Date Effective: 10/14/2022
Last Updated: 10/14/2022
We collect and associate with your account, information like your name, email address, phone number, payment info, and physical address.
When you use our Services, we collect, process, store, and transmit information necessary for the completion of U.S. Federal and/or state tax returns, including sensitive personal identity and account information. Our software includes the ability to file a prepared return electronically (“e-file”) which requires the collection of taxpayer and preparer signature information in various forms.
How we share information:
Internal Revenue Service and State Revenue Departments (“government agencies”)
Your information will only be shared with government agencies only after the software has been directed to e-file your clients’ return(s).
At times government agencies make requests for information on our users and/or their clients. Colonial Tax Consultants will fight against any blanket request for such information. We will comply with valid legal requests limited to a single user, a preparer, or a taxpayer, and be accompanied by a signed subpoena.
Personal information may not be shared or sold with a third party for marketing or advertising purposes.
Third-Party Payment Processing
We currently use ADP (“Payment Processors”) to assist in securely processing your payment. We may collect and disclose personal and/or financial information to our third-party Payment Processors who perform services for us in connection with purchases made on our websites, on the phone, or from within the software. This information may include a valid credit card number, type, expiration date, security code, or other financial information. By making a purchase, you give us consent to use and provide your financial information as we consider necessary to process the transaction.