Legal
Privacy Policy
Last updated: November 24, 2025
Premier Tax & Financial Services ("Premier Tax," "we," "us," or "our") is committed to protecting the privacy and confidentiality of every client. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, request a consultation, or engage us for tax preparation, bookkeeping, payroll, tax planning, credit repair, or LLC formation services.
Information We Collect
To prepare accurate returns and provide the financial services you request, we collect information you provide directly and information collected automatically when you use our website.
Information You Provide
- Contact details (name, email, phone, mailing address)
- Tax identification information (SSN, ITIN, EIN) when engaging us for tax services
- W-2s, 1099s, K-1s, prior-year returns, and supporting documents you upload or deliver
- Business records used for bookkeeping, payroll, and tax planning engagements
- Communications, appointment requests, and consultation form submissions
Information Collected Automatically
- Device, browser, and approximate location (from IP address)
- Pages viewed and interactions with the site
- Cookies and similar technologies (see our Cookies Policy)
How We Use Your Data
- Prepare, review, and electronically file federal and state tax returns
- Deliver bookkeeping, payroll, tax planning, credit repair, and LLC formation services
- Schedule appointments and respond to consultation requests
- Comply with IRS, state, and federal recordkeeping requirements
- Improve our website and the security of our systems
- Send service updates, deadline reminders, and (with your consent) educational tax tips
IRS Circular 230 & Confidentiality
As tax professionals, we adhere to the standards set forth in IRS Circular 230 and applicable state regulations. We do not disclose taxpayer information without your consent except as required by law (for example, in response to a valid subpoena or to comply with an IRS request). We do not sell client data to third parties.
Data Security
We implement administrative, technical, and physical safeguards to protect your personal and financial information, including encrypted document portals, restricted-access file storage, and a written information security plan (WISP) consistent with IRS Publication 4557 guidance for tax professionals. No method of electronic transmission or storage is 100% secure, but we work diligently to protect your information at every step.
Your Rights
Depending on your location, you may have the right to:
- Request access to the personal information we hold about you
- Request correction of inaccurate information
- Request deletion, subject to our legal recordkeeping obligations for tax records
- Withdraw consent for marketing communications at any time
Tax preparers are required by federal law to retain certain client records for a minimum period. Deletion requests for those records will be honored after the retention period ends.
Contact Us
We may update this Privacy Policy from time to time. The "Last updated" date at the top of this page reflects the most recent revision.