Effective Date: May 2026 | Protective Claim, LLC | 4801 Woodway Drive, Suite 212-W, Houston, Texas 77056
We collect information you provide directly to us, including your name, email address, mailing address, phone number, and payment information. For clients who require transcript retrieval, we also collect your Social Security Number (SSN) or Employer Identification Number (EIN) through a secure encrypted portal, solely for the purpose of accessing your IRS tax records.
We use the information we collect solely to provide our tax filing services, including preparing and filing IRS Form 843 on your behalf. Your personal information is used only for IRS-related filing purposes and internal record keeping. We do not use your information for marketing purposes without your consent.
We do not sell, trade, or rent your personal information to third parties. Your information is accessible only to our licensed CPA team and staff directly involved in preparing your claim. We may share information with the IRS as required to complete your filing. We may also share information as required by law or legal process.
We take the security of your personal information seriously. Sensitive data including SSNs and EINs are collected through an encrypted secure portal and are not stored on our public-facing website. We implement industry-standard security measures to protect your data from unauthorized access.
We retain your information for as long as necessary to provide our services and comply with legal obligations. Tax-related records are retained in accordance with IRS recordkeeping requirements.
You may request access to, correction of, or deletion of your personal information at any time by contacting us at the address below. We will respond to all requests within a reasonable timeframe.
Our website may use cookies and similar tracking technologies to improve your browsing experience and analyze site traffic. You may disable cookies through your browser settings, though this may affect site functionality.
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.
We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page with an updated effective date.
If you have questions about this Privacy Policy, please contact us:
Protective Claim, LLC
4801 Woodway Drive, Suite 212-W
Houston, Texas 77056
Email: info@protective-claim.com