Privacy Policy

When you book an appointment, contact us, or engage our services, we collect the information you provide directly: your name, email address, phone number, and the details you share in your message or booking request.

When you engage us for tax preparation, we collect the documents and information required to prepare your return accurately — such as identification, income statements, and prior-year returns. We collect only what is needed to serve you.

• To schedule, confirm, and prepare for your appointments
• To prepare tax returns, register businesses, and deliver the services you request
• To respond to your questions by email or phone
• To send booking confirmations and appointment-related reminders
• To comply with federal and Texas laws that apply to tax preparers

Information you provide for tax preparation is used solely to prepare your return. Under federal law (IRC §7216), we may not disclose your tax return information to anyone outside our firm without your written consent, except as required by law.

Before we prepare your first return, you will receive our consent-to-use and consent-to-disclose disclosures. We never sell, rent, or trade your personal or tax information.

We use a small number of trusted service providers to operate — for example, our website hosting, email delivery, and appointment booking systems. These providers process data on our behalf only, under agreements that require them to protect it. We do not share your information with anyone for marketing purposes.

We retain tax preparation records for the period required by IRS rules (generally at least three years from the filing date, and longer in some cases). Booking requests and general correspondence are kept only as long as needed to serve you and meet our legal obligations. You may ask us to delete non-records information at any time.

We use encryption in transit, access limited to staff who need it, and secure document handling practices. No method of transmission or storage is perfectly secure, but we work to protect your information with commercially reasonable safeguards.

Our website uses only the cookies and local storage strictly needed to operate — such as keeping booking forms working and preventing spam. We do not run advertising trackers or sell browsing data.

You can request a copy of the personal information we hold about you, ask us to correct it, or ask us to delete information we are not legally required to keep. Email us at info@friendshiptax.com or call 832-500-8572.

Our services are directed to adults. We do not knowingly collect information from children under 13 except as dependents on a parent's or guardian's tax return.

If we update this policy, we will post the new version here with a revised date. Continued use of our services after a change means you accept the updated policy.