Privacy Policy

Elbert Tax Services Ltd.

Effective date: October 15, 2026

Elbert Tax Services Ltd. respects your privacy. This policy explains how we collect, use, and protect information received through our website and in connection with our services.

Information You Provide

When you submit our contact form, communicate with us, or schedule an appointment, we collect the information you provide, such as your name, email address, telephone number, and message or appointment details. We use this information to respond to inquiries, coordinate appointments, and provide requested services.

When you engage us for tax, bookkeeping, payroll, or other services, we may also collect personal and financial information necessary to perform that work, including information supplied by you or your authorized representatives.

Website Hosting and Google Services

Our website is hosted on Google Sites. Google may collect technical information, such as your IP address, browser and device information, and activity associated with its services. Google may also use cookies or similar technologies to operate, maintain, and protect those services.

Online appointment scheduling is provided through Google Calendar. If you book an appointment online, the information you enter is processed through Google and made available to our firm to manage your appointment.

For information about Google’s practices, visit Google’s Privacy Policy. You can manage cookies through your browser settings, although disabling them may affect certain features.

Secure Document Exchange

Our website links to our client portal hosted through SecureFilePro. The portal is a separate service used to exchange tax documents and other confidential information. For information about the provider’s privacy practices, please review the Drake Software Privacy Notice.

Please do not submit Social Security numbers, bank account details, tax returns, or other sensitive documents through our website contact form or appointment booking fields. Use our client portal or contact our office for instructions.

How We Share Information

We do not sell your personal information.

We may share information with service providers as needed to operate our website, manage communications and appointments, and provide requested services, subject to applicable confidentiality requirements. We may also disclose information with your authorization or as permitted or required by law. Tax return information is subject to additional legal restrictions, and we obtain consent when required.

Information Security and Retention

We maintain administrative, technical, and physical safeguards designed to protect personal information and limit access to those who need it to perform their duties. No method of electronic transmission or storage is completely secure.

We retain information as needed to provide services, maintain appropriate business records, and satisfy applicable legal and professional obligations.

Questions and Updates

To ask about this policy or request a correction to information you have provided, please contact our office using the contact information listed on this website.

We may update this policy as our services or practices change. Updates will be posted on this page with a revised effective date.