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Privacy Policy – HTS Accounting & Tax
Effective Date: August 1st, 2025
Last Updated: August 1st, 2025

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.
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1. Information We Collect
We may collect the following information:

  • 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.

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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.

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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.

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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.

  • Restricted employee access to confidential information.

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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.
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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.

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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.

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8. Contact Us
For privacy-related questions or requests:
HTS Accounting & Tax
19350 S Harlem Ave Ste #100
Frankfort, IL 60423

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