Legal
Privacy policy
Last updated: September 11, 2026 (draft)
Who we are
Concord Tax & Advisory (“Concord,” “we,” “us”) provides remote tax preparation and related advisory services. Contact: hello@concord.tax.
Information we may collect
- Contact details you submit (name, email, phone)
- Eligibility and service-interest answers from intake forms
- Tax documents and identification you upload for an engagement
- Technical data such as browser type and approximate location from server logs (when a live site is hosted)
This static demo stores Get started answers only in your browser’s localStorage and does not transmit them to Concord servers.
How we use information
- To respond to inquiries and provide quoted services
- To prepare, review, and e-file tax returns you authorize
- To meet professional, regulatory, and recordkeeping obligations
- To improve our website and service operations
Sharing
We do not sell personal information. We may share information with service providers (e.g., secure file hosting, e-file transmitters) under confidentiality obligations, or when required by law.
Retention & security
Engagement records are retained as required by professional standards and applicable law. We use reasonable administrative and technical safeguards; no method of transmission is perfectly secure.
Your choices
Email hello@concord.tax to update contact details or ask about access/deletion requests, subject to legal retention requirements.
Children
Our services are not directed to children under 13, and we do not knowingly collect their information online.
Changes
We may update this draft. The date above will change when a revised version is posted.