Privacy Policy

Information you share

COD Tax Solutions receives the information you choose to provide through our forms or direct communications. Depending on the service you request, this may include your name, contact details, filing needs, business information, and documents needed to prepare a return. Tax forms may request sensitive information such as taxpayer identification numbers, income records, dependent details, or financial account information.

Use the dedicated document submission forms for tax records. Do not put tax documents, Social Security numbers, or financial account details in an email signup or an ordinary email message.

How information is used

We use information to respond to inquiries, provide quotes, organize requested documents, prepare returns, communicate about your services, and meet applicable recordkeeping or legal obligations. Tax return information is subject to restrictions on use and disclosure under applicable law. Where authorization or consent is required, it must be obtained before the relevant use or disclosure.

If you choose to receive optional email updates through an available signup form, the information submitted may be used to send those updates. The current email signup on our quick links page is a placeholder and does not submit or store an email address.

Forms and service providers

Our document and quote forms are provided through Cognito Forms. Information entered into those forms is processed using that service. You can read the Cognito Forms privacy policy for details about its platform.

Hosting, communication, and other service providers may process information to support the services we request from them. Information may also be disclosed when authorized by you or required by law. The information shared depends on the task and applicable requirements.

Analytics, cookies, and maps

This website uses a Google tag for Google Analytics. Google may receive technical and usage information such as pages visited, device and browser details, IP address, and cookie identifiers. This helps measure how the site is used. Learn more about how Google uses information from sites that use its services.

Embedded maps and external links may connect your browser to Google or another provider. Those providers may receive technical information and use cookies under their own policies. You can use the written office address and telephone links without opening a map.

Your browser settings can block or delete cookies. Google also provides an Analytics opt-out browser add-on. Blocking cookies or scripts may affect certain embedded features.

Keeping and protecting information

Information is retained as needed for the requested services, legitimate business records, and applicable tax-record, legal, or regulatory obligations. The appropriate retention period depends on the record and its purpose.

We use measures intended to protect information and ask that you use the designated submission forms for sensitive records. No internet transmission or storage method can be guaranteed completely secure. If you believe you submitted information to the wrong place or notice a security concern, contact our team promptly.

Your choices and requests

You can choose whether to provide information, although some details may be necessary to prepare a quote or return. Contact us to ask about information you have supplied, request a correction, or discuss access or deletion where available. Some records may need to be retained to meet legal or service obligations. We may need to verify your identity before acting on a request; do not send sensitive identity documents by ordinary email.

You can stop optional marketing emails using the unsubscribe option included in those messages or by contacting us. Service-related communications may still be needed for an active engagement.

Changes to this notice

We may update this notice as our site and services change. The date on this page shows when it was last updated.