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Information & Data Security Policy

Your privacy matters to us. Learn how we safeguard your personal, financial, and tax information through industry-standard security practices.

Effective Date

This Privacy Policy describes how GuruTaxPro ("GuruTaxPro," "we," "our," or "us") collects, uses, stores, protects, and shares your personal information when you visit our website or engage our accounting, taxation, bookkeeping, consulting, and related professional services.
By using our website or services, you consent to the practices described in this Privacy Policy.

1. Information We Collect

To provide our professional services, we may collect the following categories of information:

Personal Information
  • Full name
  • Mailing address
  • Email address
  • Phone number
  • Date of birth
  • Social Security Number (SSN)
  • Individual Taxpayer Identification Number (ITIN)
  • Government-issued identification
Financial Information
  • Bank account information
  • Payroll information
  • Investment records
  • Income and expense details
  • Credit or debit card information (processed securely through authorized payment providers)
Tax Information
  • Tax returns
  • W-2s, 1099s, K-1s
  • Tax identification numbers
  • Supporting tax documents
Business Information
  • Business name
  • EIN
  • Financial statements
  • Accounting records
  • Payroll information
  • Business ownership information
Website Information

When you visit our website, we may automatically collect:

  • IP address
  • Browser type
  • Device information
  • Operating system
  • Website usage information
  • Cookies and analytics data
2. How We Use Your Information

We use your information to:

  • Deliver accounting and tax services
  • Prepare and file tax returns
  • Perform bookkeeping and payroll services
  • Provide consulting and advisory services
  • Respond to inquiries
  • Process payments
  • Improve our website and services
  • Comply with legal and regulatory obligations
  • Detect fraud and protect our systems
3. Information Sharing

GuruTaxPro does not sell, rent, or trade your personal information.

We may disclose information only when necessary to:

  • Authorized employees and contractors
  • IRS, state tax authorities, or other government agencies as required
  • Payment processors
  • Cloud hosting providers
  • Tax software providers
  • Secure document management providers
  • Professional advisers
  • Legal authorities where required by law

All service providers are contractually obligated to maintain appropriate confidentiality and security standards.

4. Data Security

Protecting taxpayer information is one of our highest priorities.

GuruTaxPro maintains administrative, technical, and physical safeguards designed to protect personal and financial information against unauthorized access, disclosure, alteration, or destruction.

Our security measures include:

  • Data encryption
  • Secure client portals
  • SSL/TLS website encryption
  • Role-based access controls
  • Multi-factor authentication where appropriate
  • Employee confidentiality agreements
  • Secure backups
  • Ongoing cybersecurity monitoring
  • Employee security awareness training

Although no system can guarantee absolute security, we continually review and improve our security practices.

5. Data Retention

We retain client records only for as long as necessary to:

  • Provide services
  • Meet IRS and regulatory requirements
  • Comply with professional standards
  • Resolve disputes
  • Enforce legal agreements

When records are no longer required, they are securely destroyed or permanently deleted.

6. International Data Transfers

If your information is transferred or processed outside your country of residence, GuruTaxPro will take reasonable steps to ensure your information receives an appropriate level of protection consistent with this Privacy Policy and applicable law.

7. Cookies & Analytics

Our website may use cookies and similar technologies to:

  • Improve website functionality
  • Remember user preferences
  • Analyze website traffic
  • Improve user experience

You may disable cookies through your browser settings; however, certain website features may not function properly.

8. Your Privacy Rights

Subject to applicable law, you may have the right to:

  • Access your personal information
  • Correct inaccurate information
  • Request deletion of personal information
  • Request a copy of your personal information
  • Object to certain processing activities
  • Withdraw consent where applicable

To exercise any of these rights, please contact us using the information below.

9. Children's Privacy

GuruTaxPro's website and services are intended for adults.

We do not knowingly collect personal information from children under the age of 18.

10. No Sale of Personal Information

GuruTaxPro does not sell, rent, or share personal information for advertising or marketing purposes.

11. Regulatory Compliance

GuruTaxPro follows applicable federal and state privacy and information security requirements, including:

  • IRS Publication 4557
  • FTC Safeguards Rule
  • Applicable IRS security guidance
  • State privacy and breach notification laws
12. Policy Updates

We may update this Privacy Policy periodically to reflect changes in legal requirements, technology, or business practices.

The revised version will become effective upon publication on our website.

13. Contact Us

If you have any questions regarding this Privacy Policy or our data handling practices, please contact us.

GuruTaxPro

Email: tax@gurutaxpro.com

Phone: 512-234-3366

Address:
1640 Highland Falls Dr., Suite 302
Leander, TX 78641
United States