Privacy Policy

Excellence Accounting LLC, doing business as Excellence Accounting Solutions (“we,” “us,” or “our”), respects your privacy. This policy explains what information we collect, how we use it, who we share it with, and how we protect it.

Contact information
Excellence Accounting LLC d/b/a Excellence Accounting Solutions
3009 Rt 257, Seneca, PA 16346
Phone (call or text): 814-992-3009
Email: rstiller@easolutionsusa.com
Website: https://easolutionsusa.com

1. Information we collect

We collect information you give us when you fill out a form on our website, call or text us, check in at our office, or become a client. This may include:

• Your name, business name, email address, phone number, and mailing address

• Details about your business, such as what it does, how it is set up, your state, and revenue range

• Tax documents and financial information you share with us so we can prepare your return or give advice

• Notes or messages you send us

When you check in at our office or upload documents, you may do so through our secure client portal, which is run by a trusted service provider.

Our website may also collect technical information, such as your browser type, device, and the pages you visit, through cookies and similar tools. See section 5 for more.

2. How we use your information

We use your information to:

• Respond to your requests and schedule calls or appointments

• Prepare tax returns and provide tax planning and business advisory services

• Send you reminders, updates, invoices, and requests for documents

• Send you information about our services, if you agreed to receive it

• Improve our website and understand how people find us

• Meet our legal and professional duties

3. Your tax information is protected

As a tax preparer, we follow federal rules that limit how we can use and share your tax return information. We will not use or share your tax return information for any purpose other than preparing your return and providing the services you hired us for, unless the law allows it or you give us your signed written consent.

4. How we share information

We do not sell your personal information. We only share it:

• With service providers who help us run our business, such as our tax software, secure client portals, payment processors, and scheduling, messaging, and email tools. They may only use your information to provide services to us.

• With other professionals you ask us to work with, such as attorneys, financial advisors, or insurance professionals. We only do this with your permission. If the information comes from your tax return, we will get your signed written consent first.

• When the law requires it, such as to respond to a valid legal request.

5. Cookies and tracking tools

Our website uses cookies and similar tools to make the site work and to understand how visitors use it. We may also use analytics and advertising tools, such as Google Analytics and the Meta (Facebook) Pixel. These tools can collect information about your visit, such as pages viewed and actions taken, and may be used to show you our ads on other websites and apps. You can limit cookies through your browser settings and manage ad preferences in your Google and Facebook account settings.

6. Emails

If you give us your email address, we may send you emails about your account, your tax return, and our services. Every marketing email will include an unsubscribe link. Unsubscribing from marketing emails will not stop important messages about your account or tax return.

7. Text messaging (SMS) privacy

• No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

• Text messaging opt-in data and consent will not be shared with any third parties.

• The sharing described in section 4 does not include text messaging opt-in data and consent.

• You will only receive text messages from us if you opt in. Message frequency varies. Message and data rates may apply.

• You can opt out at any time by replying STOP. Reply HELP for help, or call 814-992-3009.

• For full text messaging terms, see our Terms & Conditions at https://easolutionsusa.com/terms.

8. Payments

Clients pay through secure client portals or invoice links sent by text or email. Payments are handled by trusted payment companies. We do not store full credit card or bank account numbers on our website.

9. How we protect your information

We use reasonable safeguards to protect your information, including secure client portals for sending documents, limited access to client files, and secure storage. No method of sending or storing data is 100% secure, but we work hard to keep your information safe.

10. How long we keep your information

We keep your information as long as needed to provide our services and as long as IRS rules and other laws require.

11. Your choices

• You may ask us to update or correct your information.

• You may opt out of marketing emails by using the unsubscribe link.

• You may opt out of text messages by replying STOP.

• To make any request, contact us using the information above.

12. Children’s privacy

Our website and services are not meant for children under 13, and we do not knowingly collect their information.

13. Changes to this policy

We may update this policy from time to time. The newest version will always be posted on this page with the effective date.

14. Questions

If you have questions about this policy, call or text 814-992-3009 or email rstiller@easolutionsusa.com.