Privacy Policy

Effective Date: October 28, 2025

Introduction

TaxPro Consult and Bookkeeping Services LLC (“TaxPro Consult”, “Company,” “we,” “us,” or “our”) recognizes the importance of protecting the information provided to us by visitors to www.taxpro-nc.com (our “Website”).

This privacy policy (“Privacy Policy”) explains what information may be collected from you when you visit our Website, regardless of how you access or use the Website—whether via personal computers, mobile devices, or otherwise—how that information is used, and how it is shared with third parties.

It also describes your choices regarding the use, access, and collection of your personal information.

Scope of Policy

TaxPro Consult offers individual tax preparation services and related products and services, including in certain markets, tax resolution services, through various affiliates, franchisees, and company-owned stores.

Because we offer in-store and online tax preparation services, our privacy policies will vary depending on how you interact with TaxPro Consult.

This Privacy Policy applies solely to our Website, independent of any business relationship you may have with us. It does not apply to our data collection activities offline or otherwise outside of our Website (unless otherwise stated below).

Policy Updates

This Privacy Policy may be updated, and any such update will be posted on our Website. You should check this page periodically to ensure that you are aware of any changes.

If we amend this Privacy Policy to permit material changes in the way we collect, use, and/or share your personal information, we will notify you of such amendment by prominently posting notice of such amendment on our Website’s homepage prior to the change becoming effective or by email (sent to the email address associated with your account).

However, we will not use your previously collected personal information in a manner materially different than indicated at the time it was collected without your consent.

Contact Information

If you have questions or concerns regarding our Privacy Policy or practices, please contact us by calling (704) 800-0829 or emailing us at taxservice@taxpro-nc.com.

Information Collected by TaxPro Consult

Voluntary Registration

We collect personal information (which may include, without limitation, your name, email address, social security number, date of birth, credit card information, mailing address, and/or telephone number) from you when you voluntarily register on the Website or when you request information or a service (e.g., tax preparation services) on the Website.

Additional information may be gathered during your subsequent use of the site, or when we communicate with you via telephone, email, or other means.

This personal information may include, without limitation, your employment and income information, your bank account information, credit scores and credit history, and tax return information and associated IRS filings.

In order to create an account on our Website and administer that account, we will also collect a username and password which you will then use to access your account and other information.

We use email to assist you with answers to your questions concerning our products and service offerings. During the correspondence, we collect your name and may also collect your email address to create a customer contact record.

We collect the additional information you voluntarily provide to us during the session. We use the information you provide to assist our Support Center in addressing your questions. In addition, we may use the information to study, enhance, or improve the quality of our products, services, and support, and to tailor and improve our outreach and marketing efforts.

How TaxPro Consult May Use Collected Information

We use information collected on the Website for the following purposes:

To provide the products and services you request and communicate with you regarding your requests
Internal market analysis
To improve our products and services
To provide you with information on new products or special offers
To tailor the Website according to your interests
For marketing or promotional purposes
For purposes disclosed at the time you provide your information or as otherwise set forth in this Privacy Policy
To contact you by email, telephone calls, SMS, or other equivalent forms of electronic communication (e.g., push notifications) regarding updates or informative communications related to the functionalities, products, or contracted services, including security updates when necessary or reasonable for their implementation

We may provide your information to our service providers in order to provide services to you on our behalf to help with our business activities, or under special circumstances, such as when we have a good faith belief that the law requires it.

TaxPro Consult will share your personal information with third parties only in the ways described in this Privacy Policy. These companies are authorized to use your personal information only as necessary to provide these services to us.

We also may use your information to inform you about other products or services available from TaxPro Consult and our affiliates. You may be offered the opportunity to receive materials or special offers from affiliated third parties.

All messages you send through the Service, whether to us or other users, are stored on our servers. TaxPro Consult employs servers and services owned by third parties to retain these messages.

‍

SMS Terms and Conditions

SMS Consent Communication The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

Types of SMS Communications If you have consented to receive text messages from TaxPro, you may receive text messages related to appointment reminders, case updates, and follow-ups.

Example SMS Disclosure: “Hello, thank you for contacting TaxPro Consult and Bookkeeping Services LLC. How can we help you? Reply STOP to opt-out at any time. Message and data rates may apply. For assistance, text HELP or visit our https://www.taxpro-nc.com/privacy-policy.”

Message Frequency Our SMS message frequency may range from 1 to 5 text messages daily across all users.

Potential Fees for SMS Messaging Standard message and data rates may apply based on your mobile carrier’s pricing.

Opt-In Method You may opt-in to receive SMS messages from TaxPro in the following ways:

Verbally, during a conversation

By submitting an online form

By filling out a paper form

Opt-Out Customers may opt out of SMS messaging by replying STOP at any time to any received SMS message. Once opted out, they will receive no further SMS communication. They can opt back in at any time by replying START.

Standard Messaging Disclosures

Message and data rates may apply.

Message frequency may vary.

You can opt-out at any time by texting ‘STOP.’

For assistance, text ‘HELP’ or visit our https://www.taxpro-nc.com/privacy-policy.

‍

Website Analytics

TaxPro Consult may analyze, on an aggregate basis, what portions of the Website visitors are viewing and other visitor statistics, such as approximate geographic locations, and use this information to help us create a better experience for future website visits.

Legal Compliance

Our use or disclosure of customer information is governed by Section 7216 of the Internal Revenue Code and the Gramm-Leach-Bliley Act of 1999, and certain other laws, as well as our policies.

Section 7216 requires that we obtain your consent (“opt in”) to certain disclosures and uses of information you provide us in connection with your tax return information.

For additional information, please see the Consent to Disclosure of Tax Return Information form and the Consent to Use of Tax Return Information form that are provided at the time of receiving tax preparation services, in addition to our Client Privacy Notice.

Tax Resolution and Disclosure

We may collect personally identifiable information in connection with the resolution of your tax issue(s) through the TaxDome Portal.

We will not disclose or use your tax resolution information for any purpose other than in connection with providing services to resolve your tax issue(s) unless you authorize us to do so, except when expressly required or authorized by law, necessary to the resolution of your tax issue(s), or pursuant to a court order.

Depending on the service you use, we may use or disclose personally identifiable information about you to the following types of third parties:

Financial service providers
Non-affiliated third-parties providing credit, insurance, financial planning, debt management, and other financial products and others

Legal Requests and Corporate Changes

In certain situations, we may be required to disclose personal information in response to lawful requests by public authorities, including to meet national security or law enforcement requirements.

We may disclose personal information in response to legal process (e.g., court orders, subpoenas, or investigations) or where we have a good faith belief that such disclosure is required by law.

We may also disclose such information in the event of the sale, merger, or dissolution (bankruptcy) of assets of our business or affiliates.

Disclosure to Third Parties

TaxPro Consult may disclose the personal information you provide to us to our service providers, business partners, sponsors, or affiliates so they can assist us in providing the services you request.

By requesting information from our business partners, sponsors, and affiliates through the Website, you give us permission to transfer your personal information to them so they can fulfill your request.

We may also share aggregated user statistics with third parties.

Linked Third-Party Websites

The Website may contain links to other affiliated websites or websites of interest that are not under our direction or control (“Linked Third Parties”).

We are not responsible for the protection and privacy of any information you may provide while visiting Linked Third Parties.

This Privacy Policy applies only to our Website. You should exercise caution and review the privacy policy of any Linked Third Parties you visit.

User Content

We may allow users with accounts to transmit information through the Website for the purpose of participating in message boards or similar features.

Any information transmitted or posted becomes public information and may be viewable to other users and visitors.

Storage and Protection of Personal Information

You understand that using a MyTaxDome Account creates a relationship with TaxPro Consult for the purpose of obtaining financial products and services.

We maintain administrative, technical, and physical safeguards that are designed to protect the privacy and security of personal information.

Sensitive information (such as credit card number and social security number) is protected by SSL encryption during transmission.

The internet is not a fully secure environment, and TaxPro Consult cannot ensure the security of information transmitted or stored.

Cookies and Tracking Technologies

Our Service may use cookies and similar tracking technologies to enhance your experience.

You can control the use of cookies through your browser settings, but disabling cookies may limit your ability to use certain features of the page or Service.

International Users

Our Website is operated in the United States and intended for users located in the United States.

By using this Website or providing us with any information, you consent to the transfer, processing, usage, sharing, and storage of your information in the United States as set forth in this Privacy Policy.

Suspicious Email

It is our policy not to email you or send you electronic communications to request non-public personal information or account information.

If you receive an unsolicited email that appears to be from TaxPro Consult but you suspect may be fraudulent, please contact us at taxservice@taxpro-nc.com.

Controlling Your Personal Information

You are responsible for maintaining the accuracy of your submitted information.

If you wish to correct, update, amend, or delete your personal information, please contact us at taxservice@taxpro-nc.com.

We will respond within a reasonable timeframe.

Please note that complete deletion may not always be possible due to legal or backup requirements.

Newsletter Preferences

You may choose to stop receiving our newsletter or marketing emails by following the unsubscribe instructions included in these emails or by contacting us directly at taxservice@taxpro-nc.com.

We may still send administrative or transactional communications related to your account or service use.

Contact Us

If you have any questions or concerns regarding this Privacy Policy or TaxPro Consult’s collection and use of your personal information, please contact us at:

📧 taxservice@taxpro-nc.com
📞 (704) 800-0829