Privacy Policy

1. Information We Collect

We collect various types of information to provide accurate tax, accounting, and resolution services:

• Identity Data: First name, last name, Social Security Number (SSN), Individual Taxpayer Identification Number (ITIN), date of birth, and driver's license data.
• Contact Data: Mailing address, email address, and telephone numbers.
• Financial Data: Income statements (W-2, 1099), bank account details (for direct deposit/debit), profit and loss statements, and balance sheets.
• Business Data: Entity formation documents, EINs, and beneficial ownership information (for Libre Professional Services clients).
• Resolution Data: IRS notices, audit documentation, and financial hardship statements (for Libre Tax Resolution clients).
• Technical Data: IP address, browser type, and operating system when you visit our website.

2. How We Use Your Information

We use your data exclusively for professional purposes, including:

• Tax Preparation: To prepare and file your federal and state tax returns with the IRS and state agencies.
• Business Services: To process entity formations, file annual reports, and manage bookkeeping/payroll.
• Tax Resolution: To represent you before the IRS, negotiate offers in compromise, and handle audit defense.
• Communication: To send appointment reminders, status updates on your tax return/case, and important deadlines via SMS/WhatsApp (with your consent).
• Client Portal: To create and manage your secure account on our portal.

3. Information Sharing

We do not sell your personal information. We only share data in the following circumstances:

• Government Agencies: The Internal Revenue Service (IRS), state tax authorities, and FinCEN (for BOI reporting) for the purpose of filing your required documents.
• Service Providers: Trusted third-party software providers (e.g., tax software, payroll processors, secure document storage) who assist us in operating our business. These parties are bound by strict confidentiality agreements.
• Legal Requirements: If required by law, subpoena, or court order.
• SMS Consent & Data: No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

4. Data Security

We implement industry-standard security measures to protect your personal information. This includes 256-bit SSL encryption for data transmission, secure servers, and multi-factor authentication for our internal systems. Physical files are stored in locked, secure environments at our Cerritos office.

5. Your California Privacy Rights

Under the California Consumer Privacy Act (CCPA) and CPRA, California residents have specific rights regarding their personal information:

• Right to Know: You may request details about the categories of personal information we have collected.
• Right to Delete: You may request the deletion of your personal information, subject to federal record-retention laws (IRS requires us to keep tax records for a specific period).
• Non-Discrimination: We will not discriminate against you for exercising your privacy rights.

To exercise these rights, please contact us at info@libretaxservice.com.

6. SMS Communications & Consent

Libre Tax Service may send marketing and confirmation SMS (text) messages related to tax preparation services, appointment reminders, service updates, case notifications, and promotional communications.

Web Opt-In:

Customers who enter their mobile number on our website are shown the following disclosure before submitting:

SMS Opt-In:

Customers who text YES to our number receive the following confirmation message before being fully subscribed:

Message frequency may vary depending on your engagement with our services. Msg & data rates may apply according to your wireless carrier plan.

You may opt out of receiving SMS messages at any time by replying STOP to any text message. You will receive a confirmation that you have been unsubscribed and will receive no further messages. For assistance, reply HELP or contact us at info@libretaxservice.com.

We do not sell, rent, share, or disclose mobile opt-in data or SMS consent information with third parties or affiliates for marketing or promotional purposes. All categories of data exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. Carriers are not liable for delayed or undelivered messages.

7. Contact Us

If you have questions about this Privacy Policy, please contact us: