Privacy policy
Effective 8 August 2026
What this covers
How Caldwell Tax Services, LLC handles personal information from this website and from people who contact us. If you become a client, the privacy notice in our engagement terms also applies, and where the two differ that notice governs.
What we collect
| From | What |
|---|---|
| Contact and intake forms | Name, email, telephone, country, and what you tell us about your entity and your situation |
| Whatever you send us | |
| The site itself | IP address, browser and device type, pages visited, and how you reached us |
Why we use it
To answer your enquiry and prepare a quote. To provide services if you engage us. To meet our legal and professional obligations, including tax record keeping and sanctions screening. To improve the site.
If you book a consultation, we also receive your appointment details and a payment confirmation from our payment processor. Your card details go to the processor, not to us.
We do not sell personal information. We do not share it for anyone else's marketing.
Who we share it with
The signer who reviews and signs your filing. Signers hold a CPA licence, an IRS enrolment as an Enrolled Agent, or an active PTIN, and some are located outside the United States.
Service providers who host our systems, principally Google Workspace, our customer relationship system, our payment processor and our e-signature provider.
Tax authorities, where we file on your behalf.
Anyone we are required by law to share it with.
Where your information is handled
CTS is a remote firm. Some of our personnel, including the Managing Director, are located outside the United States, in West Africa. Information you send us may be handled by them, and may be stored on servers in the United States and elsewhere.
Where you become a client, we do not disclose your tax return information to anyone outside the United States without your prior written consent. That applies to our own personnel and to your signer alike. The consent is a numbered section of our engagement terms for entity clients, and a separate signed document for individual filers.
Form 1040 series returns are always signed by a signer located in the United States. That is a standing rule.
Your signer keeps read access to the records supporting a filing they signed for a period after it is complete, because their own regulator requires them to be able to produce those records. They cannot download or copy anything, and that access never runs beyond the consent you gave.
How long we keep it
Enquiries that do not become engagements: one year. Quotes not accepted: two years. Client records: seven years from the end of the engagement, or longer where a signer's professional obligations require it. Then securely deleted.
How we protect it
We hold a written information security plan. Access is limited to those who need it, every account is protected by two-step verification, and client data is not stored on personal devices.
Your choices
Write to hi@caldwelltaxservices.com to ask what we hold about you, to correct it, to ask us to delete it, or to withdraw a consent. We will respond within 30 days. Some records we must keep by law even if you ask us to delete them, and we will tell you if that applies.
If you are in the United Kingdom or the European Union, you may have additional rights under data protection law in your country, and you may complain to your local supervisory authority.
Children
This site is not intended for anyone under 18 and we do not knowingly collect information from children.
Changes
We will change the effective date at the top when we update this page. Where a change is material and you are a client, we will tell you.
Contact
Caldwell Tax Services, LLC, 1209 Mountain Road Pl NE, Ste H, Albuquerque, NM 87110. hi@caldwelltaxservices.com