Privacy Policy and Terms of Service - Barrister Tax Service

Privacy Policy

Last Updated: May 14, 2025

1. Introduction

At Barrister Tax Service ("we," "our," or "us"), we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our services or visit our website.

2. Information We Collect

We may collect the following types of information:

Personal Information: Name, address, email address, phone number, Social Security Number, date of birth, and financial information necessary for tax preparation services.
Business Information: Business name, EIN, financial statements, and other information related to business tax services.
Website Usage Data: IP address, browser type, operating system, pages visited, and time spent on our website.
Communication Records: Records of email correspondence, phone calls, and consultations.

3. How We Use Your Information

We use your information for the following purposes:

Providing tax preparation, planning, and related services
Meeting our legal and regulatory obligations
Communicating with you about your services and appointments
Sending updates about tax law changes and deadlines
Improving our services and website
Processing payments

4. Information Sharing and Disclosure

We may share your information with:

The IRS and state tax authorities, as required by law
Third-party service providers who assist us in providing our services
Legal and regulatory authorities when required
Successors in the event of a business transition

We do not sell your personal information to third parties.

5. Data Security

We implement reasonable security measures to protect your information from unauthorized access, alteration, disclosure, or destruction. These measures include data encryption, secure networks, and limited access to personal information.

6. Data Retention

We retain your information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required by law or regulations, particularly IRS requirements.

7. Your Rights

Depending on your location, you may have certain rights regarding your personal information, including:

Access to your personal information
Correction of inaccurate information
Deletion of your information (subject to legal requirements)
Objection to certain processing activities
Data portability

8. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to enhance your experience. You can manage cookie preferences through your browser settings.

9. Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect information from children.

10. Changes to This Privacy Policy

We may update this Privacy Policy periodically. The updated version will be indicated by the "Last Updated" date at the top of the policy.

11. Contact Information

If you have questions or concerns about our Privacy Policy, please contact us at:

Email: info@barristertaxservice.com
Phone: 1-800-930-1040
Mail: 3515 David Cox Rd Suite 481309, Charlotte, NC 28269

Terms of Service

Last Updated: May 14, 2025

1. Acceptance of Terms

By accessing or using Barrister Tax Service's website, services, or products, you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our services.

2. Service Description

Barrister Tax Service offers tax preparation, planning, audit support, and related services for individuals, businesses, and expatriate employees. The specific services provided will be agreed upon between you and Barrister Tax Service in a separate engagement letter or agreement.

3. Client Responsibilities

As a client, you agree to:

Provide accurate, complete, and timely information necessary for tax preparation
Promptly respond to requests for additional information or clarification
Review all tax returns and documents before they are filed
Pay all applicable fees for services rendered
Notify us of any changes to your personal or financial situation that may affect your taxes

4. Payment Terms

Fees for our services are due at the time services are rendered, unless otherwise specified in writing. We accept various payment methods as indicated on our website or in our engagement agreement. Late payments may be subject to additional fees.

5. Confidentiality and Privacy

We will maintain the confidentiality of your information in accordance with professional standards and our Privacy Policy. We are required by law to report certain types of information to tax authorities.

6. Limitation of Liability

To the maximum extent permitted by law, Barrister Tax Service's liability arising out of or related to these Terms shall be limited to the total fees paid by you for the services directly related to the claim. We shall not be liable for any consequential, incidental, indirect, special, punitive, or exemplary damages.

7. Accuracy of Returns

While we strive for accuracy in all tax returns and services, the final responsibility for the accuracy of your tax return remains with you. We are not responsible for disallowed deductions or additional taxes due to incomplete or inaccurate information provided by you.

8. Electronic Communications

By using our services, you consent to receive electronic communications from us. You agree that any notices, agreements, disclosures, or other communications that we send to you electronically satisfy any legal communication requirements.

9. Termination

Either party may terminate the service relationship at any time. You remain responsible for payment of fees for services performed prior to termination.

10. Intellectual Property

All content on our website, including text, graphics, logos, images, and software, is the property of Barrister Tax Service and is protected by copyright and intellectual property laws.

11. Governing Law

These Terms shall be governed by the laws of the State of North Carolina without regard to its conflict of law provisions. Any disputes arising from these Terms or our services shall be resolved in the courts of Mecklenburg County, North Carolina.

12. Changes to Terms

We reserve the right to modify these Terms at any time. Updated Terms will be posted on our website with the "Last Updated" date.

13. Contact Information

If you have questions regarding these Terms, please contact us at: