Privacy policy

Carolina Tax Service respects the privacy of every client. This policy explains what information we collect, how we use it, and how we protect it. It also serves as our financial-privacy notice.

Information we collect

To prepare your return or keep your books, we collect the information you provide and the documents you upload through your secure client portal, for example identification, income and deduction records, and prior returns. Our public website itself does not collect Social Security numbers, dates of birth, or tax documents.

How we use your information

We use your information only to provide the services you request, such as preparing and filing your returns, performing bookkeeping, and communicating with you about your work. We do not sell your information.

Disclosure of tax return information

Federal law (Internal Revenue Code §7216) prohibits us from using or disclosing the information you provide for tax preparation for any purpose other than preparing your return, unless you give us your written consent. We will not use or disclose your tax return information for any other purpose without first obtaining that consent.

Financial-privacy notice

Like all financial institutions, we collect nonpublic personal information about you from the information you provide and from your transactions with us. We restrict access to this information to those who need it to provide services to you, and we maintain physical, electronic, and procedural safeguards to protect it. We do not disclose your nonpublic personal information to anyone except as permitted by law or with your consent.

Social Security numbers

We collect Social Security numbers only as needed to prepare and file your returns, only through secure, encrypted channels, and never as a website login. We protect their confidentiality and limit access to them, consistent with North Carolina law.

Document handling and security

Documents are exchanged through encrypted professional software. For details on how we protect your information, see our security page.

Contact

Questions about this policy? Contact us at (704) 888-1234 or samhatley@carolinataxservice.com, or write to Carolina Tax Service, 217 West Main Street, Suite A, Locust, NC 28097.

This policy is provided for general information and will be reviewed periodically. It is not legal advice.