Privacy Policy

Last Updated: 10/9/2025

At Callow Tax Consulting, we take your privacy seriously. This Privacy Policy outlines how we collect, use, and protect your personal information when you interact with our firm—whether through our website, client portal, or in-person services.

1. Information We Collect

We collect only the information necessary to provide our tax and consulting services, which may include:

  • Personal identification details (such as name, address, phone number, and email)
  • Financial information required for tax filings and planning
  • Documents and records shared through our secure client portal

We do not sell, trade, or rent any personal information to third parties.

2. How We Use Your Information

Your information is used solely to:

  • Provide tax preparation, planning, and advisory services
  • Communicate with you regarding appointments, filings, or updates
  • Maintain accurate records for compliance and internal auditing
  • Improve our services and website experience

3. Data Security

We use industry-standard encryption, secure servers, and restricted access to protect all client data. Our online client portal meets or exceeds IRS security requirements for handling sensitive financial information.

4. Information Sharing

We may share your information only when:

  • Required by law, regulation, or court order
  • Necessary to coordinate with authorized third parties (e.g., IRS, state agencies, or legal counsel) with your consent
  • Needed internally to fulfill the agreed-upon services you request

All third parties are held to the same confidentiality and data protection standards we maintain.

5. Cookies and Website Analytics

Our website may use cookies or analytics tools to improve performance and user experience. These do not collect personally identifiable financial information and can be disabled in your browser settings.

6. Your Rights

You may request to review, correct, or delete your personal information at any time by contacting our office. We will comply with all applicable privacy and data protection laws in handling your request.

7. Contact Us

If you have questions about our privacy practices or how your data is handled, please contact us at:

support@callowconsulting.com

(301) 596-9191

‍

‍