Website & Program
Privacy Policy

1. INFORMATION WE COLLECT

• ◆Contact details — such as your name, email address, phone number, and mailing address.
• ◆Enrollment and order information — the package or program selected, enrollment selections, and related preferences.
• ◆Payment information — submitted through our third-party payment processors (we do not store full card numbers on our servers).
• ◆Communications — messages, support requests, and other correspondence you send to us.
• ◆Usage and device data — IP address, browser type, device information, pages visited, and similar technical data collected automatically.
• ◆Tax-preparation context — when relevant to a program, information you voluntarily provide in connection with your participation.

We collect information you provide directly when you fill out a form, complete a purchase, or contact us. We also collect certain technical information automatically when you visit our website.

2. HOW WE USE YOUR INFORMATION

• ◆Processing enrollments, orders, and payments.
• ◆Communicating with you about your enrollment, onboarding, and program participation.
• ◆Providing training, mentorship, software access, and related services.
• ◆Sending receipts, contracts, and onboarding materials.
• ◆Responding to support requests and inquiries.
• ◆Improving our website, programs, and services.
• ◆Complying with legal, tax, and regulatory obligations.

We use the information we collect to deliver our services, communicate with you, operate and improve our business, and meet applicable legal requirements.

3. PARTIES TO WHOM INFORMATION IS DISCLOSED

• ◆Payment processors — to securely handle and confirm transactions.
• ◆Tax software and banking-product providers — when required to deliver program services.
• ◆Customer relationship management and communications platforms — to manage contacts, follow-up, and onboarding.
• ◆Electronic-signature and document platforms — to deliver contracts and agreements.
• ◆Service providers — who perform functions on our behalf under appropriate confidentiality obligations.
• ◆Legal and regulatory authorities — when disclosure is required or permitted by applicable law.

We do not sell your personal information. We share information only with the parties described in this policy, and only as necessary to operate our programs, deliver services, and comply with our legal obligations.

4. METHOD OF DISCLOSURE

Information may be disclosed to the parties listed above through secure data transfers, application programming interfaces (APIs), hosted platform integrations, email, electronic document delivery, and similar electronic means. Where sensitive information is involved, we endeavor to use providers that offer encryption in transit and at rest. We do not knowingly disclose your personal information through public channels.

5. SECURITY PRACTICES

• ◆Encryption in transit for data submitted through our website.
• ◆Use of reputable third-party providers that maintain their own security safeguards.
• ◆Access limited to authorized personnel with a legitimate business need.
• ◆Reasonable administrative, technical, and physical safeguards designed to protect personal information.

While we implement reasonable measures to protect your information, no method of transmission or electronic storage is completely secure. We cannot guarantee absolute security, but we work to protect your information using safeguards appropriate to the sensitivity of the data.

6. RETENTION OF INFORMATION

We retain personal information only as long as necessary to fulfill the purposes described in this policy, comply with legal obligations, resolve disputes, and enforce our agreements. Retention periods vary based on the type of information and applicable legal requirements.

7. COOKIES AND TRACKING TECHNOLOGIES

Our website may use cookies and similar technologies to operate the site, analyze usage, remember preferences, and improve user experience. You can configure your browser to refuse cookies, though some features of the site may not function properly without them.

8. YOUR RIGHTS AND CHOICES

Depending on applicable law, you may have rights regarding your personal information, such as the right to access, correct, or request deletion of certain data. To exercise any available rights, or to update or remove your information, you may contact us using the contact information provided below. We will respond in accordance with applicable law.

9. CHILDREN'S PRIVACY

Our services are intended for individuals 18 years of age and older. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so we can take appropriate action.

10. LINKS TO THIRD-PARTY SITES

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.

11. CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy periodically. The "Last Updated" date will identify the current published version. Changes will apply prospectively. We encourage you to review this policy periodically.

12. CONTACT INFORMATION

Questions regarding this Privacy Policy may be directed to: Precision Elite Tax Group, LLC. Website: precisionelitetax.com