Privacy policy

HTS Accounting & Tax (“we,” “our,” or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your data when you engage our accounting, tax, and related advisory services (“services”). Data privacy, and the privacy of the information provided, is important to us. We use reasonable care to protect data provided to us by or on behalf of our clients or prospective clients ("clients") and their workers or from visitors of our Site (collectively "You" or "Your") from loss, misuse, unauthorized access, disclosure, alteration, and untimely destruction. This Policy governs personal information collected, processed, or disclosed by us for our own purposes as well as information provided to us as a service provider for our clients. It protects information collected online as well as offline.

This Policy applies to all information provided, transmitted, or submitted to HTS Accounting & Tax in connection with the Services provided to or on behalf of You or our clients, when You interact with us, and/or on this website and mobile applications ("Site").

1. Information We Collect

We collect information that we need to provide our Services, when You interact with us, to administer and improve the Site or our Services or to create and offer new products, for research purposes, and to fulfill any legal and regulatory requirements.

The categories of personal information that we may collect include the following:

  • Personal Identification: name, address, phone number, email, date of birth, and government-issued identification (e.g., Social Security Number)

  • Financial Information: income details, tax records, bank account information, business financials, and other documents required for accounting or tax services

  • Communication Data: emails, text messages, phone call logs, and notes from client meetings

  • Website & SMS Interaction Data: IP address, browser type, cookies, and SMS engagement data

2. How We Use Your Information

We may use your information for:

  • Providing accounting and tax services

  • Preparing and filing tax returns

  • Communicating with you via phone, email, or SMS

  • Sending important service updates, reminders, or regulatory notices

  • Processing payments and managing billing

  • Complying with legal obligations

  • For other purposes that are compatible with this Privacy Policy or where permitted by applicable law

  • In any other way we may describe when You provide the information, or for which You provide authorization

3. SMS Communication Policy

By providing your mobile number, you consent to receiving SMS messages from HTS Accounting & Tax related to appointment reminders, document requests, tax updates, and important deadlines.

Message frequency will vary based on your service needs.

Message & data rates may apply depending on your mobile carrier.

You can opt out anytime by replying STOP to any message.

We do not sell or share phone numbers with third parties for marketing purposes.

4. Data Protection & Security

We implement industry-standard security measures to protect your information, including:

  • Secure client portals for file sharing

  • Encrypted storage and transmission of sensitive data

  • Utilize virus detection and prevention, firewalls, and other computer hardware and software to protect against unauthorized access to or alteration of Your information

  • Restricted employee access to confidential information

While we help protect the security and integrity of Your information through procedures and technologies designed for this purpose, the safety and security of Your information also depends on You. We may give You, or You may choose, account credentials to access certain parts of our Site or Services. It is solely Your responsibility to maintain the security and confidentiality of Your account credentials and the information and Services accessible through Your account and the Site. You are not permitted to share or sell Your account credentials to any third-party, unless authorized. If You suspect fraudulent or abusive activity relating to Your account, or if Your credentials have been lost, stolen or compromised in any way, You should immediately change Your potentially compromised credentials and notify HTS Accounting & Tax.

Unfortunately, the transmission of information via the internet is not completely secure. Although we do our best to protect Your personal information, we cannot guarantee the security of any information transmitted to us. Any transmission of information is at Your own risk. We are not responsible for circumvention of any privacy settings or security measures contained on the Site.

5. Data Retention

We retain records for as long as required by law or as necessary to provide services to you. Certain tax records may be kept for at least 7 years in compliance with IRS and state regulations. In addition, we retain personal information for as long as necessary to fulfill the purposes for which it was collected, including but not limited to the provision of Services, transactions requested by, or on behalf of, Clients, and necessary and essential business purposes such as complying with our legal obligations, maintaining business and financial records, resolving disputes, maintaining security, developing products and services, detecting and preventing fraud and abuse, and enforcing our agreements.

6. Sharing & Disclosure

We do not sell your personal information. We may share your data with:

  • Government agencies (IRS, state tax authorities) as required by law

  • Authorized service providers who assist in delivering our services (e.g., secure e-signature platforms, payment processors)

  • Legal authorities when required by court order

7. Your Rights

Depending on your jurisdiction, you may have the right to:

  • Access and receive a copy of your personal data

  • Request corrections to inaccurate information

  • Request deletion of personal data (subject to legal retention requirements)

  • Withdraw consent for certain communications

8. Contact Us

For privacy-related questions or requests, contact us at:

HTS Accounting & Tax
19350 S Harlem Ave Ste #100
Frankfort, IL 60423
info@htsaccounting.com

Last Updated: August 1st, 2025