Effective Date: June 11, 2026
1. ACCEPTANCE OF TERMS
This Privacy Policy and Terms of Use (“Agreement”) governs the access and use of the website www.protaxmasters.com, its email servers, SMS, and file-sharing portal (referred to individually and collectively as the “Site”), and the services provided by ProTaxMasters (“Company,” “we,” “us, “or “our”). By accessing, browsing, or using the Site, you acknowledge that you have read, understood, and agree to be bound by this Agreement. If you do not agree, do not use the Site.
2. DATA PROCESSING & TYPES OF INFORMATION
2.1 Standard Web Processing; Consent to Automated Processing and Monitoring
To operate, secure, maintain, and improve the Site, the Site utilizes various “cookies,” tracking pixels, session replay scripts, and software development kits (SDKs) provided by third parties (e.g., Google, Meta, RingCentral) to analyze traffic, enhance user experience, and ensure tax compliance security. These technologies may collect and process information about your device and your interactions with the Site, such as IP address, device identifiers, browser type, referring/exit pages, pages viewed, timestamps, clickstream data, scrolling, mouse movements, and form interactions (including data entered into fields, even if not submitted).
By using the Site, you expressly consent to this standard web processing, including automated collection, recording, analysis, and real-time monitoring of your interactions with the Site by ProTaxMasters and our third-party providers, for the purposes of: (a) security and intrusion detection; (b) fraud prevention and abuse prevention; (c) diagnosing bugs and maintaining Site functionality; (d) performance optimization; (e) quality assurance and user experience improvement; and (f) maintaining evidence and logs in connection with disputes, chargebacks, or suspected misuse.
This consent is intended to apply to and satisfy notice/consent requirements under the California Invasion of Privacy Act (CIPA) and similar state and federal communications privacy and “wiretapping” laws.
2.2 Communication, Email, and Portal Security; Processing Consent
By communicating with ProTaxMasters via email, SMS, phone, web forms, our email servers, or by uploading documents through any ProTaxMasters secure file-sharing portal, you acknowledge and agree that:
1. All incoming and outgoing communications transmitted through our systems (including communications routed through our email servers) and any files/documents you upload to our secure portal(s) may be automatically scanned, reviewed, filtered, and processed by ProTaxMasters and/or third-party service providers for security, malware/virus detection, spam filtering, fraud prevention, account protection, recordkeeping, routing, formatting, and other administrative and operational purposes.
2. You consent to such “interception” and processing as a necessary function of our security and business operations.
3. Electronic communication is not 100% secure; while we use reasonable safeguards for sensitive data, you assume the risk of interception regarding unsolicited or unencrypted outreach.
3. TERMS OF USE
3.1 Use of the Site
You are granted a non-exclusive, non-transferable, revocable license to access and use the Site strictly in accordance with these terms. You agree not to use the Site for any purpose that is unlawful or prohibited by these Terms.
3.2 Intellectual Property
All content, including but not limited to text, graphics, logos, and software, is the property of ProTaxMasters and is protected by copyright and trademark laws. “ProTaxMasters” are proprietary marks of the Company.
3.3 User Conduct
Users are prohibited from attempting to interfere with the proper working of the Site, including the use of any robot, spider, or other automatic device to monitor or copy our web pages.
4. PRIVACY POLICY (GENERAL)
4.1 Information Collection
We collect personal information that you provide directly to us (e.g., name, SSN/EIN, financial records) and information collected automatically through your interaction with the Site (e.g., IP address, browser type).
4.2 Data Sharing
We do not sell your personal information. We disclose information to third parties only as required to perform tax services (e.g., filing with the IRS), as required by law, or as authorized by you via an IRS Form 7216 Consent.
5. SMS Terms and Conditions
1. Introduction
ProTaxMasters may disclose Personal Data and other information as follows:
- Third Parties that Help Provide the Messaging Service: We will not share your opt-in to an SMS short code campaign with a third party for purposes unrelated to supporting you in connection with that campaign. We may share your Personal Data with third parties that help us provide the messaging service, including, but not limited to, platform providers, phone companies, and other vendors who assist us in the delivery of text messages.
- Additional Disclosures: – Affiliates: We may disclose the Personal Data to our affiliates or subsidiaries; however, if we do so, their use and disclosure of your Personal Data will be subject to this Policy.
- All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
2. Purpose of SMS Notifications
Our SMS notifications are designed to:
- To provide timely and efficient delivery of important information, such as your scheduled visits, service updates, offers, and other important notifications.
3. Opt-In and Consent
By providing your phone number and opting into our SMS notifications, you confirm that you are the owner or authorized user of the phone number provided. You consent to receive recurring automated text messages (SMS, MMS) from us regarding your scheduled visits, service updates, offers, and other important notifications. Consent is not required to make any purchase from us. Message frequency may vary, but you can generally expect to receive between 1-5 messages per week.
4. Opt-Out Instructions
Your consent to receive automated texts is entirely voluntary. You may opt-out at any time:
- To stop receiving messages, reply “STOP,” “END,” “CANCEL,” “UNSUBSCRIBE,” or “QUIT” to any SMS message from us.
- You may also email us at michael@protaxmasters.com with your opt-out request.
- After you opt out, you will receive a final confirmation message, and no further messages will be sent to your number unless you re-enroll.
5. Help and Support
If you are experiencing issues with our SMS notifications or need assistance, you can:
- Reply with the keyword “HELP” to any message.
- Email us directly at michael@protaxmasters.com.
6. Message and Data Rates
Standard message and data rates may apply for any messages sent to you from us and from you to us.
Please consult your mobile service provider for details regarding your text plan or data rates.
7. Privacy and Data Security
We value your privacy and are committed to protecting your personal information. Your data will be used solely for the purposes described in this policy, such as managing your service appointments, processing payments, and ensuring proper communication regarding your services.
We do not sell, rent, or share your personal information with third parties for marketing purposes. We may share your information with third parties only as required by law, for billing and payment processing, or to fulfill our contractual obligations.
8. Data Retention
We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, including legal, accounting, or reporting requirements. After this period, your data will be securely deleted or anonymized.
9. Compliance with Regulations
We comply with all relevant laws and regulations, including the Telephone Consumer Protection Act (TCPA) and CTIA guidelines. Our practices ensure that you can easily manage your preferences, and we provide clear instructions for opting in or out of our SMS notifications.
10. Indemnification
You agree to indemnify, defend, and hold us harmless from any privacy, tort, or other claims, including claims under the TCPA or any state law equivalents, arising from your voluntary provision of a telephone number that is not owned by you and/or your failure to notify us of any changes to your mobile telephone number.
11. Participation Requirements
To participate in our SMS notifications service, you must:
- Be 18 years of age or older.
- Own a wireless device capable of two-way messaging.
- Be a subscriber to a wireless service with text messaging capabilities. Please note that not all mobile carriers support this service.
12. Dispute Resolution and Arbitration
By using our SMS notifications service, you agree to resolve any disputes with us on an individual basis and not as part of any class or representative action. You waive your right to a trial by jury and agree that any claims will be resolved through final and binding arbitration. If you do not agree to these terms, please do not participate in the service.
13. Miscellaneous
You warrant and represent that you have the necessary rights, power, and authority to agree to these Terms and Conditions and that your participation in this service does not violate any other contract or obligation. If any provision of this Agreement is found to be unenforceable or invalid, the remaining provisions will remain in full force and effect.
We reserve the right to modify these Terms and Conditions at any time. Any updates will be communicated to you via SMS or email, and your continued participation in the service constitutes acceptance of the modified terms.
14. Contact Information
If you have any questions or concerns about these Terms and Conditions or our privacy practices, please contact us at:
- Email: michael@protaxmasters.com
- Phone: (512) 537-4170
- Mailing Address: 333 Teakmill Trl., San Marcos, Texas 78666
15. Full Privacy Policy
For more detailed information on how we collect, use, and protect your data, please review our full Privacy Policy.
6. PROFESSIONAL DISCLAIMER (NO PROFESSIONAL-CLIENT RELATIONSHIP)
Your use of the Site, submission of information through the Site, or communication with us does not create a professional-client, fiduciary, or confidential relationship beyond the relationship established (if any) by a signed engagement letter or other written agreement. You should not act or refrain from acting based solely on information on the Site. ProTaxMasters provides tax preparation and tax consulting services; we do not provide legal advice.
7. NOTARY DISCLAIMER
PROTAXMASTERS IS NOT AN ATTORNEY. Any notary services (if offered) are provided solely in a notarial capacity. We do not draft legal documents as attorneys, we do not represent you in legal matters, and we do not provide legal advice.
8. LIMITATION OF LIABILITY AND WARRANTY
8.1 No Guarantee of Outcome
While ProTaxMasters strives for maximum accuracy and the optimization of legal deductions (including compliance with the OBBBA and current bonus depreciation rules), tax laws are subject to change and interpretation. We do not guarantee a specific tax outcome or the avoidance of audits.
8.2 Disclaimer of Warranties
The Site and services are provided on an “as is” and “as available” basis. ProTaxMasters makes no warranties, expressed or implied, regarding the continuous availability of the Site or the absolute security of data transmission over the internet.
8.3 Limitation of Damages
To the maximum extent permitted by law, ProTaxMasters shall not be liable for any indirect, incidental, or consequential damages arising out of your use of the Site or services. Our total liability for any claim shall not exceed the amount paid by you for the specific service giving rise to the claim.
9. INDEMNIFICATION
You agree to indemnify and hold harmless ProTaxMasters and its owner, Michael Garcia, from any claims, losses, or damages (including legal fees) resulting from your violation of these terms or your provision of inaccurate financial information for tax preparation.
10. DISPUTE RESOLUTION; INDIVIDUAL ARBITRATION REQUIRED
10.1 Mandatory Binding Arbitration
You and ProTaxMasters agree that any dispute, claim, or controversy arising out of or relating to this Agreement, the Site, any communications (including SMS), or any services provided by ProTaxMasters (collectively, “Disputes”) shall be resolved by final and binding individual arbitration, except as expressly provided below.
10.2 No Class Actions; Individual Relief Only
You and ProTaxMasters agree that each may bring claims against the other only in an individual capacity and not as a plaintiff or class member in any purported class, collective, consolidated, or representative proceeding. The arbitrator may award relief only in favor of the individual party seeking relief and only to the extent necessary to provide relief warranted by that party’s individual claim.
10.3 Arbitration Rules; Venue; Authority
The arbitration shall be administered by a recognized arbitration administrator (such as AAA or JAMS) under its applicable consumer/commercial arbitration rules, as determined by the administrator and the nature of the Dispute, as modified by this Agreement. Unless the parties agree otherwise, the arbitration shall take place in Texas (or may be conducted remotely/telephonically where permitted). The arbitrator shall have exclusive authority to resolve any Dispute, including disputes regarding the interpretation, applicability, enforceability, or formation of this arbitration agreement.
10.4 Exceptions
Either party may bring an individual action in small claims court if the claim qualifies and remains in that court, and either party may seek injunctive or equitable relief in a court of competent jurisdiction to prevent the actual or threatened infringement, misappropriation, or violation of its intellectual property or confidential information.
10.5 Time Limit
To the extent permitted by law, any Dispute must be brought within one (1) year after the claim arises, or it is permanently barred, unless a longer period is required by applicable law.
11. GOVERNING LAW
This Agreement is governed by the laws of the State of Texas, without regard to conflict of law principles.
12. SEVERABILITY
If any provision of this Agreement is held to be invalid, illegal, or unenforceable in any respect, that provision will be enforced to the maximum extent permitted by law, and the remaining provisions of this Agreement will remain in full force and effect.
13. CHANGES TO THIS AGREEMENT
We reserve the right to update this Privacy Policy and Terms of Use at any time. Updates will be reflected by the “Effective Date” at the top of this page. Your continued use of the Site following any changes constitutes acceptance of the revised terms.