Privacy Policy

Effective date: June 11, 2026 · Accounting 4 Life and Tax Services

1. Who We Are

Accounting 4 Life and Tax Services (“we,” “us,” “our”) is a company with its registered office at 328 Salvador Drive, Port Charlotte, FL 33983, and an office at 101 East Washington Street, Suite 600, Greenville, SC 29601. A4L Holdings and ProLicensor are trade names (DBAs) of Accounting 4 Life and Tax Services. This policy describes how we collect, use, and protect your personal information.

2. Information We Collect

• Contact information you submit through our contact form, by email, or by phone: name, email address, phone number, and the contents of your message.
• Engagement information you provide when you become a client: financial records, tax documents, and other materials needed to perform the services you request.
• Payment information. Payments are processed by Stripe, Inc. We receive confirmation of payment and limited billing details (such as name and last four digits of the card), but we never receive or store your full card number.

This website does not use advertising or third-party analytics cookies.

3. How We Use Your Information

• To provide accounting, tax, bookkeeping, advisory, and ProLicensor-related services you have engaged us for.
• To respond to inquiries, schedule consultations, and send quotes and invoices.
• To process payments and maintain billing records.
• To comply with legal and professional obligations, including tax-record retention requirements.

4. Payment Processing

Card payments are processed securely by Stripe. Stripe's handling of your payment data is governed by its own privacy policy, available at stripe.com/privacy. Charges will appear on your statement from Accounting 4 Life and Tax Services.

5. How We Share Information

We do not sell or rent your personal information. We share it only with:

• Service providers who help us operate (such as Stripe for payment processing), bound to use it only on our behalf;
• Tax authorities and regulators, where required to file returns or comply with the law;
• Legal processes, when disclosure is required by court order or applicable law.

6. Data Retention

We retain client engagement records for as long as required by law and professional standards — typically at least seven years for tax-related records. Contact-form inquiries that do not lead to an engagement are deleted within a reasonable period.

7. Security

We use reasonable administrative, technical, and physical safeguards to protect your information. Sensitive documents are exchanged through secure channels, and payment data is handled exclusively by Stripe's PCI-compliant infrastructure.

8. Your Rights

You may request access to, correction of, or deletion of your personal information by contacting us using the details below. Note that legal retention requirements may prevent deletion of certain tax and billing records.

9. Children

Our services and website are not directed to children under 13, and we do not knowingly collect their information.

10. Changes to This Policy

We may update this policy from time to time. The effective date above reflects the latest revision; material changes will be posted on this page.