EPIC TAXCARE Privacy Policy
At EPIC TAXCARE (“we,” “us,” or “our”), we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and when you use our tax, accounting, payroll, and related services.
This policy is intended as a general description of our practices and does not replace any written engagement letter or disclosures provided to you as a client. For legal advice specific to your situation, please consult an attorney.
1. Who We Are
EPIC TAXCARE is a tax and accounting practice located in Plano, Texas.
Office Address:
EPIC TAXCARE
4740 14th St, Suite T-302
Plano, TX 75074
Phone: (214) 807-0007
Email: tariq@epictaxcare.com
2. Information We Collect
We may collect the following types of information:
2.1 Information You Provide to Us
- Contact details (name, address, email, phone number).
- Tax and financial information (income, deductions, Social Security numbers, EINs, bank and brokerage details, etc.).
- Business information (entity type, ownership details, payroll and bookkeeping data).
- Documents you upload or send to us (W-2s, 1099s, tax notices, financial statements, and other supporting records).
- Information you provide when you schedule an appointment or complete a contact form.
2.2 Information Collected Automatically
When you visit our website, we may automatically collect certain information about your device and usage of the site, such as:
- IP address, browser type, and operating system.
- Pages viewed, links clicked, and time spent on our site.
- Referring website or search terms.
We may use cookies, pixels, and similar technologies to help us understand how visitors use our website and to improve your experience.
3. How We Use Your Information
We use the information we collect for purposes including, but not limited to:
- Providing tax preparation, accounting, payroll, and advisory services.
- Preparing and filing federal, state, and local tax returns and related forms.
- Responding to your questions, requests, and support inquiries.
- Communicating with you about appointments, deadlines, and important updates.
- Maintaining our internal records and practice management systems.
- Improving our website, services, and client experience.
- Complying with legal, regulatory, and professional obligations.
4. How We Share Your Information
We do not sell your personal information. We may share your information with third parties in the following situations:
- Service providers: With trusted third-party vendors who help us operate our business, such as secure document portals (e.g., SmartVault), scheduling tools, email providers, and technology platforms.
- Tax authorities and agencies: With the IRS, state, and local tax authorities as necessary to file your returns, respond to notices, or comply with legal requirements.
- Professional advisers: With attorneys, financial advisers, or other professionals when you request or authorize such collaboration.
- Legal and compliance: When required by law, court order, subpoena, or to protect our rights, property, or safety, or that of our clients or others.
- With your consent: In any other situation where you have given us explicit permission to share your information.
5. Use of Third-Party Platforms
We may use third-party platforms for secure document storage and sharing, appointment scheduling, and payment processing. These services have their own privacy and security practices, which we encourage you to review:
- Secure client portal (e.g., SmartVault or similar services).
- Online booking or calendar tools.
- Online invoicing or payment systems, where applicable.
We share only the information necessary for these services to perform their functions.
6. Data Security
We take reasonable steps to protect your information from unauthorized access, disclosure, alteration, or destruction. These steps may include:
- Using secure, password-protected systems and portals.
- Limiting access to client data to authorized personnel.
- Using encryption and secure connections (HTTPS) where appropriate.
However, no method of transmission over the internet or method of electronic storage is 100% secure. While we strive to protect your personal information, we cannot guarantee absolute security.
7. Data Retention
We retain your information for as long as necessary to provide services to you, to comply with legal and regulatory requirements, to resolve disputes, and to enforce our agreements. Tax and accounting records may be retained for extended periods in accordance with professional and regulatory guidelines.
8. Your Choices and Rights
Depending on your location and applicable law, you may have certain rights regarding your personal information, such as:
- Requesting access to the information we hold about you.
- Requesting corrections or updates to inaccurate information.
- Requesting that we limit or stop certain uses of your information, where possible.
To exercise these rights or to ask questions about your information, please contact us using the details below.
9. Cookies and Tracking Technologies
Our website may use cookies and similar technologies to:
- Remember your preferences.
- Understand how visitors use our website.
- Improve performance and user experience.
You can adjust your browser settings to refuse cookies or to alert you when cookies are being sent. However, some parts of our website may not function properly without cookies.
10. Children’s Privacy
Our services are intended for adults. We do not knowingly collect personal information from children under 13. If you believe a child has provided us with personal information, please contact us so we can take appropriate steps.
11. Links to Other Websites
Our website may contain links to other websites that are not operated by us. We are not responsible for the content or privacy practices of those sites. We encourage you to review the privacy policies of any third-party sites you visit.
12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, services, or applicable laws. When we do, we will revise the “Last updated” date at the top of this page. Your continued use of our website or services after changes are posted indicates your acceptance of the updated policy.
13. How to Contact Us
If you have any questions about this Privacy Policy or how we handle your information, please contact us:
EPIC TAXCARE
4740 14th St, Suite T-302
Plano, TX 75074
Phone: (214) 807-0007
Email: tariq@epictaxcare.com
14. SMS Communications & Consent
Your privacy is important to us. Your phone number and SMS consent will not be shared with any third parties or affiliates for marketing purposes.
By providing your phone number and consenting to receive SMS messages from Prime Tax and Accounting, you agree to receive SMS messages (for example, promotional offers, appointment reminders, and important updates). Message frequency may vary. Standard message and data rates may apply.
To opt-out, reply STOP. For assistance, reply HELP.
For more details, please review our full Privacy Policy and Terms & Conditions.