Privacy Policy

Last Updated: January 2026

First Choice Tax Solutions (“we,” “us,” or “our”) is committed to protecting your personal information. This Privacy Policy explains what we collect, how we use it, and how we keep it safe when you visit thefirstchoicetax.com or engage our services.

By using our website or working with us, you agree to the practices described below.

1. Information We Collect

We collect information to deliver accurate tax preparation and related services. This may include:

Personal Information

Name

Email address

Phone number

Mailing address

Identification details (as required by law)

Financial Information

Income documents

Banking details (if required for tax preparation or related services)

Expense records

Business or tax-related documents

Website and Usage Data

IP address

Browser type

Pages visited

Cookies or similar tracking technologies

2. How We Use Your Information

We use your information to:

Provide tax preparation and related services

Prepare documents and filings

Communicate updates, requests, and appointment reminders

Improve our website and client experience

Comply with legal and regulatory obligations

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Information sharing to subcontractors in support services, such as customer service or technical platforms, is permitted.

All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

3. How We Protect Your Information

We take data security seriously. First Choice Tax Solutions uses industry-standard safeguards to protect your information from unauthorized access, disclosure, or misuse.

Security measures may include:

Encrypted data storage

Secure file-sharing systems

Access controls for internal staff

Regular system monitoring and checks

While we take reasonable steps to protect your data, no system is completely risk-free. You share information with this understanding.

4. Sharing Your Information

We only share information when necessary:

With Your Permission

To fulfill a request or deliver a service.

With Service Providers

For platforms used in tax preparation, accounting software, e-signatures, secure communication, or customer support.

When Required by Law

Including IRS requests, subpoenas, or regulatory obligations.

We do not sell, trade, or rent your personal information.

5. Data Retention

We retain your information only as long as necessary to:

Deliver services

Maintain accurate records

Comply with legal requirements

When information is no longer required, it is securely deleted or archived in accordance with compliance standards.

6. Your Rights

Depending on your location, you may have the right to:

Access your personal information

Request corrections

Request deletion where legally permitted

Limit how your information is used

To exercise these rights, contact us directly.

7. Cookies and Tracking

First Choice Tax Solutions may use cookies or tracking technologies to:

Improve website functionality

Monitor performance

Personalize user experience

You may disable cookies through your browser settings, though some features may not function as intended.

8. Third-Party Links

Our website may link to third-party tools or services. We are not responsible for their content, security, or privacy practices. We encourage you to review third-party privacy policies before sharing information.

9. Children’s Privacy

First Choice Tax Solutions does not knowingly collect personal information from children under the age of 13. If you believe a child has provided personal information, please contact us so we can remove it.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a new “Last Updated” date. Continued use of our website constitutes acceptance of the updated policy.

11. Contact Us

If you have questions about this Privacy Policy or wish to exercise your rights, contact us:

First Choice Tax Solutions

17 Royal Coach Cir

Bessemer, AL 35022

Email: [email protected]

Phone: (205) 596 7400

Website: thefirstchoicetax.com