Privacy Policy
Introduction
Thank you for choosing to be part of our community at Profit Solutions Pro Inc., a corporation incorporated under the laws of the State of Florida, registered at 9702 SW 83rd Way, Gainesville, FL 32608 (referred to in this document as "Profit Solutions," "PS," "we," "us," or "our"). We are committed to protecting your personal information and your right to privacy.
When you visit our website https://profitsolutions.com/ (the "Website"), use our services, and interact with our platforms, you trust us with your personal information. We take your privacy very seriously.
In this Privacy Policy, we seek to explain to you in the clearest way possible what information we collect, how we use it, and what rights you have in relation to it.
- General Privacy Inquiries: privacy@profitsolutions.com
- General Information: info@profitsolutions.com
- Data Subject Rights Requests: privacy@profitsolutions.com
This Privacy Policy complies with the requirements set forth by:
- General Data Protection Regulation (GDPR)
- California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA)
- Florida Information Protection Act (FIPA)
- Other applicable state and federal privacy laws
This Privacy Policy is designed to provide the highest privacy and data protection standards applicable globally.
IMPORTANT: This Privacy Policy applies to all information collected through our Website (https://profitsolutions.com/), and any related services, sales, marketing, or events (collectively, the "Services"). This includes our three primary service lines:
- Tax Resolution Services — IRS and state tax controversy resolution
- Tax Optimization Services — Tax planning and strategy implementation
- Bookkeeping & Accounting Services — Financial record-keeping and reporting
Please read this Privacy Policy carefully as it will help you make informed decisions about sharing your personal information with us. If there are any terms in this Privacy Policy that you do not agree with, please discontinue use of our Website and Services.
Table of Contents
I.What Information Do We Collect?
II. How Do We Collect Your Personal Information?
III. How Do We Use Your Information?
IV. Why Do We Process Your Personal Data?
V. Will Your Information Be Shared With Anyone?
VI. Do We Use Cookies and Other Tracking Technologies?
VII. How Long Do We Keep Your Information?
VIII. How Do We Keep Your Information Safe?
IX. What Are Your Privacy Rights?
X. Do We Collect Information From Minors?
XI. Controls for Do-Not-Track Features
XII. Do California Residents Have Specific Privacy Rights?
XIII. International Data Transfers
XIV. Third-Party Services and Integrations
XV. Do We Make Updates to This Policy?
XVI. External Links
XVII. How Can You Contact Us About This Policy?
I. What Information Do We Collect?
We collect the following categories of personal data while you use our Services and/or Website, as further described in this Privacy Policy:
Personal Information Provided by You
Contact and Identity Information
- Name, alias, postal address, email address, phone number, mobile number
- Date of birth, Social Security Number (SSN), or Federal Employer Identification Number (FEIN)
- Professional credentials and occupation
- County of residence
Financial Information
- Bank account numbers, credit card numbers, debit card numbers
- Payment card information (processed securely via PCI-DSS compliant processor)
- Tax return information and financial statements
- Income, assets, liabilities, and net worth information
- IRS account transcripts and state tax records
- Account balances and transaction history
Tax and Accounting Records
- Current and prior year tax returns (federal and state)
- IRS Form 433-A (Collection Information Statement for Wage Earners)
- IRS Form 433-B (Collection Information Statement for Businesses)
- IRS notices, letters, and correspondence
- State tax authority notices and correspondence
- Financial statements (Balance Sheet, Profit & Loss, Cash Flow)
- QuickBooks data files and accounting records
- Receipts, invoices, and supporting documentation
- 1099 forms and other tax documents
Business Information
- Entity type, structure, and ownership information
- Business operations and activities
- Employee information (for family employment strategies)
- Entity formation documents
- Operating agreements and corporate records
Service-Related Information
- Service agreements and engagement contracts
- Payment history and billing records
- Communication preferences
- Service requests and support tickets
- Feedback and survey responses
Information Automatically Collected
Device and Usage Information
- IP address, browser type, and device characteristics
- Operating system and language preferences
- Device name, country, and location information
- Referring URLs and pages visited
- Time spent on pages and navigation patterns
- Search queries and interaction with Website features
Cookies and Tracking Data
- Session cookies and persistent cookies
- Web beacons and pixel tags
- Analytics data from third-party providers
- Marketing attribution information
Inferences and Derived Information
Profile and Preference Data
- Tax optimization opportunities based on financial information
- Projected tax savings and strategy recommendations
- Service preferences and communication history
- Risk profiles and strategy implementation patterns
- Client success metrics and engagement levels
Information From Third-Party Sources
Public and Commercial Sources
- Public database information
- Marketing leads and contact lists
- Social media profile information (if you connect accounts)
- Search results and paid listing information
- Credit reporting agencies (for payment plan eligibility)
- Professional licensing databases
Sensitive Personal Information
Under applicable privacy laws, the following categories are considered "sensitive" and receive additional protections:
- Social Security Numbers and Tax Identification Numbers
- Financial account numbers and payment card information
- Precise geolocation data
- Information revealing tax liabilities or financial distress
II. How Do We Collect Your Personal Information?
Information You Provide Directly
Service Enrollment and Engagement
- When you complete intake forms or engagement agreements
- When you schedule Discovery Calls or Implementation Calls
- When you provide documents during service delivery
- When you sign up for recurring services
Communication Channels
- Email correspondence with our team
- Phone calls and text messages
- Secure client portal uploads
- Contact forms on our Website
- Live chat interactions
Payment Processing
- Credit card authorization forms
- ACH payment setup information
- Billing address and contact details
Information Automatically Collected
Website Analytics: We automatically collect certain information when you visit or navigate our Website or use our Services. This includes:
- Device and usage information via cookies and similar technologies
- Page views, time on site, and navigation patterns
- Traffic sources and referral information
- Search terms used to find our Website
We use third-party analytics providers (such as Google Analytics) to gather data about your usage of the Website. This helps us understand how our Services are used and improve user experience.
Cookies and Tracking Technologies: Like many businesses, we collect information through cookies and similar technologies. We use cookies to:
- Enhance your experience and remember your preferences
- Provide insights into how our Services are used
- Assist in marketing efforts and measure campaign effectiveness
- Maintain security and prevent fraud
For more information about cookies and how to manage them, see Section VI below.
Information From Third-Party Sources
Public Databases and Partners: We may obtain information about you from:
- Public databases and records
- Joint marketing partners and referral sources
- Social media platforms (if you interact with us)
- Credit reporting agencies (for payment plan qualification)
- Professional licensing databases
Service Provider Integrations
- QuickBooks Online (when you grant us access)
- Financial institutions (via bank feeds and account access)
- Payment processors (transaction confirmation data)
- Tax software providers
We will inform you about the source of information and the type of information we have collected about you within a reasonable period after obtaining the personal data, but at the latest within one month.
Information Through Document Uploads
Tax Resolution Services
- IRS and state tax notices and correspondence
- Financial disclosure forms (433-A, 433-B)
- Bank statements and asset documentation
- Prior year tax returns
Tax Optimization Services
- Tax returns for analysis
- Financial statements and projections
- Entity formation documents
- Retirement plan information
Bookkeeping Services
- Receipts and expense documentation
- Invoices and revenue records
- Bank and credit card statements
- Loan documents and contracts
III. How Do We Use Your Information?
In Short: We process your information for purposes based on legitimate business interests, the fulfillment of our contract with you, compliance with our legal obligations, and/or your consent.
We use personal information collected via our Services for a variety of business purposes described below. We indicate the specific processing grounds we rely on next to each purpose.
Service Delivery and Performance
Providing Services (Contract Performance)
- Providing Tax Resolution Services: representing you before IRS/state authorities, negotiating settlements, preparing forms and documentation
- Providing Tax Optimization Services: analyzing tax returns, creating Preliminary Tax Optimization Reports (PTOR), developing Wealth Acceleration Blueprints (WAB), implementing tax strategies
- Providing Bookkeeping Services: recording transactions, reconciling accounts, preparing financial statements
- Coordinating with your other professionals (tax preparers, attorneys, financial advisors)
- Conducting quarterly reviews and annual planning sessions
Client Communication (Contract Performance & Legitimate Interest)
- Responding to your inquiries and support requests
- Providing service updates and status reports
- Sending deadline reminders and compliance alerts
- Delivering completed work product and deliverables
- Scheduling meetings and appointments
- Requesting additional information or documentation
Payment and Billing
Transaction Processing (Contract Performance)
- Processing payments and managing billing
- Charging recurring monthly fees for ongoing services
- Processing down payments and payment plan installments
- Applying credit card processing fees (3%)
- Managing payment defaults and collections
- Issuing invoices and payment confirmations
Payment Card Security (Legal Obligation & Legitimate Interest)
- Maintaining PCI-DSS compliance for payment card data
- Encrypting and tokenizing payment information
- Detecting and preventing fraudulent transactions
- Processing refunds when applicable
Marketing and Communications
Marketing and Promotions (Consent & Legitimate Interest)
- Sending marketing emails about our services
- Providing educational content and tax tips
- Announcing new services or features
- Inviting you to webinars and events
- Sharing success stories and case studies
- You can opt-out of marketing communications at any time
Targeted Advertising (Consent & Legitimate Interest)
- Displaying relevant advertisements on third-party platforms
- Measuring effectiveness of marketing campaigns
- Tailoring content based on your interests
- Retargeting visitors who have shown interest in our Services
Referral Programs (Consent)
- Processing referrals when you recommend our Services
- Tracking referral rewards and incentives
- Communicating with referred prospects
Business Operations
Administration and Operations (Legitimate Interest)
- Managing client accounts and relationships
- Maintaining client portal access
- Organizing and storing client documents
- Quality assurance and training purposes
- Internal reporting and analytics
Security and Fraud Prevention (Legitimate Interest & Legal Obligation)
- Monitoring for fraudulent activity and unauthorized access
- Protecting against security threats and cyberattacks
- Investigating suspicious transactions or activities
- Maintaining system security and data integrity
- Enforcing our Terms of Service and policies
Analytics and Improvement (Legitimate Interest)
- Analyzing usage trends and service effectiveness
- Identifying areas for service improvement
- Evaluating marketing campaign performance
- Conducting customer satisfaction surveys
- Developing new features and services
- Using aggregated and anonymized data for research
Legal and Compliance
Legal Obligations (Legal Obligation)
- Complying with IRS regulations and Circular 230
- Responding to subpoenas and legal process
- Meeting professional licensing requirements
- Complying with state and federal tax laws
- Maintaining required records and documentation
- Responding to regulatory inquiries
Dispute Resolution (Legitimate Interest & Legal Obligation)
- Enforcing our Terms of Service and engagement agreements
- Defending against legal claims or litigation
- Participating in arbitration proceedings
- Collecting unpaid fees through legal means
- Investigating and resolving client complaints
Vital Interests (Vital Interest)
- Preventing illegal activities or suspected fraud
- Protecting safety of individuals
- Investigating potential policy violations
- Taking action regarding threats to any person
Specialized Service Uses
Tax Resolution Specific
- Communicating with IRS and state tax authorities on your behalf
- Preparing and filing Powers of Attorney (Form 2848)
- Negotiating Offers in Compromise and installment agreements
- Representing you in audits, appeals, and collections matters
- Analyzing tax account transcripts and notices
Tax Optimization Specific
- Creating proprietary tax strategies customized to your situation
- Developing and delivering Wealth Acceleration Blueprints (WAB)
- Implementing entity restructuring recommendations
- Coordinating with your tax preparer for proper return preparation
- Monitoring ongoing compliance with implemented strategies
Bookkeeping Specific
- Managing QuickBooks Online on your behalf
- Reconciling bank and credit card accounts
- Preparing monthly financial statements
- Processing sales tax filings (if contracted)
- Coordinating year-end closes and adjustments
IV. Why Do We Process Your Personal Data?
In Short: We only process information with your consent, to comply with laws, to provide you with services, to protect your rights, or to fulfill business obligations.
We may process or share data based on the following legal bases:
Consent
- We may process your data if you have given us specific consent to use your personal information for a specific purpose
- You provide consent when you sign engagement agreements or accept our Terms of Service
- You may withdraw your consent at any time by contacting privacy@profitsolutions.com
- Withdrawal of consent does not affect processing that occurred before withdrawal
Performance of a Contract
- Where we have entered into an engagement agreement with you, we process your personal information to fulfill the terms of our contract
- This includes delivering Tax Resolution, Tax Optimization, or Bookkeeping Services
- Processing payments and managing billing obligations
- Providing support and responding to service requests
Legitimate Interests
- We may process your data when it is reasonably necessary to achieve our legitimate business interests, provided your rights do not override these interests
- Legitimate interests include:
- Fraud prevention and security
- Network and information security
- Improving and providing our Services
- Marketing our services to potential clients
- Analytics and business intelligence
- Protecting our intellectual property rights
- Enforcing our legal rights and contracts
Legal Obligations
- We may process your information where we are legally required to do so
- This includes:
- Complying with IRS Circular 230 regulations
- Responding to court orders, subpoenas, or legal process
- Meeting state and federal tax law requirements
- Fulfilling professional licensing obligations
- Responding to government requests
- Complying with PCI-DSS requirements for payment data
Vital Interests
- We may process your information where we believe it is necessary to:
- Investigate, prevent, or take action regarding potential violations of our policies
- Protect against suspected fraud or illegal activities
- Safeguard situations involving potential threats to safety of any person
- Serve as evidence in litigation in which we are involved
- Respond to emergency situations
V. Will Your Information Be Shared With Anyone?
In Short: We only share information with your consent, to comply with laws, to provide you with services, or to protect our rights.
We take every effort to protect your personal data and have taken necessary steps to this end. Our employees have access to personal data only to the extent necessary to properly perform their individual tasks. We only share personal information with third parties if it is necessary to serve the applicable purpose.
Third-Party Service Providers
Vendors and Contractors (Service Performance): We may share your data with third-party vendors, service providers, contractors, or agents who perform services for us or on our behalf and require access to such information to do that work:
Payment Processing
- Payment gateway providers (PCI-DSS compliant)
- Credit card processors
- ACH processing services
- Fraud detection and prevention services
- Billing and invoicing platforms
Technology and Infrastructure
- Cloud hosting services (secure servers in United States)
- Data storage providers
- Email delivery services
- Customer relationship management (CRM) systems
- Client portal platforms
- Backup and disaster recovery services
Professional Services
- Indian CPA team for document creation (under strict confidentiality)
- Tax software providers for e-filing
- QuickBooks and accounting software platforms
- Legal counsel (when necessary)
- Professional liability insurance carriers
Analytics and Marketing
- Website analytics providers (e.g., Google Analytics)
- Email marketing platforms
- Advertising networks
- Social media platforms
- Marketing automation tools
When third parties process your personal data, this is only possible according to instructions given by us. We ensure that all third parties with access to your personal information have implemented appropriate technical and organizational measures to maintain our intended level of privacy and security.
Business Transfers
Mergers and Acquisitions: We may share or transfer your information in connection with, or during negotiations of:
- Merger with another company
- Sale of company assets
- Financing or investment transactions
- Acquisition of all or a portion of our business by another company
- Bankruptcy or insolvency proceedings
In such cases, we will ensure the acquiring party agrees to protect your personal information consistent with this Privacy Policy.
Legal and Regulatory Authorities
Government and Legal Compliance: We may disclose your information if we believe in good faith that such disclosure is necessary to:
- Comply with U.S. federal and state laws or other applicable laws
- Respond to court orders, judicial requests, subpoenas, or warrants
- Comply with IRS summons or administrative requests
- Respond to state tax authority investigations
- Meet national security or law enforcement requirements
- Comply with regulatory inquiries from licensing boards
Protection of Rights and Safety
Legal Defense and Enforcement: We reserve the right to disclose information that we believe, in good faith, is appropriate or necessary to:
- Protect Profit Solutions from fraudulent or unlawful usage
- Investigate and defend ourselves against third-party claims or allegations
- Enforce our Terms of Service, engagement agreements, or other policies
- Protect the security and integrity of our Services
- Protect the rights, property, or safety of Profit Solutions, our clients, or others
- Collect unpaid fees through legal means
- Pursue arbitration or litigation
With Your Consent
Authorized Disclosures: We may share your information with third parties when you have given us explicit permission to do so:
- Sharing your tax strategies with your personal tax preparer (with your authorization)
- Providing information to your attorney or financial advisor (with your consent)
- Sharing information with family members or business partners you designate
- Referrals to other professionals you request
Information We Do NOT Share
- We do NOT sell your personal information to third parties
- We do NOT rent or trade your information for promotional purposes
- We do NOT share your tax strategies or proprietary Blueprints without authorization
- We do NOT disclose information to competitors or unauthorized parties
VI. Do We Use Cookies and Other Tracking Technologies?
In Short: We use cookies and similar tracking technologies to collect and store your information.
What Are Cookies?
Cookies are small data files that are placed on your computer or mobile device when you visit a website. Cookies are widely used by website owners to make their websites work more efficiently and to provide reporting information.
Types of Cookies We Use
Essential Cookies (Required)
- Session management and authentication
- Security and fraud prevention
- Load balancing and performance
- User preference storage
- These cookies are necessary for the Website to function and cannot be disabled
Analytics Cookies (Optional)
- Google Analytics for usage statistics
- Page view tracking and navigation patterns
- Traffic source and referral analysis
- User behavior and engagement metrics
- These help us understand how visitors use our Website
Marketing Cookies (Optional)
- Advertising network cookies
- Retargeting and remarketing pixels
- Campaign attribution tracking
- Conversion tracking
- Social media integration pixels
- These help us serve relevant advertisements
Preference Cookies (Optional)
- Language and region preferences
- Display settings and accessibility options
- Form auto-fill information
- These enhance your user experience
Third-Party Cookies
We may use third-party services that place cookies on your device:
- Google Analytics for website analytics
- Facebook Pixel for advertising
- LinkedIn Insight Tag for B2B marketing
- Other advertising networks and partners
These third parties may use cookies to track your activity across websites and build profiles for targeted advertising.
Cookie Management
How to Control Cookies: Most web browsers are set to accept cookies by default. You can:
- Browser Settings: Configure your browser to refuse cookies or alert you when cookies are being sent
- Cookie Preferences: Use our cookie preference center (if available) to manage optional cookies
- Opt-Out Tools: Use industry opt-out tools at http://www.aboutads.info/choices/
- Do Not Track: Enable Do-Not-Track settings in your browser (see Section XI)
Effect of Disabling Cookies: If you choose to remove cookies or reject cookies, this could affect certain features or services of our Website:
- You may need to re-enter information more frequently
- Some website features may not function properly
- Your preferences may not be saved
- Analytics and personalization may be limited
However, disabling cookies will NOT prevent you from accessing our core Services.
Other Tracking Technologies
Web Beacons and Pixels
- Small graphic images used to track page views and email opens
- Help us understand email campaign effectiveness
- May be disabled by blocking images in emails
Local Storage
- Browser-based storage for preferences and settings
- Can be cleared through browser settings
- May be used for client portal functionality
VII. How Long Do We Keep Your Information?
In Short: We keep your information for as long as necessary to fulfill the purposes outlined in this Privacy Policy unless otherwise required by law.
General Retention Periods
We will only keep your personal information for as long as it is necessary for the purposes set out in this Privacy Policy, unless a longer retention period is required or permitted by law.
Active Client Records
- Retained for duration of engagement plus 7 years
- Required by IRS recordkeeping requirements
- Necessary for potential audits or disputes
General Account Information
- Retained for 7 years after service termination or last activity
- Aligns with IRS statute of limitations
- Supports legal defense and compliance
Financial and Tax Records
- Retained for a minimum of 7 years per IRS requirements
- May be retained longer for certain complex matters
- Includes tax returns, financial statements, and supporting documentation
Payment and Billing Records
- Retained for 7 years for accounting and tax purposes
- Required for IRS audit support
- Necessary for dispute resolution
Marketing and Communications Data
- Retained for 3 years after last interaction or opt-out
- Can be deleted sooner upon request
- Suppression lists may be maintained indefinitely to honor opt-outs
Website Usage Data
- Retained for 2 years after collection
- Used for analytics and improvement
- Can be deleted sooner upon request
Employment Records (if applicable)
- Retained for 7 years after employment termination
- Complies with employment law requirements
Special Retention Circumstances
Legal Holds: If information is subject to legal proceedings, investigations, or disputes, we will retain it until the matter is resolved, even if beyond normal retention periods.
Regulatory Requirements: Certain records may need to be retained longer based on:
- IRS regulations and Circular 230
- State licensing board requirements
- Professional liability insurance requirements
- Specific state recordkeeping laws
Data Deletion and Anonymization
When Retention Period Ends: When we have no ongoing legitimate business need to process your personal information, we will either:
- Delete the information securely and permanently
- Anonymize the data so it no longer identifies you
- Archive it securely with restricted access until deletion is possible
Backup Archives: If immediate deletion is not possible because your personal information has been stored in backup archives, we will:
- Securely store your personal information
- Isolate it from any further processing
- Delete it as soon as technically feasible
Right to Request Deletion: You may request deletion of your personal information at any time by contacting privacy@profitsolutions.com. We will comply with your request subject to legal retention requirements.
VIII. How Do We Keep Your Information Safe?
In Short: We aim to protect your personal information through a comprehensive system of organizational and technical security measures.
Technical Security Measures
Encryption and Data Protection
- Data in Transit: TLS 1.2+ encryption for all data transmission
- Data at Rest: AES-256 encryption for stored data
- Payment Card Data: PCI-DSS Level 2 compliance standards
- CVV Codes: Never stored after initial transaction
- Tokenization: Credit card numbers stored as encrypted tokens only
Network Security
- Multi-layered firewall protection
- Network segmentation to isolate sensitive systems
- Intrusion detection and prevention systems
- DDoS protection and mitigation
- Regular security patches and updates
- Vulnerability scanning and penetration testing
Access Controls
- Multi-factor authentication (MFA) for system access
- Role-based access controls (RBAC)
- Principle of least privilege (minimum necessary access)
- Unique user credentials for all personnel
- Automatic session timeouts
- Password complexity requirements
Application Security
- Secure coding practices and code reviews
- Input validation and sanitization
- SQL injection and XSS prevention
- CSRF protection
- Security headers and configurations
- Regular security testing and audits
Physical Security Measures
Facility Security
- Controlled access to office facilities
- Surveillance systems and security monitoring
- Visitor logs and escort requirements
- Secure document storage (locked cabinets)
- Clean desk policy for sensitive information
- Secure document destruction (cross-cut shredding)
Device Security
- Encrypted laptops and mobile devices
- Remote wipe capabilities
- Automatic screen locks
- Prohibited use of personal devices for sensitive data
- Secure disposal of hardware
Organizational Security Measures
Personnel Security
- Background checks for employees with data access
- Confidentiality and non-disclosure agreements
- Regular security awareness training
- Clear security policies and procedures
- Incident response training
- Limited personnel access to sensitive data
Vendor Management
- Due diligence on all third-party providers
- Written data protection agreements (DPAs)
- Regular vendor security assessments
- Verification of vendor security certifications
- Contractual security requirements
Business Continuity
- Regular data backups (encrypted and tested)
- Disaster recovery plans and procedures
- Business continuity planning
- Incident response plans
- Data redundancy and failover systems
Monitoring and Response
Security Monitoring
- 24/7 security monitoring and alerts
- Log analysis and anomaly detection
- Regular security audits and reviews
- Compliance assessments
- Threat intelligence monitoring
Incident Response
- Documented incident response procedures
- Rapid response team activation
- Forensic investigation capabilities
- Breach notification procedures
- Post-incident review and improvement
Compliance and Certifications
Standards and Regulations
- PCI-DSS compliance for payment card data
- GDPR-compliant data protection measures
- CCPA/CPRA privacy compliance
- SOC 2 Type II principles (security, availability, confidentiality)
- IRS Publication 4557 (Safeguarding Taxpayer Data)
Contact Us
Profit Solutions Pro, Inc.
9702 SW 83rd Way
Gainesville, FL 32608
privacy@profitsolutions.com
(888) 450-3451