Privacy Policy

Effective date: October 22, 2026

Taxservizoom (“we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what information we collect through taxservizoom.com and in the course of providing our tax and accounting services, how we use it, and the choices you have.

1. Who We Are

Taxservizoom
25 SW 9th St, 4th Floor, Suite 401, Miami, FL 33130
Phone: +1 305-399-6556
Email: info@taxservizoom.com

2. Information We Collect

  • Contact form and messages: your name, email address, phone number and any message you send us through our website, email or WhatsApp.
  • Client information for our services: when you hire us, you may provide personal and financial information such as your Social Security Number or EIN, address, income documents (W-2, 1099, etc.), bank account details, dependent information and business records.
  • Website usage data: like most websites, our servers and plugins may record basic technical data such as your IP address, browser type and pages visited, and may use cookies needed for the site to work properly.

3. How We Use Your Information

  • To respond to your inquiries and schedule appointments.
  • To prepare, e-file and plan your individual or business tax returns and to provide bookkeeping, accounting and related services.
  • To communicate with you about your account and our services.
  • To comply with legal and regulatory obligations.
  • To maintain and improve the security and performance of our website.

4. Confidentiality of Tax Information

As a tax return preparer, we follow federal confidentiality rules, including Internal Revenue Code Section 7216. We do not use or disclose your tax return information for purposes other than preparing and filing your return without your written consent, except as permitted or required by law.

5. How We Share Information

We do not sell your personal information. We only share information when necessary to provide our services or when required by law, for example:

  • With the IRS, state tax agencies and other government agencies when filing returns or reports on your behalf.
  • With trusted service providers that help us operate (such as tax software, e-filing, website hosting and email providers), who are required to protect your information.
  • When required by law, court order or to protect our legal rights.

6. Third-Party Services on This Website

Our website includes an embedded Google Map and a WhatsApp chat button. If you use them, Google or WhatsApp (Meta) may collect information according to their own privacy policies. We encourage you to review those policies.

7. How We Protect Your Information

We use reasonable administrative, technical and physical safeguards to protect your information. However, no method of transmission over the internet or electronic storage is completely secure. When sending sensitive documents, please use the secure method we indicate to you.

8. How Long We Keep Information

We keep client records for as long as needed to provide our services and to meet legal, tax and professional record-keeping requirements. Website messages are kept only as long as needed to respond to you.

9. Your Choices and Rights

You may contact us at any time to request access to, correction of, or deletion of your personal information, subject to our legal obligations to retain certain records.

10. Children’s Privacy

Our website is not directed to children under 13, and we do not knowingly collect personal information from them through this website.

11. Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a new effective date.

12. Contact Us

If you have questions about this Privacy Policy, contact us at info@taxservizoom.com or +1 305-399-6556.