IRS Certifying Acceptance Agent — CAA #P00812478|Jacksonville & NE Florida • By Appointment

Privacy Policy

Professional client privacy and records workspace

Privacy Policy

Last updated: September 26, 2026

Information We Collect

We may collect contact information, service-selection information, appointment details, documents and records you choose to provide for an engagement, payment information handled through applicable payment providers, and routine website technical information.

How We Use Information

We use information to respond to inquiries, provide requested services, communicate about your job, meet recordkeeping and compliance obligations, process payments, and protect our clients and business.

Client Intake and Documents

The Client Intake Form is for contact information, service selection, and general intake. Sensitive records should be sent only through the private upload method we provide after intake. Keep all private upload and completed-document links confidential.

Service Providers

We use reputable third-party providers for functions such as website hosting, forms, email, secure document storage and delivery, tax and bookkeeping software, payment processing, and related business operations. Providers receive information only as necessary for the services they perform, subject to their applicable terms and privacy practices.

Cookies and Site Preferences

The website uses a small site setting to remember basic preferences, including your cookie-notice choice. We do not use this website for behavioral advertising tracking.

Sharing of Information

We do not sell personal information. We may disclose information when authorized by you, needed to provide requested services, required by law, or otherwise permitted under applicable professional and legal requirements.

Retention and Security

We retain records as reasonably necessary for the services provided and applicable legal, tax, notary, business, and professional requirements. We use reasonable safeguards appropriate to the information handled.

Your Responsibilities

Do not send sensitive documents through ordinary email, text, or the general website contact form unless we specifically instruct you to do so. Use the private document method provided for your job.

Privacy Rights and International Visitors

All Tax & Books is the business responsible for information submitted through this website and for client information we receive directly. Our privacy contact is info@alltaxbooks.com and (248) 495-0253.

We process information to answer requests, provide services, carry out client instructions, process payments, keep required records, protect the site and our business, and meet legal or professional obligations. Depending on the circumstances and applicable law, the basis may include your request or consent, performance of a service agreement, legitimate business needs, or a legal obligation.

Information may be handled by service providers that support hosting, forms, email, document storage and delivery, tax and bookkeeping software, payments, and related operations. Some providers may process information in other states or countries under their own privacy and security terms.

Where applicable law gives you privacy rights, you may ask to access, correct, delete, or restrict certain personal information, or object to certain processing. You may also withdraw consent when processing is based on consent. Some records may need to be kept to meet legal, tax, notary, business, or professional requirements.

If a privacy law that gives you a right to complain to a regulator applies to you, you may contact the relevant supervisory or regulatory authority. Contact us first if you want help identifying the information we hold or the privacy process that applies to your request.

Contact

Questions about this policy may be sent to info@alltaxbooks.com or by calling (248) 495-0253.

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