Privacy
Privacy policy
Last updated November 10, 2026
What we collect through this website, why we collect it, and what you can ask us to do with it.
01
What this policy covers
This policy explains how PulseTax handles information collected through this website, including enquiries sent through the contact form. It does not replace the confidentiality terms in a signed engagement letter, which govern client files once we begin work together.
02
Information you give us
When you submit an enquiry we collect what you choose to send: your name, email address, an optional phone number, whether the enquiry concerns personal or business taxes, the service you are interested in, the tax year, and the details of your situation you write into the message field.
If you become a client, we also collect the records needed to prepare and file returns, which may include tax documents, income and identification details. Please do not send Social Security numbers or full tax documents through the website form; we will give you a secure way to send those once an engagement is in place.
03
Information collected automatically
Like most websites, this site is served through a hosting platform that records basic technical information such as the page requested, the date and time, and general device and browser details. This is used to keep the site running and secure, and to understand which pages are useful to visitors.
04
How we use it
- To reply to your enquiry and answer questions about your situation.
- To quote a flat fee and prepare an engagement.
- To prepare, review and file returns, and to provide the services you have engaged us for.
- To meet record-keeping, professional and legal obligations that apply to tax preparers.
- To send you a planning note or deadline reminder, where you have asked for one.
06
How long we keep it
Enquiries that do not become engagements are kept only as long as needed to follow up and keep a record of the request. Client records are kept for the period required by professional and tax rules, which is generally at least seven years after the return is filed, and longer where a matter remains open.
08
Security
Access to client information is limited to the people working on your file. We use encrypted transmission for documents and require current software and strong authentication on the systems we use. No method of transmission or storage is completely secure, but if a breach ever affected your information we would tell you and the authorities as required by law.
09
Your choices
You can ask us what information we hold about you, ask us to correct it, ask for a copy, or ask us to delete what we are not required to keep. You can also ask us to stop sending planning notes or reminders at any time.
Depending on where you live, state privacy law may give you additional rights over your personal information. Write to us at the address below and we will handle the request.
10
Children
This site is intended for adults arranging tax services. We do not knowingly collect information from children.
11
Changes to this policy
If this policy changes, the revised version will be posted here with a new date at the top of the page.
12
Contact
Questions about this policy, or a request about your information, can go to hello@pulsetax.net or 601-509-1717.