Privacy Policy
TaxLogix / friscotaxprep.com
Effective Date: January 26, 2026
TaxLogix, (“we,” “us,” or “our”), is committed to protecting the privacy and security of your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website at friscotaxprep.com, use our client portal, or engage our tax preparation and planning services.
By using our services or accessing our website, you consent to the practices described in this Privacy Policy. If you do not agree with this policy, please do not use our services.
1. Information We Collect
Personal Information: We collect information you voluntarily provide, including your name, address, phone number, email address, date of birth, Social Security number, employer identification number, financial account information, income and expense records, investment statements, and other information necessary to prepare your tax returns.
Business Information: For business tax clients, we collect business name, address, EIN, financial statements, payroll records, and other business-related documentation.
Website Usage Information: When you visit our website, we may automatically collect technical information such as your IP address, browser type, operating system, referring URLs, pages viewed, and the dates and times of your visits.
Cookies and Tracking Technologies: Our website may use cookies, web beacons, and similar technologies to enhance your browsing experience and analyze website traffic.
2. How We Use Your Information
We use the information we collect for the following purposes: to prepare and file your federal, state, and local tax returns; to provide tax planning and advisory services; to communicate with you about your tax matters and our services; to respond to your inquiries and provide customer support; to send appointment reminders and important tax deadline notifications; to process payments for our services; to comply with legal and regulatory requirements; to protect against fraud and identity theft; to improve our website and services; and to send you information about services that may interest you, with your consent.
3. Disclosure of Your Information
We do not sell, rent, or trade your personal information to third parties for marketing purposes. We may disclose your information in the following circumstances:
Tax Authorities: We transmit your tax returns and related information to the IRS, state tax agencies, and other applicable taxing authorities as necessary to fulfill our services.
Service Providers: We may share information with trusted third-party vendors who assist us in operating our business, such as secure file transfer services, payment processors, and software providers. These providers are contractually obligated to protect your information.
Legal Requirements: We may disclose your information when required by law, court order, subpoena, or government regulation, or when we believe disclosure is necessary to protect our rights, your safety, or the safety of others.
With Your Consent: We may share your information with third parties when you have given us explicit consent to do so.
4. Data Security
We implement industry-standard security measures to protect your personal and financial information from unauthorized access, disclosure, alteration, or destruction. These measures include encryption of sensitive data during transmission, secure client portal access with authentication requirements, physical security controls at our office location, employee training on data protection practices, and regular security assessments and updates. While we strive to protect your information, no method of electronic transmission or storage is completely secure. We cannot guarantee absolute security of your data.
5. Identity Theft and Audit Protection
Every tax return we prepare is covered by identity theft and audit assistance. If you experience tax-related identity theft or receive an audit notice related to a return we prepared, we will assist you in resolving the matter.
6. Data Retention
We retain your tax records and personal information for a minimum of seven years, as required by IRS regulations and professional standards. We may retain certain information longer if required by law or for legitimate business purposes. Upon request, we will inform you of the specific retention period applicable to your records.
7. Your Rights and Choices
You have the right to request access to the personal information we hold about you, request correction of inaccurate information, request deletion of your information (subject to legal retention requirements), opt out of marketing communications, and request a copy of your tax documents. To exercise these rights, please contact us using the information provided below.
8. Third-Party Websites
Our website may contain links to third-party websites, such as our secure client portal hosted by SecureFilePro. These third-party sites have their own privacy policies, and we are not responsible for their content or practices. We encourage you to review the privacy policies of any third-party sites you visit.
9. Children’s Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately so we can delete it.
10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. We will post the updated policy on our website with a revised effective date. We encourage you to review this policy periodically.
11. Contact Us
If you have questions about this Privacy Policy or our privacy practices, please contact us at:
TaxLogix
2440 Timber Ridge Drive
Frisco, TX 75036
Phone: (469) 698-3322
Website: friscotaxprep.com
By using our services, you acknowledge that you have read and understood this Privacy Policy.