Privacy Policy

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Biz Pro HQ Privacy Policy

Effective Date: August 26, 2020
Last Updated: 01/01/2026

Biz Pro HQ (“Biz Pro HQ,” “we,” “our,” or “us”) is committed to safeguarding the privacy, confidentiality, and security of personal and financial information entrusted to us. This Privacy Policy explains how we collect, use, disclose, store, and protect information obtained through our tax preparation, consulting, and business services, as well as through our website and digital platforms.

By accessing our services or submitting information to us, you acknowledge and agree to the practices described in this Privacy Policy.

1. Scope of This Policy

This Privacy Policy applies to:

• Clients and prospective clients of Biz Pro HQ
   
• Website visitors and users of our online forms, portals, and communication systems
   
• Individuals who provide information in connection with tax preparation, compliance, consulting, or business services
   

2. Information We Collect

We collect only the information necessary to provide professional services, comply with legal obligations, and operate our business effectively. Information may include:

a. Personal Identifying Information

• Full name
   
• Mailing and physical address
   
• Email address and telephone number
   
• Date of birth
   
• Social Security Number (SSN) or Taxpayer Identification Number (TIN)
   
• Government-issued identification
   

b. Financial and Tax Information

• Income records (W-2s, 1099s, K-1s, etc.)
   
• Expense records and deductions
   
• Banking or payment information (when required)
   
• Prior-year tax filings and supporting documentation
   

c. Business Information

• Business name and entity type
   
• EIN and formation documents
   
• Industry classification
   
• Financial and operational records relevant to services provided
   

3. How We Use Your Information

Your information is used strictly for legitimate business and legal purposes, including:

• Service Delivery: Preparing, reviewing, and filing tax returns; providing consulting, compliance, and business services
   
• Client Communication: Responding to inquiries, sending service updates, and delivering required notices
   
• Legal & Regulatory Compliance: Meeting IRS, state, and federal requirements, including record-retention obligations
   
• Operational Purposes: Maintaining internal records, quality control, and service improvement
   
• Marketing (Consent-Based): Sending educational or promotional communications only where permitted or authorized
   

We do not use your information for automated decision-making that produces legal or financial effects without human review.

4. Disclosure and Information Sharing

Biz Pro HQ does not sell, rent, or trade personal information. Limited disclosures may occur only under the following circumstances:

• Authorized Service Providers: Third parties who assist with secure software, document management, payment processing, or compliance support—bound by confidentiality obligations
   
• Legal Requirements: Disclosure as required by law, subpoena, court order, or regulatory authority
   
• Business Transitions: In the event of a merger, acquisition, or sale of assets, subject to confidentiality protections
   

5. Data Security & Safeguards

We implement reasonable administrative, technical, and physical safeguards designed to protect personal and financial information, including:

• Secure client portals and encrypted data transmission
   
• Restricted internal access based on role and necessity
   
• Regular system monitoring and security updates
   
• Secure document retention and disposal practices
   

While no system can guarantee absolute security, we take commercially reasonable steps to reduce risk and protect client data.

6. Client Rights & Choices

Subject to applicable laws and professional obligations, you may:

• Request access to or correction of your personal information
   
• Opt out of non-essential marketing communications
   
• Request account closure or data deletion, subject to IRS, state, and contractual record-retention requirements
   

Requests may be submitted using the contact information below.

7. Cookies & Website Technologies

Our website may use cookies or similar technologies to support functionality, security, and user experience. You may control cookie preferences through your browser settings. Disabling cookies may limit certain website features.

8. Record Retention

Certain information must be retained to comply with IRS, state, and professional regulations. Deletion requests will be honored only where legally permissible.

9. Policy Updates

We reserve the right to update this Privacy Policy as business practices or legal requirements change. Updates will be posted on our website with a revised effective date.

10. Contact Information

For questions, concerns, or requests related to this Privacy Policy, please contact:

Biz Pro HQ
📧 Support@bizprohq.com

Acknowledgment
By using our services, submitting information, or accessing our platforms, you acknowledge that you have read and understand this Privacy Policy.