Privacy Policy

Last updated: January 2026

At Libre Professional Services (a DBA of Sam Desai Inc.), we value your financial and personal data privacy. This privacy policy details how we collect, store, and process client information when you use our website, book calls, or access the client portal.

1. Information We Collect

We collect personal identification details (such as your name, email, phone number) when you submit questionnaires, intake forms, or use the online scheduler. If you sign up for our client portal, we collect business registry metrics, tax records, and account passwords stored securely using 256-bit encryption.

2. How We Use Your Data

We use your data exclusively to deliver tax preparation, bookkeeping, and business consulting services, negotiate with state Franchise Tax Boards and the IRS on your behalf, and send newsletters detailing start-up opportunities.

3. Data Security

All file uploads, transaction reports, and personal data are secured under strict SSL encryption. Access to tax transcripts is restricted to authorized Enrolled Agents and CPAs.

4. Third-Party Integrations

We integrate with secure third-party platforms such as Slotify (appointment scheduler) and Google Analytics. These partners are compliant with SOC2 and standard privacy frameworks.

5. Contact Information

If you have questions regarding this policy or wish to delete your portal account records, please contact us at:
[email protected](562) 925-7100