Rubio Tax Services, LLC ("Rubio Tax Services," "we," "us") respects the trust you place in us when you share personal and financial details. This policy explains what we collect through this website and our other contact channels, why we collect it, and the choices you have. Rubio Tax Services, LLC is a division of Rubio International Enterprizes, LLC, with a mailing address at 1032 E. Brandon Blvd., Suite 7979, Brandon, FL 33511-5509.
Information We Collect
Information you give us. When you fill out a form on this site, call, send a WhatsApp or text message, or email us, we receive what you choose to share, such as your name, email address, phone number, the service you are asking about and the contents of your message.
Information needed to do the work. If you become a client, we collect the documents and details required for the service you request, for example income forms, prior returns, IRS notices, bank statements, business records and identification. We ask for these directly and only after you decide to work with us.
Information collected automatically. Like most websites, our hosting provider may record basic technical data when you visit, such as your browser type, device, pages viewed and IP address, and may use cookies or similar technology to keep the site and its forms working and secure.
Please do not send Social Security numbers, bank account numbers or tax documents through the website form or by regular email. Once we are working together, we will tell you the safest way to get those to us.
How We Use Your Information
- To reply to your questions and schedule consultations.
- To prepare returns, keep books, explain IRS notices and deliver the other services you ask us to provide.
- To send reminders and updates about your own appointments, documents, deadlines and account.
- To keep records required by law and by the professional rules that apply to tax preparers.
- To keep this website running, secure and working properly.
Your Tax Information Stays Confidential
Federal law places strict limits on how tax return preparers may use and disclose tax return information. We use your tax information to provide the services you hired us for. We do not sell it, and we do not use or share it for any other purpose unless the law allows it or you give us written consent.
When We Share Information
We do not sell, rent or trade your personal information. We share it only:
- With government agencies such as the IRS or the Florida Department of Revenue when we file returns you have authorized, or request your IRS records with your written permission.
- With service providers that help us run our office and this website (for example website hosting, form handling, secure file transfer and tax software), who may use it only to provide those services to us.
- With payroll, benefits or other partner providers, but only when you ask us to set up or coordinate a service through them.
- When required by law, subpoena or court order, or to protect our rights or the safety of others.
Text Messages & WhatsApp
If you text or message us, or give us your mobile number and agree to receive messages, we may contact you by text or WhatsApp about your request, appointments and services. Message frequency varies, and message and data rates may apply. You can reply STOP at any time to stop text messages, or tell us you prefer another way to be contacted.
We do not share or sell your mobile number or your consent to receive text messages with third parties or affiliates for their marketing purposes.
How We Protect Information
We use reasonable administrative, technical and physical safeguards to protect the information you share with us, and we limit access to people who need it to serve you. No website or method of transmission is completely secure, so we cannot guarantee absolute security.
How Long We Keep It
We keep client records for as long as needed to provide our services and to meet legal, tax and professional record-keeping requirements. General inquiries that do not lead to an engagement are kept only as long as reasonably needed to respond and follow up.
Your Choices
- You can ask us what personal information we hold about you and request that we correct it.
- You can ask us to delete information we are not required to keep.
- You can opt out of non-essential messages at any time by replying STOP to a text or telling us by phone or email.
- You can set your browser to refuse or delete cookies, although some site features, such as forms, may not work as a result.
Children's Privacy
This website is meant for adults. We do not knowingly collect personal information online from children under 13. Information about dependents is collected only from a parent or guardian as part of tax or related services.
Links to Other Websites
This site links to outside websites such as social media pages, WhatsApp and government resources. Their own privacy policies apply when you visit them, and we are not responsible for their content or practices.
Changes to This Policy
We may update this policy from time to time. The date at the top of this page shows when it was last changed.
Contact Us
Questions about this policy or your information? Reach us at:
Rubio Tax Services, LLC
1032 E. Brandon Blvd., Suite 7979
Brandon, FL 33511-5509
Toll free: 1 (877) 277-6266
Email: Taxes@