Privacy Policy
Bailey & Co. Tax Services ("we," "us," or "our") respects your privacy. This policy explains what information we collect, how we use it, and the choices you have. It applies to our website (baileyandcotaxeservice.com), our online forms, our Facebook and Instagram pages and ads, and the services we provide in our offices and virtually.
Information we collect
- Contact information you give us, such as your name, email address, phone number, and mailing address.
- Tax and financial information you provide so we can prepare your return or deliver other services, such as income documents (W-2, 1099), Social Security numbers, dependents, bank account details for refunds, and prior-year returns.
- Appointment and service requests submitted through our booking forms.
- Job applications from people applying to work with us, including experience, PTIN status, location, and contact details. These may come through our website, Google Forms, or Facebook and Instagram lead forms.
- Basic website data such as pages visited and device or browser type, collected by our hosting provider for security and performance.
How we use your information
- To prepare and file your federal and state tax returns and provide tax planning, bookkeeping, business formation, and related services.
- To process refund-related products you request, such as a refund advance or Rapid Refund.
- To schedule appointments and respond to your questions.
- To review job applications and contact applicants about positions.
- To send you reminders and updates about your account or upcoming tax deadlines.
- To meet our legal and regulatory obligations.
Tax return information
As a tax return preparer, we follow Internal Revenue Code Section 7216 and related IRS rules. We do not use or disclose your tax return information for any purpose other than preparing your return unless the law allows it or you give us your written consent.
How we share information
We do not sell your personal information. We share it only as needed to provide our services, including with:
- The IRS and state tax agencies, when we file your returns.
- Banks and financial partners that process refunds, refund advances, or Rapid Refund products you request.
- Service providers that help us operate, such as our tax software, secure client management system, website host, and form tools (for example Google Forms). They may use your information only to perform services for us.
- Meta (Facebook and Instagram) when you submit a lead form on those platforms. Meta's own privacy policy also applies to those submissions.
- Authorities, when required by law or to protect our rights and the safety of others.
How we protect your information
We use reasonable administrative, technical, and physical safeguards to protect your information, including secure systems, restricted staff access, and practices required by the IRS for tax professionals. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.
How long we keep it
We keep client records for as long as needed to provide our services and to meet legal, tax, and recordkeeping requirements. Job application information is kept for a reasonable period for hiring purposes and then deleted.
Your choices
- You may ask to see, correct, or update the personal information we hold about you.
- You may ask us to delete information we are not required by law to keep.
- You may opt out of marketing messages at any time by replying STOP to texts or using the unsubscribe link in emails.
Children's privacy
Our website and forms are not directed to children under 13, and we do not knowingly collect their personal information online. Information about dependents is collected only from parents or guardians to prepare tax returns.
Changes to this policy
We may update this policy from time to time. The effective date at the top shows when it last changed.
Contact us
Questions or requests about your privacy:
Email: Baileyandcotax@gmail.com
Phone: (786) 779-1452