Privacy Policy

Effective Date: January 1, 2026

Your privacy is important to us. Cornerstone Tax & Books, LLC is committed to protecting the confidentiality and security of your personal, financial, and tax information.

Information We Collect

We collect nonpublic personal information about you from various sources, including:

  • Interviews and communications regarding your tax situation Applications, organizers, questionnaires, and other documents you provide Tax-related documents required to prepare and file your returns, including Forms W-2, 1099-R, 1099-INT, 1099-DIV, and information concerning investments and other financial transactions
  • Information necessary to provide bookkeeping, accounting, tax preparation, and related services
  • Information you provide through electronic communications or other methods used to communicate with our office

The information we collect may include your name, address, telephone number, email address, Social Security number or taxpayer identification number, information concerning dependents, income, assets, deductions, credits, financial accounts, and other information necessary to provide our services.

How We Use Information

We use the information we collect to:

  • Prepare and file federal, state, and local tax returns and related documents Provide bookkeeping, accounting, and other services you have requested
  • Communicate with you regarding your tax returns, accounts, and services Respond to questions and requests related to our services Comply with applicable federal and state laws, regulations, and professional requirements
  • Maintain records required by law and necessary for our business operations Protect the security and integrity of our systems, records, and services
  • Tax return information will be used and disclosed only as permitted by applicable law.

Federal law, including Internal Revenue Code Section 7216 and its related regulations, places specific restrictions on the use and disclosure of tax return information by tax return preparers.

Information Sharing and Disclosure

We do not sell or rent your personal information and do not disclose your information for third-party marketing purposes. We do not disclose nonpublic personal information about our clients or former clients to third parties except as permitted or required by law, as necessary to provide requested services, or as specifically authorized by you.

Information may be disclosed when necessary to:

  • Prepare, process, transmit, or file your tax returns Communicate with the Internal Revenue Service, state and local taxing authorities, or other governmental agencies as permitted or required by law
  • Use authorized tax preparation software, electronic filing systems, document-management systems, secure portals, payment processors, or other service providers necessary to provide our services
  • Process a financial product or other service you have specifically requested and authorized Respond to subpoenas, court orders, legal process, or governmental requests when disclosure is permitted or required by law
  • Protect our rights, property, systems, clients, or employees as permitted by law
  • Comply with applicable federal, state, or local laws and regulations
  • When federal law requires taxpayer consent for a particular use or disclosure of tax return information, we will obtain the required consent before making that use or disclosure.
Protection of Your Information

We restrict access to personal and tax information to individuals and service providers who have a legitimate business need to access that information in order to provide services or perform necessary business functions. Cornerstone Tax & Books, LLC maintains administrative, technical, physical, and procedural safeguards designed to protect nonpublic personal information from unauthorized access, use, disclosure, alteration, or destruction. These safeguards are maintained in accordance with our written information-security policies and applicable federal and state requirements. No method of electronic transmission or storage can be guaranteed to be completely secure. We nevertheless take reasonable measures to protect the confidentiality and security of information entrusted to us.

Electronic Communications

We may use email and other electronic communications to communicate with you regarding our services. Because ordinary email may not provide the same level of security as our designated secure systems, we may request that sensitive tax documents or other confidential information be transmitted through a secure method. You should avoid sending Social Security numbers, bank account information, passwords, or other highly sensitive information through ordinary email unless specifically instructed to do so.

Record Retention and Disposal

We retain copies of tax returns, supporting documentation, workpapers, and other client records in accordance with applicable federal and state requirements and our record-retention policies. Records may be retained for longer periods when required by law, the nature of the records, an ongoing matter, or our business and professional requirements. When records are no longer required to be retained, they will be securely disposed of in accordance with applicable law and our information-security policies.

Former Clients

We continue to protect the nonpublic personal information of former clients in accordance with applicable federal and state requirements.

Your Privacy Rights and Questions

If you have questions about this Privacy Policy or how Cornerstone Tax & Books, LLC handles your information, please contact our office at:

Cornerstone Tax & Books, LLC

Email: info@cornerstonetaxandbooks.com

We may update this Privacy Policy from time to time to reflect changes in our services, business practices, or applicable legal and regulatory requirements. The effective date above identifies the current version of this policy.