1. Introduction

Tuan's Tax and Miscellaneous LLC ("Company", "we", "us", or "our"), a Florida limited liability company (Document# L22000056683, FEI: 88-1453982), located at 1864 68th Ave N, St. Petersburg, FL 33702, is committed to protecting your privacy.

Given the sensitive nature of tax and financial information, we hold client data to the highest standards of confidentiality and security in full compliance with applicable federal and Florida state laws.

2. Information We Collect

In connection with tax preparation and our other services, we may collect:

• Full legal name, Social Security Number (SSN) or EIN, and date of birth
• Address, phone number, and email address
• Income records, W-2s, 1099s, and other tax documents
• Bank account information for direct deposit of refunds (with consent)
• Business financial records for business tax preparation
• Government-issued identification as required by IRS regulations

3. How We Use Your Information

Information collected is used exclusively to:

• Prepare and file accurate federal and state tax returns
• Communicate with the IRS or state agencies on your behalf
• Provide document preparation and miscellaneous professional services
• Send service confirmations, refund updates, and important notices
• Comply with IRS regulations and Florida state law requirements

4. Data Storage and Security

Client tax information is stored securely with encryption and access controls in compliance with IRS Publication 4557 (Safeguarding Taxpayer Data). Physical documents are maintained securely at our principal place of business.

We retain tax records for a minimum of seven (7) years as required by IRS guidelines and applicable law.

5. Disclosure of Information

We may disclose your information only in the following limited circumstances:

• To the IRS and state tax agencies as part of your authorized tax filings
• As required by law, court order, or governmental authority
• With your written consent for specific third-party services
• To authorized tax software providers under strict data agreements

6. Your Rights

You have the right to:

• Access copies of tax returns and documents we have prepared for you
• Request correction of any inaccurate information in your file
• Withdraw authorization for any ongoing representation
• Request destruction of your records after the statutory retention period
• File a complaint with the IRS Office of Professional Responsibility if applicable

7. Cookies and Tracking

Our website may use cookies to improve browsing experience. No sensitive financial or tax data is stored in cookies. You may manage cookie preferences through your browser settings.

8. Children's Privacy

Our services are provided to adults and businesses. When preparing returns that include dependents, all data is handled under the same strict confidentiality standards and only with the consent of the filing adult.

9. Changes to This Policy

We may update this Privacy Policy periodically. Clients will be notified of material changes. Continued use of our services after notification constitutes acceptance of the updated policy.

10. Contact

1. Acceptance of Terms

By engaging Tuan's Tax and Miscellaneous LLC (Document# L22000056683, FEI: 88-1453982) for any service, you agree to these Terms of Service in full.

2. Services Description

Tuan's Tax and Miscellaneous LLC provides tax preparation (individual and business), tax planning, document preparation, bookkeeping support, business filing assistance, and miscellaneous professional services.

• Federal and Florida state tax return preparation
• IRS correspondence and notice response assistance
• Business entity formation and annual compliance filings
• General document and administrative support services

3. Client Responsibilities

Clients are responsible for:

• Providing complete, accurate, and timely tax documents and information
• Reviewing and signing all tax returns before submission
• Notifying us promptly of any changes in financial or tax status
• Paying all service fees prior to filing or release of completed returns
• Maintaining copies of all documents submitted for tax preparation

4. Fees and Payment

Service fees are disclosed prior to commencement of work. Payment is due upon completion and before release of returns or documents. We accept cash, check, and electronic payment methods as available. No refunds are issued once returns have been filed with the IRS or state agencies.

5. Accuracy and Client Liability

Tax returns are prepared based solely on information provided by the client. The accuracy of all returns depends on the completeness and truthfulness of the information you provide. Clients bear full responsibility for the accuracy of the source documents and information submitted. We are not responsible for penalties resulting from incomplete or inaccurate client-provided information.

6. Limitation of Liability

To the maximum extent permitted by Florida law, our liability is limited to the fees paid for the specific service that gave rise to the claim. We are not liable for IRS penalties, interest, or audit outcomes resulting from client-provided inaccuracies, changes in tax law, or circumstances beyond our control.

7. Confidentiality

All client tax and financial information is held in strict confidence in accordance with IRS Publication 4557 and applicable law. We do not disclose client information except as required for tax filing or by law, and only with proper authorization.

8. IRS Representation

Representation before the IRS or state tax agencies requires a separate signed Power of Attorney (Form 2848 or equivalent). Preparation of a return does not constitute authorization for representation in audits or collections unless explicitly agreed in writing.

9. Termination of Services

Either party may terminate the engagement at any time. If terminated before completion, fees for work already performed are due. We reserve the right to decline service to any client at our discretion.

10. Dispute Resolution

Any disputes shall first be addressed through direct communication. Unresolved disputes shall be submitted to binding arbitration in Pinellas County, Florida, before resorting to litigation.

11. Amendments

These Terms may be updated at any time. Clients will be notified of material changes. Continued engagement after notice constitutes acceptance of the revised terms.