Privacy Policy

General

This Privacy Policy applies to information we collect when you use www.carrieretaxconsulting.com, Carriere Tax Consulting, LLC's professional services, our digital products and tools, and any other websites or services that post a link to this Privacy Policy (collectively, the "Service"). This Privacy Policy describes how Carriere Tax Consulting, LLC, ("Carriere Tax Consulting," "Company," "We," "Us," or "Our"), collects, uses, and shares Service-related information about you. This Privacy Policy does not apply to information or data about you collected outside of the Service, except to the extent it is combined with information or data collected by us via the Service.

Types of Personal Data We Collect

When you create an account, subscribe to our newsletter, download our digital tools, schedule a consultation, or engage our services, we may ask you to provide Personal Information. Depending on the activity you are completing, this may include any of the following:

• Name

• Email address

• Date of birth

• Mailing address

• Mobile phone number

• Credit card or other payment information

• Tax identification information (e.g., Social Security Number, EIN) provided in connection with tax services

• Financial account information and supporting documentation provided in connection with tax or accounting services

• Other personal information as necessary

Examples of sources from which we collect information include:

• Digital products and lead-capture forms on our website

• Email opt-in and subscription forms on our website

• Discovery calls and other phone or video conversations with you

• Letters, emails, or messages from you

• Tax return organizers, engagement letters, and supporting documents

• Financial questionnaires and intake forms

• Third-party platforms you authorize us to access (e.g., QuickBooks, financial institutions, prior-year return providers)

We log IP addresses and domain names and aggregate them for system administration and to monitor use of our website. We use the aggregated information, for example, to measure the number of visits to our website, the average time spent on our website, the number of pages viewed, and to monitor various other website statistics.

Like many sites, we use "cookies" to collect information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Site.

Why We Collect Your Personal Data

We collect and use your personal data only as necessary and for the purposes for which it was obtained. We may use your personal data for some or all of the following purposes:

Tax and Accounting Services

To provide the tax strategy, tax preparation, and accounting services you have engaged us to perform; to prepare returns, financial statements, and supporting workpapers; to communicate with taxing authorities on your behalf when authorized; to comply with applicable tax law, professional standards, and licensing requirements; and to maintain client records as required by law and professional standards.

Account and Engagement Maintenance

To create and maintain your account, engagement file, and related records with us, and to administer billing, invoicing, and payment processing.

Client Service

To provide you with client services, including responses to your inquiries, complaints, and general feedback about our offerings. Client services may be provided through various forms of communication, including email, letter, telephone, video calls, and online messaging.

Client Engagement and Education

To engage you with our content, educational materials, and services. We may use your data to contact you with newsletters, marketing or promotional materials, and other information we believe will benefit you.

How Your Data Is Used

We use, store, and process information, including personal information, about you to provide, understand, improve, and develop our services; create and maintain a trusted and secure environment; and comply with our legal and professional obligations.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories exclude text-messaging originator opt-in data and consent; this information will not be shared with any third parties.

When you visit or log in to our website, cookies and similar technologies may be used by our online data partners or vendors to associate these activities with other personal information they or others have about you, including by association with your email. We (or service providers on our behalf) may then send communications and marketing to that email.

Provide, Personalize, Measure, and Improve Our Marketing

• Send you promotional messages, marketing, advertising, and other information that may be of interest to you based on your preferences, including information about us, our content, and our services, as well as advertising through social media platforms.

• Personalize, measure, and improve our advertising.

• Administer referral programs, surveys, or other promotional activities.

• Conduct profiling based on your characteristics and preferences (drawn from the information you provide to us, your interactions with our website, information obtained from third parties, and your browsing history) to send you promotional messages, marketing, advertising, and other information we think may be of interest to you.

We may use Google Analytics and similar analytics tools to track and monitor site traffic and user behavior. We may use email marketing service providers to store email addresses and send content and newsletters. We may use advertising platforms (such as Google Ads or social media advertising) to deliver relevant ads to users who have previously visited our website. We comply with the applicable policies of each platform we use.

Our Site may include social media features, such as social media "like" buttons and widgets. These features may collect your IP address, identify which page you are visiting on our site, and set a cookie to enable the feature to function properly. Social media buttons are either hosted by a third party or hosted directly on our Site.

This Privacy Policy does not apply to these features. Your interactions with these features are governed by the privacy policy of the company providing them.

Parties to Whom We Disclose Information

As a general rule, we do not disclose personal information about our prospective clients, current clients, or former clients to anyone. However, to the extent permitted by law, the AICPA Code of Professional Conduct, and applicable state board of accountancy rules, certain nonpublic information about you may be disclosed in the following situations:

• To comply with a validly issued and enforceable subpoena or summons.

• In the course of a review of our firm's practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board or organization.

• In conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser or merger partner does not disclose information obtained in the course of the review.

• As part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the action and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.

• To provide information to affiliates of the firm and non-affiliated third parties who perform services or functions for us in connection with our services to you, but only if we have a contractual agreement with the other party that prohibits them from disclosing or using the information for any purpose other than the one for which it was disclosed. Examples include tax software providers, document management and e-signature platforms, secure file-sharing services, cost segregation specialists engaged on your behalf, and records-retention vendors.

Data Retention

We retain personal information for as long as necessary to provide our services to you, to comply with our legal, tax, and professional obligations, to resolve disputes, and to enforce our agreements. Client records related to tax services are generally retained for a minimum of seven (7) years following the completion of the engagement, consistent with professional standards and applicable record-retention requirements. After the applicable retention period, we will securely destroy or de-identify your information.

Security

The security of your Personal Information is important to us, but no method of transmission over the Internet or method of electronic storage is 100% secure. While we use commercially reasonable means to protect your Personal Information, we cannot guarantee its absolute security.

Confidentiality and Security of Nonpublic Personal Information

Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees and contractors of our firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of our firm, applicable law, the AICPA Code of Professional Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations — including the Gramm-Leach-Bliley Act (GLBA) Safeguards Rule and applicable state privacy laws — to guard your personal information against unauthorized access, alteration, or premature destruction.

Your Privacy Rights

Depending on your state of residence, you may have additional rights regarding your personal information, which may include:

• The right to know or access the personal information we hold about you

• The right to correct inaccurate personal information

• The right to request deletion of your personal information, subject to legal and professional retention obligations

• The right to receive a portable copy of your personal information

• The right to opt out of the sale or sharing of personal information, or of targeted advertising

• The right to be free from discrimination for exercising your privacy rights

To exercise any of these rights, contact us at ryan@carrieretaxconsulting.com. We will respond within the time period required by applicable law. Please note that certain client information must be retained to comply with tax law, professional standards, and the AICPA Code of Professional Conduct, which may limit our ability to honor a deletion request.

Children's Privacy

Our Service is not directed to children under the age of 13, and we do not knowingly collect personal information from children under 13. If you believe a child has provided us with personal information, please contact us so we can remove it.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Your continued use of the Service after any changes constitutes your acceptance of the revised Privacy Policy.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, contact us at: ryan@carrieretaxconsulting.com.