Privacy Policy
How Civic Stone Tax Service LLC collects, uses, protects, and shares information.
Effective August 30, 2026
Our Commitment
Civic Stone Tax Service LLC respects the privacy of clients and website visitors. This policy applies to information collected through civicstone.tax and through our direct service interactions. It does not claim that a specific client portal or technology platform is currently active unless Civic Stone expressly provides that service to you.
Information We Collect
We may collect contact information, appointment details, tax-preparation intake information, documents you provide, payment-related transaction information, communications, and technical information generated when you use our website. Tax and identity information may include sensitive personal and financial data when necessary to provide requested services.
How We Use Information
We use information to respond to inquiries, schedule and provide services, prepare and review tax work, communicate about your engagement, process payments, maintain records, protect our systems, comply with legal obligations, and improve our services.
Service Providers and Disclosures
We may use vetted service providers for website hosting, scheduling, payments, communications, document exchange, and other business operations. Information may also be disclosed to tax authorities or other parties when authorized by you or required by law. Civic Stone does not sell personal information for monetary consideration.
Security
We use administrative, technical, and organizational safeguards appropriate to the information we handle. No internet transmission or storage system can be guaranteed to be completely secure, so clients should use only secure document-delivery methods provided or approved by Civic Stone for sensitive tax documents.
Data Retention
Records are retained as reasonably necessary for service delivery, business records, dispute resolution, security, and applicable tax, accounting, and legal requirements. Retention periods vary by record type and legal obligation.
Your Choices and Privacy Requests
You may contact us to request access to or correction of certain information, ask questions about our privacy practices, or exercise rights available under applicable law. Some requests may be limited by tax-record retention, identity-verification, legal, or security requirements.
Cookies and Website Technology
Our website may use cookies and similar technologies needed for site functionality, preferences, analytics, security, and service improvement. See our Cookie Policy for additional information.
Third-Party Services
Links or integrations provided by third parties may have their own privacy practices. When Civic Stone introduces a secure client portal or other third-party service, the applicable provider terms and privacy notices may also apply.
Changes to This Policy
We may revise this policy as our services, technology, or legal obligations change. The current version will be posted on this website with an updated effective date.
Contact Us
For privacy questions or requests, contact Civic Stone through our Contact page or call (214) 228-1627.