Privacy & information security

Privacy policy.

Effective date: August 11, 2026. The Elis Tax LLC respects the privacy of prospective and current clients. This page explains the general information practices associated with the Business Tax and Books Plan landing page.

Information you provide

If you schedule a consultation, call, or email us, you may provide contact details and general information about your business, bookkeeping, and tax needs. Do not send bank statements, account credentials, tax documents, Social Security numbers, banking information, or other sensitive records through ordinary email, text message, or an unsecured website form.

Secure documents

When sensitive records are required, The Elis Tax LLC will provide instructions for using its secure TaxDome client portal. Portal access and any engagement are governed by the applicable portal terms and signed engagement documents.

How information may be used

Information may be used to respond to inquiries, evaluate service fit, schedule consultations, provide requested services, maintain business records, improve this website, and comply with legal or professional obligations.

Website measurement

This website may use analytics or advertising measurement technologies to understand visits, button clicks, and campaign performance. These technologies may collect device, browser, approximate location, referral, and interaction data. This policy will be updated if additional material tracking practices are introduced.

No client relationship

Submitting an inquiry or scheduling a consultation does not create a client relationship. A client relationship begins only after The Elis Tax LLC accepts the engagement and the required agreements are completed.

Contact

Questions about this privacy notice may be directed to stephen@theelis.com or (571) 443-0742.