Privacy Policy

How Carolinas Tax and Business Services collects, uses and protects your information.

Effective date: September 25, 2026

Carolinas Tax and Business Services LLC ("Carolinas Tax," "we," "us" or "our") respects your privacy. This Privacy Policy explains what information we collect through www.carolinastaxbusiness.com and related forms, how we use it and the choices you have.

Information We Collect

We collect information you choose to give us, such as when you complete a form, request a consultation or contact us. This may include your name, company name, email address, phone number, type of business or entity, approximate annual revenue, the services you are interested in and any details you share about your situation.

We also collect limited technical information automatically, such as your browser type, device, pages visited and how you arrived at our website. This information is collected through cookies and similar technologies.

How We Use Your Information

To respond to your inquiry and evaluate how we can help
To schedule, confirm and remind you about consultations
To provide the services you request and communicate with you as a client
To send updates or information you have agreed to receive
To improve our website and understand which pages and channels are useful
To meet legal, regulatory and professional obligations

Text Messages (SMS)

If you provide your mobile number and give consent, we may send text messages related to your inquiry, appointments and services, and, only if you separately agree, marketing messages. Message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time or HELP for assistance.

We do not sell, rent or share your mobile phone number or SMS consent with third parties or affiliates for their marketing or promotional purposes. Mobile information may be shared only with service providers that help us deliver messages, and only for that purpose.

How We Share Information

We do not sell your personal information. We may share information with trusted service providers that support our business, such as scheduling, email, customer management, website hosting and analytics providers, who are required to protect it and use it only to provide services to us. We may also disclose information when required by law or to protect our rights.

Cookies and Analytics

Our website may use cookies and analytics tools to understand how visitors use the site. You can set your browser to refuse cookies, although some features of the website may not work as intended.

Data Security

We use reasonable administrative, technical and physical safeguards to protect your information. No method of transmission over the internet or electronic storage is completely secure, so we cannot guarantee absolute security.

Data Retention

We keep personal information only as long as needed for the purposes described in this policy, to provide our services and to meet legal, tax and professional record-keeping requirements.

Your Choices

You may ask us to access, update or delete the personal information you have provided, or to stop sending you communications, by contacting us using the information below. You can unsubscribe from emails using the link in any message and opt out of text messages by replying STOP.