PRIVACY POLICY

Last Updated: 05/01/2026

This Privacy Policy explains how Pixel tax consalting inc (“Company,” “we,” “us,” or “our”) collects, uses, shares, and protects personal information when you visit ptc.tax, contact us, use our client portals, request services, connect third-party accounts, or work with us.

1. Information We Collect

We may collect the following categories of information:

Contact and account information: name, email, phone number, address, company name, login credentials, communication preferences, and client portal information.

Tax, accounting, and financial information: tax documents, bookkeeping records, invoices, receipts, bank statements, payroll information, entity information, EIN, ITIN-related information, SSN where required, income information, deductions, financial transactions, QuickBooks or accounting system data, and supporting documents.

Identity and compliance information: date of birth, government identification, business ownership information, bank account opening information, ITIN support information, and documents needed for legal, tax, or compliance purposes.

Client communications: emails, messages, consultation notes, uploaded documents, support requests, forms, approvals, and instructions.

Marketing and social media information: content, images, captions, usernames, analytics, campaign information, ad performance information, and social media permissions if you engage us for marketing services.

Website, device, and cookie information: IP address, browser type, device identifiers, pages visited, referral sources, cookie identifiers, analytics data, advertising data, and interactions with our website.

2. How We Use Information

We use information to:

Provide accounting, bookkeeping, tax preparation, invoicing, ITIN, banking assistance, consulting, marketing, social media, AI-enabled automation, and related services.

Operate client portals, online forms, e-signatures, payment systems, document workflows, QuickBooks/Intuit integrations, AI-enabled workflows, and other business tools.

Communicate with you, manage your account, send invoices, schedule appointments, respond to requests, and provide support.

Prepare, review, organize, and maintain records needed for tax, accounting, bookkeeping, compliance, legal, and business purposes.

Improve our website, services, security, internal processes, and client experience.

Send service updates, educational information, or marketing communications where permitted by law. You may opt out of marketing emails at any time.

Comply with legal obligations, professional obligations, court orders, subpoenas, tax laws, security requirements, and lawful government requests.

3. Tax Return Information

If we receive tax return information, we use and disclose it only as permitted by applicable tax privacy laws, professional obligations, written client authorizations, engagement agreements, or legal requirements.

We do not use tax return information for unrelated marketing, advertising, or third-party disclosure unless permitted by law and, where required, authorized by the taxpayer.

4. AI, Automation, and API Integrations

We may use AI tools, automation tools, APIs, and software integrations to help provide services. This may include QuickBooks/Intuit APIs, document processing tools, client portal tools, OpenAI or similar AI providers, workflow automation tools, and internal business systems.

Where appropriate, we use safeguards such as access controls, data minimization, anonymization, de-identification, vendor controls, and human review. We do not use client-specific tax, accounting, or financial information to train public AI models.

AI-assisted outputs may be reviewed, corrected, or approved by our team before being used as part of professional services. AI is a tool, not a substitute for professional judgment.

5. Cookies, Analytics, Meta Pixel, and Google Ads

We use cookies and similar technologies to operate the website, remember preferences, improve performance, measure traffic, understand website activity, and support advertising or conversion measurement.

These tools may include Google Analytics, Google Ads, Google Tag Manager, Meta Pixel, and similar technologies. These tools may collect or receive information from our website and elsewhere on the internet to provide measurement, analytics, remarketing, or advertising services.

We do not intentionally send sensitive tax return information, SSNs, ITINs, bank documents, uploaded tax documents, or private client portal content to advertising pixels. Advertising and analytics tags should not be placed on secure tax intake, document upload, payment, or client portal pages unless lawfully configured and consented to.

For visitors from the EEA, UK, Switzerland, or other jurisdictions requiring consent, non-essential analytics and advertising cookies should be used only after consent. You can manage cookie preferences through our cookie banner or cookie settings tool.

6. How We Share Information

We may share information with:

Service providers that help us operate our business, including tax/accounting software, client portals, cloud storage, e-signature providers, payment processors, email providers, IT providers, security providers, CRM providers, AI providers, automation providers, and analytics providers.

Third-party platforms you authorize, including QuickBooks/Intuit, Canopy or similar client portals, banks, government portals, payment providers, and social media platforms.

Professional advisors, including attorneys, accountants, auditors, insurers, compliance consultants, and collection providers.

Government agencies, courts, tax authorities, banks, and regulators when required or permitted by law or necessary to provide requested services.

Marketing and advertising providers, where permitted by law and subject to your cookie choices and privacy rights.

Business transaction parties if we are involved in a merger, acquisition, financing, reorganization, sale of assets, or similar business transaction.

We do not sell client tax return information. Some privacy laws may define certain advertising or analytics disclosures as a “sale,” “sharing,” or “targeted advertising.” Where applicable, you may opt out using our cookie settings or by contacting us.

7. Third-Party Websites and Portals

Our website may link to third-party websites, portals, or platforms. Their privacy practices are governed by their own privacy policies and terms. We are not responsible for third-party privacy or security practices.

8. Data Retention

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

For tax and accounting work, we may retain working papers and related records for up to seven years unless a different period is required by law, our written agreement, or our records retention policy. You are responsible for keeping your own original records and backup copies.

9. Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information, including sensitive tax and financial information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Please use secure portals or approved secure methods for sensitive documents whenever available.

10. Your Choices and Rights

Depending on your location and applicable law, you may have the right to request access to your personal information, correction, deletion, restriction, portability, withdrawal of consent, opt-out of marketing, opt-out of certain cookies, or opt-out of sale/sharing/targeted advertising.

To exercise privacy rights, contact us at support@ptc.tax. We may need to verify your identity before processing a request. Some information may be retained where required for tax, legal, accounting, security, or legitimate business purposes.

11. Email and Marketing Communications

You may unsubscribe from marketing emails by using the unsubscribe link or contacting us. We may still send non-marketing communications, including service messages, invoices, appointment confirmations, security notices, and legal notices.

12. International Visitors

We are based in Florida, United States. If you access our website or services from outside the United States, your information may be processed in the United States, where privacy laws may differ from those in your location.

13. Children’s Privacy

Our website and services are not intended for children under 13, and we do not knowingly collect personal information from children under 13. If you believe a child provided us information, contact us so we can delete it where required.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a new “Last Updated” date.

15. Contact

Adress:501 E Kennedy Blvd, Ste 1400, Tampa, FL 33602
Email: support@ptc.tax
Website: ptc.tax

COOKIE NOTICE / COOKIE BANNER TEXT

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We use cookies to operate our website. With your consent, we also use analytics and advertising cookies, including tools such as Google Ads and Meta Pixel, to measure website traffic, improve our services, and understand ad performance. We do not intentionally use advertising pixels to collect sensitive tax, financial, SSN, ITIN, or client portal information.

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Strictly Necessary Cookies
These cookies are required for the website to function, including security, login, forms, and basic website operations. They cannot be disabled through our cookie tool.

Analytics Cookies
These cookies help us understand how visitors use our website so we can improve performance and user experience.

Advertising Cookies
These cookies may be used by us and advertising partners, including Google Ads and Meta, to measure conversions, improve advertising, and support remarketing. These cookies should be active only if you consent where consent is required.

Functional Cookies
These cookies remember choices such as language, preferences, or form settings.

You can change or withdraw your cookie consent at any time by using our cookie settings tool or contacting us at support@ptc.tax.