Effective Date: September 15th, 2025

Carola’s Tax Assistance LLC (“we,” “us,” or “our”) is committed to protecting your privacy and maintaining the confidentiality of your personal and financial information. This Privacy Policy describes how we collect, use, store, and protect your information when you use our tax preparation and related services.

1. Information We Collect

We may collect the following types of personal information from you:

• Personal identifiers: Name, Address, Social Security number, Date of Birth.
• Contact information: Email Address, Phone Number.
• Financial information: Income, Expenses, Tax Documents, Banking Details (for Direct Deposit).
• Employment and dependent information: Employer Details, Dependent SSNs, and Birthdates.
• Government-issued documents: Driver’s License, IRS Notices, prior Tax Returns.

2. How We Use Your Information

We use your personal information to:

• Prepare and file your federal and state tax returns.
• Communicate with you regarding your tax matters.
• Respond to IRS or state tax authority inquiries on your behalf.
• Provide consultation and planning services.
• Comply with legal and regulatory requirements

We do not sell or rent your personal information with third parties.

3. How We Share Your Information

We will only share your information under these specific circumstances:

• With your consent: If you authorize us to share your information with third parties.
  Authorization is revokable.
• With service providers: Who perform services on our behalf (e.g., e-filing platforms),
  bound by confidentiality agreements
  When required by law: In response to subpoenas, legal processes, or IRS/state tax
  authority requests

4. Data Security

We implement reasonable physical, electronic, and procedural safeguards to protect your personal information, including:

• Secure file storage systems
• Encrypted email communication (where applicable)
• Restricted employee access to sensitive data
• Two-factor authentication where available

Please keep in mind that despite these precautions, no method of transmission over the Internet or storage system is 100% secure.

5. Data Retention

We retain your information for as long as necessary to:

• Provide services
• Comply with applicable laws and IRS regulations (typically 3–7 years)
• Resolve disputes and enforce agreements

When no longer needed, your information will be securely deleted or shredded, and burned.

6. Your Rights and Choices

Our clients have the right to:

• Request access to or correction of your personal information
• Withdraw your consent to use or share your data (Note: This may affect our ability to provide services)
• Request that we delete your personal data, subject to legal retention requirements

To exercise these rights, contact us at the address below.

7. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect information from minors without parental consent.

We only retain information for minors who are employed and required to file a tax return. Their information is maintained under the same standards and protections as all of our adult clients.

8. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Effective Date” at the top and post it on our website. Continued use of our services after any changes indicates your acceptance of the updated policy.

9. Contact Us

If you have any questions about this Privacy Policy or how your personal information is handled, please contact:

Carola’s Tax Assistance LLC
719-653-2620
info@carolastaxassistance.com
www.carolastaxassistance.com