Privacy Policy

Privacy Policy

Charlotte Accounting & Tax Solutions aims to preserve your privacy by using fair information practices.

Tax preparation companies must submit an annual privacy policy statement under laws enacted by the Federal Trade Commission.

At Charlotte Accounting and Tax Solutions, we manage all the information you give us with the utmost discretion. Your private information will only be disseminated inside our company to those employees who require it to carry out the work you have hired us to accomplish. Without your explicit written consent or unless we are otherwise compelled by law, we will not release your personal information to anyone outside of our company.

You should also be aware that any information you share with us in work-related meetings is private but not from the IRS. Only non-criminal tax counsel on matters before the IRS or non-criminal tax procedures in federal courts qualify as privileged communications (those shielded from IRS authority to compel our testimony). Although we treat any information you give us as confidential, the advisor-client privilege does not apply to return preparation sessions.

Please bring up the topic if you believe that the nature of any discussion calls for protected communications so that we may talk about whether you need to seek legal assistance from an attorney.

Terms of Service
Thank you for utilizing our offerings! These terms of service (“Terms”) govern your use of and access to our services, client software, and websites (“Services”). You accept that these Terms and our Privacy Policy will apply to you if you use our Services. You accept these Terms on behalf of any organization you represent if you use our Services.

Your Stuff & Your Permissions
You give us information when you use our Services, including files, content, messages, contacts, and other items (collectively, “Your Stuff”). Your property is yours. Except for the minimal rights required to provide the Services, nothing in these Terms grants us any rights over Your Stuff.

We must have your consent before we can host, backup, and share Your Stuff as requested. You can also get features from our services like eSign, file sharing, email newsletters, appointment setup, etc. These and other features could necessitate our systems’ access, archiving, and scanning of Your Stuff. Your consent authorizes us to do such actions and our affiliates and the reliable third parties we collaborate with to do so.

Sharing Your Stuff
You can share Your Stuff with others using our Services, so please be thoughtful about what you share.

Your Responsibilities

You bear responsibility for your actions. You and Your Stuff are required to follow all applicable laws. Intellectual property rights of third parties may apply to some of the content in the Services. Please don’t download, upload, copy, or share content unless you have permission to. We could check to see if your actions and content follow these Terms. Having stated that we are under no responsibility to do so. The material users publish and post on the Services is not our responsibility.

 Assist us in keeping you informed and Your Stuff safe. Keep your account details up to date and preserve your Services password. Never give someone else access to your account or reveal your login information.

Our Stuff

The Services are shielded from infringement by copyright, trademark, and other US and international laws. These Terms do not provide you any ownership rights to the Services, other people’s material on the Services, or any of our trademarks, logos, or other distinctive brand elements. Although we would love to hear from you, please be aware that we are not obligated to utilize your comments or recommendations.

Copyright

We ask that you respect others’ intellectual property as much as we do. Any Infringing content may be removed or disabled, and accounts of repeat offenders may be terminated according to our company policy.

Terminations

You are always free to quit utilizing our services. We retain the right to provide you notice and suspend or terminate your use of the Services if:

(a) You have violated these Terms,

(b) You’re using the Services in a way that puts us or other users at a genuine risk of injury or loss, or

To correct the situation that prompted us to contact you and allow you to export Your Stuff from our Services, we’ll give you fair early notice via the email address connected to your account. We reserve the right to terminate or suspend your access to the Services if you do not comply with our requests after receiving such notification.

We won’t give prior notice of termination where:

(a) You’re in serious violation of these terms.

 (b) doing so would expose us to legal risk or interfere with our capacity to offer the Services to our other users.

 (c) The law forbids us from doing so.

  Discontinuation of Services

We might choose to stop providing the Services in reaction to unforeseeable events outside our control or to adhere to a legal requirement. If we do, we’ll provide you with adequate warning so you can export Your Stuff from our systems.

Modifications

 We might update these terms occasionally to reflect better:

a) alterations to the law,

(b) new legal specifications or

(c) changes or upgrades made to our services.

Before the update’s effective date, we’ll let you know if an update impacts how you use the Services or your legal rights as a customer by sending an email to the address connected to your account or by an in-product notification. Within 30 days of our notification, these revised terms will go into effect.

If you disagree with them, please cancel your account before any changes take effect.
We may revise these Terms from time to time to better reflect:

(a) changes to the law,

(b) new regulatory requirements or

(c) improvements or enhancements made to our Services.

Suppose an update affects your use of the Services or your legal rights as a user of our Services. In that case, we’ll notify you before the update’s effective date by emailing the email address associated with your account or via an in-product notification. These updated terms will be effective no less than 30 days after we notify you.

If you disagree with our updates, please cancel your account before they become effective. You agree to be bound by the updated Terms by using or accessing the Services after the changes take effect.