Privacy Policy

Overview

Book More Jobs, LLC d/b/a Trade Tax Pro ("Trade Tax Pro," "we," "us," or "our") operates the website at TradeTaxPro.com and provides tax preparation services to contractors and tradespeople across the United States.

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our services. By accessing our website, you acknowledge you have read and understood this policy.

This policy does not govern the separate client portal used for transmitting tax documents and signing engagement letters. That portal is governed by its own consent notice, which you will receive at the time of engagement.

Information We Collect

Information you provide directly:

• Contact details: name, email address, phone number
• Business information: trade type, business name, state of operation
• Communications: messages sent through our contact or inquiry forms
• Tax and financial information provided during the service engagement (governed by separate engagement agreement)

Information collected automatically when you visit our website:

• IP address and general geographic region (city/state level)
• Browser type, operating system, and device type
• Pages visited, time on site, and referring URL
• Cookie identifiers (see Cookies section below)

Information from third parties:

• If you schedule an appointment through our calendar link, our scheduling provider may share limited contact information with us
• Payment processing data is handled directly by our payment processor; we do not store full payment card numbers

How We Use Information

We use the information we collect to:

• Respond to inquiries and provide requested tax preparation services
• Send appointment confirmations, reminders, and service-related communications
• Process payments for services rendered
• Maintain and improve our website
• Comply with legal obligations, including IRS and state tax authority requirements
• Send periodic informational emails about tax deadlines and regulatory changes (you may opt out at any time)

We do not use your information for automated profiling or decisions that produce legal or similarly significant effects.

Sharing & Disclosure

We do not sell, rent, or trade your personal information to third parties for their marketing purposes.

We may share your information in the following limited circumstances:

• Service providers: We use trusted vendors to operate our website, manage CRM/scheduling, and process payments. These providers are contractually bound to use your data only to provide services to us.
• Tax filing: To prepare and file your tax returns, we may transmit information to the IRS, state tax authorities, and software providers (e.g., Drake Software). This disclosure is inherent to the tax preparation service you request.
• Legal requirements: We may disclose information when required by law, subpoena, court order, or to protect our legal rights.
• Business transfers: In the event of a merger, acquisition, or asset sale, client records may transfer to the successor entity. You will be notified if this occurs.

Gramm-Leach-Bliley Act (GLBA) Safeguards Notice

As a tax preparation firm, Trade Tax Pro is a "financial institution" under the Gramm-Leach-Bliley Act (GLBA) and the FTC Safeguards Rule (16 CFR Part 314). This means we are required by federal law to protect the nonpublic personal information (NPI) of our clients.

What we protect: NPI includes personally identifiable financial information that you provide to obtain tax preparation services from us, or that we obtain in the course of providing those services. Examples include Social Security Numbers, income information, bank account details, and prior tax return data.

Our safeguards include:

• A written Information Security Program (ISP) maintained by our designated security coordinator
• Risk assessments to identify threats to client data
• Access controls that limit NPI access to personnel who need it to perform their job functions
• Encryption of NPI in transit and at rest where technically feasible
• Multi-factor authentication for systems containing NPI
• Periodic training for employees handling client data
• Vendor oversight to ensure our service providers maintain appropriate safeguards
• An incident response plan for potential data breaches

Limits on sharing NPI: We share NPI only as permitted by GLBA and as described in this Privacy Policy. We do not share NPI with unaffiliated third parties for their independent marketing purposes.

Data Security

We implement industry-standard administrative, technical, and physical safeguards to protect your information, including:

• TLS/SSL encryption for all data transmitted to and from our website
• Encrypted document transmission for tax files via our client portal
• Password-protected systems with multi-factor authentication
• Regular software updates and security patches
• Physical security controls at our office locations

Retention & Deletion

We retain client tax records and related information for a minimum of seven (7) years from the date of the filing, consistent with IRS recordkeeping guidelines and standard professional practice for tax preparers.

Website contact form submissions and CRM records are retained for up to three (3) years unless you request earlier deletion.

You may request deletion of your personal information (subject to our legal recordkeeping obligations) by contacting us at the information below. We cannot delete information that we are legally required to retain.

Cookies & Analytics

Our website uses cookies and similar tracking technologies to:

• Essential cookies: Required for the website to function (e.g., form submissions, session management)
• Analytics cookies: Help us understand how visitors use our site (e.g., Google Analytics). These collect aggregate, anonymized data
• Marketing cookies: If you arrived via an ad, tracking pixels may record that you visited to measure ad effectiveness

You can control cookie settings through your browser preferences. Disabling cookies may limit some website functionality. We do not respond to browser "Do Not Track" signals at this time.

Your Rights

Depending on your state of residence, you may have rights regarding your personal information, including:

• Access: Request a copy of the personal information we hold about you
• Correction: Request that we correct inaccurate or incomplete information
• Deletion: Request that we delete your personal information (subject to legal retention requirements)
• Opt-out: Unsubscribe from marketing communications at any time using the unsubscribe link in any email
• Portability: Request your data in a portable format where technically feasible

California residents may have additional rights under the California Consumer Privacy Act (CCPA/CPRA). Texas residents should note that Texas has enacted its own data privacy law (TDPSA) with similar rights. To exercise any of these rights, contact us using the information in the Contact section below.

We will respond to verifiable requests within 45 days as required by applicable law.

Children's Privacy

Our services are intended for adults. We do not knowingly collect personal information from children under the age of 13. If you believe we have inadvertently collected information from a child, please contact us and we will promptly delete it.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or for other operational reasons. When we make material changes, we will update the "Last Updated" date at the top of this page.

We encourage you to review this policy periodically. Continued use of our website after changes are posted constitutes your acceptance of the updated policy.

Contact Us

For privacy-related questions, requests to exercise your rights, or to report a privacy concern, contact our Privacy Team: