Disclaimers

Privacy Policy & Website Use

IBA Tax Professionals

Effective Date: January 1, 2026

IBA Tax Professionals (“we,” “us,” or “our”) is committed to protecting the privacy and security of our clients’ personal and financial information. This Privacy Policy explains how information is collected, used, stored, and protected when you visit our website, use our Shopify-powered services, or engage with our tax and financial services.

1. Information We Collect

We may collect the following types of information:

Personal Information

  • Name, address, email, and phone number

  • Social Security numbers or Taxpayer Identification Numbers (only when necessary for tax preparation)

  • Date of birth

  • Filing status and dependent information

Financial & Tax Information

  • W-2s, 1099s, and other income documents

  • Business income and expense records

  • Bank information for tax payments or refunds

Website & Shopify Data

  • Billing and payment details (processed securely through Shopify and third-party payment processors)

  • IP address, browser type, device information

  • Pages visited and interactions with our website

Note: Payment information is processed through Shopify’s secure payment gateways. IBA Tax Professionals does not store full credit or debit card numbers.

2. How We Use Your Information

We use collected information to:

  • Prepare and file federal and state tax returns

  • Provide mobile, virtual, and in-person tax services

  • Schedule consultations and services

  • Process payments through Shopify

  • Respond to inquiries and communicate with clients

  • Comply with IRS regulations and legal obligations

We do not sell, rent, or trade client information.

3. Shopify & Third-Party Services

Our website and payment processing are powered by Shopify, which may collect information necessary to provide its services. Shopify’s use of your information is governed by its own privacy policy.

We may also use third-party tools for:

  • Secure document uploads

  • Scheduling and appointment management

  • Email or SMS communication

These providers are required to maintain appropriate safeguards and confidentiality.

4. IRS Compliance & Safeguarding

IBA Tax Professionals follows IRS guidelines for protecting taxpayer data, including:

  • Secure electronic systems

  • Limited access to sensitive information

  • Encryption and password-protected portals

  • Confidential handling of all tax records

Tax information is used solely for authorized tax preparation and related services.

5. Cookies & Tracking Technologies

Our website may use cookies or similar technologies to:

  • Improve website functionality

  • Analyze traffic and usage

  • Enhance user experience

You may disable cookies through your browser settings; however, some site features may not function properly.

6. Data Retention

We retain client records only as long as necessary to:

  • Provide services

  • Meet IRS recordkeeping requirements

  • Comply with federal and state laws

Records are securely destroyed when no longer required.

7. Your Rights

You may request to:

  • Review or update your personal information

  • Request clarification about how your data is used

Certain tax records cannot be deleted due to IRS retention requirements.

8. Website Use Policy

By using this website, you agree:

  • Not to submit false or misleading information

  • Not to attempt unauthorized access to systems or data

  • That website content is for informational purposes only and does not constitute legal or tax advice

Tax advice is provided only through a formal client relationship.

9. Children’s Privacy

Our services are not directed to individuals under the age of 18 without parental or legal guardian involvement.

10. Changes to This Policy

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date.

Electronic Consent & E-File Authorization

IBA Tax Professionals

By choosing electronic services, you consent to the following:

1. Electronic Communications

You agree to receive documents, disclosures, invoices, and communications electronically via email, secure portal, or website access.

2. Electronic Signatures

You consent to the use of electronic signatures, which are legally binding and equivalent to handwritten signatures under applicable law.

3. IRS E-File Authorization

You authorize IBA Tax Professionals to:

  • Electronically file federal and state tax returns on your behalf

  • Transmit tax data to the IRS and applicable state agencies

Final submission occurs only after your review and approval.

4. Withdrawal of Consent

You may withdraw electronic consent by written notice; however, this may delay services or require alternative processing methods.

IRS Safeguards & Data Protection Notice

IBA Tax Professionals

IBA Tax Professionals is committed to protecting taxpayer information and follows IRS Safeguards Rule requirements under the Federal Trade Commission (FTC).

Our Safeguards Include:

  • Secure, encrypted systems and portals

  • Limited access to taxpayer data

  • Strong password and authentication controls

  • Confidential handling of all tax records

  • Ongoing compliance with IRS data security guidelines

Taxpayer information is used only for authorized tax preparation and related services and is never sold or shared for marketing purposes.

Data Breach Response

In the event of a data security incident, we follow applicable federal and state notification requirements.

 

Your Privacy Matters to Us

IBA Tax Professionals collects only the information necessary to provide tax and financial services. We use secure systems, IRS-compliant safeguards, and Shopify’s encrypted payment processing to protect your data. We do not sell or share your personal information.

For full details, please review our Privacy Policy.