At Coastal Accounting & Tax Service LLC, your privacy is important to us. We are committed to maintaining the confidentiality, integrity, and security of your personal and financial information. This Privacy Policy explains how we collect, use, and protect your data in accordance with applicable federal and South Carolina state laws, and the ethical standards of our profession.
1. Information We Collect
To provide you with tax, accounting, and advisory services, we may collect the following types of nonpublic personal information:
Your name, address, phone number, and email address
Social Security Number, Tax ID, or other government-issued identifiers
Financial and income data, including bank and investment account details
Tax returns, supporting documents, and employment information
Business-related data for corporate, partnership, or other entity filings
Any additional information you voluntarily provide to us for our services
2. How We Use Your Information
We use the information we collect from you only for purposes related to providing professional services, such as:
Preparing and filing tax returns
Delivering bookkeeping, payroll, and accounting services
Communicating with you about your account and services
Meeting legal and regulatory compliance obligations
Responding to inquiries or service requests
3. How We Share Your Information
We do not sell your personal information. We may disclose information in limited circumstances, as permitted by law or with your explicit consent, such as:
With government agencies such as the IRS or South Carolina Department of Revenue
With third-party service providers who assist us (e.g., secure cloud storage or tax software), under strict confidentiality agreements
As required by law, regulation, court order, or legal process
With your express authorization to third parties (e.g., mortgage lenders or financial advisors)
4. Security and Confidentiality
Coastal Accounting & Tax Service LLC employs a combination of physical, electronic, and administrative safeguards to protect your personal information from unauthorized access, alteration, or disclosure. Only authorized personnel have access to your information, and all staff are trained on the importance of data privacy and confidentiality.
5. Data Retention
We retain your personal information for as long as necessary to fulfill our contractual and legal obligations, including IRS requirements and South Carolina state regulations. Once information is no longer needed, we dispose of it securely.
6. Your Rights and Choices
As a South Carolina resident, you have the right to:
Request access to the personal information we maintain about you
Request corrections to inaccurate or outdated data
Withdraw consent for certain data uses, where applicable
To exercise any of these rights, please contact us using the details below.
7. Changes to This Privacy Policy
We may revise this Privacy Policy periodically. Any changes will be posted on our website and will become effective on the date indicated. We encourage you to review this policy regularly.
8. Contact Us
If you have any questions regarding this Privacy Policy or how your information is handled, please contact:
Coastal Accounting & Tax Service LLC
P. O. Box 1138
Bluffton, SC 29910
(843) 800-8790
Email: info@coastalaccounting.cpa
Website: www.coastalaccounting.cpa
Events Calendar
The interactive calendar highlights federal and state tax due dates, special firm events and other important dates that may be of interest to you. Because the calendar is continually updated, check back often to keep track of filing requirements, deadlines and other events that will help you stay current and up-to-date.
Federal Tax Forms & IRS Publications
Looking for a federal tax form? Browse this online tax forms library to find downloadable IRS forms. The forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.