Last updated: August 5, 2026

U.S. Tax & Accounting (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal and financial information you share with us. This Privacy Policy explains what information we collect, how we use it, how it is stored and protected, and the choices you have.

Information We Collect

• Information you provide directly— such as your name, email address, phone number, mailing address, and case details when you submit a contact or enrollment form, request a consultation, or communicate with our team.
• Tax and financial documents— when you upload documents through our secure Client Hub (powered by SmartVault), including tax returns, IRS notices, and supporting financial records.
• Payment information— processed directly by our third-party payment processor. We do not store full payment card numbers on our servers.
• Automatically collected information— such as IP address, browser type, device information, and pages visited, collected through cookies and similar technologies for analytics and site functionality.

How We Use Your Information

• To respond to inquiries and schedule consultations.
• To prepare, file, and represent you in connection with tax planning, preparation, bookkeeping, accounting, and IRS resolution matters you engage us for.
• To process payments for services you purchase.
• To send administrative communications, such as appointment confirmations and case status updates.
• To improve our website and services, and to comply with legal and regulatory obligations.

How We Protect Your Information

We use administrative, technical, and physical safeguards designed to protect your information, including encrypted connections (SSL/TLS), a secure document portal with multi-factor authentication for client document exchange, and restricted internal access on a need-to-know basis. No method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

Sharing of Information

We do not sell your personal information. We may share information with:

• The Internal Revenue Service (IRS) and applicable state tax authorities, as required to represent you or file on your behalf.
• Service providers who support our operations (e.g. our secure document portal, payment processor, scheduling, and email/form-delivery providers), under confidentiality obligations.
• Parties as required by law, subpoena, or to protect our legal rights.

Cookies

We use cookies and similar technologies to operate our site, remember preferences, and understand how visitors use our site. You can control cookies through your browser settings.

Your Choices & Rights

Depending on your state of residence, you may have the right to request access to, correction of, or deletion of your personal information, subject to our recordkeeping obligations as tax practitioners. To make a request, contact us using the details below.

Children’s Privacy

Our services are intended for individuals 18 years of age or older. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. The “Last updated” date above reflects the most recent revision.

Contact Us

If you have questions about this Privacy Policy or how your information is handled, contact us at 1 (888) 540-USTA (8782) or by mail at 2800 Post Oak Blvd, Houston, TX 77056.