Here is our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.

Terms and Conditions for the Use of This Site

We respect your concerns about privacy. This policy was developed so you may visit and use our site without being concerned about how your information is being used.

In a nutshell, we do not and will not sell, rent, nor pass your information onto any third parties. If you have any concerns, please contact us.

We strive to ensure that your information is always protected and your right to privacy is honored and respected. We will not collect any personal information about our website visitors unless it is voluntarily submitted, in which case we will act in a responsible manner to protect your personal information.

As part of the services that we provide, we do collect nonpublic information from you from the following sources:

  • Information we receive from you on applications, tax organizers, worksheets and other tax documents;
  • Information about your transactions with us, our affiliates, or others;
  • Information we receive from a consumer-reporting agency.

We do not disclose any nonpublic, personal information about our clients or former clients to anyone, except as permitted by law. We give users choice and consent over how their personal information is used and remove names upon request.

If you want to modify or delete any personal information you have provided, simply contact us at +1 (615) 398-2939.

If we have NOT carried out your job/project and you want us to delete all of your information/documents submitted to us either electronically or in form of hard copies, we will delete/discard such information upon your written request.

If we have carried out and completed your job/project as a client, we will retain all of your information safely and securely and such information will NOT be deleted/discarded due to the IRS requirements for tax return preparers.

We take great care in electronic communication by implementing secure-line VPNs/data connections, Anti-Viruses, Firewalls, and Internet security tools.

 

  • Copyrights and Trademarks

This site as a whole is copyrighted as a collective work, and individual works appearing on or accessible through this site are likewise subject to copyright protection. You agree to honor the copyrights in this site (including the selection, coordination and arrangement of the contents of this site) and in the works available on or through this site. You may download and maintain single copies of designated materials for your personal use only. In addition, trademarks and images belonging to us or to others appear on or are accessible through this site. The fact that we have permitted you access to this site does not constitute authorization to reproduce our trademarks and images for any other purpose. By submitting any material to us, such as by posting a comment to a discussion group, or by sending to us an email, you are thereby granting to us a non-exclusive license to reproduce, display, distribute, modify and create derivative works from such material and to use such material and the fact of your authorship of it for marketing purposes.

  • Messaging Terms & Conditions

By default, when you sign up for any of our services, create your online account, and become our client, you have opted-in to receive text messages for business updates and reminders for business services and billing.

By submitting your phone number here, you consent to receive text messages (appointment reminders, account notifications, etc.) from HQ TAX & FINANCIAL INC. from the Contact Number: +1 (615) 398-2939. Message frequency varies. Message and data rates may apply. 

No mobile information will be shared with any third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with or obtained by any third parties.

For help, reply HELP or email us at help@eztaxez.com. If you want to opt out of text messaging services, please reply “STOP” to the recent text message. By doing that, you will be solely responsible for any missed reminder for any important document. 

  • Disclaimers and Limitations of Warranties

This site is provided as a research and reference tool. Although we make every reasonable effort to ensure that the information, tools and data provided at this site are useful, accurate, and current, we cannot guarantee that it is error-free. This site and the information available through it do not and are not intended to constitute any LEGAL ADVICE. By using this site, you assume all responsibility for and risk arising from your use of and reliance upon the contents of the site. References and links to products and services belonging to third parties are provided for your convenience and do not represent our endorsement of such products or services. This site and its contents are provided “as is.” We disclaim all warranties, express and implied, including the implied warranties of merchantability and of fitness for a particular purpose with respect to any information contained on, accessible through or derived by you from this site.

  • Termination of Site and Site Access

We reserve the right to change the contents of this site or to discontinue it at any time, as well as the right to deny access to the site to any person whom we have reasonable grounds to believe may be using the site for an unlawful or unauthorized purpose or in a manner that may harm us.

 

Client Document Upload Policy

  • Purpose of This Policy

This Client Document Upload Policy explains how HQ Tax & Financial Inc. (“HQ Tax,” “we,” “our,” or “us”) collects, receives, stores, and protects documents uploaded by clients through our website, client portal, email, or any other electronic means. This policy is designed to safeguard sensitive information and to set clear expectations regarding client responsibilities and limitations of liability.

  • Scope

This policy applies to all clients, prospective clients, and authorized representatives who upload, submit, or transmit documents to HQ Tax & Financial Inc. in connection with tax preparation, accounting, financial advisory, immigration-related financial services, or any other professional services we provide.

  • Accepted Methods of Document Upload

Clients may upload documents through the following approved channels:

  • Secure client portal provided by HQ Tax & Financial Inc.
  • Encrypted document upload tools integrated into our website
  • Secure email systems explicitly authorized by our firm

Unsecured or public file-sharing platforms are strongly discouraged.

  • Types of Documents Submitted

Clients may upload documents, including, but not limited to:

  • Tax records (W-2s, 1099s, K-1s, prior tax returns, IRS notices)
  • Financial statements and banking records
  • Identity verification documents (passport, driver’s license, ITIN/SSN cards)
  • Business records and corporate documents
  • Supporting documentation requested by our staff

Clients should upload only documents that are specifically requested or necessary for the services being provided.

  • Client Responsibilities

By uploading documents, the client acknowledges and agrees that:

  1. Accuracy: All documents submitted are accurate, complete, and unaltered to the best of the client’s knowledge.
  2. Authorization: The client has full legal authority to share the uploaded documents.
  3. Timeliness: Documents are uploaded in a timely manner to avoid delays in services.
  4. File Safety: Uploaded files are free from viruses, malware, or corrupted data.
  5. Minimum Disclosure: Clients should redact or omit information not required for service delivery whenever possible.

HQ Tax & Financial Inc. is not responsible for errors resulting from incomplete, inaccurate, or untimely document submissions.

  • Data Security & Confidentiality

HQ Tax & Financial Inc. takes data security seriously and implements reasonable administrative, technical, and physical safeguards, including:

  • Secure servers and encrypted storage (where applicable)
  • Restricted access to authorized personnel only
  • Internal confidentiality and data-handling protocols

While we take reasonable steps to protect client data, no electronic transmission or storage system can be guaranteed to be 100% secure.

  • Data Retention

Uploaded documents will be retained:

  • For the duration necessary to provide the requested services
  • As required by applicable federal, state, and regulatory record-retention laws
  • In accordance with our internal document retention and destruction policies

Clients may request the deletion of documents after service completion, subject to legal and regulatory requirements.

  • Use of Uploaded Documents

Documents uploaded by clients will be used solely for:

  • Providing professional services requested by the client
  • Compliance with legal, regulatory, or governmental requirements
  • Internal quality control and recordkeeping

We do not sell, rent, or share uploaded documents with third parties except as required by law or with the client’s explicit authorization.

  • Third-Party Use

We will NOT release your name or any information pertaining to you to other organizations. Your email address will not be released to any third party. We will not share with others any demographic information that you may provide us that can be identified as relating to you personally.

  • Limitation of Liability

To the fullest extent permitted by law, HQ Tax & Financial Inc. shall not be liable for:

  • Unauthorized access caused by client negligence
  • Transmission errors outside our control
  • Losses resulting from incomplete or incorrect documents uploaded by clients
  • Delays caused by late or improper document submission

Clients assume responsibility for safeguarding their login credentials and access permissions.

  • Client Consent

By uploading documents to HQ Tax & Financial Inc., you expressly consent to:

  • The collection, storage, and processing of your documents as described in this policy
  • Electronic communication related to your submitted documents

 

  • Policy Updates

HQ Tax & Financial Inc. reserves the right to modify this policy at any time. Updates will be posted on our website, and continued use of our document upload systems constitutes acceptance of any revised terms.

AI-Generated Content Disclaimer

Some articles, blogs, and informational content published on this website may be created or assisted using artificial intelligence (AI) software. While all content is reviewed for clarity and relevance, it is provided for general informational and educational purposes only and should not be construed as legal, tax, accounting, financial, or immigration advice. Content generated with AI may not reflect the most current laws, regulations, or official guidance and may not be applicable to your specific circumstances. Readers are encouraged to consult directly with qualified professionals at HQ Tax & Financial Inc. or other licensed advisors before making any decisions based on information found on this website.

 

Updated: 12/15/2025