Real Estate Agent Tax Help, LLC
5147 Castello Drive, Naples, FL 34103
+1 (239) 262-5566 | [email protected]
Privacy Policy
Your privacy is fundamental to our professional relationship. Learn how we protect and handle your personal information.
Our Commitment to Data Protection
At Real Estate Agent Tax Help, LLC, we understand that your financial and personal information represents some of your most sensitive data. Our commitment to protecting your privacy goes beyond legal requirements—it's fundamental to the trust you place in us as your tax strategy partner.
This Privacy Policy outlines our practices regarding the collection, use, storage, and protection of your personal information. We believe transparency about our data handling practices is essential for maintaining the professional relationship we've built with our clients throughout Naples and Southwest Florida.
Effective Date: August 18, 2025 | Last Updated: August 25, 2025
Information We Collect
Personal Identification Information
- • Full legal name, Social Security number, and date of birth
- • Contact information including address, phone numbers, and email
- • Professional licensure information and business entity details
- • Banking and financial account information when necessary for services
- • Spouse and dependent information for tax planning purposes
Real Estate and Financial Information
- • Property ownership records, purchase and sale agreements
- • Rental income statements and expense documentation
- • Investment portfolio details and transaction histories
- • Business income, expenses, and depreciation schedules
- • Previous tax returns and supporting documentation
Website and Communication Data
- • Contact form submissions and consultation requests
- • Email communications and document exchanges
- • Website usage patterns and interaction data
- • Cookie preferences and browser information
- • Client portal access logs and document downloads
How We Use Your Information
Tax Preparation & Planning
Your financial and property information is used to prepare accurate tax returns, develop comprehensive tax strategies, and ensure compliance with federal and state regulations.
Professional Communications
Contact information enables us to provide ongoing support, deliver completed tax documents, and maintain regular communication about your tax matters.
Investment Analysis
Property and investment data helps us analyze opportunities, project tax implications, and recommend strategies for optimizing your real estate portfolio.
Legal Compliance
We maintain detailed records to ensure compliance with professional standards, respond to regulatory inquiries, and support audit defense if needed.
Information Sharing and Disclosure
We do not sell, rent, or trade your personal information to third parties for marketing purposes. Your data is shared only in specific circumstances necessary for providing our professional services.
Professional Service Providers
Attorneys, financial planners, and other professionals when coordinating comprehensive strategies for your benefit.
Government Agencies
Tax authorities and regulatory bodies when required by law or in response to valid legal requests.
Technology Partners
Secure cloud storage providers and software vendors under strict confidentiality agreements.
How We Protect Your Information
Encryption and Security
- • 256-bit SSL encryption for all data transmissions
- • Encrypted storage systems with restricted access
- • Multi-factor authentication for all accounts
- • Regular security audits and vulnerability testing
Access Controls
- • Role-based access to client information
- • Background checks for all staff members
- • Confidentiality agreements with all personnel
- • Regular access reviews and permission updates
Monitoring and Response
- • 24/7 system monitoring and intrusion detection
- • Immediate breach notification protocols
- • Incident response team and recovery procedures
- • Regular backup verification and disaster recovery testing
Record Retention
- • IRS-compliant document retention schedules
- • Secure destruction of obsolete records
- • Client notification before data disposal
- • Backup recovery for accidental deletions
Your Privacy Rights
Right to Access
Request copies of your personal data we maintain and information about how it's used.
Right to Rectification
Request corrections to inaccurate or incomplete personal information in our records.
Right to Data Portability
Receive your personal data in a structured, machine-readable format when technically feasible.
Right to Erasure
Request deletion of your personal data, subject to legal and professional retention requirements.
Right to Object
Object to processing of your personal data for marketing or non-essential business purposes.
Right to Restrict Processing
Request limitation of processing while disputes about accuracy or lawfulness are resolved.
Your Rights and Opt-Out Instructions
You are not required to provide any personal information when using this website. If you prefer not to share your data, you may:
- • Avoid filling out contact forms, account registrations, or any data-submitting features
- • Disable cookies through your browser settings (see our Cookie Policy for more details)
- • Contact us directly to request the deletion of any previously shared personal data
- • Request that we stop processing your information for specific purposes
We respect your privacy choices. If you would like us to delete your data, please reach out to us using the contact details provided below. We will process your request promptly while complying with our professional retention obligations.
Note: Some information may need to be retained for legal or professional compliance reasons, such as tax return preparation records required by IRS regulations.
Privacy Contact Information
For Privacy Requests
Mail Correspondence
Real Estate Agent Tax Help, LLC
Privacy Officer
5147 Castello Drive
Naples, FL 34103
Policy Updates and Changes
We may update this Privacy Policy periodically to reflect changes in our practices, services, or applicable laws. When we make material changes, we will:
- • Email existing clients about significant policy changes
- • Update the "Last Modified" date at the top of this policy
- • Provide prominent notice on our website for 30 days
- • Obtain additional consent for expanded data uses when required
Continued use of our services after policy updates constitutes acceptance of the revised terms.
Professional Standards Compliance
Our privacy practices are guided by professional accounting standards, including:
AICPA Professional Standards
• Client confidentiality requirements
• Professional conduct guidelines
• Data security best practices
Federal Privacy Laws
• Gramm-Leach-Bliley Act compliance
• IRS confidentiality regulations
• State privacy law adherence