Policies to Protect Privacy

Effective Date: January 13, 2026

ProtecTAX by ColeCares (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide. This Privacy Policy explains how we collect, use, protect, and disclose information when you visit our website or use our tax preparation, insurance, or notary services.

Information We Collect

We may collect personal and sensitive information necessary to provide professional services, including but not limited to:

• Name, mailing address, phone number, and email address

• Tax-related information required to prepare and file tax returns

• Insurance-related information needed to provide quotes or apply for coverage

• Identification and document information required for notary services

• Information submitted through contact forms, scheduling tools, or communications

How We Use Your Information

We use your information only for legitimate business purposes, including:

• Preparing and filing tax returns

• Providing tax planning and post-filing support for returns we prepare

• Assisting with life, home, and auto insurance inquiries or applications

• Performing notary and loan signing services

• Communicating with you regarding services, appointments, or updates

• Complying with federal, state, and regulatory requirements

Information Sharing and Disclosure

We do not sell, rent, or trade your personal information.

Your information may be shared only when necessary to:

• File tax returns with federal or state tax authorities

• Submit insurance applications to licensed insurance carriers

• Comply with legal obligations, court orders, or regulatory requests

• Work with trusted third-party service providers who are contractually obligated to maintain confidentiality

Data Security

We take reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, or misuse. Access to sensitive data is restricted to authorized personnel only.

Record Retention

Client records are retained in accordance with applicable federal and state laws, professional standards, and regulatory requirements. Records are securely stored and disposed of when no longer required.

Your Privacy Rights

You may request access to or correction of your personal information, subject to legal and regulatory limitations. Certain information must be retained by law and cannot be deleted upon request.

Third-Party Links

Our website may contain links to third-party websites or tools. We are not responsible for the privacy practices or content of those external sites.

Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with the updated effective date.

Contact Information

If you have questions about this Privacy Policy or how your information is handled, please contact:

ProtecTAX by ColeCares
Phone: 916-212-6607