Privacy Policy

McCarver Tax Resolution LLC
Effective Date: October 13, 2026

McCarver Tax Resolution LLC (“we,” “us,” or “our”) respects your privacy. This Privacy Policy explains the personal information we collect, how we use it, and when we disclose it. It applies to our website, client portal, telephone, email, SMS communications, and tax services.

1. Information We Collect

Depending on your interactions with us, we may collect:

• Contact information: Name, mailing address, telephone number, and email address.
• Tax and financial information: Taxpayer identification numbers, dates of birth, tax returns, income, employment, banking and financial information, and supporting documents needed to provide services.
• Communications: Information submitted through forms, emails, calls, text messages, and our client portal.
• SMS information: Mobile numbers, opt-in and opt-out preferences, consent records, and message content.
• Website information: IP address, browser and device details, and cookie or usage information where applicable.

We may receive information directly from you, from sources you authorize, or from tax agencies and other sources as permitted by law.

2. How We Use Information

• Provide tax preparation, tax planning, tax resolution, and representation services.
• Respond to inquiries, schedule appointments, request documents, and communicate about services.
• Send SMS messages consistent with your consent.
• Process payments and maintain records.
• Verify identities, protect accounts, and prevent fraud.
• Meet legal, regulatory, and professional obligations.
• Operate and improve our website and business systems.

We do not sell personal information.

3. Who We Share Information With

We may disclose personal information only when authorized or permitted by applicable law, including to:

• Service providers: Providers supporting client portals, tax software, communications, hosting, payment processing, and other business operations.
• Tax and government agencies: The IRS, state tax agencies, and other authorities as needed for authorized services or legal compliance.
• Professional advisers: Attorneys, accountants, or other advisers where you authorize the disclosure or law permits it.
• Legal authorities: When required by valid legal process or applicable law.

We seek appropriate safeguards from service providers. Tax return information is subject to additional restrictions, including Internal Revenue Code Sections 6713 and 7216. Where separate consent is legally required, this Privacy Policy does not replace that consent.

SMS Consent and Privacy

SMS consent is not shared with third parties or affiliates.

We do not sell, rent, or share SMS opt-in information or consent with third parties or affiliates for their marketing or promotional purposes. Messaging vendors may process mobile numbers and message information solely to deliver and support our SMS communications, not for their own marketing.

4. SMS Text Messaging

If you opt in, we may text you about inquiries, appointments, document requests, account or portal notifications, and tax-service updates. Messaging frequency may vary. Message and data rates may apply. To opt out at any time, text STOP. For assistance, text HELP or visit https://www.patdoestaxes.com. Consent is not a condition of purchasing services.

Please use our secure client portal rather than SMS to transmit Social Security numbers, tax returns, banking credentials, or other sensitive documents.

5. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information, such as access controls and secure systems. No electronic transmission or storage system is completely secure.

6. Retention

We retain information as reasonably necessary to provide services, meet legal and professional recordkeeping requirements, and resolve disputes. When no longer required, we take reasonable steps to dispose of it securely.

7. Your Choices

You may contact us to ask about information we hold, request corrections, inquire about deletion subject to legal retention requirements, or update communication preferences. You can stop SMS messages at any time by texting STOP.

8. Cookies

Our website may use cookies or similar technologies for functionality, security, or performance. You may manage cookies through your browser settings, although some site features may be affected.

9. Third-Party Services

Links to client portals, payment services, and other third-party websites may lead to services with their own privacy practices. Please review their policies.

10. Updates

We may revise this policy periodically. We will post changes on this page with an updated effective date.

11. Contact

McCarver Tax Resolution LLC
Website: https://www.patdoestaxes.com
Contact us through the form on our website.