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Privacy Policy

​Effective Date: July 11, 2025

What Information Do We Collect on This Website?

Our website (hosted on Wix.com) is primarily informational and does not directly collect sensitive financial information such as Social Security Numbers, bank account information, passwords, credit card details, or tax forms. 

Categories of Personally Identifiable Information We Collect

We may collect the following types of personal information through our website:

  • Name

  • Email address

  • Phone number

  • Any information you voluntarily submit via our contact or scheduling forms

 

In addition, we may collect technical information such as:

  • IP address

  • Browser type

  • Pages visited and time spent

  • Referral URLs

Do We Share Your Information with Third Parties?

No. We do not sell, rent, or share your personal information with any third parties.
When you click the "Client Portal" link, you will leave our website and enter a secure, third-party system (TaxDome), which collects its own data independently. Any information you submit within TaxDome is governed by their privacy policy, not ours.

What About Tax Information I Provide in the Client Portal?

For tax preparation and secure document exchange, we use TaxDome, a secure, third-party Client Portal. When you click the "Client Portal" link on our website, you will be redirected to our TaxDome instance.

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TaxDome manages its own data privacy and security protocols. You can view their privacy policy here: TaxDome Privacy Policy, and you may also review their SOC 2 Type II certification, which is important for data security compliance.

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Any personal or financial information you provide in the TaxDome portal is governed by TaxDome’s privacy policy, not this website.

Cookies and Tracking Tools

This Wix-powered site may use cookies or third-party tracking tools to improve user experience and understand traffic patterns. You can manage cookie settings in your browser at any time.
We do not use cookies to collect sensitive personal data. Any data collected through Wix.com is governed by Wix.com's policy.

Communications

We may contact you if you submit a contact form or schedule a consultation. Communication may include appointment confirmations, follow-up emails, phone calls, or occasional updates about our services.

How to Review, Correct, or Delete Your Information

If you would like to review, correct, or request the deletion of any personal information we have collected from you through this website, please contact us at:
📧 taxes@karencollopy.com
📬 PO Box 2776, Castro Valley, CA 94546

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For information submitted via the TaxDome client portal, please log in to your TaxDome account or refer to TaxDome’s Privacy Policy for instructions on managing your data.

How We Notify You of Privacy Policy Changes

We reserve the right to modify this policy. Any updates will be posted on this page with a revised Effective Date. We encourage you to review this page periodically for any changes.

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