Privacy Policy

Last updated: July 15, 2026

Orlando Tax Accounting, LLC (“Orlando Tax Accounting,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what information we collect through orlandotaxaccounting.com, our forms, telephone calls, text messages, email communications, and accounting or tax services; how we use and disclose that information; and the choices available to you.

Information We Collect

Depending on how you interact with us and which services you request, we may collect:

• Contact information, such as your name, postal address, email address, and telephone number.
• Service and account information, such as the accounting, bookkeeping, payroll, tax preparation, or representation services you request; appointment details; client communications; and documents or information you choose to provide.
• Tax and financial information that you provide when engaging us for professional services, which may include taxpayer, income, banking, payroll, business, or transaction information.
• Payment and transaction information, such as payment status and transaction records. Payment card information may be processed by a payment provider rather than stored directly by us.
• Communications and SMS information, including messages you send to us, your mobile number, SMS opt-in or opt-out status, and related communication records.
• Website and device information, such as IP address, browser type, device information, pages visited, referral information, dates and times of visits, cookies, and similar usage data.

How We Use Information

We may use personal information to:

• Respond to inquiries and provide requested tax, accounting, payroll, bookkeeping, consultation, or related services.
• Schedule and manage appointments and client relationships.
• Request documents, provide service updates, send payment or deadline reminders, and communicate about accounts or ongoing work.
• Send and receive conversational SMS messages when you contact us or consent to text messaging.
• Process payments and maintain business, tax, legal, and security records.
• Operate, maintain, secure, troubleshoot, and improve our website and services.
• Comply with legal, regulatory, professional, and tax obligations; prevent fraud or misuse; and protect our rights and the rights of others.

How We Share Information

We do not sell personal information. We may disclose information only as reasonably necessary to:

• Service providers that support our website, communications, scheduling, document management, payment processing, security, analytics, and professional services, subject to appropriate confidentiality and use restrictions.
• Government agencies, taxing authorities, courts, regulators, law enforcement, or other parties when required by law or when necessary to protect legal rights, safety, or security.
• Professional advisers, such as attorneys, accountants, auditors, or insurers, when appropriate.
• A successor or prospective successor in connection with a merger, acquisition, financing, reorganization, or transfer of business assets, subject to applicable confidentiality requirements.
• Other persons when you direct us to share information or give us permission.

SMS Privacy

SMS consent is not shared with third parties or affiliates for marketing or promotional purposes. We do not sell, rent, or transfer mobile opt-in data or SMS consent. The sharing categories described above exclude text messaging originator opt-in data and consent, except as necessary for service providers to operate our messaging program and deliver messages on our behalf.

For details about message types, frequency, charges, HELP, and STOP instructions, please review our SMS Terms & Conditions.

Cookies and Analytics

Our website may use cookies and similar technologies to remember preferences, support site functions, understand usage, and improve performance. We may use analytics or embedded services that collect information about how visitors use the website. You can control cookies through your browser settings, although disabling cookies may affect some site features.

Data Retention and Security

We retain information for as long as reasonably necessary to provide services, maintain business and professional records, comply with legal and tax obligations, resolve disputes, and enforce agreements. We use reasonable administrative, technical, and physical safeguards designed to protect information. No transmission or storage system can be guaranteed to be completely secure.

Your Choices

You may contact us to request access to, correction of, or deletion of personal information, subject to legal, professional, and record-retention requirements. You may opt out of SMS messages at any time by replying STOP. For SMS assistance, reply HELP or contact us through our website.

Third-Party Links and Embedded Services

Our website may link to or embed services operated by third parties, including forms and payment services. Those services may collect information under their own privacy policies. We encourage you to review their policies before providing information.

Children’s Privacy

Our website and services are not directed to children under 13, and we do not knowingly collect personal information online from children under 13.

Changes to This Policy

We may update this Privacy Policy periodically. Changes become effective when posted on this page, and the date above will identify the latest update.

Contact Us

For privacy questions or requests, call or text Orlando Tax Accounting at (407) 394-1040 or visit our Contact page.

Last modified: July 15, 2026