PRIVACY POLICY

Credible Tax Pros

Effective Date: July 30, 2025

Governing State: Florida

 

At Credible Tax Pros (“Company,” “we,” “our,” or “us”), your privacy is important to us. This Privacy Policy explains how we collect, use, protect, and share your information when you use our services, including tax preparation, software packages, reselling opportunities, and mentorship programs (collectively, the “Services”).

 

1. Information We Collect

We may collect the following types of information:

• Personal Identifiable Information (PII): Name, address, date of birth, Social Security Number, tax identification number, phone number, and email address.

• Financial Information: Bank account details, income, tax documents, and other data required for tax preparation.

• Payment Information: Credit/debit card details processed securely through Stripe.

• Business Information: Company details, EIN numbers, and other related tax/business records.

 

2. How We Collect Information

• Jotform: We use Jotform to collect client information and tax documentation securely. All information submitted through Jotform is encrypted and stored according to Jotform’s security standards.

• Stripe: Payments are processed through Stripe, which securely handles and stores payment information. We do not store your full payment card details on our servers.

• Direct Submission: Information may also be collected through email, phone, or in-person meetings when necessary to provide services.

 

3. Use of Information

We use your information for the following purposes:

• To prepare and file tax returns in compliance with IRS and Florida state laws.

• To provide access to software packages, mentorship, and reselling opportunities.

• To process payments securely through Stripe.

• To communicate with you regarding services, support, and updates.

• To comply with legal, regulatory, and IRS obligations.

 

4. Protection of Information

We maintain strict safeguards to protect your personal and financial information, including encryption, secure servers, and limited access by authorized personnel only.

All staff and affiliates are trained to follow IRS tax laws, federal and Florida state regulations, and industry best practices for confidentiality.

We adhere to IRS Publication 1075 guidelines for safeguarding taxpayer data.

 

5. Data Sharing

We do not sell, trade, or rent your personal information to third parties.

​

Information may only be shared in the following situations:

• With the IRS, state tax authorities, or authorized financial institutions as required by law.

• With third-party service providers such as Stripe (payment processing) and Jotform (data collection), who are contractually obligated to protect your information.

• When legally required to comply with subpoenas, investigations, or regulatory authorities.

 

6. Your Rights

You have the right to:

• Access the personal data we hold about you.

• Request corrections to inaccurate information.

• Request that we limit or stop certain uses of your information where legally possible.

 

7. Payments

All payments are collected and processed through Stripe. Stripe complies with PCI-DSS security standards to protect cardholder data. We do not store complete payment card numbers on our systems.

 

8. Compliance with IRS Laws & Standards

Credible Tax Pros complies with all IRS tax laws, guidelines, and federal/state regulations, including:

• IRS Circular 230 requirements.

• Data protection standards under IRS Publication 1075.

• Federal Trade Commission (FTC) Safeguards Rule.

 

9. Data Retention

We retain your tax and business records only as long as necessary to fulfill our obligations under IRS laws and Florida state requirements, or as required by our contracts and services.

 

10. Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in law, regulation, or our business practices. Updates will be posted on our website with the revised effective date.

 

11. Contact Us

If you have questions or concerns about this Privacy Policy or your data, please contact us at:

​Email: info@credibletaxpros.com

Phone: (833) 374-2750

Location: 1312 E. Robinson Street, Suite 7 Orlando, Florida 32801