1. Personal Information

At Cisneros Prosperity Tax Services (“CPTax Services”), we respect your privacy and are committed to protecting your personal information. This policy explains what information we collect, how we use it, and the choices you have regarding your data. We only collect the information necessary to provide our virtual tax and bookkeeping services and to comply with federal and state laws.

2. Collecting Personal Information

We collect personal and financial information directly from you when you engage our services or communicate with us. This may include your name, address, Social Security number, tax documents, contact details, and payment information. We may also collect information automatically through secure technologies, such as IP address and session data, to improve website security and functionality.

All information is collected lawfully and with your consent. We do not collect unnecessary personal data or store information longer than needed for compliance and record-keeping purposes.

3. Using and Disclosing Your Personal Information

Your information is used only to deliver our professional services—such as preparing and filing your taxes, providing bookkeeping, or responding to your inquiries. We do not sell, rent, or share your information with outside parties except as required by law or when necessary to complete your requested services (for example, electronic filing with the IRS or state agencies).

When working with trusted third-party partners (such as secure e-signature or payment processors), we ensure that each vendor maintains strict data-protection standards consistent with IRS Publication 4557 and applicable privacy laws.

4. Contact by the Company

We may contact you by email, phone, text, or secure client portal message to:

• Provide tax updates, reminders, or required disclosures
• Confirm appointments or document submissions
• Share important security or compliance notices

You may opt out of non-essential communications at any time by emailing [email protected].

5. Individual’s Right of Access

You have the right to request access to the personal information we hold about you, to correct inaccurate details, or to request deletion where permitted by law. To protect your privacy, we will verify your identity before releasing any information. Certain records must be retained for a minimum period as required by IRS and state regulations.

6. The Company and Links to Other Websites

Our website may contain links to third-party sites or software used in the tax process (for example, secure upload portals or payment systems). We are not responsible for the privacy practices or content of those external sites. We encourage you to review the privacy policies of any third-party platforms you access through our website.

If you have questions about this Privacy Policy or how we handle your data, please contact us at [email protected] or call (443) 299-5070.