Privacy Policy

Last updated: March 21, 2026

1. Introduction

Caldwell Tax Services, LLC ("Company," "we," "us") is committed to protecting the privacy and security of your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website or engage our professional services.

2. Information We Collect

We may collect the following categories of information:

• Personal Identifiers: Full name, email address, phone number, mailing address.
• Tax & Financial Information: LLC details, EIN, state of formation, transaction history, bookkeeping records, and other information submitted through our intake forms.
• Technical Data: IP address, browser type, operating system, and website usage data collected through standard server logs.
• Communications: Content of emails, contact form submissions, and other correspondence.

3. How We Use Your Information

We use collected information for the following purposes:

• To provide and deliver professional tax, bookkeeping, and compliance services.
• To respond to inquiries and communicate regarding engagements.
• To prepare and file tax returns and related regulatory documents with the IRS and state authorities.
• To comply with legal and regulatory requirements, including IRS Circular 230.
• To improve our website, services, and client experience.

4. Data Security

We implement industry-standard security measures to protect your personal and financial information, including TLS 1.3 encryption for data in transit, secure server infrastructure, and strict access controls. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

5. Data Sharing & Disclosure

We do not sell, rent, or trade your personal information. We may share your information only in the following circumstances:

• Tax Authorities: As necessary to file returns and comply with IRS and state reporting requirements.
• Service Providers: With trusted third-party vendors who assist in delivering our services (e.g., secure cloud storage, email services), subject to confidentiality agreements.
• Legal Requirements: When required by law, subpoena, court order, or to protect our legal rights.

6. Data Retention

We retain client records for a minimum of seven (7) years in accordance with IRS record retention requirements and applicable professional standards. After this period, records are securely destroyed.

7. Your Rights

Depending on your jurisdiction, you may have the right to:

• Access the personal information we hold about you.
• Request correction of inaccurate information.
• Request deletion of your personal information, subject to legal retention requirements.
• Opt out of non-essential communications.

To exercise any of these rights, please contact us at hi@caldwelltaxservices.com.

8. Cookies & Tracking

Our website may use minimal cookies for essential functionality. We do not use advertising trackers, sell user data, or engage in behavioral profiling.

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies before providing any information.

10. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors.

11. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated revision date. Continued use of our services constitutes acceptance of the revised policy.

12. Contact

For questions about this Privacy Policy, contact:
Caldwell Tax Services, LLC
1209 Mountain Road Pl NE, Ste H, Albuquerque, NM 87110
Email: hi@caldwelltaxservices.com
Phone: +1 505 483 9309