Privacy Policy
Effective Date: January 1, 2026
Overview
Cornerstone Tax & Books respects your privacy and is committed to protecting your personal and financial information. This policy explains how information is collected, used, and safeguarded.
Information We Collect
- Name, contact information, and email address
- Tax documents and financial information you provide
- Information required to prepare and file tax returns
- Communications sent via email or other direct contact
How Information Is Used
- Prepare and file tax returns and related documents
- Communicate with you regarding services
- Comply with federal and state tax laws
- Maintain required business and tax records
Personal information is not sold, rented, or shared for marketing purposes.
Information Sharing
Information is shared only as necessary to provide services or comply with legal requirements, including:
- The Internal Revenue Service (IRS)
- State tax authorities
- Authorized tax software and service providers
Data Security
Reasonable administrative and technical safeguards are used to protect personal information. No method of transmission or storage is completely secure, but confidentiality is taken seriously.
Email & Communications
Email may be used for general communication. Sensitive documents should only be shared using secure methods when requested. Email communication may not be fully secure.
Record Retention
Client records are retained as required by federal and state regulations and professional standards and are securely disposed of when no longer required.
Contact
If you have questions about this Privacy Policy, please contact: