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Privacy Policy

Last updated November 5, 2025

Profit Solutions Pro, Inc.

Last Updated: November 10, 2025
Version: 2.0

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.

This Privacy Policy complies with the requirements set forth by:

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:

  1. Tax Resolution Services – IRS and state tax controversy resolution
  2. Tax Optimization Services – Tax planning and strategy implementation
  3. 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:

Financial Information:

Tax and Accounting Records:

Business Information:

Service-Related Information:

Information Automatically Collected

Device and Usage Information:

Cookies and Tracking Data:

Inferences and Derived Information

Profile and Preference Data:

Information From Third-Party Sources

Public and Commercial Sources:

Sensitive Personal Information

Under applicable privacy laws, the following categories are considered “sensitive” and receive additional protections:

II. HOW DO WE COLLECT YOUR PERSONAL INFORMATION?

Information You Provide Directly

Service Enrollment and Engagement:

Communication Channels:

Payment Processing:

Information Automatically Collected

Website Analytics: We automatically collect certain information when you visit or navigate our Website or use our Services. This includes:

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:

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:

Service Provider Integrations:

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:

Tax Optimization Services:

Bookkeeping Services:

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):

Client Communication (Contract Performance & Legitimate Interest):

Payment and Billing

Transaction Processing (Contract Performance):

Payment Card Security (Legal Obligation & Legitimate Interest):

Marketing and Communications

Marketing and Promotions (Consent & Legitimate Interest):

Targeted Advertising (Consent & Legitimate Interest):

Referral Programs (Consent):

Business Operations

Administration and Operations (Legitimate Interest):

Security and Fraud Prevention (Legitimate Interest & Legal Obligation):

Analytics and Improvement (Legitimate Interest):

Legal and Compliance

Legal Obligations (Legal Obligation):

Dispute Resolution (Legitimate Interest & Legal Obligation):

Vital Interests (Vital Interest):

Specialized Service Uses

Tax Resolution Specific:

Tax Optimization Specific:

Bookkeeping Specific:

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

Performance of a Contract

Legitimate Interests

Legal Obligations

Vital Interests

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:

Technology and Infrastructure:

Professional Services:

Analytics and Marketing:

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:

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:

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:

With Your Consent

Authorized Disclosures: We may share your information with third parties when you have given us explicit permission to do so:

Information We Do NOT Share

Prohibited Disclosures:

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):

Analytics Cookies (Optional):

Marketing Cookies (Optional):

Preference Cookies (Optional):

Third-Party Cookies

We may use third-party services that place cookies on your device:

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:

Effect of Disabling Cookies: If you choose to remove cookies or reject cookies, this could affect certain features or services of our Website:

However, disabling cookies will NOT prevent you from accessing our core Services.

Other Tracking Technologies

Web Beacons and Pixels:

Local Storage:

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:

General Account Information:

Financial and Tax Records:

Payment and Billing Records:

Marketing and Communications Data:

Website Usage Data:

Employment Records (if applicable):

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:

Data Deletion and Anonymization

When Retention Period Ends: When we have no ongoing legitimate business need to process your personal information, we will either:

Backup Archives: If immediate deletion is not possible because your personal information has been stored in backup archives, we will:

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:

Network Security:

Access Controls:

Application Security:

Physical Security Measures

Facility Security:

Device Security:

Organizational Security Measures

Personnel Security:

Vendor Management:

Business Continuity:

Monitoring and Response

Security Monitoring:

Incident Response:

Compliance and Certifications

Standards and Regulations:

Regular Assessments:

Data Breach Notification

In the Event of a Data Breach:

If we discover a data breach that affects your personal information, we will:

  1. Investigate Immediately:

    • Contain the breach and secure affected systems
    • Determine scope and impact of the breach
    • Identify affected individuals and data types

  2. Notify You Promptly:

    • Within timeframe required by applicable law (typically 30–72 hours)
    • Via email to your address on file
    • Through prominent notice on our Website if widespread

  3. Provide Details:

    • Description of the incident and date discovered
    • Types of information involved
    • Steps we have taken to address the breach
    • Recommended actions you should take
    • Contact information for questions

  4. Offer Assistance:

    • Credit monitoring services if financial data exposed (as required by law)
    • Identity theft protection resources
    • Dedicated support contact for breach-related questions

  5. Regulatory Notification:

    • Notify applicable regulators as required by law
    • Cooperate with law enforcement investigations
    • File required reports with state attorneys general

Limitations and User Responsibility

No Guarantee of Absolute Security: While we implement industry-standard security measures, we cannot guarantee that the internet itself is 100% secure. Although we will do our best to protect your personal information, transmission of personal information to and from our Services is at your own risk.

Your Responsibilities:

You should only access the Services within a secure environment.

IX. WHAT ARE YOUR PRIVACY RIGHTS?

In Short: In some regions, such as the European Economic Area and California, you have rights that allow you greater access to and control over your personal information.

Depending on your location and applicable laws, you may have the following rights regarding your personal data:

Universal Rights (All Users)

Right of Access:

Right to Correction:

Right to Deletion (“Right to be Forgotten”):

Right to Limit Processing:

Right to Data Portability:

Right to Object to Processing:

Right to Withdraw Consent:

GDPR Rights (EEA Residents)

If you are a resident of the European Economic Area (EEA), you have additional rights under GDPR:

Right to Lodge Complaint:

Right Regarding Automated Decision-Making:

Data Protection Officer:

California Rights (CCPA/CPRA)

If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA):

Right to Know: You may request that we disclose:

Right to Delete:

Right to Correct:

Right to Opt-Out of Sale:

Right to Limit Use of Sensitive Personal Information:

Right to Non-Discrimination:

Authorized Agents:

Shine the Light Law:

Florida Residents

If you are a Florida resident, you may have additional rights under the Florida Information Protection Act (FIPA) and other state laws.

Making Privacy Rights Requests

How to Exercise Your Rights:

To exercise any of these rights, please contact us at:

Information We Need:

Verification Process:

Response Timeline:

No Fee for Requests:

Cookies and Tracking Opt-Out

Cookie Management:

Do Not Sell My Personal Information:

X. DO WE COLLECT INFORMATION FROM MINORS?

In Short: We do not knowingly collect data from or market to children under 18 years of age.

Age Restrictions

Minimum Age Requirement:

Parental Consent:

If We Learn of Minor Data Collection

Our Response: If we learn that personal information from users less than 18 years of age has been collected:

Notification: If you become aware of any data we have collected from children under age 18, please contact us immediately at:

We will investigate and take appropriate action within 48 hours.

XI. CONTROLS FOR DO-NOT-TRACK FEATURES

Current Status: Most web browsers and some mobile operating systems and mobile applications include a Do-Not-Track (“DNT”) feature or setting you can activate to signal your privacy preference not to have data about your online browsing activities monitored and collected.

No Uniform Standard: At this stage, no uniform technology standard for recognizing and implementing DNT signals has been finalized. As such, we do not currently respond to DNT browser signals or any other mechanism that automatically communicates your choice not to be tracked online.

Future Changes: If a standard for online tracking is adopted that we must follow in the future, we will inform you about that practice in a revised version of this Privacy Policy.

Alternative Privacy Controls: While we don’t respond to Do Not Track (DNT) signals, you can:

XII. DO CALIFORNIA RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?

In Short: Yes, if you are a resident of California, you are granted specific rights regarding access to your personal information.

California Consumer Privacy Act (CCPA) Rights

California Civil Code Section 1798.100 et seq., also known as the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), grants California residents specific rights regarding their personal information.

Right to Know: You have the right to request that we disclose certain information to you about our collection and use of your personal information over the past 12 months, including:

Right to Delete: You have the right to request that we delete any of your personal information that we collected from you and retained, subject to certain exceptions:

Right to Correct: You have the right to request correction of inaccurate personal information that we maintain about you.

Right to Opt-Out of Sale or Sharing:

Right to Limit Use of Sensitive Personal Information: You have the right to limit our use and disclosure of sensitive personal information to:

We collect and use sensitive personal information (SSN, financial account numbers) only as necessary to provide our tax and financial services.

Right to Non-Discrimination: We will not discriminate against you for exercising any of your CCPA/CPRA rights. This means we will not:

How to Exercise Your CCPA/CPRA Rights:

Making a Request: To exercise your CCPA/CPRA rights, please contact us at:

Verification: Only you, or a person registered with the California Secretary of State that you authorize to act on your behalf, may make a verifiable consumer request related to your personal information.

We must verify your identity before responding to your request. Verification requirements include:

Response Timeline:

Frequency:

California “Shine the Light” Law

California Civil Code Section 1798.83: California residents who have an established business relationship with us may request information about whether we have disclosed personal information to third parties for their direct marketing purposes.

Our Practice: We do NOT share personal information with third parties for their direct marketing purposes without your explicit consent. Therefore, you do not need to make a “Shine the Light” request.

If You Want to Confirm: If you are a California resident and would like to make such a request, please submit your request in writing to:

California Minors

If you are under 18 years of age, reside in California, and have a registered account with the Services, you have the right to request removal of unwanted data that you publicly post on the Services.

To Request Removal:

XIII. INTERNATIONAL DATA TRANSFERS

In Short: Your personal information may be transferred to and processed in countries other than your country of residence, including the United States.

Data Transfer Locations

Server Locations: Our servers are primarily located in the United States. When you use our Services, your personal information may be:

Cross-Border Transfers: If you are located outside the United States and choose to provide information to us, please note that we transfer the data, including personal information, to the United States and process it there.

Data Protection for International Transfers

Different Laws: Countries outside your residence may have data protection laws that are different from the laws of your country. However, we have taken appropriate safeguards to require that your personal information will remain protected in accordance with this Privacy Policy.

Safeguards for EEA Transfers: For transfers of data from the European Economic Area (EEA) to countries outside the EEA, we use:

Standard Contractual Clauses (SCCs):

Adequacy Decisions:

Additional Safeguards:

Your Rights for International Transfers

EEA Residents: If you are in the EEA, you have the right to:

UK Residents: Following Brexit, transfers from the UK are governed by UK GDPR and UK adequacy regulations. We comply with UK data transfer requirements.

Data Processing Locations by Service

Tax Resolution Services:

Tax Optimization Services:

Bookkeeping Services:

XIV. THIRD-PARTY SERVICES AND INTEGRATIONS

In Short: We integrate with various third-party services to provide and enhance our Services. These third parties have their own privacy policies.

Third-Party Service Providers

QuickBooks Online (Intuit):

Financial Institutions:

Payment Processors:

Tax Software and E-Filing:

Email and Communication Platforms:

Analytics and Marketing:

Cloud Storage and Backup:

Your Control Over Third-Party Integrations

Authorization Required:

Review Third-Party Policies: We encourage you to review the privacy policies of any third-party services you use in connection with our Services. We are not responsible for the privacy practices of these third parties.

Data Shared with Third Parties: When you authorize integrations, the following types of data may be shared:

XV. DO WE MAKE UPDATES TO THIS POLICY?

In Short: Yes, we will update this policy as necessary to stay compliant with relevant laws and reflect changes to our practices.

Policy Updates

Regular Reviews: We may update this Privacy Policy from time to time for reasons including:

Effective Date: The updated version will be indicated by an updated “Last Updated” date at the top of this Privacy Policy. The updated version will be effective as soon as it is accessible.

Notification of Material Changes

Material Changes: If we make material changes to this Privacy Policy that significantly affect your rights, we may notify you by:

Examples of Material Changes:

Non-Material Changes: For non-material changes (such as clarifications or administrative updates), we will simply update the policy and adjust the “Last Updated” date.

Your Continued Use

Acceptance of Changes: We encourage you to review this Privacy Policy frequently to stay informed of how we are protecting your information. Your continued use of the Services after we post changes constitutes your acceptance of the updated Privacy Policy.

If You Disagree: If you do not agree to the updated Privacy Policy, you must stop using our Services and contact us to close your account (subject to outstanding obligations).

Version History

Current Version: 2.0 (November 10, 2025) Previous Version: 1.0 (November 5, 2025)

Major changes in Version 2.0:

XVI. EXTERNAL LINKS

In Short: Our Website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites.

Third-Party Websites

Links on Our Website: Our Website may display links to third-party websites, including:

Not Our Responsibility: Unless these other websites are affiliated with Profit Solutions, we are not responsible for:

Your Responsibility: We advise you to:

No Endorsement: The presence of a link to an external website does not constitute an endorsement by Profit Solutions. We provide links for convenience and informational purposes only.

Social Media

Social Media Platforms: We maintain presence on various social media platforms:

Platform Privacy Policies: When you interact with us on social media:

User-Generated Content: If you post comments or reviews about our Services on social media or review sites:

XVII. HOW CAN YOU CONTACT US ABOUT THIS POLICY?

If you have questions or comments about this Privacy Policy, or if you wish to exercise your privacy rights, please contact us using the information below:

Contact Information

Privacy Team (For Privacy Rights and Data Requests):

General Inquiries:

Mailing Address: Profit Solutions Pro Inc.
Attn: Privacy Officer
9702 SW 83rd Way
Gainesville, FL 32608
United States

Business Hours: Monday-Friday: 9:00 AM – 6:00 PM EST
Saturday-Sunday: By Appointment

Response Timeline

General Inquiries:

Privacy Rights Requests:

Data Breach Concerns:

Complaints and Escalation

If You’re Not Satisfied: If you are not satisfied with our response to your privacy concern:

United States Residents:

California Residents:

European Economic Area Residents:

Industry Resources:

APPENDIX: GLOSSARY OF TERMS

Personal Information/Personal Data: Any information relating to an identified or identifiable individual.

Processing: Any operation performed on personal data, including collection, storage, use, disclosure, or deletion.

Data Controller: The entity that determines the purposes and means of processing personal data. Profit Solutions is the data controller for information we collect.

Data Processor: An entity that processes personal data on behalf of the data controller (e.g., our third-party service providers).

Sensitive Personal Information: Information that reveals sensitive characteristics such as SSN, financial account information, precise geolocation, or information about tax liabilities.

PCI-DSS: Payment Card Industry Data Security Standard, a set of security requirements for handling credit card information.

GDPR: General Data Protection Regulation, European Union regulation governing data privacy.

CCPA: California Consumer Privacy Act, California law governing consumer privacy rights.

CPRA: California Privacy Rights Act, amendments to CCPA providing additional protections.

Cookies: Small data files stored on your device by websites you visit.

Encryption: The process of encoding information so only authorized parties can read it.

Third Party: Any entity other than you and Profit Solutions.

DOCUMENT INFORMATION

Last Updated: November 10, 2025

Version: 2.0

Replaces: Version 1.0 (November 5, 2025)

Document History:

Review Cycle: This Privacy Policy is reviewed annually and updated as needed to reflect changes in our practices or applicable laws.

Effective Date: This Privacy Policy is effective as of the date listed above and applies to all information collected before and after this date.

© 2025 Profit Solutions Pro Inc. All rights reserved.

This Privacy Policy is proprietary and confidential. No part may be reproduced or distributed without written permission.

END OF PRIVACY POLICY

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