Our Commitment to Your Privacy
Elevated Tax & Accounting respects the privacy of our clients and has always considered our professional relationship with you to be one requiring the utmost trust and confidence. We place a high priority on protecting the information you provide.
We collect certain personal information about you — but only when that information is provided by you or is obtained by us with your authorization. We use that information to prepare your income tax returns and may also use it to provide various tax and financial planning services to you at your request.
Information We Collect
Examples of sources from which we collect information include:
- Interviews and phone calls with you
- Letters or e-mails to you
- Letters or e-mails from you
- Tax return organizers
- Other documents we use in preparing your tax return
Disclosure
As a general rule, we do not disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:
- To comply with a validly issued and enforceable subpoena or summons
- In the course of a review of our firm’s practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board or organization
- In conjunction with a prospective purchase, sale or merger of all or part of our practice, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser or merger partner does not disclose information obtained in the course of the review
- As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record
- To provide information to affiliates of the firm and non-affiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party which prohibits them from disclosing or using the information other than for the purposes for which it was disclosed (an example of such a disclosure would include engaging a records-retention agency to store prior year records)
We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
Confidentiality and Security of Nonpublic Personal Information
Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of our firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access.
In the interest of facilitating our services to you, we may communicate by e-mail. Such communications may include information that is confidential to you or your company. While we will use our best efforts to keep such communications secure in accordance with our obligations under applicable laws and professional standards, you recognize and accept that we have no control over the unauthorized interception of these communications once they have been sent and consent to our use of these electronic devices during our engagements.
Elevated Tax & Accounting advisers do not share any information collected with third parties for marketing or promotional purposes.
Text Message (SMS) Communications
SMS opt-in consent or phone numbers for SMS purposes will NOT be shared. We will not share your telephone numbers with third parties.
By providing your informed consent for SMS, you acknowledge that you have understood the information below and agree to participate in our text (SMS) messaging service.
Purpose and Description
Elevated Tax & Accounting’s text (SMS) messaging service is designed to provide you with helpful information, reminders, and notifications via text messages sent to your mobile phone. We may use text (SMS) messages to communicate with you for a variety of purposes, including:
- Announcements and reminders of upcoming deadlines/events
- Reminders about payments
- Surveys and polls
- Requests for documents
Voluntary Participation
Participation in our text (SMS) messaging service is entirely voluntary. You have the right to refuse or withdraw your consent at any time. To withdraw consent, we require that you submit a letter in writing declining consent.
Benefits and Risks
Benefits:The text (SMS) messaging service aims to keep you informed about Elevated Tax & Accounting by providing an additional method of convenient and timely communication.
Risks: While every effort will be made to protect the security and confidentiality of information transmitted through text (SMS) messages, there are inherent risks associated with all electronic communication. These risks include unauthorized access, loss of privacy, and potential breach of sensitive information. It is important to be aware that text (SMS) messages may not be entirely secure and could be intercepted or accessed by unintended recipients. We do not send tax returns through text (SMS) message.
Potential Costs
Participation in the text (SMS) messaging service may involve standard text messaging charges applied by your mobile service provider. Please consult your mobile service provider regarding any applicable fees or charges.
Information Collected Through This Website
When you submit our contact form, we collect the information you provide — your name, email address, phone number, service of interest, and message. That submission is processed through Formspree, a third-party form-handling service we use to receive and respond to inquiries. We do not use information submitted through this website for marketing or promotional purposes, and we do not sell or share it with third parties except as necessary to operate the form itself.
This website provides links to client portals hosted by Financial Cents and My Tax Office. These are independent, third-party services with their own privacy practices, which are not controlled by Elevated Tax & Accounting. We encourage you to review the privacy policy of any third-party site before submitting information through it.
This website uses Vercel Analytics, a privacy-focused analytics service provided by our hosting provider, Vercel Inc., to help us understand general visitor traffic and improve the site. Vercel Analytics does not use cookies and does not collect or store any personally identifiable information. It aggregates anonymized data such as page views, referring source, device type, and approximate geographic region (typically no more precise than city level), and does not track individual visitors across sessions or across other websites.
Aside from Vercel Analytics, this website does not use additional tracking technologies. If that changes in the future, this Privacy Policy will be updated to reflect it.
Changes to This Privacy Policy
We reserve the right to update this Privacy Policy at any time. Any changes will be effective immediately upon posting to this website, and the “Last updated” date above will reflect the most recent revision. We encourage you to review this page periodically.
Questions About This Policy
If you have any questions about this policy, please do not hesitate to contact us.