Privacy Policy

We may collect information you choose to provide when you schedule an appointment, use the chat feature, submit a website form, contact us, or access a client service. This information may include your name, email address, telephone number, appointment details, and the contents of your message. A business consultation request may also include your business name and location, industry, tax treatment, revenue range, employee range, requested services, bookkeeping system and condition, preferred timing, and stated budget readiness.

While you complete the multi-step business consultation form, a draft may be stored temporarily in your current browser tab. That browser session draft is removed after a successful submission or when the tab session ends.

Please do not send Social Security numbers, tax documents, financial account information, or other highly sensitive records through an ordinary website form or chat. Use the secure client portal or another method specifically approved by Tait’s Tax Service Inc..

When you visit the website, our hosting and technology providers may automatically receive technical information such as your IP address, browser type, device type, referring page, pages viewed, and approximate location. Cookies, local storage, or similar technologies may also be used to remember site preferences and support website functionality.

We may use information to respond to inquiries, schedule appointments, evaluate whether a requested service is an appropriate fit, route a business inquiry for personal review, provide requested services, manage client relationships, operate and protect the website, improve the user experience, meet legal and professional obligations, and communicate about matters relevant to your request or engagement.

The website may use external providers for appointment scheduling, chat, hosting, analytics, email delivery, workflow automation, and client portal functionality. Business qualification submissions may be delivered by email and, when configured, copied to an internal lead-tracking or customer relationship system. When you use those features, information may be processed by the applicable provider under its own privacy terms. We encourage you to review the provider notices presented when using an external service.

Information may be shared with service providers that support website or business operations, with professional advisers when appropriate, or when disclosure is reasonably necessary to comply with law, protect rights and safety, investigate misuse, or complete a business transaction. Providers receive information only as needed for the relevant function.

We use reasonable administrative and technical safeguards appropriate to the nature of the information. No online service can guarantee complete security. Information is retained for as long as reasonably needed for the purposes described here and to satisfy legal, tax, accounting, professional, or dispute-resolution obligations.

You can limit cookies through your browser, choose not to submit optional information, and contact us to ask about information you previously provided through the website. Some requests may be limited by legal, professional, security, or recordkeeping requirements.

This website is intended for adults and is not directed to children under 13. We do not knowingly request personal information from children through this website.

We may update this policy as the website, our services, or legal requirements change. The current version and its update date will be posted on this page.