Privacy Policy & Privacy Notice
Privacy Policy Effective Date: 08/12/2026
At Florence Tax LLC ("we," "us," or "our"), we are committed to protecting your privacy and safeguarding the personal information entrusted to us. This Privacy Notice explains how we collect, use, disclose, and protect information when you visit our website, contact us, or use our tax, accounting, bookkeeping, payroll, consulting, and related professional services.
Information We Collect
Depending on how you interact with us and the services you request, we may collect the following categories of information:
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Personal Information: Name, mailing address, email address, telephone number, date of birth, and other information necessary to communicate with you or provide services.
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Sensitive Personal Information: Social Security numbers (SSNs), Taxpayer Identification Numbers (TINs), driver's license information, and other government-issued identification when necessary to provide requested professional services.
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Financial and Tax Information: Income and employment information, bank and financial account information, investment information, business financial records, payroll information, and historical tax returns and records.
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Website and Technical Information: IP address, browser type, device information, operating system, and information about how visitors interact with our website.
We ask that sensitive tax, financial, or identifying information not be submitted through ordinary website contact forms or unsecured email unless specifically instructed to do so.
We may use personal information to:
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Provide tax preparation, accounting, bookkeeping, payroll, consulting, and related professional services
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Prepare and file tax returns and other required documents
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Communicate with you regarding our services and your engagement
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Respond to inquiries and requests
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Process payments and invoices
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Maintain client records
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Operate, maintain, and improve our website and services
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Protect against fraud, unauthorized access, and other security threats
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Comply with applicable legal, tax, regulatory, and professional obligations
We seek to collect and maintain personal information that is reasonably necessary for our professional services and legitimate business purposes.
How We Use Your Information
How We Share Information
We do not sell your personal information.
We may disclose information when reasonably necessary to:
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Employees or contractors who require access to provide services
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Technology and service providers that assist with tax preparation, accounting, payroll, secure data storage, document management, payment processing, communications, or website hosting
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Government agencies and taxing authorities when authorized by you or required by law
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Professional advisors, insurers, auditors, or legal counsel when reasonably necessary
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A successor or acquiring organization in connection with a merger, acquisition, reorganization, or sale of all or part of our business
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Comply with applicable law, legal process, or regulatory requirements
We expect service providers that receive confidential information to protect that information and use it only for authorized purposes.
Federal law restricts the use and disclosure of tax return information by tax return preparers. Florence Tax LLC maintains the confidentiality of client tax information in accordance with applicable federal and state laws and Internal Revenue Service requirements.
We do not use or disclose tax return information except as permitted or required by law or as authorized by the client when authorization is required.
Confidentiality of Tax Information
Data Security
We maintain administrative, technical, and physical safeguards designed to protect personal and confidential information against unauthorized access, use, disclosure, alteration, or destruction.
We take reasonable precautions appropriate to the sensitivity of the information we maintain. However, no electronic transmission, information system, or method of storage can be guaranteed to be completely secure.
We retain personal, tax, financial, payroll, and other client information for as long as reasonably necessary to provide our services and to comply with applicable legal, regulatory, tax, and professional obligations. Retention periods may vary depending on the type of information and the services provided.
When information is no longer required for these purposes, we take reasonable steps to securely delete, destroy, or otherwise dispose of it in accordance with our data-retention and security practices.
Website analytics information is retained only for as long as reasonably necessary to evaluate and improve the performance and functionality of our website.
Data Retention
Our website may use cookies and similar technologies to support website functionality, understand how visitors use our website, and improve our services.
We may use third-party analytics services, such as Google Analytics, to collect information about website usage and performance. This information may include pages visited, approximate geographic location, browser and device information, referring websites, and interactions with website features.
You can control or disable cookies through your browser settings. Disabling certain cookies may affect the functionality or performance of some website features.
Cookies and Analytics
Our website may contain links to websites or services operated by third parties. Florence Tax LLC does not control these third parties and is not responsible for their privacy, security, or data-handling practices.
We encourage you to review the privacy policies of third-party websites and services before providing them with personal information.
Third-Party Websites
Your Privacy Choices
You may contact us to request access to, correction of, or deletion of personal information we maintain about you. Certain information may not be eligible for deletion when we are required or permitted to retain it for tax, legal, regulatory, professional, security, or legitimate business purposes.
You may also control certain website technologies through your browser's privacy and cookie settings.
Children's Privacy
Our website and professional services are not directed to children under the age of 13. We do not knowingly collect personal information directly from children under 13 through our website.
Information concerning a minor may be collected from a parent, guardian, or authorized client when reasonably necessary to provide tax or related professional services.
Changes to This Privacy Notice
We may update this Privacy Notice periodically to reflect changes in our services, technology, business practices, or applicable requirements.
When we make changes, we will post the revised Privacy Notice on this page and update the Effective Date shown above.
Contact Us
If you have questions about this Privacy Notice, our privacy practices, or personal information we maintain about you, please contact:
Florence Tax LLC
Amber Rose Florence
Phone: 928-379-4994
Email: amberrose@florencetaxes.com
If you have concerns regarding the handling of your personal information, we encourage you to contact us so we can work to address your concerns.