How to Report Incidents to Texas Tax Heroes™ | Data Security & Support

Reporting Incidents to Texas Tax Heroes™: When and How

At Texas Tax Heroes™, client trust and data security are top priorities. Whether you're reporting a tax issue, suspicious communication, a technical problem, or a service concern, we encourage you to notify us promptly so we can take action.

Here’s how to know when to report an incident—and how to do it securely.


🚨 When to Report an Incident

You should report an incident to us immediately if any of the following occur:

🔐 Security or Privacy Concerns

  • You suspect identity theft or unauthorized access to your tax documents

  • You accidentally sent sensitive information (SSN, tax forms) to the wrong contact

  • You received suspicious emails or calls claiming to be from Texas Tax Heroes™

💼 Tax Document or Filing Errors

  • Your tax return contains errors you just noticed

  • You submitted incorrect information during intake

  • You received a notice from the IRS that doesn’t match your records

🖥️ Technical Issues

  • You’re unable to access your client portal

  • Uploads or document previews aren’t working

  • You receive system errors or bugs when using our online tools

💬 Customer Service Concerns

  • You’re unhappy with a service experience

  • You want to report unprofessional behavior

  • You have concerns about a delayed response


📣 How to Report an Incident

We make it easy to report an issue securely and directly to our team.

📨 Email (Preferred for Privacy)

Email customerservice@texastaxheroes.com
Include:

  • A brief description of the issue

  • The date it occurred

  • Any screenshots or IRS letters (if applicable)

📞 Call Us Directly

Reach our team at 832-613-0619 during business hours.
If it’s after hours, leave a voicemail with your name, callback number, and a summary of the issue.

🗂️ Secure Client Portal

Log in to your client portal and send a secure message directly to your preparer.


🔒 We Take Your Reports Seriously

All incident reports are logged, reviewed, and handled by our compliance team. If the issue involves sensitive information, we will initiate a response protocol to protect your data and assist in resolution.


📌 Remember:

The sooner you report an issue, the faster we can help.

Thank you for trusting Texas Tax Heroes™. We are committed to protecting your data, ensuring accuracy, and delivering exceptional service—every time.


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