Effective September 23, 2026
C&T Tax Solutions, LLC respects your privacy. This policy explains how we handle information submitted through our website, during communications, and in connection with tax preparation and bookkeeping services.
Information we collect
Depending on how you interact with us, we may collect:
- Contact information, such as your name, email address, telephone number, and preferred contact method.
- High-level information you provide about the tax or bookkeeping assistance you are seeking.
- Appointment details, communications, and records of your communication preferences or consent.
- Tax, financial, identity, and business information that you provide through approved secure intake and document-delivery systems after an engagement begins.
- Basic website-use information that may be collected automatically by our website or service providers, such as browser, device, and access information.
How we use information
We may use information to respond to inquiries, schedule appointments, provide and administer requested services, communicate about an engagement, operate and protect our business, comply with professional and legal obligations, prevent misuse or fraud, maintain records, and improve our website and client experience.
SMS and text-message privacy
If you voluntarily opt in to text messaging, C&T Tax Solutions may send conversational or service-related messages concerning your inquiry, appointments, requested documents, and service updates.
- Message frequency varies.
- Message and data rates may apply.
- Reply STOP to opt out or HELP for help.
- Consent to receive text messages is not a condition of purchase.
Mobile information—including telephone numbers, SMS consent, and opt-in data—will not be sold, rented, or shared with third parties or affiliates for marketing or promotional purposes.
We may provide information to service providers that support message delivery or customer service solely as needed to provide those services. SMS opt-in data and consent will not be shared with any other third parties.
How we share information
We do not sell personal information. We may share information only as reasonably necessary with service providers that help us operate our website, deliver communications, schedule appointments, maintain secure client portals, or provide professional services; when required by law, regulation, subpoena, court order, or a valid government request; to protect rights, safety, or property; or in connection with a business reorganization or transfer, subject to appropriate protections.
The SMS-specific non-sharing commitments above control with respect to mobile numbers, SMS consent, and opt-in data.
Security and sensitive information
We use reasonable administrative, technical, and organizational safeguards appropriate to the information we handle. No electronic system is completely secure, however, and we cannot guarantee absolute security.
Do not send Social Security numbers, dates of birth, identification documents, tax forms, bank details, account credentials, or other sensitive records through the website inquiry form, ordinary email, or text message. We provide approved secure systems for sensitive intake and documents when appropriate.
Data retention
We retain information only for as long as reasonably necessary for the purposes described in this policy, to provide services, maintain business and professional records, resolve disputes, and meet legal, tax, accounting, security, or compliance obligations.
Your choices
You may choose not to provide optional information. You may opt out of text messages by replying STOP. You may also contact us to ask about updating or correcting contact information, subject to applicable recordkeeping and legal requirements.
Third-party services and links
Our website may link to or use third-party services, including appointment scheduling, form delivery, secure client portals, and professional software. Those services may maintain their own privacy practices. We encourage you to review their notices before submitting information directly to them.
Children’s privacy
Our website and services are not directed to children under 13, and we do not knowingly collect personal information directly from children under 13 through this website.
Changes to this policy
We may update this policy as our services or legal requirements change. The effective date at the top of this page shows when it was last revised.
Contact us
Questions about this policy may be directed to C&T Tax Solutions, LLC at Tierlyn@ferrilltaxpros.com or 361-273-2679.