PRIVACY POLICY

Effective Date: 01/01/2025

Proby’s Tax & Accounting is committed to protecting your privacy. This Privacy Policy describes how we collect, use, and safeguard your information when you engage our tax and accounting services.

1. Information We Collect

We collect both personal and business information necessary to provide our tax and accounting services. This may include:

 

    • Personal Identification Information (e.g., name, address, email, phone number, Social Security Number, Tax Identification Number)

    • Financial Information (e.g., income details, tax returns, bank account details, payroll data, business financial records)

    • Business Information (e.g., EIN, business structure, accounting records, employee payroll data)

    • Any other relevant information required for tax preparation, accounting, and business consulting services.

2. How We Use Your Information

We use the collected information for the following purposes:

 

    • Tax preparation and filing (individual and business)

    • Payroll processing and reporting

    • Accounting and bookkeeping services

    • Tax problem resolution and audit representation

    • Business consulting and financial planning

    • Compliance with legal and regulatory obligations

    • Communicating with you regarding services, updates, and notices

We do not sell, rent, or trade your personal or business information to third parties.

3. Information Sharing and Disclosure

We may disclose your information in the following circumstances:

 

    • With your consent – If you authorize the sharing of your information with third parties.

    • To service providers – We may share data with trusted third-party service providers assisting in payroll processing, tax software, or regulatory compliance.

    • Legal and regulatory requirements – If required by law, government authorities, or legal proceedings.

    • Fraud prevention and security – To protect against fraud, unauthorized transactions, or potential threats to safety.

4. Data Security

We implement industry-standard security measures to safeguard your personal and business information. These measures include:

 

    • Encryption and secure data storage

    • Restricted access to confidential information

    • Regular cybersecurity assessments

    • Secure communication channels

Despite our efforts, no security measure is completely foolproof. We encourage clients to take necessary precautions to protect their own information.

5. Retention of Information

We retain your personal and business information for as long as necessary to:

 

    • Provide our services

    • Comply with legal, tax, and regulatory obligations

    • Resolve disputes and enforce agreements

After the retention period, we securely dispose of or anonymize your data.

6. Your Rights and Choices

Depending on your jurisdiction, you may have the right to:

 

    • Access and review your personal information

    • Request corrections or updates to your information

    • Request deletion of your data (subject to legal obligations)

    • Opt-out of certain communications

To exercise these rights, please contact us at (323) 290-9034 or info@probystax.com.

7. SMS Terms of Service

 

1- SMS Consent Communication:

Information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

 2- Types of SMS Communications:

If consent has been given to receive text messages from Probys Tax, messages may be received related to the following: appointment scheduling, appointment reminders, post-visit instructions, and billing notifications.

 Example: “Hello [Customer’s Name], thank you for reaching out. Probys Tax How can we assist you today? We’re here to help with any questions or concerns you may have. Looking forward to assisting you!”

 3- Message Frequency:

Message frequency may vary depending on the type of communication. For example, up to 10 SMS messages per week may be received related to appointments/billing, etc..

 4- Potential Fees for SMS Messaging:

Standard message and data rates may apply, depending on the carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

 5- Opt-In Method:

Opt-in to receive SMS messages from Probys Tax can be done in the following ways:

 They fill out a website form 

 6- Opt-Out Method:

Opting out of receiving SMS messages can be done at any time by replying “STOP” to any SMS message received. Alternatively, direct contact can be made to request removal from the messaging list.

 7- Help:

For any issues, reply with the keyword HELP. Alternatively, help can be obtained directly from us at https://www.probystax.com/ 

Additional Options:

If SMS messages are not desired, the SMS consent box on forms can be left unchecked.

 8- Standard Messaging Disclosures:

Message and data rates may apply.

Opt out at any time by texting “STOP.”

For assistance, text “HELP” or visit our Privacy Policy and Terms and Conditions pages.

Message frequency may vary

  • SMS consent and phone numbers will not be shared with any third parties/affiliates for marketing purposes.

8. Third-Party Links

Our website or communications may contain links to third-party websites. We are not responsible for their privacy policies or practices. We encourage you to review their privacy policies before providing any information.

9. Updates to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in laws, regulations, or business practices. We will notify you of any material changes through our website or direct communication.

10. Contact Information

For questions or concerns regarding this Privacy Policy, please contact us at:

Proby’s Tax & Accounting
3870 Crenshaw Blvd, Suite 226, Los Angeles CA, 90008
Email: info@probystax.com
Phone:(323) 290-9034