Privacy policy

This policy explains how Schneider Finance Consulting, LLC ("we," "us") handles information connected with this website, schneidertax.com.

What we collect

• Information you send us. The contact form opens your own email app with your name, email address, optional phone number, topic and message, and you send it to us from there. We receive whatever you choose to include, along with anything you send by email or tell us by phone.
• Tool inputs stay on your device. The refund estimator, S corp calculator and IRS letter decoder run entirely in your browser. We don't receive or store what you type into them.
• Basic technical data. Our website host, Cloudflare, processes standard technical information such as IP addresses to deliver and protect the site. We don't use analytics, advertising trackers or cookies of our own on this site.

How we use it

We use your information to respond to you, schedule a consultation and, if you become a client, provide the services you engage us for. We do not sell your personal information, and we don't share it with others for their own marketing.

Please don't send sensitive information through the form or email

Don't include Social Security numbers, tax documents, bank account numbers or similar sensitive details in the contact form or in ordinary email. If you become a client, we'll arrange a secure way to exchange documents.

Client information

Tax preparers have legal duties to protect client information. The FTC's Safeguards Rule requires tax preparers to keep a written information security plan, and the IRS explains these obligations in Publication 4557, Safeguarding Taxpayer Data. Information you give us as a client is handled under those rules, applicable professional confidentiality standards and our engagement letter.

Keeping and deleting information

We keep inquiry emails only as long as needed to respond and for reasonable business records. Client records are kept as required by law and professional standards. You can ask us to delete inquiry messages you sent if you didn't become a client.

Contact

Questions about this policy? Contact Schneider Finance Consulting, LLC at craig@schneidertax.com or (206) 353-8231.