PRIVACY POLICY
Effective Date: 12/24/2025Prestige Accounting and Tax, LLC (“we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of your personal and financial information. This Privacy Policy explains how we collect, use, protect, and share information in accordance with applicable laws and regulations, including requirements set forth by the Internal Revenue Service (IRS).
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Information We Collect
We may collect personal and sensitive information including, but not limited to:
• Name, address, phone number, and email address
• Social Security numbers or taxpayer identification numbers
• Date of birth
• Income, employment, and financial information
• Tax documents and related records
• Banking information for refunds or payments
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How We Use Your Information
Your information is used solely for legitimate business purposes, including:
• Preparing and filing tax returns
• Providing bookkeeping, accounting, and advisory services
• Communicating regarding your services or account
• Complying with legal and regulatory obligations
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Information Sharing & Disclosure
We do not sell, rent, or trade your personal information.
Information may be shared only:
• With the IRS or state/local taxing authorities as required
• With authorized service providers (e.g., secure portals, e-signature platforms)
• When required by law or legal process
All third parties are required to maintain confidentiality and data security standards.
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Data Security
We implement administrative, technical, and physical safeguards to protect your information, including:
• Secure client portals and encrypted file transfers
• Password-protected systems and devices
• Restricted access to sensitive data
• Secure storage and disposal of records
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Data Retention
Client records are retained only as long as necessary to provide services and comply with legal requirements. Records are securely destroyed when no longer needed.
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Your Rights
You may request access to or correction of your personal information. You may also request information about how your data is handled by contacting us directly.
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Changes to This Policy
We may update this Privacy Policy periodically. Updates will be posted on our website with a revised effective date.TERMS OF SERVICE
Effective Date: 12/24/2025Welcome to Prestige Accounting & Tax LLC (“Prestige,” “we,” “us,” or “our”). By engaging our services, accessing our website, or using our client portal, you agree to the following Terms of Service.
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Services Provided
Prestige Accounting & Tax LLC provides professional services including, but not limited to:
• Tax preparation and filing
• Tax planning and advisory services
• Bookkeeping and accounting services
• Financial consulting and related services
Services are provided based on information supplied by the client. We do not audit or verify information unless specifically agreed in writing.
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Client Responsibilities
Clients agree to:
• Provide accurate, complete, and timely information
• Retain copies of all submitted documents
• Review all returns, reports, and filings before submission
• Notify us promptly of errors, changes, or concerns
Failure to provide complete or accurate information may affect outcomes, deadlines, or compliance.
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No Guarantee of Outcomes
Tax laws are complex and subject to change. Prestige does not guarantee:
• Specific tax outcomes
• Refund amounts
• Audit avoidance
• Acceptance of filings by taxing authorities
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Fees & Payment
Fees are disclosed prior to engagement or at the time services are rendered. Payment terms may include:
• Upfront payment
• Payment upon completion
• Payment via refund (if applicable and approved)
All fees are non-refundable once services have been performed.
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Limitation of Liability
To the fullest extent permitted under South Carolina law, Prestige Accounting & Tax LLC shall not be liable for:
• Indirect, incidental, or consequential damages
• Penalties or interest resulting from incomplete or inaccurate client information
• Actions taken by taxing authorities
Our liability, if any, is limited to the fees paid for the specific service in question.
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Confidentiality
We take client confidentiality seriously and safeguard information in accordance with IRS regulations, federal law, and applicable South Carolina requirements.
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Termination of Services
Either party may terminate services at any time. Fees for work performed prior to termination remain due.
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Governing Law
These Terms shall be governed by the laws of the State of South Carolina, without regard to conflict of law principles.IRS CIRCULAR 230 DISCLOSURE
To ensure compliance with IRS Circular 230, any tax advice contained in our communications (including emails, newsletters, or other written materials) is not intended or written to be used, and cannot be used, for the purpose of:
• Avoiding penalties under the Internal Revenue Code, or
• Promoting, marketing, or recommending any tax transaction or matter.
Tax advice is provided based on current law and guidance and may change. Clients should consult with us directly regarding their specific circumstances.SECURE PORTAL & ELECTRONIC COMMUNICATION DISCLAIMER
Prestige Accounting & Tax LLC uses secure client portals and encrypted systems to exchange sensitive information whenever possible.
However, electronic communication, including email, may carry inherent risks. By choosing to communicate electronically, you acknowledge and accept these risks.
Clients agree to:
• Use secure portals for transmitting sensitive documents whenever provided
• Protect login credentials and passwords
• Notify us immediately of suspected unauthorized access
Prestige is not responsible for breaches resulting from:
• Client misuse or sharing of login credentials
• Access to client email accounts or devices by third parties
• Client-requested communication methods outside our secure systems
Clients may request alternative secure delivery methods at any time.