Privacy Policy

Last updated: January 6, 2026

Certified Tax Service ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our tax preparation and bookkeeping services.

Information We Collect

We collect information that you provide directly to us, including:

• Personal Information: Name, address, phone number, email address, Social Security Number, date of birth
• Financial Information: Income statements (W-2s, 1099s), bank account information, investment records, expense records
• Tax-Related Information: Prior tax returns, dependent information, deduction records
• Communication Records: Messages sent through our client portal, emails, and phone communications

How We Use Your Information

We use the information we collect to:

• Prepare and file your tax returns with the IRS and state tax authorities
• Provide bookkeeping and accounting services
• Communicate with you about your tax matters
• Send appointment reminders and service updates
• Comply with legal obligations and IRS regulations
• Improve our services and client experience

Information Security

We implement appropriate technical and organizational security measures to protect your personal information, including:

• 256-bit SSL encryption for all data transmission
• Secure client portal with two-factor authentication
• Encrypted storage of sensitive documents
• Regular security audits and updates
• Employee training on data protection

Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share your information only:

• With the IRS and state tax authorities as required to file your returns
• With service providers who assist in our operations (e.g., our secure portal provider)
• When required by law or legal process
• With your explicit consent

Data Retention

We retain your tax records and related documents for a minimum of seven (7) years as required by IRS regulations. After this period, records may be securely destroyed unless you request otherwise.

Your Rights

You have the right to:

• Access your personal information in our records
• Request corrections to inaccurate information
• Request copies of your tax documents
• Opt out of marketing communications

Cookies and Tracking

Our website may use cookies to improve your browsing experience. You can control cookie settings through your browser preferences.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on our website.

Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us:

Certified Tax Service
15200 Fillmore St
West Olive, MI 49460
Phone: (616) 846-2159
Email: [email&#