Privacy Policy
Progressive Tax and Accounting (P and D Tax Services Inc.), referred to on this page as Progressive Tax, respects your privacy. This policy explains what information we collect, how we use it, and how to reach us with questions.
Information we collect
We collect the information you give us and the information needed to do the work you hire us for:
- Contact details, such as your name, email address, phone number, and mailing address.
- Information and documents you provide for tax preparation, including the forms, records, and files you upload through our client portal.
- Client portal account information, such as your sign-in details and the account activity needed to run your account securely.
How we use your information
We use your information to prepare and file your taxes, operate your client portal account, communicate with you about your account and your appointments, and answer your questions. We also use it to meet our legal and professional obligations as a tax preparation firm.
How we share information
We share information only with the service providers that run our website, client portal, and office systems, and only as needed for them to do that work. We may also share information when the law requires it. We never sell your personal information.
We do not sell or share your SMS opt-in data or personal information with third parties for marketing purposes.
Text messaging
If you opt in to text messages from Progressive Tax, you may receive verification codes, appointment confirmations and reminders, and occasional reminders about tax deadlines. Reply STOP at any time to end messages, or HELP for help. Message and data rates may apply.
How we protect your information
We use reasonable administrative, technical, and physical safeguards designed to protect your information, including access controls and secure systems for the documents you share with us. No system can be guaranteed completely secure, and we review our safeguards as our systems change.
How long we keep information
We keep client information and tax records for as long as needed to provide our services and to meet legal, regulatory, and professional record-keeping requirements, and we then dispose of them securely.
Contact us
Questions about this policy? Email us at progressivetax1040@gmail.com, call us at (773) 360-8230, or write to Progressive Tax and Accounting, 1256 W Jefferson St, Suite 207, Joliet, IL 60435.