Privacy Policy

Effective Date: September 11, 2026

O’Brien Tax Partners LLC (“O’Brien Tax Partners,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect and use information when you visit our website or contact us through our website.

Information We Collect

If you use our website contact form, we collect the information you provide, which may include your first name, last name, and email address.

We use this information to respond to your inquiry and communicate with you regarding our services.

Please do not submit Social Security numbers, tax returns, financial account information, or other sensitive personal or tax information through our website contact form.

Client Documents and Payments

Our website provides links to third-party services, including TaxDome, for secure client document exchange and payments.

When you use TaxDome to upload documents or make a payment, you are using a service provided by TaxDome. Information submitted through TaxDome is subject to TaxDome’s own terms and privacy practices.

Our website does not collect or store your tax documents or payment information through the contact form.

Website Information

Our website is hosted by Wix. Like most websites, certain information may be collected automatically when you visit the site, such as your IP address, browser type, device information, and pages visited. This information may be used to operate, maintain, and secure the website.

Information Sharing

We do not sell your personal information.

We may use service providers, such as Wix and TaxDome, to operate our website and provide services to our clients.

We may also disclose information when required by law or when reasonably necessary to protect our business, clients, or others.

Security

We take reasonable measures to protect information provided to us. However, no method of transmitting or storing information electronically can be guaranteed to be completely secure.

If you have questions about this Privacy Policy or our privacy practices, please contact O’Brien Tax Partners LLC using the contact information provided on our website.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

Last Updated: September 11, 2026