This policy explains how 21 Century Tax, LLC (“21 Century Tax,” “we,” “us”) collects, uses, and protects information when you visit 21centurytax.com, contact us, or work with us as a partner firm. We keep it short and in plain language. If anything is unclear, contact us using the details at the end.
1. Information we collect
Information you give us
- Contact details, such as your name, firm name, title, email address, and phone number
- Business details you share when asking about a partnership, such as your firm’s services, size, and the software you use
- Anything you include in a form, email, call, or text message to us
- Agreement and payment details for firms that partner with us
Information collected automatically
Like most websites, our site and its hosting provider may record basic technical information when you visit, such as your IP address, browser type, pages viewed, and the date and time of your visit. We use this only to run, secure, and improve the site.
2. How we use information
- To respond to your questions and requests
- To evaluate, set up, and manage partner relationships
- To provide the services you or your firm engage us for
- To send appointment reminders, service updates, and, with your consent, information about our services
- To process payments and keep business records
- To protect our website and business and to meet legal requirements
3. Text messages
We send text messages only to people who have agreed to receive them, for example by checking a consent box on our form or agreeing in writing or on a recorded call. Messages may include appointment reminders, service updates, and information about our services. Message frequency varies. Message and data rates may apply.
Reply STOP to any message to stop receiving texts. Reply HELP for help, or contact us at help@21century.tax or (714) 868-0887.
We do not sell, rent, or share mobile phone numbers or text messaging consent with third parties or affiliates for their marketing or promotional purposes.
4. How we share information
We do not sell personal information. We share it only in these situations:
- Service providers that help us run our business, such as website hosting, online forms, email, phone and text messaging, scheduling, e-signature, and payment processing. They may use the information only to provide their services to us.
- Partner firms, when you or your firm ask us to work together on a client’s matter, limited to what that work requires.
- Legal reasons, when required by law, subpoena, or court order, or to protect our rights or the safety of others.
- Business transfers, if 21 Century Tax is merged, sold, or reorganized. The new owner would remain bound by this policy for information collected under it.
- With your permission, for any other purpose you approve.
5. Tax return information
When we provide tax services to a client, whether directly or through a partner firm, the client’s tax return information is protected by the client’s engagement agreement, our professional confidentiality obligations, and federal law, including Internal Revenue Code sections 7216 and 6713. We use and disclose that information only as those rules allow, and only with the client’s written consent where required. This website policy does not change those protections.
6. Cookies and similar tools
Our website does not use advertising cookies. Our website form is processed by our hosting provider and delivered to our team by email; it does not set tracking cookies. You can block or delete cookies in your browser settings. Some features may not work without them.
7. How we protect information
We use reasonable administrative, technical, and physical safeguards, including secure connections, access controls, and confidentiality requirements for the providers we work with. No system is perfectly secure. Please avoid sending sensitive information, such as Social Security numbers or account numbers, through our website form or by regular email.
8. How long we keep information
We keep information as long as we need it for the purposes described above, for as long as a business relationship is active, and afterward as required by law or for legitimate business needs such as tax and accounting records. When we no longer need it, we delete or securely dispose of it.
9. Your choices
- Ask to see, correct, or delete the information we hold about you
- Opt out of marketing emails using the unsubscribe link, or of text messages by replying STOP
- Withdraw consent you have given us, at any time
Depending on where you live, you may have additional rights under state law. To make a request, contact us using the details below. We may need to verify your identity, and we may keep information we are legally required to retain.
10. Children
Our website and services are intended for adults and businesses. We do not knowingly collect information from children under 13. If you believe a child has given us information, contact us and we will delete it.
11. Other websites
Our site may link to other websites. We are not responsible for their privacy practices, so please review their policies.
12. Changes to this policy
We may update this policy from time to time. When we do, we will post the new version on this page and change the effective date above.
13. Contact us
21 Century Tax, LLC
Idaho, USA
Email: help@21century.tax
Phone: (714) 868-0887