Privacy Notice
How information is used when you get in touch or work with Handled.
Last updated October 27, 2026
Who this notice covers
This notice explains how Handled Tax & Advisory, operated by Amanda Emerdinger under Accountability Tax Services PLLC, handles information connected with this website, inquiries, appointments, and the services linked here.
It should be read alongside your engagement terms, any client privacy notices provided with your service, and the policies of the platforms you choose to use.
Information you choose to provide
When you contact Handled, book an appointment, or complete a linked inquiry form, you may provide your name, contact details, business information, and a description of the help you need. Calendly handles appointment details and, for paid sessions, payment through its payment service.
When you become a client, the information needed for your work may include tax documents, financial records, taxpayer identifiers, signatures, and billing details. Use the client portal or the agreed document-delivery method for those records. Please do not send Social Security numbers, bank details, or tax documents through a general inquiry form or ordinary email.
How information is used
Information is used to respond to inquiries, assess which services fit, schedule appointments, request documents, perform agreed work, communicate with you, handle billing, and maintain necessary business and professional records.
Tax return information is used and disclosed for the agreed services and as permitted or required by applicable law. Any additional consent or authorization required for a particular use or disclosure is handled separately.
Service providers and other disclosures
Technology providers support the work, including TaxDome for the client portal, Calendly for scheduling, Tally for contact and feedback forms, MailerLite for newsletter subscriptions and emails, Google Analytics for optional website statistics, and payment, email, hosting, and tax-preparation services as applicable. These providers process information needed for their functions under their own terms and privacy practices.
Handled Protection uses TaxRock for IRS transcript access and monitoring, within the accounts and authorization agreed with you. Required taxpayer authorization is arranged before access begins.
Information may also be disclosed at your direction, to taxing authorities as part of authorized work, or when disclosure is required by law. General inquiries do not authorize access to your IRS account.
Website operation, cookies, and analytics
With your permission, this public website uses Google Analytics to understand visits, useful pages, general traffic sources, downloads, and clicks to outside services. Analytics may process browser and device information, approximate location, pages visited, and interactions. Google processes technical information, including your IP address, to provide the service.
The Analytics tag loads only after you choose “Allow analytics.” Declining leaves the site fully usable. Advertising personalization and Google signals are disabled in this website’s tag configuration. Handled does not send information you enter in the tax calculator or contact and feedback forms to Analytics. Booking-link clicks are measured separately from completed appointments.
Your choice is stored in your browser for up to 180 days. Analytics cookies are configured to last up to 180 days; browser settings may shorten this. Use Analytics preferences in the footer to change your choice. Declining after allowing stops future collection from this site and removes this tag’s Analytics cookies; it does not erase information previously processed by Google. A browser Global Privacy Control signal is honored by keeping Analytics off. This website’s statistics do not cover activity inside your secure client portal.
Hosting and security services may process technical information such as IP addresses, requested pages, browser information, and timestamps to deliver and protect the site. Access or authentication services may use necessary cookies.
Booking and portal buttons open external services. The contact page also loads an embedded Tally form with reCAPTCHA. Those services may use cookies or collect information under their own policies. Your browser settings and the external service’s controls can help you manage their cookies.
Forms and spam protection
The contact form is provided by Tally. It collects your name, email address, and message so Amanda can respond. Submissions are stored through Tally and an email notification is sent to Handled. Sending a message does not subscribe you to marketing emails.
Contact and feedback forms use Google reCAPTCHA to help prevent automated spam. When the embedded form loads or you interact with it, Tally and Google may process technical information, such as your IP address, browser information, and interactions, and may use cookies under their own privacy practices. Please use TaxDome for taxpayer identifiers, tax documents, and sensitive financial information.
Tax tips and newsletter emails
If you choose to subscribe, MailerLite collects your email address and signup consent to send blog updates, tax tips, and newsletters from Handled. The signup form uses reCAPTCHA, and email confirmation is required to join. You can unsubscribe using the link in these emails.
MailerLite processes subscription and email delivery information under its privacy practices. Visiting this website, sending a contact message, or leaving feedback does not by itself subscribe you. The signup form opens on MailerLite’s website; its technical information and cookies are handled under MailerLite’s and Google’s policies.
Keeping information and handling requests
Information is retained as needed for the service, business records, and applicable legal or professional requirements. Some records may need to be kept even after an engagement ends.
You may contact Amanda to ask about your information, request a correction, ask about available access or deletion options, or change communication preferences. Requests may require identity verification and are handled subject to applicable requirements and recordkeeping obligations.
Client feedback and stories
The feedback form is provided by Tally. It collects your comments, optional name and email, your choice about testimonial permission, and any attribution preferences you provide. Feedback is used to improve services and respond when appropriate; it does not subscribe you to marketing emails.
Feedback is kept private unless you explicitly permit sharing. Testimonials are reviewed before publication and attributed in the way you requested. Permitted edits for length or grammar preserve your meaning. If you leave attribution preferences blank, Amanda will confirm how to identify you before sharing. Client-story summaries omit identifying details. To ask about a testimonial or request that Handled stop using it in future materials, contact Amanda.
Contact and updates
For privacy questions, email amanda@handledtax.com or write to Handled Tax & Advisory, PO Box 588, Pea Ridge, AR 72751.
This notice may be updated as the website or services change. The date at the top identifies the current version.