Privacy Policy

1. Introduction

NetSave Tax & Accounting, LLC ("NetSave," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy describes how we collect, use, store, and protect your personal information when you use our website (netsavetax.com) and our professional services.

2. Information We Collect

We collect the following types of information:

Information you provide directly:

• Name, email address, phone number, and mailing address
• Tax documents, financial records, and related information necessary to perform our services
• Business information including entity type, EIN, and financial statements
• Information submitted through our website contact forms
• Appointment booking details

Information collected automatically:

• Browser type, device information, and operating system
• IP address and approximate geographic location
• Pages visited, time spent on pages, and referring URLs
• Cookies and similar tracking technologies (see Section 7)

3. How We Use Your Information

We use your personal information to:

• Provide tax preparation, planning, bookkeeping, payroll, and advisory services
• Communicate with you about your account, services, and appointments
• Respond to your inquiries and service requests
• Process payments and manage billing
• Comply with legal and regulatory obligations, including IRS requirements
• Improve our website and services
• Send periodic updates and tax-related information (with your consent)

4. How We Protect Your Information

We implement appropriate technical and organizational measures to protect your personal and financial information, including:

• Encrypted document upload through our secure client portal
• Secure storage of electronic records with access controls
• Staff training on confidentiality and data handling procedures
• Regular review of security practices and protocols

While we take reasonable steps to protect your information, no method of electronic storage or transmission is 100% secure. We cannot guarantee absolute security.

5. Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• With your consent: When you authorize us to share information with the IRS, state tax authorities, or other parties as part of our professional services
• Service providers: With trusted vendors who assist in operating our website or conducting our business (e.g., cloud storage, payment processing), subject to confidentiality agreements
• Legal requirements: When required by law, subpoena, court order, or professional regulatory obligation
• Professional standards: As required by CPA and Enrolled Agent ethical and professional standards

6. Data Retention

We retain client records and personal information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal and regulatory requirements, resolve disputes, and enforce our agreements. Tax records are generally retained for a minimum of seven (7) years from the date of filing, consistent with IRS recommendations and professional standards.

7. Cookies and Tracking

Our website uses cookies and similar technologies to improve your browsing experience and analyze site traffic. We use:

• Essential cookies: Required for the website to function properly
• Analytics cookies: Google Analytics (GA4) to understand how visitors interact with our site. Google Analytics collects information anonymously and reports website trends without identifying individual visitors. You can opt out using the Google Analytics Opt-out Browser Add-on.

You can control cookie preferences through your browser settings. Disabling cookies may affect certain website functionality.

8. SMS Communications

If you opt in to receive SMS messages from NetSave Tax & Accounting:

• You consent to receive text messages regarding your account, appointments, and service updates
• Message and data rates may apply
• Reply STOP to opt out at any time; reply HELP for assistance
• Message frequency varies based on your interactions with our team
• No mobile information will be shared with third parties for marketing or promotional purposes
• SMS opt-in data and consent will not be shared with any third parties

9. Your Rights

Depending on your location, you may have certain rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you
• Correction: Request correction of inaccurate personal information
• Deletion: Request deletion of your personal information, subject to legal retention requirements
• Opt-out: Opt out of marketing communications at any time

To exercise any of these rights, please contact us at team@netsavetax.com or (619) 878-1514.

10. California Residents (CCPA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, request deletion, and opt out of any sale of personal information. NetSave does not sell personal information. To make a CCPA request, contact us at team@netsavetax.com.

11. Children's Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child under 18, we will take steps to delete that information promptly.

12. Third-Party Links

Our website may contain links to third-party websites or services (such as our appointment booking system). We are not responsible for the privacy practices of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

13. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated revision date. We encourage you to review this page periodically. Continued use of our website or services after changes are posted constitutes your acceptance of the updated policy.

14. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us:

NetSave Tax & Accounting, LLC
9135 Judicial Drive, Unit 3112
San Diego, California 92122
Phone: (619) 878-1514
Email: team@netsavetax.com