Privacy Policy

The forms on this website collect only the contact and scheduling information needed to respond to a request: name, phone number, email address, the service requested, preferred dates and times, general location, and any general message you choose to include.

The website does not request or collect Social Security numbers, EINs, tax identification numbers, bank account information, or uploads of tax documents such as W-2s, 1099s, prior returns, identification cards, or Social Security cards.

Tax documents and other sensitive information are never submitted through public website forms or ordinary email. After your appointment is confirmed, Reid Tax Service will provide secure instructions for submitting your tax documents.

If you receive a request for sensitive information through any other channel, please confirm it by phone before responding.

Information submitted through this website is used to respond to your request, confirm appointment details, and communicate about the service you asked about.

Requests submitted through this website are appointment and contact requests. They are not automatic confirmations, and Reid Tax Service will follow up to confirm details.

Client information is not sold. Information is not shared publicly, and confidential client, borrower, and assignment information is never published on this website.

Contact and appointment request information is retained only as long as needed to respond to the request and maintain ordinary business records.

Reasonable measures are used to protect information submitted to Reid Tax Service. No method of transmission over the internet is entirely without risk, which is why sensitive documents are handled only through the secure instructions provided after an appointment is confirmed.

This website is designed to function without collecting personal information beyond what you submit in a form. If analytics or additional website tools are added in the future, this policy will be updated to describe them.

Questions about this policy may be directed to Reid Tax Service at 704-402-2829 or char@reidtaxservice.com.