Privacy Policy
Effective Date: January 1, 2026
1. Introduction
Rebecca Adams LLC ("we," "our," or "us") is an IRS Enrolled Agent–led advisory and tax resolution firm. We are committed to protecting the privacy, confidentiality, and security of our clients’ personal, financial, and business information. This Privacy Policy explains how we collect, use, disclose, store, and safeguard information obtained through our website, consultations, and professional engagements.
This policy is intended to comply with applicable federal and state privacy laws and professional obligations, including IRS regulations and the FTC Safeguards Rule.
2. Information We Collect
We may collect information directly from you, automatically through our website, or from third parties you authorize.
a. Personal Information
Name, mailing address, email address, telephone number
Date of birth and government-issued identification information
b. Financial and Tax Information
Federal, state, and local tax returns and related schedules
Income, expense, asset, and liability information
Bank account and payment information
IRS transcripts, notices, and correspondence
c. Business Information
Business name, entity type, EIN
Accounting records, payroll information, and financial statements
d. Website and Communication Data
IP address, browser type, device information
Website usage data collected via cookies or similar technologies
Emails, contact forms, scheduling data, text messages, or recorded calls (where permitted by law)
e. Other Information
Any additional information you voluntarily provide during consultations or engagements
3. How We Use Your Information
We use your information for legitimate business and professional purposes, including to:
Provide tax advisory, tax resolution, and related professional services.
Communicate with you regarding consultations, engagements, and updates.
Schedule and conduct advisory calls
Process payments and manage billing
Comply with IRS requirements, Circular 230 obligations, and other legal or regulatory duties.
Maintain internal records, quality control, and risk management.
Improve our website, services, and client experience.
We do not use your information for automated decision-making or profiling.
4. Information Sharing and Disclosure
We do not sell or rent your personal information.
We may disclose information only in the following circumstances:
a. With Your Authorization
We may share information with third parties (e.g., financial institutions, attorneys, or lenders) when you provide written or documented consent.
b. Service Providers
We may share information with trusted third-party vendors that support our operations, such as:
Secure client portals and document management systems
Tax preparation and accounting software providers
Payment processors and scheduling platforms
IT and cybersecurity providers
These vendors are contractually required to maintain confidentiality and use information solely for the services they provide to us.
c. Legal and Regulatory Requirements
We may disclose information when required by law, subpoena, court order, IRS request, or other governmental authority.
d. Protection of Rights and Safety
We may disclose information to protect our legal rights, enforce agreements, prevent fraud, or ensure the safety of our firm, clients, or others.
5. Data Security
We maintain administrative, technical, and physical safeguards designed to protect your information from unauthorized access, disclosure, alteration, or destruction. These measures include secure systems, access controls, encryption where appropriate, and staff confidentiality obligations.
Despite these safeguards, no method of transmission or storage is completely secure. By using our website or services, you acknowledge this inherent risk.
6. Data Retention
We retain personal and financial information only as long as necessary to:
Provide services
Meet IRS recordkeeping requirements.
Comply with legal, regulatory, and professional obligations.
Resolve disputes and enforce agreements.
When information is no longer required, it is securely deleted or destroyed in accordance with our data retention policies.
7. Your Privacy Rights
Depending on your jurisdiction, you may have the right to:
Request access to the personal information we maintain about you
Request correction of inaccurate or incomplete information
Request deletion of information, subject to legal and professional retention requirements
Object to or limit certain processing activities
Request a portable copy of your information, where applicable.
Requests must be submitted in writing using the contact information below. We may require identity verification before fulfilling requests.
8. Website Cookies and Third-Party Links
Our website may use cookies or similar technologies to enhance functionality and analyze usage. You may control cookies through your browser settings.
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites.
9. Children’s Privacy
Our services and website are intended for adults. We do not knowingly collect personal information from individuals under the age of 18.
10. Professional Relationship Disclaimer
Accessing our website, submitting forms, or scheduling a consultation does not create an Enrolled Agent–client relationship. A formal engagement begins only after mutual agreement and execution of an engagement letter.
11. Changes to This Privacy Policy
We may update this Privacy Policy periodically. Any material changes will be reflected by an updated effective date. Continued use of our website or services constitutes acceptance of the revised policy.
12. Contact Information
If you have questions about this Privacy Policy or our data practices, please contact:
Rebecca Adams LLC
12911 Deerpath Way
Baton Rouge, LA 70816
Email: support@rebeccaadamsllc.com
Phone: 225-293-2242
By engaging our services or using our website, you acknowledge that you have read, understood, and agree to this Privacy Policy.