit written consent
• Disclosed to unauthorized parties
• Used for any purpose other than preparing your tax returns and providing related services

Your tax information may be disclosed only in the following circumstances:

• To the Internal Revenue Service (IRS) and state tax authorities as necessary to file your returns
• To tax software providers and e-filing platforms as necessary to process your returns (all such providers are bound by IRS confidentiality requirements)
• With your explicit written consent, as documented on IRS-compliant consent forms
• When required by valid subpoena, court order, or other legal process
• In response to a lawful request from a law enforcement or regulatory agency

Members of The Tax Pro Growth Pathway who file returns under Preserve's infrastructure are also bound by IRC Section 7216 and are required to maintain the confidentiality of client tax information as a condition of program participation.

SECTION 05How We Share Your Information

We share information only in the limited circumstances described below. We do not sell your personal information to advertisers or data brokers.

Service Providers

We share information with trusted third-party service providers who perform functions on our behalf, including:

• Payment processors (Stripe, PayPal, or equivalent)
• Tax software providers (for return preparation and e-filing)
• Email and SMS communication platforms
• Customer relationship management (CRM) systems
• Cloud storage and hosting providers
• Website analytics providers
• Accounting software providers

These providers are contractually required to protect your information and use it only for the specific purposes we authorize.

Legal Requirements

We may disclose your information when we believe in good faith that disclosure is necessary to:

• Comply with a legal obligation, subpoena, court order, or governmental request
• Enforce our Terms & Conditions
• Protect the rights, property, or safety of Preserve, our clients, or others
• Investigate or prevent fraud, security issues, or violations of law

Business Transfers

If Preserve is involved in a merger, acquisition, sale of assets, or bankruptcy, your information may be transferred as part of that transaction. We will notify you of any such change and any choices you may have.

With Your Consent

We will share information for any other purpose only with your explicit consent.

SECTION 06Payment Information

All payments processed through the Preserve website are handled by PCI-DSS compliant third-party payment processors. Preserve does not directly store your full credit card number, CVV code, or complete banking information on our servers.

Our payment processors maintain their own privacy policies and security standards. We recommend reviewing the privacy policies of any payment provider through which you complete transactions with us.

SECTION 07Cookies & Tracking Technologies

We use cookies and similar tracking technologies on our website to enhance your experience and analyze usage. Cookies are small text files stored on your device when you visit a website.

Types of Cookies We Use

• Essential cookies: Required for the website to function properly (login, session management)
• Analytics cookies: Help us understand how visitors use our site so we can improve it (Google Analytics, similar services)
• Functionality cookies: Remember your preferences and settings
• Marketing cookies: Track your activity across websites to deliver relevant advertising (only if you have consented)

Managing Cookies

You can control cookies through your browser settings. Most browsers allow you to refuse cookies, delete existing cookies, or notify you when cookies are being set. Note that disabling cookies may limit your ability to use certain features of our website.

SECTION 08Data Security

Preserve implements industry-standard security measures to protect your information from unauthorized access, disclosure, alteration, or destruction. These measures include:

• Encryption of data in transit (SSL/TLS)
• Encryption of sensitive data at rest
• Access controls limiting employee and contractor access to information on a need-to-know basis
• Secure document upload portals for tax preparation clients
• Regular security assessments and updates
• Employee and contractor training on data protection and IRS confidentiality requirements

Important: While we take reasonable steps to protect your information, no method of transmission over the Internet or electronic storage is 100% secure. We cannot guarantee absolute security. Please protect your account credentials and notify us immediately if you suspect unauthorized access to your account.

SECTION 09Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes described in this policy, comply with legal obligations, resolve disputes, and enforce our agreements.

Specific retention periods:

• Tax return information: Minimum 3 years, up to 7+ years as required by IRS regulations
• Payment records: 7 years for accounting and audit purposes
• Program enrollment records: Duration of active membership plus 3 years
• Marketing communications data: Until you opt out or request deletion
• Website analytics data: Typically 14–26 months depending on the analytics provider

SECTION 10Your Privacy Rights

Depending on your location, you may have certain rights regarding your personal information. Preserve honors the following rights for all Clients and Members, regardless of state of residence, to the extent legally possible:

• Right to Access: Request a copy of the personal information we hold about you
• Right to Correction: Request that we correct inaccurate or incomplete information
• Right to Deletion: Request that we delete your personal information, subject to legal retention requirements (tax records cannot be deleted before the required IRS retention period expires)
• Right to Opt Out of Marketing: Unsubscribe from marketing emails and text messages at any time
• Right to Data Portability: Request your information in a portable, machine-readable format
• Right to Non-Discrimination: We will not discriminate against you for exercising any of your privacy rights

To exercise any of these rights, contact us at [email protected]. We will respond to your request within thirty (30) days, or as required by applicable law.

SECTION 11State-Specific Privacy Rights

California Residents (CCPA/CPRA)

If you are a California resident, the California Consumer Privacy Act (CCPA) as amended by the California Privacy Rights Act (CPRA) provides you with additional rights, including:

• The right to know what personal information is collected, used, shared, or sold
• The right to delete personal information held by us
• The right to opt out of the sale of personal information (Preserve does not sell your information)
• The right to correct inaccurate personal information
• The right to limit use and disclosure of sensitive personal information
• The right to non-discrimination for exercising your CCPA rights

To exercise your California privacy rights, contact us at [email protected] with "California Privacy Request" in the subject line.

Virginia, Colorado, Connecticut, Utah, and Other State Residents

Residents of Virginia (VCDPA), Colorado (CPA), Connecticut (CTDPA), Utah (UCPA), and other states with applicable privacy laws have similar rights including access, correction, deletion, and opting out of targeted advertising or the sale of personal information. Contact us at [email protected] to exercise these rights.

Authorized Agents

You may designate an authorized agent to submit privacy requests on your behalf. Requests submitted by an agent must include verification of the agent's authority and verification of your identity.

SECTION 12SMS/Text Message Communications

If you have provided your mobile phone number and expressly opted in to SMS communications (via checkbox, form submission, or other explicit consent mechanism), you may receive text messages from Preserve related to:

• Appointment reminders and confirmations
• Tax deadline reminders
• Service updates and account notifications
• Program-related communications
• Promotional messages and marketing communications

Preserve does not share, sell, rent, or lease your mobile phone number or SMS opt-in status to third parties for marketing purposes.

SECTION 13Email Marketing

If you have subscribed to our email marketing list, you will receive emails from Preserve about services, programs, tax deadlines, industry updates, and promotions. Every marketing email includes an "unsubscribe" link at the bottom that allows you to opt out at any time.

Transactional emails related to active services or program enrollment (such as appointment confirmations, receipt of payment, or program materials) are not marketing emails and will continue even after you unsubscribe from marketing communications.

SECTION 14Children's Privacy

The Preserve website and services are not directed to children under the age of 13. We do not knowingly collect personal information from children under 13 in compliance with the Children's Online Privacy Protection Act (COPPA).

If you become aware that a child under 13 has provided us with personal information, please contact us at [email protected] and we will delete the information promptly.

Please note that tax preparation for dependents under 18 is provided only to parents or guardians who provide the child's information as part of their own return preparation. In such cases, the parent or guardian is the client, and information about the dependent is collected as part of the parent's tax record.

SECTION 15Third-Party Links

Our website may contain links to third-party websites, applications, or services. This Privacy Policy does not apply to those third parties. We are not responsible for the privacy practices of any third party, and we encourage you to review their privacy policies before providing them with personal information.

SECTION 16Do Not Track Signals

Some browsers offer a "Do Not Track" (DNT) signal that lets you indicate a preference not to be tracked. Because there is no widely accepted standard for how to respond to DNT signals, Preserve currently does not respond to DNT signals. However, we honor all opt-out requests submitted directly by you.

SECTION 17Changes to This Privacy Policy

Preserve reserves the right to modify this Privacy Policy at any time. Changes will be posted on this page with an updated "Effective Date." For material changes, we will provide notice through email or a prominent notice on our website. Your continued use of our website and services after changes constitutes acceptance of the modified Privacy Policy.

We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

SECTION 18Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or how we handle your personal information, please contact us:

Preserve Accounting Services
Business Address: 11351 SW 29th St #206, Miramar, FL 33025
Phone: 678-598-3700
Email: [email protected]
Website: preservetax.com

For privacy-specific inquiries, please include "Privacy Request" in the subject line so your request is routed appropriately. We will respond to all privacy-related requests within thirty (30) days or as required by applicable law.