Privacy Policy
Privacy Policy
Effective Date: 01/01/2026 Flex Tax Pros LLC (“we,” “our,” or “us”) values your privacy and is committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, store, and protect information obtained through our website, online filing services, and secure client portal at Flextaxpro.com
1. Information We Collect
When you use our website, online filing services, or client portal, we may collect the following information:
Personal & Tax Information
Full name, address, email address, and phone number
Date of birth
Social Security Number or Tax Identification Number
Income, expense, and tax-related financial information
Prior-year tax return data
Banking information for refunds or payments
Identity verification information required for e-filing
Account & Portal Information
Username and login credentials
Uploaded documents (PDFs, images, tax forms)
Electronic signatures and consent records
Communication history within the client portal
Technical Information
IP address
Browser and device type
Login activity and timestamps
2. How We Use Your Information
We use your information to:
Prepare, review, and electronically file tax returns
Provide secure access to your client portal
Communicate with you regarding your tax filing, documents, or required actions
Verify your identity and prevent fraud
Comply with IRS, state, and federal requirements
Improve the functionality and security of our online systems
3. Online Filing & Client Portal Security
We use secure, industry-standard technology to protect your information, including:
Encrypted data transmission (SSL/TLS)
Secure cloud-based storage systems
Password-protected client portal access
Limited access to sensitive data by authorized personnel only
You are responsible for maintaining the confidentiality of your login credentials. Please notify us immediately of any unauthorized access to your account.
4. Electronic Document Uploads
Documents uploaded through our client portal are used solely for tax preparation and compliance purposes. Uploaded files are stored securely and retained in accordance with legal and regulatory requirements.
5. Electronic Signatures & Consent
By using our online services, you may be asked to provide electronic signatures and consent for:
Tax return filing authorization
IRS-required disclosures
Use of electronic records
Electronic signatures are legally binding and securely stored.
6. Sharing of Information
We do not sell or rent your personal information. We may share information only:
With trusted third-party service providers (such as tax software, e-filing platforms, or secure portal providers) who assist in delivering our services and are contractually obligated to maintain confidentiality
When required by law, court order, or government regulation
To protect our legal rights or prevent fraud
7. Cookies & Tracking Technologies
Our website and client portal may use cookies to:
Maintain secure login sessions
Improve site performance and usability
Analyze website traffic
You may disable cookies through your browser settings; however, some portal features may not function properly.
8. Data Retention
We retain personal and tax information only for as long as necessary to:
Provide tax services
Comply with IRS, state, and federal recordkeeping requirements
Resolve disputes or enforce agreements
9. Your Privacy Rights
You may request to:
Access or update your personal information
Request copies of stored records, subject to legal limitations
Ask questions about how your data is handled
Requests can be made using the contact information below.
10. Children’s Privacy
Our online filing services and client portal are not intended for individuals under the age of 18. We do not knowingly collect information from minors.
11. Updates to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with a revised effective date.
12. Contact Us
For questions about this Privacy Policy or our online filing and client portal security, contact:
Flex Tax Pros LLC
Email: [email protected]
Phone: 281-506-4777
Address: 6666 Harwin Dr Houston Tx 77036