Privacy Policy
Last updated: [date]. This Privacy Policy explains how Carolina Tax Pro, a unit of Carolina Tax & Accounting Pros, LLC (“we,” “us”), collects, uses, and protects your information.
Information we collect
- Information you provide: name, contact details, and the financial and tax information you share so we can provide services (including, for clients, sensitive data such as Social Security numbers and financial-account information).
- Information collected automatically: basic website analytics (pages visited, device/browser), via [Cloudflare Web Analytics / your analytics tool].
How we use it
- To provide tax, accounting, payroll, and advisory services and to communicate with you.
- To meet legal, regulatory, and professional obligations.
- To operate and improve our website and services.
How we share it
We do not sell your personal information. We share it only as needed to provide our services (e.g., e-filing with taxing authorities, or with service providers under confidentiality obligations), or as required by law. Client information is handled consistent with our obligations under the Gramm-Leach-Bliley Act and IRS confidentiality rules (including IRC §7216).
How we protect it
We maintain administrative, technical, and physical safeguards designed to protect your information, consistent with the FTC Safeguards Rule and our Written Information Security Plan. See our Security page for details. No method of transmission is 100% secure; please use our secure client portal — not email — to send sensitive documents.
Your choices
You may request access to or correction of your information, and opt out of marketing communications, by contacting us at Carolina Tax Pro support email. [Add any state-specific rights, e.g., if applicable.]
Contact
[Firm mailing address] · Carolina Tax Pro support email · Toll-free 877-714-1040.