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Privacy Policy

Effective Date: October 26, 2023 

 

At Parker Franklin Tax LLC, we value your privacy and are committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, and safeguard the information you provide to us through our website (parkerfranklinea.com) and during the course of our professional services.

1. INFORMATION WE COLLECT

As a tax preparation and representation firm, we collect "Non-Public Personal Information" (NPI) about you to provide professional services. This includes:

  • Contact Information: Name, phone number, and email address (collected via our "Contact" or "Become a Client" forms).

  • Taxpayer Information: Social Security Numbers, address, Tax ID numbers, income records, filing status, and financial account information.

  • Usage Data: Information about how you use our website, including IP address, browser type, and pages visited.

2. HOW WE USE YOUR INFORMATION

We use your information for the following purposes:

  • To prepare your federal and state income tax returns.

  • To represent you before the IRS or state taxing authorities.

  • To communicate with you regarding your tax status or our services.

  • To provide "Audit Monitoring" services as requested.

  • To comply with federal, state, and local legal and regulatory requirements.

3. DISCLOSURE OF INFORMATION

We do not sell, rent, or lease our client lists to third parties.

In accordance with IRS Section 7216, we do not disclose your tax return information to third parties for purposes other than tax preparation without your specific, written consent, except as required by law. We may share information with:

  • Government agencies (IRS, state tax departments) for filing purposes.

  • Third-party service providers (e.g., tax software vendors or secure portal providers) who assist in our operations, provided they agree to keep the information confidential.

  • Legal authorities if required by a subpoena or court order.

4. DATA SECURITY

We maintain physical, electronic, and procedural safeguards that comply with federal regulations (including GLBA and IRS Publication 4557) to guard your NPI.​

  • We use secure methods for the transmission of sensitive tax documents.

  • Access to your personal information is restricted to those employees or contractors who need it to provide services to you.

5. COOKIES AND TRACKING

Our website uses cookies to enhance user experience and analyze site traffic. You can choose to disable cookies through your browser settings, though some features of the site may not function properly as a result.

6. YOUR RIGHTS

Depending on your residency, you may have rights regarding your data, including:

  • The right to request a copy of the personal information we hold about you.

  • The right to request corrections to inaccurate information.

  • The right to request the deletion of your data (subject to IRS record-retention requirements, which typically require us to keep tax records for 3-7 years).

7. THIRD-PARTY LINKS

Our website may contain links to third-party sites (such as the IRS website or social media). We are not responsible for the privacy practices of these external sites.

8. CHANGES TO THIS POLICY

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Effective Date."

9. CONTACT INFORMATION

If you have any questions about this Privacy Policy or our treatment of your information, please contact us:

Parker Franklin Tax LLC

16821 Buccaneer Lane, Suite 116

Houston, TX 77058

Phone: 346-627-8520

Email: Parker@parkerfranklinea.com

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