Privacy at Professional Multiservices

Professional Multiservices, LLC and its subsidiaries (collectively "Professional Multiservices") are committed to safeguarding Personal Information ("PI") and processing PI in line with applicable privacy and data protection laws.

Our privacy notices set out the PI collected by Professional Multiservices, the purposes for which PI is collected and processed, who it may be disclosed to as well as Individuals' Rights. For further information please click on the notice that is relevant to your relationship with Professional Multiservices. In addition, our Cookie Notice applies to any person visiting any of Professional Multiservices websites.

Introduction

Professional Multiservices, LLC ("Company," "we," "us," or "our") is committed to protecting your privacy and safeguarding your personal information. This Privacy Notice explains how we collect, use, disclose, and protect your information when you use our services or visit our website.

We adhere to strict professional standards of confidentiality and comply with all applicable federal, state, and local laws regarding the protection of personal and financial information.

Information We Collect

We collect the following types of information to provide our tax, accounting, and financial services:

Personal Identification Information:
• Full name and contact information (address, phone number, email)
• Date of birth
• Social Security Number or Individual Taxpayer Identification Number (ITIN)
• Driver's license or government-issued ID

Financial Information:
• Income and employment information
• Bank account and financial institution details
• Investment and asset information
• Business financial records
• Tax returns and related documents

Communication Information:
• Phone numbers for SMS/text messaging (with consent)
• Email addresses for electronic communications
• Records of our communications with you

Website Usage Information:
• IP address and browser type
• Pages visited and time spent on our website
• Cookies and similar tracking technologies

How We Use Your Information

We use the information we collect for the following purposes:

• To prepare and file tax returns and other financial documents
• To provide bookkeeping, accounting, and payroll services
• To communicate with you about your account and services
• To send appointment reminders and service notifications via SMS (with consent)
• To respond to your inquiries and provide customer support
• To comply with legal and regulatory requirements
• To improve our services and website functionality
• To send important updates about tax laws and deadlines

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

How We Share Your Information

With Your Consent:
• When you authorize us to share information with third parties (e.g., IRS, state tax authorities)
• When you request that we communicate with your attorney, financial advisor, or other professionals

For Legal Compliance:
• To comply with federal, state, or local laws and regulations
• To respond to subpoenas, court orders, or legal process
• To comply with IRS or state tax authority requirements

With Service Providers:
• With trusted third-party service providers who assist us in operating our business (e.g., secure document storage, payment processing)
• These providers are contractually obligated to protect your information

We do not share your personal information with third parties for their marketing purposes.

Data Retention

We retain your personal and financial information for as long as necessary to:

• Provide our services to you
• Comply with legal and regulatory requirements (typically 7 years for tax records)
• Resolve disputes and enforce our agreements
• Meet professional standards and obligations

After the retention period, we will securely dispose of your information in accordance with applicable laws and professional standards.

Your Rights and Choices

You have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your information (subject to legal retention requirements)
• Opt-Out: Opt out of SMS communications at any time by replying STOP
• Withdraw Consent: Withdraw consent for certain data processing activities

To exercise these rights, please contact us using the information provided below.

Contact Us

If you have questions about this Privacy Notice or our data practices, please contact us:

Professional Multiservices, LLC 9818 Liberia Avenue Manassas, VA 20110

Phone: (703) 530-9100 Email: info@pms-taxes.com

For SMS-related inquiries, you may also text HELP to our number or reply HELP to any message you receive from us.

Last Updated: January 7, 2026