Privacy Policy — Providence Tax LLC

Who we are

Providence Tax LLC (“we”, “us”, “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard personal information when you visit our website https://providencetaxllc.com (the “Site”) or become a client of our tax, accounting, payroll and compliance services (the “Services”).

Please read this Privacy Policy carefully. By using the Site or our Services, you agree to the collection and use of information in accordance with this policy.

1. Information We Collect

a. Information you provide directly

When you contact us, create an account, register for services, use our client portal, or submit forms, you may provide:

Full name, email address, phone number
Postal address and company name
Tax identifiers and information (e.g., SSN, EIN, Tax Forms) — only when required for tax preparation
Financial information (bank account numbers, payment details) when paying invoices or enabling direct-deposit payroll services
Identity verification documents (driver’s license, passport, etc.) when necessary for compliance
Communications you send (email content, messages submitted via contact forms or chat)

b. Information we collect automatically

When you visit the Site we may automatically collect:

Technical data (IP address, browser type/version, device type, operating system)
Usage data (pages visited, time on site, referral URL, click activity)
Cookies and similar technologies (see “Cookies & Tracking” below)

c. Information from third parties

We may receive information about you from third parties, such as:

Payment processors (e.g., Stripe, PayPal) regarding payment status
Identity verification services used for compliance
Analytics providers and advertising networks (see below)

2. How We Use Your Information

We use personal information to:

Provide, operate, and maintain our Services and the Site
Prepare and file individual and business tax returns, bookkeeping, payroll, and other accounting services
Communicate with you (appointments, invoices, reminders, support)
Process payments and refunds
Comply with legal and regulatory obligations (e.g., anti-money laundering, tax law)
Improve our Site, services, and marketing (analytics, A/B testing)
Send service-related notices and updates (including security alerts)
Protect our business and users (fraud detection, security)

We will only use sensitive personal data (such as SSN or tax ID) when required to provide our Services and when we have appropriate safeguards in place.

3. Legal Basis for Processing (for EEA/UK Data Subjects)

If you are located in the EEA/UK, our legal bases for processing personal data include:

Performance of a contract with you (providing tax/accounting services)
Compliance with legal obligations (tax filing and regulatory requirements)
Legitimate interests (improving our Services, fraud prevention), balanced against your rights
Consent, where explicitly obtained (e.g., marketing communications)

4. Cookies & Tracking Technologies

We and our third-party partners use cookies, web beacons, and similar technologies to collect analytics and improve your experience.

Essential cookies — required for site functionality (e.g., login, forms).
Performance & analytics cookies — used to understand site usage (e.g., Google Analytics).
Functional cookies — remember preferences.
Advertising cookies — used by third parties for targeted ads.

You can control cookies via your browser settings. For more details on the cookies we use, see our Cookie Policy page (or contact us for a cookie list).

5. Sharing & Disclosure of Information

We may share personal information with:

Service providers: payment processors, hosting providers (WordPress/AWS), client-portal vendors, email providers, analytics vendors, and other vendors who help provide our Services.
Professional advisors: accountants, auditors, and legal counsel if needed.
Regulatory or government authorities: to comply with tax laws, subpoenas, court orders, or other legal processes.
Business transfers: in connection with a merger, acquisition, sale, or asset transfer (we will notify affected individuals when feasible).
With your consent: when you direct us to share specific data (for example, with your payroll provider or CPA).

We require all third parties to protect personal data and to use it only for the purposes we authorize.

6. International Transfers

Our operations are primarily based in the United States. Data we collect may be processed or stored in the U.S. or other countries. If you are outside the U.S., by using our Site or Services you consent to the transfer of your information to the U.S. and other jurisdictions and acknowledge that the data protection laws there may differ from those of your country.

7. Data Retention

We will retain your personal information for as long as necessary to:

Provide the Services and maintain our business relationship;
Comply with our legal and regulatory obligations (for tax records, retention periods may be several years);
Resolve disputes and enforce agreements.

When no longer needed, we will securely delete or anonymize your information.

8. Security

We implement administrative, technical, and physical safeguards to help protect your personal information, including encryption for sensitive data in transit and at rest where appropriate. While we use industry-standard measures, no electronic transmission or storage is 100% secure. We cannot guarantee absolute security.

If we experience a security breach affecting your personal data, we will notify you and regulatory authorities as required by law.

9. Your Rights

Depending on your jurisdiction, you may have rights regarding your personal data:

Access — request a copy of your personal data.
Correction — request correction of inaccurate or incomplete data.
Deletion — request deletion of personal data (subject to legal exceptions and retention requirements).
Restriction — request restriction of processing in certain situations.
Portability — request a copy of your data in a structured, machine-readable format.
Objection — object to certain processing (e.g., marketing).
Withdraw consent — where processing is based on consent, you can withdraw consent at any time.

For California residents: you may have additional rights under the CCPA/CPRA, including the right to opt out of the sale of personal information (we do not sell personal information as defined by law) and the right to request disclosure of categories of personal information collected and disclosed.

To exercise any of these rights, please contact us (contact details below). We may request verification before acting on a request.

10. Children’s Privacy

Our Site and Services are not directed to children under 16 and we do not knowingly collect information from children. If you believe we have collected data from a child under 16, contact us to request deletion.

11. Third-Party Links & Services

Our Site may contain links to third-party sites and services (e.g., payment processors, social media, legal partners). Those third parties have their own privacy policies. We are not responsible for their content or practices—please review their policies before providing personal data.

12. Marketing Communications

We may send you promotional emails about new products, offers, or other information that may be of interest. You can opt out of marketing messages at any time by following the unsubscribe link in a marketing email or by contacting us.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will post the updated policy on this page with a revised effective date. Continued use of the Site or Services after changes indicates acceptance.

14. Contact Us

If you have questions, requests, or complaints regarding this Privacy Policy or our privacy practices, please contact:

Providence Tax LLC
Email: Support@providencetaxllc.com
Phone: +1 415 935 8164
Address: 1209 MOUNTAIN ROAD PL NE, STE N, ALBUQUERQUE, NM 87110

You may also contact our Data Protection Officer at the same email address.