Effective date: November 1, 2026
This Privacy Policy describes how Ivory Crown Tax Services, LLC, doing business as Ivory Crown Tax Services ("Ivory Crown," "we," "us," or "our"), collects, uses, maintains, and discloses personal information in connection with our website at ivorycrowntax.com, inquiries, and tax preparation services. It is intended to explain our general practices; additional notices, written agreements, or consents may apply to particular services.
Contents
1. Information We Collect
Information you provide. When you contact us, we may receive your name, email address, telephone number, and information you choose to include in your inquiry. When you become a client, we may collect information needed for the services we agree to perform, including taxpayer identification numbers, income and financial records, dependent information, business information, and other tax-related documentation.
Information from authorized sources. In performing an engagement, we may receive relevant information from representatives, financial institutions, government agencies, or other sources as authorized or permitted by law.
Technical information. Website infrastructure providers may process IP addresses, browser and device details, timestamps, and other technical request information to deliver, maintain, and secure the website.
2. How We Use Information
We may use personal information to respond to inquiries; assess and establish engagements; communicate with clients; prepare, review, and file tax returns; provide agreed services; administer billing and records; maintain website operations; protect against fraud and unauthorized activity; and comply with applicable legal obligations. Uses of tax return information are subject to the additional limitations described below.
3. Confidentiality of Tax Return Information
Federal law, including Internal Revenue Code Section 7216 and applicable Treasury Regulations, restricts a tax return preparer's disclosure and use of tax return information. We use or disclose such information only as permitted by applicable law or pursuant to a valid consent when one is required. A general inquiry, engagement, or acknowledgment of this Privacy Policy does not itself constitute consent to a use or disclosure for which a separate consent is required.
Information supplied for tax preparation is not automatically available for marketing, unrelated services, or disclosure to another business, including a law firm, merely because the businesses have common ownership.
4. When Information May Be Disclosed
Depending on the engagement and applicable legal requirements, information may be disclosed to taxing authorities in connection with authorized filings; to service providers that support permitted tax preparation, communications, storage, or business operations; or to others where you have provided legally sufficient authorization. Information may also be disclosed where required or otherwise permitted by law, including applicable legal process and compliance obligations.
Service-provider access and any disclosure or use of tax return information remain subject to applicable confidentiality restrictions. We do not represent that a particular tax software provider, client portal, or payment processor has been selected at this time.
5. Cookies, Hosting, and Website Technology
Our website relies on technical infrastructure to display pages and maintain availability and security. Hosting and related providers may process technical logs or use technologies needed to deliver the website. At the time this policy was prepared, the website was not designed to collect tax documents through a public web form.
If we add analytics, advertising pixels, embedded third-party tools, online scheduling, payment services, or a client portal, we will evaluate the associated data practices and update this notice and any required choices or disclosures as appropriate. Your browser may offer controls for cookies and similar technologies.
6. Information Security and Secure Submission
We recognize the sensitivity of taxpayer information and the importance of administrative, technical, and physical safeguards appropriate to the information we handle. Our safeguards and procedures are subject to ongoing development and review in light of applicable requirements. No method of electronic transmission or storage is completely risk-free.
Please do not send Social Security numbers, tax returns, financial statements, or other sensitive records by unsolicited or unsecured email. We will provide authorized document-submission instructions when appropriate. Do not assume that contacting us creates an engagement or obligates us to monitor a tax deadline.
7. How Long We Retain Information
We retain information for periods reasonably appropriate to the purposes for which it was collected and as required or permitted by applicable tax, recordkeeping, contractual, and other legal obligations. Different records may have different retention periods. We may be unable to delete information immediately when a legal duty or legitimate retention requirement applies.
8. Children's Privacy
Our website is not directed to children. Information about minor dependents may nevertheless be relevant to an authorized tax preparation engagement and will be handled subject to applicable law and the terms of that engagement.
9. Privacy Choices and Requests
You may contact us to ask about our privacy practices or to request access to, correction of, or deletion of personal information. We will assess requests under applicable law, including any identity-verification, confidentiality, tax-record retention, and other requirements. Privacy rights vary by jurisdiction and may be subject to exceptions.
If we send optional promotional communications, you may request that we stop sending them. Service-related communications may continue when appropriate.
10. Changes to This Policy
We may update this Privacy Policy as our services, technology, legal requirements, and business practices change. A revised policy will display its updated effective date. Material changes may warrant additional notice where required by law.
11. Contact Us
Ivory Crown Tax Services, LLC
d/b/a Ivory Crown Tax Services
Email: jamy@ivorycrowntax.com
Website: ivorycrowntax.com