Privacy Policy

1. Identification of Entity

This Privacy Policy applies to Office Solutions Services Inc., doing business as Principe Accounting & Tax Services (“we,” “our,” or “the Practice”), through our website located at principeaccountingtaxservices.com. Principal: Ma Princesa Principe.

2. Information This Website Collects

The public inquiry, quote, and consultation forms on this website collect:

• Contact details: full name, email address, optional phone number, and optional business name.
• Service details: the service you are interested in, client type, and scope questions (for example, transaction volume or tax years).
• Booking details: selected date, time, and timezone when you request a consultation.
• A short optional message. The forms instruct you not to enter Social Security numbers, bank account numbers, passwords, or confidential tax information.

This public website does not collect or store sensitive government identifiers (such as Social Security Numbers or EINs), bank credentials, dates of birth, or dependent information. Sensitive documents are handled only through the firm’s designated client portal after formal engagement.

3. Why Information Is Collected

The information submitted through this website is used to:

• Respond to your inquiry and provide a personalized quote.
• Schedule and confirm a consultation request.
• Prepare for a potential professional engagement before any agreement is signed.

Submitting an inquiry or booking request does not create a professional engagement or authorize tax filing. An engagement begins only after a signed agreement is in place.

4. How Inquiries and Bookings Are Processed

Form submissions and consultation requests are transmitted to the firm’s customer-relationship management (CRM) system for review by office staff. Consultation bookings are checked against the connected calendar for availability and submitted as appointment requests. Payment is not collected through this website at this time; fee arrangements are confirmed with you directly.

5. Vendors Used

This website currently relies on the following third-party services:

• A CRM and calendar platform that receives inquiry submissions and manages consultation scheduling.
• Standard website hosting and the platform that builds and serves this site.

The specific vendors, their data-handling terms, and any sub-processors should be confirmed and listed here before publication. No vendor should be named as compliant until its terms are reviewed.

6. Analytics and Cookies

This website does not currently run third-party advertising pixels or session-recording tools. Any analytics in use are limited to the CRM platform’s form and event tracking tied to the inquiry and booking flows. This section should be updated to describe any analytics or cookies that are confirmed to be active before publication.

7. Data Sharing

The information you submit is shared with the CRM and calendar platform described above so that office staff can review and respond to your inquiry. We do not sell your information. Beyond the vendors required to operate these forms, the firm does not share inquiry data with additional third parties for marketing. This statement should be reviewed and confirmed against the vendor’s actual data practices before publication.

8. Data Retention

Inquiry and booking data is retained in the CRM platform for as long as needed to respond to your request and for the firm’s internal records. A specific retention period has not yet been confirmed. The firm’s retention of client tax records is governed separately under the formal engagement agreement and applicable professional standards, not by this website policy.

9. Contacting Us About Privacy

To ask questions about this privacy policy or request changes to your submitted inquiry data, please reach out through the website’s contact page. A dedicated privacy contact email or mailing address should be added here once confirmed.

10. Policy Changes

We may update this policy as our practices change. The effective date above will be updated when an approved version is finalized. Material changes will be reflected here before they take effect.

11. California Disclosures

If this practice is subject to California privacy law (for example, the California Consumer Privacy Act, as amended), additional disclosures — including categories of personal information collected, the right to request deletion, and any “Do Not Sell or Share My Personal Information” mechanism — should be added here after legal review. These disclosures are not included in this draft because applicability has not yet been confirmed.

12. Scope of This Policy

This website privacy policy covers only the public forms and booking tools on this site. It does not replace the firm’s required financial privacy notices, written information security program, or the tax-information consents and disclosures that apply once a professional engagement is established. Those are provided separately under the engagement agreement.