top of page

Privacy Policy

At Cotter Tax Service, we are committed to safeguarding your personal and financial information. This Privacy Policy outlines how we collect, use, and protect your data, and explains our commitment to confidentiality. By engaging with our services, you agree to the practices described in this policy.

1. Information We Collect

We collect personal and financial information necessary to provide tax preparation, filing, and other related services. This may include, but is not limited to:

  • Personal identification details (e.g., name, address, phone number, email)

  • Financial information (e.g., income, tax filings, deductions)

  • Employment and business-related information

2. Use of Information

Your information is collected solely for the purpose of providing you with tax-related services, including:

  • Preparing and filing tax returns

  • Providing tax advice and consultation

  • Managing your account and communicating with you regarding your tax matters

  • Complying with legal, regulatory, and business obligations

We will only use your information to carry out the services you’ve requested and will not use it for any unrelated purposes.

3. Non-Disclosure and Confidentiality

We respect your privacy and will never release, sell, or share your personal or financial information with third parties, except in the following circumstances:

  • To our employees and contractors: Those who need to know the information in order to perform the services you have requested.

  • To comply with legal or regulatory obligations: If required by law, such as to comply with subpoenas, court orders, or government investigations.

  • To third-party service providers: Only if necessary for the provision of services, such as cloud storage providers or other business partners, who are bound by confidentiality agreements.

We will take all necessary steps to ensure that your data is handled securely and in compliance with applicable privacy laws.

4. Data Protection

We implement industry-standard security measures to protect your information from unauthorized access, alteration, or disclosure. This includes:

  • Encrypted data storage

  • Secure data transfer protocols

  • Regular security audits and risk assessments

5. Retention of Information

Your personal and financial information will only be retained for as long as necessary to fulfill the purposes for which it was collected, including compliance with legal and tax-related obligations. Once no longer needed, we will securely dispose of your information.

6. Access and Control Over Your Information

You have the right to access, review, and update the personal information we have on file. If you wish to update or delete any of your information, please contact us.

​

7. Sharing of Personal Information


We do not share, sell, or disclose your personal information or mobile opt-in data to third parties without your explicit consent, except where required by law. Your information is kept confidential and used solely for the purposes you have agreed to. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with third parties. Text messaging opt-in data is not being shared with third parties.
 

8. Opting Out of Text Messages

You have the right to opt out of receiving text messages from Cotter Tax Service at any time. To opt-out, you can reply "STOP" to any text message you receive from us.
 

9. Consent and Opt-In

By providing your phone number and opting in to receive text messages, you consent to the collection and use of your personal information as described in this policy. We ensure that your consent is obtained explicitly and that you are informed about the types of messages you will receive. 

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. You will be notified of any significant changes.

11. Contact Us

If you have any questions or concerns regarding our privacy practices or your personal data, please contact us at:

​

(918)251-1744

​

By using our services, you consent to the terms of this Privacy Policy.

bottom of page