We may collect the following types of information:

• Personal Identification Information: Name, address, phone number, email address, date of birth, Social Security Number, driver’s license, and other identifiers.
• Financial and Tax Information: W-2s, 1099s, income, deductions, dependents, and related financial data necessary for tax preparation.
• Payment Information: Credit/debit card details, bank account information (processed securely by third-party payment processors).
• Technical Information: IP address, browser type, device information, and site usage data collected via cookies.

We use the information we collect to:

• Prepare and file your tax returns.
• Provide tax strategy, consultation, and related services.
• Communicate with you regarding your account, documents, or services.
• Process payments and invoices.
• Improve our website, services, and customer experience.
• Comply with federal, state, and local legal requirements.

We do not sell your personal information. We may share your information only in the following circumstances:

• With your consent.
• With trusted third-party service providers who assist with tax preparation, payment processing, document storage, or IT support.
• When required by law, regulation, subpoena, or government request.
• To protect the security, rights, or property of CTS, our clients, or others.

We use administrative, technical, and physical safeguards to protect your personal and financial information. However, no method of transmission over the Internet or electronic storage is completely secure.

We retain your information only as long as necessary to provide services and comply with applicable laws and recordkeeping requirements.

Depending on your location, you may have rights to:

• Access or request a copy of your personal information.
• Correct or update inaccuracies.
• Request deletion of your information, subject to legal and contractual obligations.

We may use cookies or similar technologies to enhance website functionality, analyze usage, and improve user experience. You can adjust your browser settings to refuse cookies, but some features may not function properly.

Our services are intended for adults. We do not knowingly collect personal information from children under 13.

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised "Effective Date."

If you have any questions about this Privacy Policy or how we handle your data, please contact us at: