Privacy Policy

Effective and last updated October 29, 2026

1. Who we are

Secure Tax Experts, LLC ("Secure Tax Experts," "we," "us," or "our") provides tax consulting, representation and tax preparation services to individuals and businesses working with the Internal Revenue Service (IRS) or state tax agencies. This Privacy Policy explains how we collect, use, share and protect personal information when you visit securetaxexperts.com or our landing page at securetaxpartners.com (together, the "Site"), submit a form, call us, receive text messages from us, or become a client.

2. Information we collect

Information you give us. When you request a consultation or contact us, we collect your name, phone number, email address, state of residence, the approximate balance on your notice, the tax agency involved, the type of notice you received, and anything else you choose to tell us.

Information collected during an engagement. If you become a client, we collect information needed to represent you, which may include your Social Security number or taxpayer identification number, income, expenses, assets, bank and employment information, prior tax returns, and IRS or state account transcripts that you authorize us to obtain using IRS Form 8821 or Form 2848.

Information collected automatically. When you use the Site, we and our service providers collect your IP address, browser and device type, pages viewed, referring website and similar usage information through cookies and similar technologies.

Consent records. When you agree to receive text messages, we record the phone number, the date and time, the page, which program you joined (Client Updates, Marketing Messages or both) and the consent language you agreed to, so that we can honor and document your choice.

3. How we use information

To respond to your consultation request and evaluate your tax situation.
To provide the services you engage us for, including communicating with the IRS and state tax agencies on your behalf.
To contact you by phone, email and, if you have opted in, text message about your request and your case.
If you separately opt in to marketing text messages, to send you tax deadline reminders, news about our services and promotional offers. You can opt out at any time.
To schedule appointments, request documents, send case updates and handle billing for services you have agreed to.
To operate, secure and improve the Site and our services.
To comply with legal, regulatory and professional obligations, including recordkeeping requirements.

4. Text messaging and mobile information

If you opt in to text messages from Secure Tax Experts, we use your mobile number only to send the messages described in our SMS Terms for the program or programs you joined (Client Updates, Marketing Messages or both) and to respond to your replies.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors in support services, such as customer service and the text messaging platform that delivers our messages, is permitted. All other categories of sharing described in this policy exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

You can opt out of text messages at any time by replying STOP. Reply HELP for help, or contact us using the details below.

We do not sell your personal information. We share personal information only as follows:

Service providers that help us run our business, such as website hosting, customer relationship management (CRM), phone and messaging platforms, document storage, payment processing and email delivery. They may use information only to perform services for us and must keep it confidential.
Taxing authorities, such as the IRS and state tax agencies, when you authorize us to represent you or obtain information for you.
Professional advisers, such as attorneys, accountants and auditors, under confidentiality obligations.
Legal requirements, when required by law, subpoena or court order, or to protect our rights, our clients or others.
Business transfers, as part of a merger, acquisition or sale of assets, subject to this policy.

Tax return information is used and disclosed only as permitted by applicable law, including Internal Revenue Code section 7216 and its regulations. We will ask for your separate written consent before using or disclosing tax return information for any purpose that requires it.

6. Cookies and analytics

The Site uses cookies and similar tools to keep the Site working, understand how visitors use it and measure the performance of our advertising. You can block or delete cookies in your browser settings. Some features may not work properly without them.

7. How we protect information

We use administrative, technical and physical safeguards designed for sensitive financial and tax information. These include encrypted connections (HTTPS) on the Site, access controls limited to staff who need the information, and a written information security plan as required for tax professionals under federal law. No method of transmission or storage is completely secure, but we work to protect your information and will notify you of a breach as required by law.

8. How long we keep information

We keep personal information for as long as needed to respond to your request, provide services, and meet legal, professional and recordkeeping obligations. Records of text message consent and opt-outs are kept for at least five years.

9. Your choices and rights

Text messages: reply STOP to any message.
Email: use the unsubscribe link in any marketing email.
Phone calls: ask us to place you on our internal do-not-call list.
Access, correction and deletion: depending on where you live, you may have the right to know what personal information we hold about you, to correct it, to delete it, and to opt out of the sale or sharing of personal information. We do not sell or share personal information for cross-context behavioral advertising.

To make a request, email support@securetaxexperts.com or call (949) 464-7319. We will verify your identity before responding and will not discriminate against you for exercising your rights.

10. California residents

In the past 12 months we have collected the categories of information described in section 2 (identifiers, financial information, internet activity and, for clients, sensitive personal information such as Social Security numbers) for the purposes in section 3. We have not sold personal information or shared it for cross-context behavioral advertising, and we do not use sensitive personal information for purposes other than providing the services you request. You may use an authorized agent to submit a request on your behalf.

11. Children

The Site and our services are intended for adults. We do not knowingly collect personal information from anyone under 18.

12. Changes to this policy

We may update this policy. The effective date above shows when it last changed. Material changes will be posted on this page.

13. Contact us

Secure Tax Experts, LLC
760 N Euclid St Suite 202
Anaheim, CA 92801
Phone: (949) 464-7319
Email: support@securetaxexperts.com
Hours: Mon–Fri, 8am–5pm PT