Privacy Policy
Effective Date: October 21, 2026
1. Information We Collect
Ceaser & Associates Financial Firm LLC may collect information such as name, email address, phone number, mailing address, business details, service inquiries, and appointment details. We also gather data through website forms, tax information from onboarding, payment details, firm communications, and website usage data including browser type, device info, cookies, and similar technologies.
2. Sensitive Tax and Financial Information
Users should not submit Social Security numbers, banking info, identification copies, or tax documents through general contact forms or regular email. Approved secure systems must be used for all confidential document exchanges.
Our Data Usage and Sharing
3. How We Use Information
Information is used to provide individual and business tax services, bookkeeping, software support, and client onboarding. We use it to schedule appointments, communicate with clients, request documentation, facilitate payments, maintain tax records, improve functionality, and meet legal and professional obligations.
4. How Information May Be Shared
Data may be shared with providers for hosting, CRM, secure exchange, tax software, e-signatures, and payment processing. Systems include Wix, TaxDome, TaxesToGo, Microsoft 365, and Google Workspace. We also disclose info if required by law or to protect firm rights.
5. Taxpayer Information
Tax return data is subject to federal privacy requirements. We do not disclose this info for prohibited purposes. Separate consent may be required under Internal Revenue Code Section 7216.
Programs and Virtual Services
6. Senior Tax Assistance Program Information
We collect age, income, and tax data to determine eligibility and provide services. This is used for review, admin, and compliance. Secure systems must be used for sensitive docs. The Ceaser Senior Tax Assistance Program has separate eligibility requirements, service limitations, availability rules, and program terms. Participation is subject to the applicable Senior Tax Assistance Program Policy.
7. Payments
Third parties process payments; we do not store full card info.
8. Client Portals
Clients use secure platforms for onboarding and uploads; these have their own policies.
9. Virtual Tax Preparation Services
We serve clients across the U.S. via secure portals and video. Info collected includes tax records and e-signatures. Third-party tech providers have their own security terms.
10. Cookies
We use cookies for functionality and analytics. You can manage settings via your browser.
11. Data Security
We use safeguards to protect data, though no transmission is 100% secure. Use secure systems for tax data.
12. Data Retention
Records are kept as long as needed for services, legal mandates, and business needs.
13. Third-Party Links
We are not responsible for the privacy practices of external sites.
14. Children’s Privacy
We do not collect info directly from children without guardian involvement.
15. Your Privacy Choices
Contact us to update info or opt out of marketing. Certain records must be retained for legal reasons.
16. Marketing Communications
You may unsubscribe from marketing, but service-related alerts will still be sent.
17. Changes to This Policy
We update this policy periodically to reflect new practices or laws.
18. Contact Us
Ceaser & Associates Financial Firm LLC
Email: info@ceaserfinancial.com
Website: ceaserfinancial.com
This Privacy Policy describes the general privacy practices of Ceaser & Associates Financial Firm LLC and does not replace any engagement agreement, taxpayer consent, disclosure authorization, Senior Tax Assistance Program Policy, or other document required by applicable law.