This Privacy Policy explains what information we collect, how we use it, when we may share it, and the choices available to you.
By using Casa & Co. Tax services, you acknowledge the practices described in this Privacy Policy.
1. Information We Collect
The information we collect depends on how you use our services.
Account and Contact Information
When you create an account, contact us, schedule an appointment, or use our client portal or mobile application, we may collect information such as:
- Name
- Email address
- Telephone number
- Mailing address
- Account login information
- Preferred language
- Communication preferences
Tax Preparation Information
When you engage Casa & Co. Tax to prepare or assist with a tax return, we may collect information necessary to provide tax preparation services, including:
- Social Security numbers and taxpayer identification numbers
- Dates of birth
- Filing status
- Dependent information
- Employment and income information
- W-2, 1099, 1098, and similar tax documents
- Business and self-employment information
- Gig-economy income information
- Deduction and credit information
- Prior-year tax return information
- Bank information when necessary for tax filing, refunds, payments, or refund-transfer services
- Other information you provide in connection with your tax return
This information may include sensitive personal and financial information.
Documents and Files
You may upload documents through our client portal or mobile application.
These may include:
- Tax documents
- Identification documents
- Income records
- Business or expense records
- Signed forms
- Tax return documents
- Other files you choose to provide
Return and Engagement Information
We may collect and maintain information related to your tax engagement, including:
- Tax year
- Return status
- Filing status
- Document requests
- Review status
- Signature status
- Filing history
- IRS or state transmission status
- Notes related to your engagement
Messages and Communications
If you use secure messaging, email, SMS, or other communication features, we may collect:
- Messages you send to us
- Messages we send to you
- Attachments
- Communication history
- Notification preferences
Appointment Information
If you schedule an appointment, we may collect:
- Appointment date and time
- Appointment type
- Appointment status
- Related notes
Signature Information
When electronic signatures are required, we may collect or process:
- Electronic signatures
- Signature timestamps
- Signed tax forms
- Consent forms
- Engagement agreements
- Other signed documents
Electronic signature functionality may be provided through a third-party electronic signature provider.
Invoice and Payment Information
We may collect information relating to invoices and payments, including:
- Amounts owed
- Invoice status
- Payment status
- Payment method information
- Refund-transfer selections
Payment card or banking information may be processed directly by third-party payment processors rather than stored directly by Casa & Co. Tax.
Device and Technical Information
When you use our website, portal, or mobile application, certain technical information may be collected automatically, such as:
- Device type
- Operating system
- App version
- IP address
- Browser type
- Login activity
- Error or diagnostic information
- Push notification tokens
We use this information to operate, secure, maintain, and improve our services.
2. How We Use Your Information
We may use your information to:
- Prepare tax returns
- Provide tax-related services
- Maintain your client account
- Process and manage uploaded documents
- Communicate with you
- Respond to questions and support requests
- Request missing tax documents
- Send tax-return status updates
- Obtain required signatures
- Manage appointments
- Generate and manage invoices
- Process payments or refund-transfer selections
- Send service-related notifications
- Authenticate users
- Protect against unauthorized access
- Maintain security and audit records
- Comply with tax, legal, regulatory, and professional obligations
- Maintain records required by law
- Improve our website, portal, mobile application, and services
We do not sell your personal information.
3. Tax Information and Confidentiality
Tax preparation requires the collection of highly sensitive information.
Casa & Co. Tax uses tax information only as necessary to provide services you request and as otherwise permitted or required by law.
We do not disclose or use tax return information for unrelated purposes without your authorization where consent is required by applicable law.
5. We Do Not Sell Personal Information
Casa & Co. Tax does not sell personal information to third parties.
We also do not sell tax return information.
6. Push Notifications
If you enable push notifications in the Casa & Co. Tax mobile application, we may send notifications concerning your account or tax engagement.
Examples include:
- New document requests
- Return status updates
- Review requests
- Signature requests
- New invoices
- Secure messages
- Appointment reminders
- Other service-related alerts
You can disable push notifications through your device settings.
7. Data Security
We use reasonable administrative, technical, and organizational safeguards designed to protect personal information.
Depending on the service, these safeguards may include:
- Encrypted network connections
- Authentication controls
- Role-based access
- Database security policies
- Secure document storage
- Restricted staff access
- Activity logging
- Time-limited or signed file access links
- Access controls for administrative functions
However, no internet-based service or electronic storage system can guarantee absolute security.
You should also protect your password and account credentials and notify us if you believe your account has been compromised.
8. Data Retention
We retain personal information for as long as reasonably necessary to:
- Provide tax preparation and related services
- Maintain your client account
- Maintain tax and business records
- Resolve disputes
- Prevent fraud
- Enforce agreements
- Meet legal, regulatory, tax, and professional recordkeeping obligations
Some information may need to be retained even after you close or delete your account where retention is required or permitted by law.
9. Account Deletion
You may request deletion of your Casa & Co. Tax account through the account deletion feature available within the mobile application, where available, or by contacting us.
Account deletion may remove or deactivate information associated with your online account.
Certain records may still be retained when required for tax preparation records, regulatory obligations, fraud prevention, legal compliance, dispute resolution, or other legitimate business purposes.
10. Your Privacy Choices
Depending on where you live and applicable law, you may have rights concerning your personal information.
These may include the right to request:
- Access to personal information
- Correction of inaccurate information
- Deletion of certain information
- Information about how your information is used
- A copy of certain information
- Withdrawal of certain permissions or consent
Some rights may be limited where information must be retained for tax, legal, regulatory, or security purposes.
To submit a privacy request, contact:
We may need to verify your identity before completing a request.
11. Children’s Privacy
Casa & Co. Tax services are intended for adults who are obtaining tax preparation services.
Parents or guardians may provide information about children or dependents when necessary for tax preparation.
We do not knowingly allow children to independently create client accounts for the purpose of using our tax preparation services.
12. Third-Party Websites and Services
Our services may contain links to or integrate with third-party services.
Third-party services operate under their own privacy policies and terms.
We are not responsible for the privacy practices of third parties except to the extent required by applicable law.
13. Email and SMS Communications
We may send communications necessary to provide our services, including:
- Account verification
- Security notifications
- Tax return updates
- Document requests
- Appointment reminders
- Signature requests
- Invoice notifications
- Customer support responses
Where required, marketing communications will include appropriate options to unsubscribe or opt out.
Service and security communications may still be sent when necessary to operate your account.
14. Cookies and Similar Technologies
Our website and online services may use cookies, local storage, session storage, or similar technologies for purposes such as:
- Authentication
- Session management
- Security
- Preferences
- Website functionality
- Performance monitoring
We do not use these technologies to sell your personal information.
15. Changes to This Privacy Policy
We may update this Privacy Policy from time to time.
When we make changes, we may update the effective date shown at the top of this page.
Material changes may also be communicated through our website, portal, mobile application, email, or another appropriate method.
16. Contact Us
If you have questions about this Privacy Policy or how Casa & Co. Tax handles personal information, contact us: