Privacy Policy

This policy is template text supplied with the website. It has not been reviewed by a lawyer and should be adapted to your practice and jurisdiction before the site goes live.

Information we collect

We collect the information you give us directly — your name, contact details, the service you are enquiring about and anything you choose to tell us in a message or appointment request. When you engage us to prepare a return, we collect the tax documents and identifying information required to do that work.

Our website also records basic technical information such as pages visited and approximate location, in aggregate, to understand how the site is used.

How we use it

• To respond to enquiries and confirm appointments.
• To prepare, review and file the returns you engage us for.
• To meet our own record-keeping and regulatory obligations.
• To send service messages such as deadline reminders, where you have asked for them.

How we protect it

Tax documents are handled under the confidentiality obligations that apply to tax practitioners. Files are stored securely, access is limited to the people working on your engagement, and documents are returned or destroyed on your instruction.

Please do not send Social Security numbers, account numbers or tax documents through the website forms or by ordinary email. Ask us for a secure upload link instead.

Sharing

We do not sell your information. We share it only where you have asked us to, where it is necessary to file a return or respond on your behalf, or where the law requires it.

Cookies

This website uses only the cookies required for it to function. If analytics or marketing tools are added later, this section will describe them and how to opt out.

Your choices

You can ask us what information we hold about you, ask for corrections, or ask us to delete anything we are not required to keep. Write to hello@taxprepelite.com.

Changes

If this policy changes, the revised version will be posted here with a new effective date.