Privacy Policy

Overview

This Privacy Policy describes how CS Precision Tax ("we", "us", or "our") collects, uses, and shares information when you visit csprecisiontax.com or engage us for tax preparation, bookkeeping, or advisory services. We treat your information with the same precision and care that defines our professional work.

Information we collect

We collect information you give us directly, information you authorize others to share with us, and basic technical information from your visit to our website. Specifically:

• Personal information: name, address, phone, email, Social Security number, date of birth, dependents
• Tax and financial information: W-2s, 1099s, K-1s, prior-year returns, brokerage statements, bank and credit-card records, mortgage and property records, and any other documents needed to prepare your return or maintain your books
• Business information: entity formation documents, operating agreements, payroll reports, sales-tax records, general ledger access
• Website usage information: pages visited, browser type and version, device type, approximate location, and time on page, collected via Google Analytics

How we use your information

We use the information we collect to:

• Prepare and file your federal, state, and local tax returns
• Provide bookkeeping, payroll coordination, and year-round tax planning services
• Communicate with you about your engagement, missing documents, and upcoming deadlines
• Respond to your questions and requests
• Maintain records required by IRS rules and state law
• Improve our website and the services we offer

How we share your information

We do not sell or rent your information to anyone. We share it only as follows:

• With the IRS and applicable state and local tax authorities, as required to file and support your returns
• With third parties at your direction or with your written authorization (for example, your attorney, financial advisor, or mortgage lender)
• With service providers who help us operate our practice (encrypted document portal, professional tax software, accounting software) under written confidentiality and data-security commitments
• When required by law, court order, or other legal process

As required by Internal Revenue Code Section 7216 and Treasury Regulation 301.7216-3, we will not disclose any information you provide in connection with the preparation of your tax return to third parties without your specific written consent, except as permitted by those rules (for example, to taxing authorities or as part of preparing the return).

How we protect your information

We use commercially reasonable safeguards to protect your information, including encrypted client portals for document exchange, two-factor authentication on professional accounts, encrypted devices and storage, and limited internal access on a need-to-know basis. We do not exchange sensitive tax documents over unsecured email.

Data retention

We retain client records for as long as needed to provide our services and for the period required by IRS and state regulations — generally a minimum of seven years from the filing date for tax returns and supporting documents. After that period, records are securely destroyed unless you have asked us in writing to retain them longer.

Cookies and analytics

Our website uses Google Analytics to understand how visitors find and use the site. Google Analytics sets cookies in your browser that include a randomly generated identifier and basic information about your visit (page viewed, referring page, browser, approximate location). We do not collect personally identifying information through analytics, and we do not link analytics data to your client file. You can opt out of Google Analytics by installing the Google Analytics Opt-out Browser Add-on or by adjusting your browser's cookie settings.

Your rights and choices

You may request access to the personal information we hold about you, ask us to correct inaccurate information, or ask us to delete information that we are not required by law to retain. To exercise these rights, contact us using the details at the bottom of this page.

If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA). You may request a list of the categories of personal information we have collected about you, ask us to delete that information (subject to legal retention requirements), and opt out of the sale of personal information. We do not sell personal information.

Children's privacy

Our services are intended for adults. We do not knowingly collect personal information from children under 13. If you believe we have inadvertently collected information from a child, please contact us and we will delete it.

Updates to this policy

We may update this Privacy Policy from time to time. The "Last updated" date at the top of this page shows when it was last changed. Continued use of our website or our services after an update means you accept the updated policy.

Contact us

Questions about this Privacy Policy or about the information we hold? Email us at ellasukhotskaya@gmail.com or call +1 (720) 470-5902.