Privacy Policy – Form Specialist, LLC

Effective Date: January 2026

Form Specialist, LLC (“we,” “our,” or “us”) is committed to protecting the privacy and security of our clients’ personal information. This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website, book appointments, or use our services.

Information We Collect

We may collect the following personal information:

• Full name

• Phone number and email address

• Mailing address

• Copies of identification documents

• Tax-related documents and financial records

• Immigration form information (non-legal services only)

• Appointment and communication records

How We Collect Information

Information is collected when you:

• Schedule an appointment through our website or booking system

• Submit documents electronically or in person

• Contact us via phone, email, text, or contact forms

How We Use Your Information

We use your information to:

• Provide tax preparation, notary, immigration form assistance, and bookkeeping support

• Communicate regarding your appointments and services

• Maintain accurate client records

• Comply with federal and state regulations

How We Protect Your Information

We take appropriate administrative, technical, and physical measures to safeguard your personal information, including:

• Secure storage of paper records

• Password-protected digital files

• Limited access to authorized personnel only

Sharing of Information

We do not sell, trade, or rent your personal information.

Information may only be shared when:

• Required to file tax returns with the IRS or state agencies

• Necessary to complete your requested services

• Required by law

Immigration Form Assistance Disclaimer

Form Specialist, LLC provides non-legal immigration form assistance only. We do not offer legal advice or representation.

 

Your Rights

You may request to:

• Review your personal information

• Update inaccurate information

• Request deletion of your records where legally permitted

Third-Party Tools

We may use third-party services such as scheduling platforms, email providers, or bookkeeping software. These platforms have their own privacy policies governing your data

 

Updates to This Policy

This Privacy Policy may be updated periodically. Changes will be posted on this page with a revised effective date.

 

Contact Information

If you have any questions about this Privacy Policy, please contact:

Form Specialist, LLC

(678)-577-9000

Torres@formspecialist.net