Legal & Privacy

Effective Date: August 27, 2026
Last Updated: August 27, 2026

Tax Angels LLC respects the privacy and confidentiality of our clients and website visitors. Because tax preparation, bookkeeping, and related financial services require the handling of sensitive personal and financial information, protecting that information is an important part of our professional responsibility.

The following policies describe the use of this website and our general practices concerning information provided to Tax Angels LLC.

Privacy Policy

Information We Collect

Tax Angels LLC may collect personal information that you voluntarily provide when you contact us, schedule a consultation, become a client, complete a client questionnaire, request tax preparation or bookkeeping services, make a payment, or otherwise communicate with us.

Depending upon the services requested, this information may include contact information, financial information, tax information, business records, identification information, and other information necessary to provide professional services.

Simply visiting this website does not require you to provide Tax Angels LLC with tax or financial information.

How We Use Information

Information provided to Tax Angels LLC may be used to:

• respond to inquiries and schedule consultations;

• establish and maintain client relationships;

• prepare federal, state, and local tax returns;

• provide bookkeeping, accounting, tax planning, and related services;

• prepare invoices and process payments;

• maintain records required by law or professional standards;

• communicate with clients concerning their services; and

• comply with applicable legal and regulatory requirements.

Tax Angels LLC does not sell client personal information.

Tax return information is used and disclosed only as permitted by applicable federal law, including Internal Revenue Code §7216 and related regulations.

Service Providers

Tax Angels LLC uses reputable third-party technology and professional service providers as part of its business operations. These may include Google Workspace for business communications and productivity services and Intuit products, including ProConnect Tax and QuickBooks, for tax preparation, bookkeeping, invoicing, payment processing, and related professional services.

Information may be processed or maintained through these providers when necessary to provide requested services, subject to applicable law and the providers' respective security and privacy practices.

Data Security

Tax Angels LLC maintains administrative, technical, and physical safeguards intended to protect client information from unauthorized access, use, alteration, or disclosure.

Access to client information is limited to persons and service providers with a legitimate business need for that information.

Tax Angels LLC also maintains client and tax-preparation records as required by applicable law and professional requirements.

Email and Secure Document Transmission

Tax Angels LLC uses email for routine business communications. Clients should not send Social Security numbers, taxpayer identification numbers, banking information, identity documents, tax forms, complete tax returns, completed tax questionnaires, or other sensitive personal or financial information through ordinary email.

Tax Angels LLC provides tax clients with access to Intuit Link, a secure client portal integrated with Intuit ProConnect Tax, for the collection and transmission of tax documents and other sensitive tax information.

Clients should use the secure portal provided by Tax Angels LLC whenever submitting tax documents or other sensitive information.

If sensitive information is inadvertently received through ordinary email, Tax Angels LLC may transfer the information to the appropriate secure client record and instruct the client to use the secure portal for future transmissions.

Email should generally be used for scheduling, routine questions, notifications, and other communications that do not require transmission of sensitive taxpayer information.

Website Analytics and Cookies

Tax Angels LLC does not currently use third-party advertising pixels or behavioral analytics to track visitors for advertising purposes.

Like most websites and hosting platforms, the underlying website service may use essential technical functionality necessary to operate and secure the website.

If Tax Angels LLC introduces additional analytics, advertising, or tracking technologies, this Privacy Policy may be updated accordingly.

Professional Services Disclaimer

Information provided on this website is for general informational and educational purposes and is not individualized tax, accounting, financial, investment, or legal advice.

Visiting this website, sending an inquiry, or scheduling an initial consultation does not by itself establish a professional engagement with Tax Angels LLC.

Professional services are undertaken only after Tax Angels LLC and the client agree upon the scope and terms of the engagement.

Tax laws and administrative guidance change frequently, and information presented on this website should not be relied upon as a substitute for advice based upon a taxpayer's individual circumstances.

Tax Angels LLC does not guarantee any particular tax outcome, refund, reduction of tax liability, resolution with a taxing authority, or other financial result.

IRS Representation and Professional Credentials

The authority of a tax professional to represent a taxpayer before the Internal Revenue Service depends upon the professional's credentials, the nature of the matter, applicable IRS rules, and any authorization provided by the taxpayer.

Tax Angels LLC does not represent that every service advertised on this website includes unrestricted representation before the Internal Revenue Service.

Where representation or authorization is required, the available services and any limitations will be explained to the client before the engagement begins.

Website Terms of Use

By using this website, you agree to use its content only for lawful purposes.

The content of this website is provided for general informational purposes. Although Tax Angels LLC attempts to maintain accurate and current information, no representation or warranty is made that all website information will remain complete, current, or applicable to every circumstance.

Tax Angels LLC is not responsible for decisions made solely in reliance upon general information contained on this website.

Links to third-party websites or services may be provided for convenience. Tax Angels LLC does not control and is not responsible for the content, availability, security, or privacy practices of third-party websites.

Unless otherwise indicated, original text, graphics, branding, logos, and other original materials appearing on this website are the property of Tax Angels LLC and may not be reproduced for commercial purposes without permission.

Geographic Availability

Tax Angels LLC primarily serves clients in Vermont and New Hampshire and may provide eligible services remotely to clients in other U.S. jurisdictions.

Availability of particular services may depend upon applicable federal and state requirements, professional authorization, and the circumstances of the engagement.

Tax Angels LLC does not currently accept engagements requiring services in Utah.

Questions About Privacy

Questions concerning this Privacy Policy, the handling of personal information, or secure transmission of client documents may be directed to Tax Angels LLC using the contact information provided on this website.

Changes to These Policies

Tax Angels LLC may revise these policies periodically to reflect changes in law, technology, professional practices, or the services we provide.

The current version will be identified by the “Last Updated” date appearing at the top of this page.

© 2026 Tax Angels LLC. All rights reserved.