Privacy Policy

Your privacy is important to us. Please read the following privacy policy.

We collect nonpublic personal information about you from various sources, including:

  • Interviews regarding your tax situation
  • Applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income, and other tax-related data
  • Tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099- INT and 1099-DIV, and stock transactions

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as required by law.

We restrict access to personal information concerning you, except to our employees who need such information in order to provide products or services to you. We maintain physical electronic, and procedural safeguards that comply with federal regulations to guard your personal information.

Secure Files

SecureFilePro™ provides secure client file exchange portals between Plano Tax Prep and our clients. We can exchange confidential tax documents securely and conveniently. Your files are always protected by tough, industry-standard security measures. All transmissions are secured with 256-bit SSL encryption, and files are encrypted at rest on the server. At all times, clients can view and access only their own documents.

Privacy and Security

Complete privacy, confidentiality and security are not yet possible over the Internet. As a result, our Agency will not be responsible or liable for any harm or loss resulting from use, communication or transmission of any information to or from this website. Material is not to be copied from our website.

No Liability Implied or Stated

Plano Tax Prep, its associated companies, its officers, directors, associates, agents, or employees, or any other person associated with this Site, shall not be liable or responsible for any harm, loss or damage (whether arising in contract, tort negligence, or otherwise) that may arise in any connection with use of this Site, including any indirect, direct, special, third party, or consequential damages.

Every Insurance Policy package has limits and exclusions.

Hypertext Links Are Not Endorsements

Other websites that may be accessed from this website by hypertext links, are entirely independent of this website and SHALL NOT BE in any manner construed as any reflection on, or any affiliation with, or endorsement of such site, or entity, or its respective products or services.

We value your visit to our website. Should you have any questions about this site, these conditions, or products and services, please contact our office.

Use of Trademark and Logo Not Permitted

The display and use of trademarks in this website does not imply that a license of any kind has been granted.

Site For Personal Use Only

The contents of this Site are for your own personal use. No one has permission to copy, distribute disseminate, commercially exploit, republish, or otherwise communicate any part of such contents in any manner whatsoever without the prior written consent of our office.

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Call Us: 972-767-6410

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This Firm Is Not A CPA Firm. Our Accountants on Staff are Licensed CPA's in Texas