Effective August 9, 2026

Privacy Policy

This policy explains how The Elis Tax LLC collects, uses, and protects information provided through this website, consultation scheduling, and related communications.

Information we collect

We may collect contact details, scheduling information, state of residence, requested service, and information you voluntarily provide about your tax or bookkeeping needs. Do not submit Social Security numbers, tax documents, banking information, or other sensitive financial information through ordinary website forms, email, or text.

How information is used

Information may be used to respond to inquiries, schedule consultations, evaluate whether The Elis Tax can assist, communicate about requested services, improve the website, measure advertising performance, and comply with applicable professional or legal obligations.

Service providers and tracking

We may use service providers for website hosting, scheduling, secure client portals, analytics, and advertising measurement. These may include Google services and Meta technologies when enabled. Those providers process information under their own terms and privacy practices. The Elis Tax does not sell personal information.

Secure document exchange

Accepted clients receive instructions for using a secure client portal. Sensitive tax and financial documents should be provided only through that approved portal.

Data retention and security

We retain information for as long as reasonably necessary to respond to requests, provide services, maintain business records, and meet legal or professional obligations. Reasonable safeguards are used, but no internet transmission or storage system can be guaranteed completely secure.

Your choices

You may request that we update or delete contact information that is not required for an active engagement, recordkeeping, or legal obligation. You may also opt out of promotional communications using the instructions provided in those messages.

No client relationship through this website

Using this website, submitting an inquiry, or scheduling a consultation does not create a client relationship. An engagement begins only after The Elis Tax accepts the matter and the required engagement documents are completed.

Contact

Questions about this policy may be directed to stephen@theelis.com or (571) 443-0742.