Privacy policy

This policy covers the website stephenstaxservice.com, run by Stephens Tax Service, LLC, 21380 Lorain Road, Suite 303, Fairview Park, OH 44126.

What this website collects

When you send the contact form, it collects what you type: your name, phone number, email address, the service you're asking about and your message. It also records the page you sent it from and any campaign tags in the web address (such as utm_source), so we know how you found the site.

The form is not the place for Social Security numbers, tax documents or bank details. Please bring those to your appointment.

The website doesn't use advertising cookies.

How the information is used

Your message is used to reply to you and to arrange an appointment. It isn't sold, rented or shared for marketing.

The form is delivered through a third-party service that passes your message on to us. That service processes it only to deliver it.

Tax information

Tax documents and information you give us as a client are handled separately from this website, under the confidentiality rules that apply to paid tax preparers and Enrolled Agents.

How long it's kept

Contact form messages are kept for as long as they're needed to respond and keep a record of the conversation, then deleted.

Your choices

To ask what we hold about you from this website, or to have it deleted, call (440) 331-8989 or write to the office address above.

Changes

If this policy changes, the updated version will be posted on this page.