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Privacy Policy

A legal disclaimer

The explanations and information provided on this page are only general and high-level explanations and information on how to write your own document of a Privacy Policy. You should not rely on this article as legal advice or as recommendations regarding what you should actually do, because we cannot know in advance what are the specific privacy policies you wish to establish between your business and your customers and visitors. We recommend that you seek legal advice to help you understand and to assist you in the creation of your own Privacy Policy.

Privacy Policy - the basics

Last updated: February 1, 2026

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Qbooks & Tax, LLC (“we,” “us,” or “our”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard information when you visit our website or communicate with us via phone calls or text messages (SMS).

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Information We Collect

We may collect the following types of information:

  • Personal information: name, email address, phone number, financial details, and other information you provide when using our services or website forms.

  • Communication data: messages, emails, or phone calls sent to or from us.

  • Technical data: IP address, browser type, and website usage information.

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How We Use Your Information

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We use the information we collect to:

  • Provide and improve our tax and accounting services

  • Send transactional communications such as appointment reminders, payment confirmations, and account updates

  • Send marketing communications if you have opted in

  • Respond to inquiries and customer support requests

  • Comply with legal, regulatory, and tax reporting requirements

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SMS Messaging & Consent

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By providing your phone number and opting in, you consent to receive text messages from Qbooks & Tax, LLC. Messages may include:

  • Marketing messages about promotions, updates, or services

  • Transactional messages such as payment confirmations or appointment reminders

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Important:

  • Message frequency may vary

  • Message and data rates may apply

  • You may opt out of marketing messages at any time by replying STOP

  • For help, reply HELP or contact us directly

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Transactional messages necessary for your account or services may still be sent even if you opt out of marketing messages.

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Data Sharing & Disclosure

We do not sell, rent, or share your personal information for marketing purposes.

We may share personal information only with trusted service providers necessary to provide our services, including:

  • Messaging platforms such as Twilio

  • Payment processors

  • Regulatory or tax authorities when legally required

We maintain strict safeguards to ensure your sensitive financial data is protected.

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Data Security

We use reasonable technical and organizational measures to protect your information from unauthorized access, disclosure, alteration, or destruction.

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However, no system can guarantee 100% security.

 

By using our services, you acknowledge this limitation.

Your Choices: 

You may:

  • Opt out of marketing SMS messages at any time by replying STOP

  • Request access, correction, or deletion of your personal information by contacting us

  • Control the types of messages you receive, distinguishing marketing vs transactional communications

Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.

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Contact Us

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

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Email: info@qbookandtax.com
Company Name: Qbooks & Tax, LLC
Website: www.qbookandtax.com

LOGIN

1. Click on “Client Portal Login” button.

2. Enter primary taxpayer's social security number (no dashes).  For businesses, enter your EIN.

3. Enter your password.  If password is unknown, click “Need a Password or Forgot Password?” link and follow instructions contact our office (240-866-2145) to have it reset.

4. Click “Login”.

 

UPLOAD DOCUMENT

1.    Click on Upload Documents (Either Drag & Drop or Click and find to insert)

 

E-SIGN

1.    Click "Get a copy of My Tax Returns and Documents (E-sign Required)”.  (If “E-signed Required” is not seen, contact our office at 240-866-2145)

2.    Click "E-Sign Required" in red under the column marked Electronic Signature.

3.    Electronic Signatures block will pop up.  Enter the following information:

     -Your Name (first and last)
     -Your PIN # (which is the last 5-digits of your social security number, no dashes)
     -Your date of birth (mm/dd/yyyy)
     -Your zip code (5-digits only)

4.    Click "E-Sign Client".

5.    If applicable, spouse must repeat these steps using their information and then click "E-Sign Spouse".

 

 

PAY INVOICE - Tax return is not viewable until invoice is paid in full.

1.    In the section “Get a copy of My Tax Returns and Documents”, click the green dollar amount under the column marked Account Balance.

2.   Click either "Pay with Credit Card" in orange or click “Pay with E-Check”. Enter information as indicated to process payment.  Click "Send Payment".

3. Go back to "Get a copy of My Tax Returns and Documents" and click the tax return file to view. 

 

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