Privacy Policy

2026-04-24

This Privacy Policy explains what information Handled Tax and Advisory collects, how we use it, and the choices you have. We are a paid tax return preparer registered with the IRS under a valid PTIN. This site does not constitute tax advice. The full Circular 230 disclosure appears in our footer.

Information we collect

To prepare your tax return or to provide ongoing advisory services, we collect the personal and financial information you choose to share with us. That information includes your name, mailing address, email address, phone number, Social Security number or ITIN, dates of birth for you and your dependents, employer and income information, deduction and credit documentation, bank account information for direct deposit, and any other tax related document you upload or send.

When you visit this website without engaging us, we collect general usage information such as your IP address, browser type, the pages you view, and the date and time of your visit. We do not place advertising cookies. We use a single privacy respecting analytics tag to count visits and understand which pages help readers find what they need.

How we use your information

We use the information you share with us to prepare your tax returns, to communicate with you about your engagement, to comply with our obligations under the Internal Revenue Code and applicable state law, to retain records as required by IRS guidance and Circular 230, and to send transactional messages relating to your work with us.

We do not sell your personal information. We do not share your personal information with marketing partners. We do not use your tax information to train artificial intelligence models. Your information is used only to deliver the work you have engaged us to perform and to satisfy our legal obligations as a paid preparer.

Third party providers

We use a small set of third party providers to operate the practice. These include our tax preparation software, our secure client portal at TaxDome, our email and document storage providers, and our payment processor. Each provider receives only the information needed to perform its function. None of these providers receives your information for their own marketing purposes.

We do not knowingly transfer your data outside the United States. If you are located outside the United States and you submit tax information to us, you consent to that information being processed and stored in the United States.

How long we keep your information

We retain your tax records for at least seven years after the tax year to which they relate. This retention period reflects the IRS guidance on record retention for paid preparers and the typical statute of limitations for tax matters. Some records may be retained longer when applicable law or pending matters require it.

Your rights and choices

You may request access to the personal information we hold about you. You may request correction of inaccurate information. You may request deletion of information that we are not required by law to retain. You may opt out of any marketing communications, although we send only transactional and engagement related messages. To make a request, email amanda@handledtax.com.

If you are a California resident, the California Consumer Privacy Act provides additional rights including the right to know, the right to delete, the right to correct, and the right to opt out of the sale or sharing of personal information. We do not sell or share personal information for cross context behavioral advertising.

If you are located in the European Union or the United Kingdom, the General Data Protection Regulation provides rights including the right of access, rectification, erasure, restriction, portability, and objection. The lawful basis for our processing is the performance of a contract with you, compliance with legal obligations, and our legitimate interests in operating the practice.

Cookies and tracking

This site uses a small number of cookies. Some are required for the site to function. Some are used for analytics so we can see which pages help readers most. We do not use advertising or cross site tracking cookies. Your browser settings allow you to control cookies, including blocking them entirely.

Children

This site is not directed at children under 13. We do not knowingly collect personal information from children under 13. If you believe a child has submitted personal information to us, please email amanda@handledtax.com and we will delete it.

Updates to this policy

We may update this Privacy Policy from time to time as our practice changes or as the law changes. The Last updated date at the top of this page reflects the most recent revision. Material changes will be communicated to current clients by email.

How to reach us

For questions about this Privacy Policy or to exercise any of your rights, email amanda@handledtax.com. We respond to privacy requests within 30 days.