Effective Date: July 15, 2026
Business: Experience Experts Financial Solutions, LLC
Address: 8735 Dunwoody Place ste R, Atlanta, GA 30350
Email: info@eefsolutions.com
Phone: 470-447-0923
PRIVACY POLICY
1. Introduction
Experience Experts Financial Solutions, LLC (“we,” “us,” “our,” or “the Firm”) respects your privacy. This Privacy Policy explains what information we collect through our website (eefsolutions.com), how we use it, and the choices you have.
This policy covers information collected through the website — contact forms, appointment booking, and the partner recruitment form. It does not replace the separate written consent required under IRC §7216 before we use or disclose your tax return information for any purpose beyond preparing your return; that consent is addressed in our client engagement documents.
2. Information We Collect
- Contact form: name, email address, service(s) needed, and any message you submit.
- “Get Started” intake form: information you provide to begin the client onboarding process.
- Appointment booking: name, email, and scheduling details when you book a consultation through Calendly.
- Partner recruitment form: name, email, phone number, PTIN status, tax preparation experience, software familiarity, and related professional information for individuals applying to work as contractor tax preparers with the Firm.
- Automatically collected data: standard technical information such as IP address, browser type, and pages visited, collected through our website hosting and any analytics tools in use. [Confirm: list any analytics or ad-tracking tools actually in use, e.g., Google Analytics, Meta Pixel — or remove this line if none are active.]
We do not collect full tax return data through the website itself; that information is exchanged through secure client onboarding channels after engagement.
3. How We Use Your Information
We use the information collected to:
- Respond to inquiries and schedule consultations
- Process applications from prospective contractor tax preparers
- Communicate with you about our services
- Improve our website and services
- Comply with applicable legal and regulatory obligations
We do not sell your personal information.
4. Third-Party Services
Our website uses third-party tools to operate certain features, including Calendly (scheduling), Jotform and WPForms (form processing), and our website hosting provider. These providers may process the information you submit as necessary to perform their function. We select vendors that maintain reasonable security practices, but we encourage you to review their respective privacy policies.
5. Data Security
We maintain a Written Information Security Plan (WISP) consistent with IRS Publication 4557 and the FTC Safeguards Rule to protect client and prospective client information. While we take reasonable steps to safeguard information submitted through this site, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.
6. Tax Return Information (IRC §7216)
If you become a client, any tax return information you provide during the preparation process is protected under IRC §7216 and its regulations. We will not use or disclose your tax return information for purposes beyond preparing, filing, or servicing your return without your separate, specific written consent, except as otherwise permitted by law.
7. Data Retention
We retain personal information for as long as necessary to fulfill the purposes described in this policy, satisfy IRS recordkeeping requirements, and meet other legal or regulatory obligations.
8. Your Choices
You may contact us at info@eefsolutions.com to ask what information we hold about you, request corrections, or request deletion of information that is not otherwise required to be retained by law. [If you have clients in California, Colorado, or other states with specific consumer privacy statutes, confirm with counsel whether additional disclosures or rights apply to you.]
9. Children’s Privacy
Our website and services are not directed to individuals under 18, and we do not knowingly collect personal information from children.
10. Changes to This Policy
We may update this Privacy Policy from time to time. The effective date at the top will reflect the most recent revision.
11. Contact Us
Experience Experts Financial Solutions, LLC
8735 Dunwoody Place ste R, Atlanta, GA 30350
info@eefsolutions.com | 470-447-0923
TERMS OF SERVICE
1. Acceptance of Terms
By accessing or using eefsolutions.com (the “Site”), you agree to these Terms of Service. If you do not agree, please do not use the Site.
2. Description of Services
The Site provides general information about Experience Experts Financial Solutions, LLC’s tax preparation and financial services, and allows visitors to request consultations, submit inquiries, or apply to join our contractor preparer network. Actual engagement for tax preparation, bookkeeping, or consulting services is governed by a separate signed engagement letter, not by these Terms.
3. Not Professional Advice
Content on this Site is provided for general informational purposes only and does not constitute tax, legal, financial, or accounting advice. Your individual tax situation should be discussed directly with a qualified preparer. Use of the Site does not create a client relationship; a client relationship begins only upon execution of a signed engagement letter.
4. User Conduct
You agree to provide accurate information when using our contact, booking, or recruitment forms, and not to use the Site for any unlawful purpose or to misrepresent your identity or qualifications.
5. Intellectual Property
All content on this Site — including text, graphics, logos, and forms — is the property of Experience Experts Financial Solutions, LLC unless otherwise noted, and may not be reproduced without permission.
6. Third-Party Links and Tools
The Site may link to or integrate third-party tools (such as Calendly or Jotform). We are not responsible for the content, policies, or practices of third-party services.
7. Limitation of Liability
To the fullest extent permitted by law, Experience Experts Financial Solutions, LLC shall not be liable for any indirect, incidental, or consequential damages arising from your use of the Site. Nothing in these Terms limits liability that cannot be limited under applicable law. [Have counsel confirm this section — liability limitations for professional services firms are often subject to state-specific rules.]
8. Governing Law
These Terms are governed by the laws of the State of Georgia, without regard to conflict-of-law principles.
9. Changes to Terms
We may revise these Terms at any time. Continued use of the Site after changes are posted constitutes acceptance of the revised Terms.
10. Contact Us
Experience Experts Financial Solutions, LLC
8735 Dunwoody Place ste R, Atlanta, GA 30350
info@eefsolutions.com | 470-447-0923