Privacy Policy
Effective date: September 2026
Consecrated Tax Solution
At Consecrated Tax Solution, your privacy and trust are paramount. We are committed to safeguarding the personal and financial information you entrust to us in accordance with high standards of integrity, professional confidentiality, and biblical stewardship. This policy outlines how we collect, use, protect, and handle your data across our tax preparation, bookkeeping, and advisory services.
Information We Collect
Consecrated Tax Solution may collect information that you voluntarily provide when you contact us, schedule an appointment, complete an intake form, request services, or otherwise communicate with our company.
Depending on the service requested, this information may include your name, email address, telephone number, mailing address, business information, tax-related information, appointment details, and other information necessary to evaluate or provide requested services.
Certain services may require sensitive personal or financial information. When such information is necessary, Consecrated Tax Solution may provide separate instructions for secure submission. Clients should not send Social Security numbers, banking information, tax documents, identification documents, passwords, or other sensitive information through general website message forms or unsecured email.
How We Use Your Information
Consecrated Tax Solution uses the information we collect to respond to inquiries, schedule appointments, evaluate service requests, provide tax and business services, communicate with clients, process payments, maintain business records, and fulfill legal, regulatory, and professional obligations.
We may also use information to improve our services, manage client relationships, provide service-related reminders or updates, and maintain the security and integrity of our business operations.
Marketing or promotional communications will only be sent when permitted by law and, where required, with your consent. You may opt out of marketing communications at any time.
How We Protect Your Information
Consecrated Tax Solution takes reasonable administrative, technical, and physical measures to protect the personal, financial, and tax-related information entrusted to us.
These safeguards may include secure systems, access controls, password protection, multifactor authentication, employee or preparer training, secure document-handling procedures, and other measures designed to reduce the risk of unauthorized access, disclosure, alteration, or loss.
Access to sensitive information is limited to individuals who need the information to perform authorized business or professional responsibilities.
No method of electronic transmission or storage is completely secure. While we work to protect the information entrusted to us, we cannot guarantee absolute security.
Sharing and Disclosure of Information
Consecrated Tax Solution does not sell or rent your personal information.
We may share information only when reasonably necessary to provide requested services, operate our business, process payments, schedule appointments, maintain secure systems, comply with legal or regulatory obligations, or work with trusted service providers that support our operations.
These service providers may include tax software providers, payment processors, appointment scheduling systems, cloud storage providers, communication platforms, and other vendors used to support our services.
When information is shared with a service provider, we seek to limit disclosure to what is reasonably necessary for the intended purpose.
We may also disclose information when required by law, court order, governmental request, professional obligation, or when necessary to protect the rights, safety, security, or property of Consecrated Tax Solution, our clients, or others.
Third-Party Services and Links
Consecrated Tax Solution may use third-party platforms and service providers to support website hosting, appointment scheduling, intake forms, payment processing, communication, cloud storage, tax preparation, bookkeeping, and other business operations.
These third-party services operate under their own privacy policies, terms, security practices, and data-handling procedures. Consecrated Tax Solution does not control the privacy practices of third-party websites or platforms.
Our website may also contain links to external websites or resources. Visiting a third-party website is at your own discretion, and we encourage you to review that provider’s privacy policy before submitting personal information.
Consecrated Tax Solution is not responsible for the content, security, or privacy practices of websites or services that we do not own or control.
Data Retention and Recordkeeping
Consecrated Tax Solution retains personal, tax-related, business, and service records only for as long as reasonably necessary to provide services, meet legal or regulatory requirements, support business operations, resolve disputes, maintain required documentation, and comply with professional recordkeeping obligations.
Retention periods may vary depending on the type of information, the service provided, applicable tax rules, contractual obligations, and legal requirements.
When records are no longer required, Consecrated Tax Solution may securely delete, destroy, or otherwise dispose of them using methods designed to reduce the risk of unauthorized access or disclosure.
Clients are encouraged to maintain their own copies of tax returns, financial records, business documents, and other important records for the periods required by applicable law or for their own recordkeeping needs.
Your Privacy Rights and Choices
Depending on applicable law and the nature of the information we maintain, you may have certain rights regarding your personal information, including the right to request access to, correction of, or deletion of certain information.
You may also choose to limit or opt out of marketing communications at any time. Requests related to your personal information may be subject to identity verification and legal or professional recordkeeping requirements.
Please understand that some information cannot be deleted immediately when Consecrated Tax Solution is required to retain it for tax, legal, regulatory, contractual, or professional purposes.
To make a privacy-related request, please contact Consecrated Tax Solution using the contact information provided on this website.
Children’s Privacy
Consecrated Tax Solution’s website and services are not directed to children under the age of 13, and we do not knowingly collect personal information directly from children under 13 through this website.
In some cases, information about a dependent child may be necessary to provide tax preparation or related services to a parent or legal guardian. Any such information should be provided only through the secure methods and service processes designated by Consecrated Tax Solution.
Parents and legal guardians should not submit sensitive information about a child through general website message forms or unsecured email.
If we become aware that personal information from a child under 13 was submitted through the website without appropriate authorization, we will take reasonable steps to address or remove that information as appropriate.
SMS/Text Communications
Consecrated Tax Solution may send service-related text messages to clients who provide a mobile telephone number and consent to receive such communications.
Service-related messages may include appointment reminders, document requests, status updates, billing notifications, deadline reminders, and other communications related to requested services.
Marketing or promotional text messages will be sent only when appropriate consent has been provided. Consent to receive marketing messages is not a condition of purchasing services.
Message frequency may vary. Message and data rates may apply. You may opt out of text communications at any time by replying STOP. For assistance, reply HELP or contact Consecrated Tax Solution directly.
Please do not send Social Security numbers, tax documents, banking information, passwords, or other sensitive information through standard text messaging unless specifically instructed to use a secure method.
Changes to This Privacy Policy
Consecrated Tax Solution may update this Privacy Policy from time to time to reflect changes in our services, business practices, technology, legal requirements, or security procedures.
When updates are made, the revised Privacy Policy will be posted on this website with an updated effective date. We encourage visitors and clients to review this policy periodically to stay informed about how information is collected, used, protected, and disclosed.
Continued use of the website or services after a revised Privacy Policy is posted constitutes acknowledgment of the updated policy.
Contact Information
If you have questions about this Privacy Policy, our privacy practices, or how your information is handled, please contact Consecrated Tax Solution using the contact information below.
Consecrated Tax Solution
Virtual Tax & Business Services
Email: Nakeia.Terry@consecratedtaxsolution.com
Website: www.consecratedtaxsolution.com
Please do not send Social Security numbers, tax documents, banking information, identification documents, passwords, or other sensitive information through regular email or general website message forms.
Effective Date: September 2026
Last Updated: September 2026