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Privacy Policy

A legal disclaimer

This Privacy Policy ("Policy") applies to providencetaxadvisory.com (the "Site"), operated by Providence Tax & Advisory, LLC ("we," "us," "our"), a Tennessee LLC providing tax preparation and advisory services. It covers data collection and use via the Site only. It supplements but does not replace client engagement letters, TaxDome portal terms, or applicable laws including IRS Code Section 7216 and FTC guidelines. Our Site is hosted on Wix; see their privacy policy for platform data. We are not responsible for linked third-party sites.

Privacy Policy - the basics

We respect your privacy and collect only necessary information to facilitate tax consultations and services. The Site is not intended for children under 16, and no data is knowingly collected from them. California residents: See "Do Not Track" section below. Changes to this Policy will be posted here with the update date; continued use constitutes acceptance. Questions? Contact us.

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Information We Collect

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We gather data to improve services:

  • Personal Information You Provide: Name, email, phone, and tax service inquiries via contact forms or scheduling.

  • Automatically Collected: IP address, browser type, device info, pages visited, and cookies for analytics and functionality (e.g., Google Analytics).

  • No Sensitive Data: Financial or tax return details are handled exclusively via secure TaxDome portal, not this Site.

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How We Use Your Information

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Data supports:

  • Responding to inquiries and booking consultations.

  • Sending service updates or newsletters (unsubscribe anytime).

  • Site analytics and security.

  • Legal compliance, including IRS reporting obligations per Publication 4557.

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Sharing and Disclosure

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We disclose data only as required:

  • Trusted service providers (e.g., TaxDome for client management, Wix for hosting) under confidentiality agreements.

  • Legal authorities (e.g., IRS subpoenas) or business transfers.

  • No selling, renting, or marketing to third parties.

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Data Security and Retention

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We implement reasonable safeguards including encryption, access controls, and our Written Information Security Plan (WISP) compliant with IRS Pub 4557. Data is retained as needed for services (e.g., 7 years for records) or legal purposes, then securely deleted. No system is 100% secure; report issues promptly.

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Your Rights and Choices

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  • Access/Update/Delete: Email us to request data access, correction, or deletion.

  • Cookies/Tracking: Manage via browser settings; opt-out of non-essential cookies.

  • Do Not Track (CalOPPA): We honor browser signals but do not alter practices.

  • Marketing Opt-Out: Use unsubscribe links.

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