About Inovex Accounting & Tax

Effective Date: 12/01/2020

Inovex Accounting & Tax LLC, located in North Carolina, respects your privacy. This Privacy Policy explains how we collect, use, store, and protect personal information when you use our website, contact us, or use our accounting, tax, payroll, bookkeeping, consulting, and related services.

By using our website or services, you agree to the terms of this Privacy Policy.

We may collect personal information that you provide to us directly, including:

Your name, business name, mailing address, email address, phone number, date of birth, Social Security number, taxpayer identification number, employer identification number, spouse and dependent information, income information, bank statements, payroll records, sales reports, bookkeeping records, tax documents, identification documents, business formation documents, and other information needed to provide our services.

We may also collect information when you contact us through our website, email, phone, text message, client portal, in person, or through other communication channels.

Inovex Accounting & Tax LLC does not knowingly collect personal information directly from children under the age of 13. Our services are intended for adults, business owners, taxpayers, and authorized representatives.

In some cases, we may receive information about a dependent or minor from a parent, guardian, or authorized taxpayer when necessary to prepare tax returns, accounting records, payroll filings, or other professional services. Such information is provided by the adult client and is used only for the purpose of completing the requested service.

If we become aware that we have collected personal information directly from a child under 13 without proper parental consent, we will take reasonable steps to delete that information. COPPA generally applies to operators of websites or online services directed to children under 13 or those knowingly collecting information from children under 13. 

We may use your information to:

Prepare and file tax returns
Provide bookkeeping, payroll, accounting, and consulting services
Communicate with you about your account or requested services
Request documents, reports, signatures, approvals, or missing information
Process payments and invoices
Maintain client records
Comply with federal, state, and local tax laws
Respond to government notices, audits, or inquiries with your authorization
Improve our website, services, client communication, and internal processes
Protect against fraud, unauthorized access, and misuse of information

If you provide your phone number and opt in to receive text messages, Inovex Accounting & Tax LLC may send SMS messages related to account notifications, document requests, bookkeeping reminders, payroll reminders, tax filing reminders, payment reminders, appointment reminders, and service related updates.

Message frequency may vary. Message and data rates may apply. You may reply STOP to opt out at any time or HELP for help.

Consent to receive text messages is not a condition of purchasing or using our services.

Mobile opt in information and SMS consent will not be sold, rented, or shared with third parties for marketing purposes.

We do not sell your personal information.

We may share your information only when necessary to provide services, comply with the law, or operate our business. This may include sharing information with:

Federal, state, or local tax agencies
Payroll providers
Bookkeeping, accounting, tax, or software platforms
Payment processors
Secure client portal providers
Professional advisors, such as attorneys or CPAs, when authorized or necessary
Service providers that help us operate our business
Government agencies, courts, or regulators when legally required
Other parties with your consent or direction

We require service providers to use reasonable safeguards and to use information only for the purpose of providing services to us or to you.

Because we provide tax, accounting, payroll, and bookkeeping services, we may collect sensitive financial and tax related information. This may include income records, deduction information, business revenue, expenses, payroll records, dependent information, bank information, tax identification numbers, and documents needed to complete professional services.

We use this information only for authorized business and professional purposes, including preparing returns, maintaining records, communicating with you, and complying with legal obligations.

We use reasonable administrative, technical, and physical safeguards to protect personal information from unauthorized access, loss, misuse, alteration, or disclosure.

However, no website, email system, storage system, or electronic transmission is completely secure. You should avoid sending highly sensitive information through unsecured email or text message unless specifically instructed and appropriate safeguards are used.

We retain personal information for as long as necessary to provide services, maintain business and tax records, comply with legal and professional obligations, resolve disputes, and enforce agreements.

Retention periods may vary depending on the type of record, the services provided, and legal requirements.

Our website may use cookies or similar technologies to improve website functionality, understand website traffic, and enhance user experience.

You can adjust your browser settings to refuse cookies or notify you when cookies are being used. Some website features may not work properly if cookies are disabled.

When you contact us by email, website form, text message, phone, or other electronic communication, we may use the information you provide to respond to your request and provide services.

Please note that standard email and text messaging may not be fully secure. For sensitive documents, we may request that you use a secure portal or other protected method.

You may contact us to update your contact information, request corrections, ask questions about your information, or opt out of certain communications.

You may opt out of SMS text messages at any time by replying STOP.

You may unsubscribe from marketing emails, if any, by following the unsubscribe instructions in the email or contacting us directly.

Our website may contain links to third party websites or services. We are not responsible for the privacy practices, content, or security of third party websites. You should review the privacy policies of any third party websites you visit.

If we become aware of a security incident involving personal information, we will take reasonable steps to investigate and respond. Where required by applicable law, including North Carolina law, we will provide notice to affected individuals and appropriate authorities.

We may update this Privacy Policy from time to time. Any updates will be posted on this page with a revised effective date. Your continued use of our website or services after updates are posted means you accept the updated Privacy Policy.

If you have questions about this Privacy Policy or how your information is handled, please contact us:

Inovex Accounting & Tax LLC
North Carolina, USA
Email: clientcare@inovextax.com
Phone: 336-324-3114