Privacy Policy

Date Effective: 10/14/2022

Last Updated: 10/14/2022

​

Your privacy is important to us. This Privacy Policy describes how Colonial Tax Consultants, LLC and our services ("Services") collect, share, use, and endeavor to protect the information of those who register with Colonial Tax Consultants. Colonial Tax Consultants reserves the right to change this Privacy Policy at any time, and these changes will be effective immediately upon posting to this website. We suggest visiting this page regularly to review our policy

​

Account

​

We collect and associate with your account, information like your name, email address, phone number, payment info, and physical address.

 

Services

 

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:

 

We do not sell or rent information about you. We will not disclose personal information to third parties without your consent, except as explained in this Privacy Policy.

 

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).

 

Legal Compliance

 

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.

​

Advertising
 

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.