Alpine Tax & Consulting

Privacy Policy

Last updated: March 2026

Alpine Tax & Consulting LLC (“Alpine Tax,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our tax preparation and consulting services or visit our website at https://alpinetax.co.

Information We Collect

We collect information necessary to provide tax preparation and consulting services, including:

  • Personal identifiers: Name, address, date of birth, Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)
  • Contact information: Email address, phone number, mailing address
  • Financial information: Income statements (W-2, 1099), bank account details, investment records, business financial records, and prior tax returns
  • Tax documents: All documents you provide for the purpose of tax preparation, including forms, receipts, and supporting records
  • Website usage data: IP address, browser type, pages visited, and other standard analytics data collected through cookies and similar technologies

How We Use Your Information

We use the information we collect for the following purposes:

  • Tax preparation and filing: To prepare, review, and file your federal and state tax returns with the Internal Revenue Service (IRS) and applicable state tax agencies
  • Tax planning and consulting: To provide strategic tax advice and planning recommendations
  • Communication: To contact you about your return status, request additional information, and respond to your inquiries
  • Legal compliance: To comply with applicable tax laws, regulations, and professional standards, including IRS requirements for tax return preparers
  • Service improvement: To improve our services, website, and client experience

Information Security

We take the security of your personal and financial information seriously. We implement appropriate technical and organizational measures to protect your data, including:

  • Encrypted client portal through TaxDome for secure document exchange and electronic signatures
  • Encrypted data transmission (TLS/SSL) for all website and portal communications
  • Restricted access to client data on a need-to-know basis
  • Secure storage of physical and electronic records

Important: We do not request sensitive documents (such as tax returns, SSNs, or bank statements) via unencrypted email. All sensitive documents should be uploaded through our secure client portal.

Third-Party Services

We use trusted third-party services to operate our business. These services may process your data on our behalf in accordance with their own privacy policies:

  • TaxDome: Secure client portal for document exchange, electronic signatures, and client communication
  • IRS and state tax agencies: Electronic filing of tax returns as authorized by you
  • Payment processing: Secure processing of service fees
  • Google Analytics: Website analytics to understand how visitors use our site (see “Cookies and Analytics” below)

Cookies and Analytics

Our website uses cookies and similar tracking technologies to improve your experience and understand how our site is used. Specifically:

  • Google Analytics 4 (GA4): We use GA4 to collect anonymized data about website traffic, page views, and user behavior. This helps us improve our website and services.
  • Advertising cookies: We may use cookies from advertising platforms (such as Meta/Facebook Pixel) for retargeting and measuring the effectiveness of our advertising.
  • Essential cookies: Required for basic website functionality.

You can manage your cookie preferences through the cookie consent banner displayed on our website, or by adjusting your browser settings. Declining non-essential cookies will not affect your ability to use our services.

Your Rights

You have the right to:

  • Access: Request a copy of the personal information we hold about you
  • Correction: Request that we correct any inaccurate or incomplete information
  • Deletion: Request that we delete your personal information, subject to our legal retention obligations
  • Opt-out: Opt out of non-essential cookies and marketing communications at any time

To exercise any of these rights, please contact us using the information provided below. We will respond to your request within a reasonable timeframe.

Data Retention

We retain client tax records and related documents for a minimum of seven (7) years from the date of filing, in accordance with IRS record-keeping requirements and professional standards. After this period, records are securely destroyed.

Website analytics data is retained according to the default retention periods of the respective analytics platforms.

Children’s Privacy

Our services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children under 13. If we learn that we have collected personal information from a child under 13, we will take steps to delete that information as soon as possible.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. When we make changes, we will update the “Last updated” date at the top of this page. We encourage you to review this page periodically for the latest information on our privacy practices.

Contact Us

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