Privacy Policy

Effective Date: January 1, 2026

PR Tax Services (“we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of our clients’ personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard information obtained through our tax preparation and bookkeeping services and through our website, https://prtaxservices.com/.

Information We Collect

We may collect personal, financial, and business information necessary to provide tax preparation, bookkeeping, payroll, and related services. This information may include, but is not limited to:

Name, address, email address, and phone number

Social Security numbers, Taxpayer Identification Numbers, and dates of birth

Income, expense, asset, and liability information

Banking and payment information

Business records, financial statements, and accounting data

Information provided through secure portals, forms, emails, or consultations

How We Use Your Information

We use the information we collect for legitimate business purposes, including:

Preparing and filing federal, state, and local tax returns

Providing bookkeeping, payroll, and advisory services

Communicating with you regarding your services and account

Complying with legal, regulatory, and professional obligations

Maintaining internal records and improving our services

Information Sharing and Disclosure

PR Tax Services does not sell, rent, or trade your personal information.

We may disclose information only when:

You authorize disclosure in writing

Disclosure is necessary to provide requested services (such as secure tax software, bookkeeping platforms, or payment processors)

Required by law, regulation, subpoena, or legal process

Required to comply with IRS regulations or governmental requests

All third parties with access to client information are required to maintain confidentiality and use the information only for authorized purposes.

Data Security

We take the protection of your information seriously. We maintain physical, electronic and procedural safeguards that comply with applicable law and federal standards. Access to confidential information is restricted to authorized personnel who require it to perform their job duties.

Record Retention

Client records are retained in accordance with federal and state laws, IRS regulations, and applicable professional standards. Records are securely stored and destroyed when no longer required.

IRS Circular 230 Disclosure

Pursuant to IRS Circular 230, any U.S. federal tax advice contained in this website, written communications, or communications from PR Tax Services is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code or for promoting, marketing, or recommending any transaction or matter addressed herein.

California Privacy Rights (CCPA / CPRA)

If you are a California resident, you have rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), including the right to:

Know what personal information we collect, use, and disclose

Request access to your personal information

Request correction of inaccurate personal information

Request deletion of personal information, subject to legal and professional retention requirements

Limit the use or disclosure of sensitive personal information

PR Tax Services does not sell or share personal information as defined under CCPA/CPRA.

To exercise your rights, please contact us using the information below. We may need to verify your identity before fulfilling your request.

Other State Privacy Rights

Residents of other states may have similar privacy rights under applicable state laws. PR Tax Services will comply with all applicable state privacy laws as required.

Changes to This Privacy Policy

PR Tax Services reserves the right to update this Privacy Policy at any time. Any changes will be posted on our website with a revised effective date.

Contact Information

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact:

PR Tax Services
Website: https://prtaxservices.com/