CPATAX Privacy Policy
Effective Date: January 26th 2026
CPATAX (“Company,” “we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of personal information provided by website visitors and clients. This Privacy Policy explains how information is collected, used, disclosed, and safeguarded in connection with our website and services.
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This Privacy Policy applies to information collected through our website, secure client portal, electronic communications, and services provided to clients nationwide
Information We Collect
We may collect personal, financial, and technical information, including but not limited to:
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Identifying information such as name, address, email address, telephone number, Social Security number, or taxpayer identification number
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Financial and tax-related information, including income documents, tax returns, banking information, and supporting records
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Documents and information submitted through TaxResourceCenter™, our secure client portal
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Communications between you and CPATAX, including emails, messages, and phone records
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Website usage information such as IP address, browser type, device information, pages visited, and cookies
Disclosure of Information
CPATAX does not sell, rent, or trade personal information.
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Information may be disclosed only as necessary to:
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Federal, state, or local taxing authorities
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Authorized tax software providers, processors, and service partners
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Financial institutions or third-party banks in connection with refund-related products elected by the client
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Legal or regulatory authorities when required by law, subpoena, or court order
Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, or misuse. These measures include secure systems, encrypted portals, and access controls.
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While we take reasonable steps to protect information, no method of transmission or storage is completely secure, and absolute security cannot be guaranteed.
Client Responsibilities
Clients are responsible for maintaining the confidentiality of login credentials for TaxResourceCenter™ and for ensuring that information submitted to CPATAX is accurate and complete. CPATAX is not responsible for unauthorized access resulting from a client’s failure to safeguard credentials.
Cookies and Website Analytics
Our website may use cookies or similar technologies to support functionality, analyze website traffic, and improve user experience. Cookies do not collect personal tax or financial information.
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You may adjust browser settings to refuse cookies; however, some website features may not function properly as a result.
Third-Party Services
Certain features of our website or services may be provided by third-party platforms. CPATAX does not control and is not responsible for the privacy practices or content of third-party websites or services.
Retention of Information
Personal information is retained only for as long as necessary to fulfill the purposes described in this Privacy Policy, comply with legal and regulatory requirements, and maintain business records.
Your Rights
You may request access to or correction of your personal information by contacting CPATAX using the information below, subject to applicable legal and regulatory limitations.
Changes to This Privacy Policy
CPATAX reserves the right to update or modify this Privacy Policy at any time. Changes will be posted on this page with an updated effective date. Continued use of the website or services constitutes acceptance of the revised Privacy Policy.
Contact Information
If you have questions regarding this Privacy Policy or how your information is handled, please contact:
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CPATAX
Email: info@cpataxcompany.com
Phone: (713)-242-9000