Effective Date: May 5, 2026
Website: https://premiumtaxaccounting.com

1. Introduction

Welcome to Premium Tax Planning (“Company,” “we,” “us,” or “our”). We are a professional tax planning and accounting firm operating under the trade name Premium Tax Planning, committed to protecting the privacy and confidentiality of our clients and website visitors.

This Privacy Policy describes how we collect, use, disclose, and safeguard your personal and financial information when you visit our website at https://premiumtaxaccounting.com, engage our services, or communicate with us through any channel. By accessing our website or using our services, you agree to the terms of this Privacy Policy.

If you have any questions or concerns regarding this policy, please contact us at:

Premium Tax Planning
Address: 1780 Maple St., Suite #17, Northfield, IL 60093
Email: info@premiumtaxaccounting.com
Phone: +1-847-579-9625
Website: https://premiumtaxaccounting.com

2. Information We Collect

We may collect the following categories of information from you:

2.1 Personal Identification Information

• Full legal name and date of birth
• Mailing address, email address, and telephone number(s)
• Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)
• Government-issued identification documents

2.2 Financial and Tax Information

• Income details, including wages, salaries, business income, rental income, and investment income
• Tax returns, W-2 forms, 1099 forms, and related tax documents
• Bank account details and financial statements
• Business financial records, including profit/loss statements and balance sheets
• Information about assets, liabilities, and net worth
• Any other financial data necessary to provide tax planning and accounting services

2.3 Project and Work-Related Information

• Information shared during client intake, consultations, or project onboarding
• Details about your business structure, operations, and objectives
• Documents, queries, requirements, and instructions submitted for work completion
• Communication records, including emails, SMS messages, and call notes

2.4 Website Usage Information

• IP address, browser type, and operating system
• Pages visited, time spent on the website, and referring URLs
• Cookies and similar tracking technologies (see Section 8)

3. How We Use Your Information

We use the information we collect for the following purposes:

3.1 Service Delivery

• To provide professional tax planning, tax preparation, accounting, and financial advisory services
• To communicate with you regarding your projects, work progress, deliverables, and requirements
• To transmit documents, reports, completed tax filings, and other project-related materials
• To respond to your queries, requests, and follow-up questions

3.2 Marketing Communications

With your consent or as permitted by applicable law, we may use your contact information to send you:

• Marketing materials about our services, promotions, and special offers
• Educational content including tax tips, financial planning guides, regulatory updates, and industry news relevant to your needs
• Newsletters, announcements, and other informational communications about Premium Tax Planning

3.3 Client and Project Management

• To manage ongoing client relationships and maintain accurate records
• To fulfill our contractual and legal obligations arising from our engagement with you
• To coordinate with third-party service providers as necessary for project completion

3.4 Legal and Compliance Purposes

• To comply with applicable federal, state, and local laws and regulations
• To respond to lawful requests from governmental or regulatory authorities
• To protect the rights, property, and safety of our Company, clients, and the public

4. Your Right to Opt Out of Communications

We respect your preferences regarding the communications you receive from us. You may opt out of marketing and promotional communications at any time using any of the following methods:

4.1 Email Opt-Out

Send an email to info@premiumtaxaccounting.com with the subject line “Opt Out” or “Unsubscribe.” Please include your full name and the email address(es) you wish to unsubscribe. We will process your request within 10 business days.

4.2 SMS/Text Message Opt-Out

Reply to any SMS or text message you receive from us with the word “OPT OUT,” “STOP,” or “UNSUBSCRIBE.” Your number will be promptly removed from our SMS communication list.

4.3 Marketing Material Opt-Out

All marketing emails and printed materials we send will include an opt-out link or selection. Simply click or follow the “Opt Out” or “Unsubscribe” option included in the communication, and your preference will be updated immediately.

Please note: Opting out of marketing communications does not affect our ability to send you essential service-related communications, such as project updates, document deliveries, appointment confirmations, invoices, and legally required notices.

5. Confidentiality and Data Security

Premium Tax Planning treats all personal and financial information shared with us as strictly confidential. We are committed to maintaining the highest standards of data security and professional confidentiality.

5.1 Confidentiality Commitment

All information you provide — including personal identification details, financial records, tax documents, and business data — is treated as confidential and will not be disclosed to unauthorized third parties without your explicit consent, except as required by law or as necessary to provide our services. Our staff, contractors, and service providers are bound by strict confidentiality obligations and are prohibited from accessing, disclosing, or misusing your information.

5.2 Secure Cloud Storage

We store all client data on secure, encrypted cloud servers. Our data infrastructure is designed to protect your information through the following security measures:

• Industry-standard encryption (SSL/TLS) for data in transit between your devices and our systems
• Encryption at rest for all stored data on our cloud servers
• Access controls and multi-factor authentication to restrict unauthorized system access
• Regular security audits, vulnerability assessments, and software updates
• Secure data backup protocols to prevent data loss
• Firewalls and intrusion detection systems to monitor for suspicious activity

While no method of electronic storage or internet transmission is 100% secure, we employ commercially reasonable measures to safeguard your information and continuously evaluate our security practices to align with evolving best practices in the industry.

6. Sharing of Your Information

We do not sell, rent, or trade your personal or financial information to third parties for their independent marketing purposes. We may share your information only in the following limited circumstances:

• Service Providers: With trusted third-party vendors and contractors who assist us in delivering our services (e.g., cloud hosting providers, accounting software platforms, secure document delivery systems), subject to confidentiality agreements.
• Legal Obligations: When required by law, court order, or governmental authority, or to comply with tax regulations, audits, or regulatory requirements.
• Professional Referrals: With your explicit consent, we may refer you to other professionals (e.g., attorneys, financial advisors) where such referral benefits your service needs.
• Business Transfers: In the event of a merger, acquisition, or sale of our business, your information may be transferred as part of the transaction, subject to the same confidentiality protections.

7. Retention of Your Information

We retain your personal and financial information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, to maintain our professional records, and to comply with applicable legal, regulatory, and tax retention requirements.

Under IRS guidelines and applicable state regulations, tax-related records may be retained for a minimum of seven (7) years from the date of filing. Upon expiration of the retention period, data will be securely deleted or anonymized in accordance with our data disposal policy.

8. Cookies and Website Tracking

Our website (https://premiumtaxaccounting.com) may use cookies and similar tracking technologies to improve your browsing experience, analyze website traffic, and personalize content. Cookies are small text files stored on your device by your browser.

You may control cookie settings through your browser preferences. Disabling cookies may limit some functionality of our website. We do not use cookies to collect sensitive financial information.

9. Your Privacy Rights

Depending on your state of residence, you may have the following rights regarding your personal information:

• Right to Access: Request a copy of the personal information we hold about you.
• Right to Correction: Request correction of inaccurate or incomplete personal information.
• Right to Deletion: Request deletion of your personal information, subject to legal retention obligations.
• Right to Opt Out: Opt out of marketing communications at any time (see Section 4).
• Right to Data Portability: Request your data in a portable, machine-readable format where applicable.

To exercise any of these rights, please contact us at info@premiumtaxaccounting.com or call +1-847-579-9625. We will respond to your request within 30 days.

10. Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If we learn that we have inadvertently collected information from a person under 18, we will promptly delete such information. Parents or guardians who believe their child’s information has been collected may contact us at info@premiumtaxaccounting.com.

11. Changes to This Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time to reflect changes in our practices, legal requirements, or business operations. The updated policy will be posted on our website at https://premiumtaxaccounting.com with a revised effective date. We encourage you to review this policy periodically. Your continued use of our services after any changes constitutes your acceptance of the updated policy.

12. Contact Us

If you have any questions, concerns, or requests related to this Privacy Policy or our data practices, please do not hesitate to contact us:

Premium Tax Accounting
Operating as: Premium Tax Planning
Address: 1780 Maple St., Suite #17, Northfield, IL 60093
Email: info@premiumtaxaccounting.com
Phone: +1-847-579-9625
Website: https://premiumtaxaccounting.com

By engaging our services or using our website, you acknowledge that you have read, understood, and agree to this Privacy Policy.

© 2026 Premium Tax Planning. All rights reserved.