Privacy Policy
This Privacy Policy explains how Tech Phyre LLC, a Texas limited liability company doing business as The Tax Files Advisory (“The Tax Files Advisory,” “I,” “me”), collects, uses and protects information when you visit this website, submit one of its forms, or become a tax client.
What I collect through this website
- Information you give me: your first name and email address, and the topic you chose (for example, a consultation request or a toolkit). I also record the date and time of your request.
- Information I do not ask for here: this website’s forms are not meant for Social Security numbers, bank details, tax returns or other sensitive documents. Please do not enter them. Clients receive a separate secure portal for documents.
Information I collect from tax clients
If you become a tax client, I need more detail than this website asks for. I collect nonpublic personal information about you from sources such as:
- Our conversations about your tax situation.
- Intake forms, organizers and other documents that give me details like your name, address, telephone number, Social Security Number, number of dependents, income and other tax-related data.
- Tax documents you provide that are needed to prepare your return, such as Forms W-2, 1099-R, 1099-INT and 1099-DIV, and records of stock transactions.
Client documents are shared through the secure client portal I invite you to use, never through this website’s forms.
How I use it
- To reply to your request and schedule your free consultation call.
- To send you the guide or toolkit you asked for.
- To prepare your return and provide the services you engage me for.
- To keep a simple client-relationship record (such as the status of your request and follow-up dates) and to send occasional related emails. You can ask me to stop at any time.
Who I share it with
I do not sell your personal information. I do not disclose nonpublic personal information about my clients or former clients to anyone, except as you request, as needed to prepare and file your return, or as the law requires.
I use trusted service providers to run the site and my records: Google (Google Sheets, Google Apps Script and Gmail) to store form submissions and send email, Vercel to host the website, and Google Fonts to display the site’s typefaces. For client work, I also use tax preparation software and a secure client portal provider to prepare returns and exchange documents. These providers process information on my behalf under their own terms and privacy policies. I may also disclose information if the law requires it.
Cookies and tracking
This website does not use advertising cookies or third-party analytics. My hosting and font providers may receive technical information such as your IP address and browser type when your browser loads the site.
How long I keep it
For website visitors, I keep your information for as long as needed to respond to you and to maintain my business records, then delete or anonymize it. For tax clients, I keep return and client records for the period required by tax and professional rules, which is at least three years, and may keep them longer where the law or my business records require it. After that period, I delete or securely dispose of them.
Your choices
You may ask me to tell you what information I hold about you, correct it, or delete it, and you may unsubscribe from my emails at any time. Contact me using the details below and I will respond within a reasonable time. If you are a tax client, I cannot delete return and client records before the required retention period ends, but I will delete everything else on request.
How I protect client information
- I limit access to your personal information to the people who need it to provide services to you.
- I maintain physical, electronic and procedural safeguards to protect your information.
Security
I use reasonable safeguards to protect information, but no website or online service can be guaranteed completely secure.
Children
This website is intended for adults. I do not knowingly collect information from children under 13.
Changes
I may update this policy from time to time. The effective date above shows when it last changed.
Contact
Tech Phyre LLC d/b/a The Tax Files Advisory
17350 State Hwy 249, STE 220 #26248
Houston, TX 77064
Email: info@taxfilesadvisory.com or mum@taxfilesadvisory.com