How Taxel Consulting LLC collects, uses, and protects your information.
Effective Date: January 1, 2026 · Last Updated: January 1, 2026
Taxel Consulting LLC ("Taxel," "we," "us," or "our") respects your privacy and is committed to protecting the personal and financial information you share with us. This Privacy Policy explains what information we collect, how we use it, and the choices you have, in connection with our tax preparation, bookkeeping, IRS representation, and LLC formation services.
When you use our services or client portal, we may collect:
We use the information you provide to prepare and file tax returns, represent you before the IRS, perform bookkeeping and payroll services, process LLC formation and registered agent filings, respond to inquiries, and comply with our legal and regulatory obligations as an IRS Enrolled Agent.
We do not sell your personal information. We may share information only as necessary to: file your return or formation documents with the IRS, state tax agencies, or Secretary of State offices; work with vetted service providers who support our operations (e.g., secure document hosting, e-signature, payment processing) under confidentiality obligations; or comply with a subpoena, court order, or other legal requirement.
All documents uploaded through our client portal are protected with encryption in transit and at rest. Access to client files is restricted to authorized personnel directly involved in preparing or reviewing your engagement. While no system can guarantee absolute security, we follow industry-standard safeguards appropriate for the sensitivity of tax and financial data.
We retain client tax records and supporting documentation for the period required by IRS recordkeeping rules and applicable state law, and no longer than necessary to fulfill the purposes described in this policy, after which records are securely deleted or destroyed.
You may request access to, correction of, or deletion of the personal information we hold about you, subject to our legal recordkeeping obligations as a tax practice. You may also opt out of non-essential marketing communications at any time by using the unsubscribe link in our emails or contacting us directly.
Our website may use cookies and similar technologies to remember preferences and understand how visitors use our site. You can control cookies through your browser settings; disabling them may affect certain site features.
If you have questions about this Privacy Policy or how your information is handled, contact us at info@taxelconsulting.com during business hours, Monday–Friday, 9 AM–6 PM (EST).