Keystone Tax Services Inc. respects your privacy. Here you can find information on how we use and protect your data on this website.

What personal data do we collect, and where is it stored?

In general, we do not collect or store any information from you from this website, unless you explicitly provide it to us on one of our web forms. We only collect data on the forms located on these three pages:

(1) New Client Startup; and (2) Returning Clients:

  • These two forms are used to obtain your information for the sole purpose of providing you accounting and tax services using the data needed to provide those services to you. This includes information such as name, address, family member information, etc.
  • The data you provide on these forms is sent to us via secure email, and then we transfer this data into our tax software.
  • This data is not stored on the same server as this website.
  • Our site uses SSL, so data sent to the site is secure.

(3) Contact form

  • Visitors of this website can contact us with this form. It simply collects your name, email address, and phone number (optional), and message.
  • This data is sent via email and not stored on our website server.

Who we share your data with

We do not share or disclose any non-public, personal information about our current or former clients to anyone, except as permitted by law, or as required to perform the requested accounting or tax services.

How long we retain your data

  • We only retain your tax file data for XX years, as required by the IRS.

What rights you have over your data

You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

Additional information

For any additional questions or concerns, please contact us directly on our Contact Us page.