Effective Date: January 1, 2026

Preferred Accounting & Tax Services, LLC is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard personal information obtained through our website and digital tools.

1. Information We Collect

We may collect personal information that you voluntarily provide, including your name, email address, phone number, business details, and service inquiries through forms, appointment scheduling, communications, or the AI chatbot.

We may also automatically collect non-personal information such as IP address, browser type, device information, and website interaction data.

2. Use of AI and Automated Tools

We use AI-powered tools, including a chatbot, to assist with inquiries, scheduling, and service guidance. Information submitted through these tools may be stored in our customer relationship management (CRM) system.

Chatbot interactions may be monitored or reviewed to improve accuracy, quality, and compliance. Automated tools do not make binding legal or financial decisions without human oversight.

3. How We Use Your Information

Collected information may be used to:

• Respond to inquiries

• Schedule consultations

• Provide requested services

• Improve website performance

• Communicate updates or relevant information

We do not sell or rent personal information.

4. Data Protection

We use reasonable administrative, technical, and physical safeguards to protect personal information. However, no electronic system can be guaranteed to be completely secure.

5. Sharing of Information

Information may be shared with trusted service providers that assist with website hosting, scheduling, analytics, communication, or CRM services. Information may also be disclosed if required by law or to protect our legal rights.

6. Communications

By submitting your information, you consent to receive communications from Preferred Accounting & Tax Services, LLC via email, phone, SMS, or digital platforms. You may opt out of non-essential communications at any time.

7. Your Rights

You may request access to, correction of, or deletion of your personal information, subject to applicable legal and regulatory retention requirements.

8. Changes to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.

9. Contact Information

Preferred Accounting & Tax Services, LLC

8507 Forest City Rd, Orlando, Florida 32810, United States

Email: [email protected]