Privacy Policy

1. Scope

This Policy applies to information collected through serenitytaxconsultant.com, related landing pages, online forms, scheduling tools, client portals, email, telephone, text messages, and other digital or in person interactions connected to Serenity’s services.

This Policy does not replace any engagement agreement, tax authorization, bank privacy notice, payment processor notice, software provider notice, or other disclosure that applies to a particular service.

2. Information We Collect

Depending on how you interact with us, we may collect:

• Identity and contact information, such as name, email address, mailing address, phone number, date of birth, and preferred communication method.
• Tax information, such as Social Security number, ITIN, filing status, dependent information, income, deductions, credits, prior returns, notices, and supporting documents.
• Business information, such as entity details, EIN, ownership information, revenue, expenses, payroll information, and bookkeeping records.
• Payment and transaction information, such as billing details, payment status, and limited payment method information handled by our payment processors.
• Appointment and communication information, such as scheduling details, messages, call notes, preferences, and service history.
• Technical information, such as IP address, browser type, device information, pages viewed, approximate location, and interaction data.
• Information you submit in forms, uploads, reviews, surveys, applications, or other communications.

3. Tax and Financial Information

Tax and financial information may be sensitive personal information. We collect and use it only as reasonably necessary to provide requested services, comply with law, communicate with you, protect against fraud, maintain records, and meet professional and regulatory obligations.

Please use the secure client portal or designated upload process for tax documents. Do not send Social Security numbers, full bank account numbers, passwords, or complete tax returns through a general contact form or ordinary email unless we specifically instruct you to do so through an approved process.

Tax professionals have obligations to safeguard taxpayer data. Serenity maintains administrative, technical, and physical safeguards appropriate to the information we handle and reviews those safeguards as appropriate.

4. Sources of Information

We may collect information directly from you, from a person you authorize, from your employer or business, from documents you provide, from service providers you use, from government or tax authorities where permitted, and automatically through your use of our website or digital services.

5. How We Use Information

We may use personal information to:

• Provide, administer, and improve tax preparation, bookkeeping, business formation support, scheduling, and related services.
• Prepare forms, returns, reports, applications, invoices, and other requested work.
• Verify identity, prevent fraud, protect systems, and maintain data security.
• Respond to inquiries, send appointment reminders, request documents, provide status updates, and communicate about services.
• Process payments, manage accounts, maintain records, and resolve disputes.
• Meet legal, regulatory, professional, tax, accounting, and recordkeeping obligations.
• Analyze website use, improve content, and maintain reliable digital services.
• Send promotional communications only where permitted and where required consent has been obtained.

6. How We Disclose Information

We may disclose information to:

• Service providers that host forms, portals, scheduling, tax software, bookkeeping software, payments, email, text messaging, document storage, analytics, security, and customer support.
• Professionals or contractors who assist with an engagement and are authorized to receive the information needed for their assigned work.
• Government agencies, tax authorities, courts, regulators, law enforcement, or other parties when required or permitted by law.
• Parties involved in a business transfer, merger, financing, reorganization, or sale, subject to appropriate confidentiality protections.
• Other persons only with your direction, consent, or authorization.

Service providers may process information on our behalf under contractual or operational safeguards. We do not authorize them to use your information for purposes unrelated to the services they provide to Serenity.

7. Sale and Targeted Advertising

We do not sell personal information for monetary consideration. We do not knowingly sell sensitive tax information. We may use ordinary business tools that provide limited technical analytics or advertising measurement, depending on the tools enabled on a particular page. Where applicable law gives you the right to opt out of targeted advertising or similar processing, you may contact us using the information below.

8. Cookies and Tracking

Our website or service providers may use cookies, pixels, tags, logs, and similar technologies to remember preferences, measure traffic, secure forms, understand website use, and improve services. You can adjust cookie settings through your browser. Disabling cookies may affect some website functions.

9. Text Messaging and A2P

If you provide a mobile number and provide the required consent, Serenity may send service related messages such as appointment confirmations, reminders, document requests, inquiry responses, and tax or bookkeeping status updates. Promotional messages require separate consent where required.

Message frequency varies. Message and data rates may apply. Consent is not a condition of purchasing services. Reply STOP to opt out and HELP for help. After opting out, you may receive one final confirmation message. We may share your number with messaging providers only as needed to deliver and manage the messaging program.

10. Security

We use safeguards designed to protect personal information against unauthorized access, use, alteration, or disclosure. Safeguards may include access controls, secure portals, authentication, encryption where supported, monitoring, employee practices, vendor review, and secure disposal procedures.

No method of transmission or storage is guaranteed to be completely secure. If we determine that a security incident requires notice under applicable law, we will provide notice as required.

11. Retention and Disposal

We retain information for as long as reasonably necessary to provide services, complete transactions, maintain tax and business records, comply with legal and professional obligations, resolve disputes, enforce agreements, and protect our rights. Retention periods vary by record type and engagement.

When information is no longer required, we may delete, anonymize, or securely dispose of it in accordance with our procedures and applicable law. Some information may remain in encrypted backups or records that must be retained.

12. Privacy Choices and Rights

Depending on where you live and subject to legal exceptions, you may have rights to request access to personal information, request correction, request deletion, obtain a portable copy, or opt out of certain processing. You may also withdraw consent for optional communications.

To make a request, email [email protected] with the subject “Privacy Request.” We may need to verify your identity before completing a request. We will not discriminate against you for exercising a privacy right. We may deny or limit a request when permitted or required by law, including when retention is necessary for tax, legal, security, or professional obligations.

Texas residents may have rights under the Texas Data Privacy and Security Act, subject to its scope and applicable exemptions. Additional rights may apply to residents of other states. The Texas Attorney General describes these rights and exemptions on its consumer privacy page.

13. Children’s Privacy

Our website and services are not directed to children under 13, and we do not knowingly collect personal information directly from children under 13 through the website. If you believe a child has submitted information, contact us so we can review and delete it when appropriate.

14. Third Party Sites and Services

Our website may link to or embed third party services. Those services operate under their own privacy notices and terms. Serenity is not responsible for the privacy or security practices of third parties. Review their policies before submitting information through their platforms.

15. Changes to This Policy

We may update this Policy when our services, technology, legal obligations, or data practices change. The revised version will be posted on this page with a new effective date. Your continued use of the website or services after an update means you acknowledge the revised Policy.

16. Contact Us