Copper State Tax and Accounting
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​Privacy Policy
Effective Date: June 2026
Business Name: Copper State Tax & Accounting

Copper State Tax & Accounting respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, protect, and share information when you visit our website, contact our office, request services, or provide documents for tax preparation, accounting, payroll, or related professional services.

This policy is intended for general website use and client communication. Because tax and accounting firms handle sensitive taxpayer information, we follow appropriate safeguards to protect client data, including guidance from the IRS and Federal Trade Commission regarding the protection of personal and financial information.
Information We CollectWe may collect information that you voluntarily provide to us, including your name, phone number, email address, mailing address, business information, tax-related documents, accounting records, payroll information, identification information, and any other information you submit through our website, email, phone calls, client portals, forms, or in-person meetings.

Our website may also collect basic technical information, such as your IP address, browser type, device information, pages visited, and general website usage data. This information helps us maintain website security and improve the user experience.

How We Use Your InformationWe use your information to provide tax preparation, accounting, payroll, bookkeeping, IRS representation, and related professional services. We may also use your information to respond to inquiries, schedule appointments, prepare and file tax returns, maintain client records, process payments, communicate with you about your account or services, comply with legal and regulatory requirements, and improve our website and business operations.
We do not sell your personal information.

Protection of Taxpayer and Financial InformationCopper State Tax & Accounting takes the confidentiality of taxpayer and financial information seriously. We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, loss, misuse, disclosure, alteration, or destruction.
Because no method of electronic transmission or storage is completely secure, we cannot guarantee absolute security. However, we work to use appropriate security practices consistent with the sensitive nature of the information we handle.
Sharing of InformationWe may share information only when necessary to provide services, comply with the law, or operate our business. This may include sharing information with tax software providers, secure document portals, payment processors, payroll providers, accounting platforms, government agencies, professional advisors, or other service providers who assist us in serving you.

We may also disclose information when required by law, regulation, subpoena, court order, IRS request, or other lawful government process.

We do not share your personal information for unrelated marketing purposes without your consent.
Email and Online CommunicationsPlease be aware that standard email may not be secure for transmitting sensitive personal information. When possible, clients should use secure upload methods, encrypted communication, or other protected delivery options for documents containing Social Security numbers, tax records, financial statements, payroll data, or other sensitive information.

Cookies and Website AnalyticsOur website may use cookies or similar technologies to improve website performance and understand how visitors use the site. You may adjust your browser settings to refuse cookies or notify you when cookies are being used. Some website features may not function properly if cookies are disabled.
Third-Party LinksOur website may contain links to third-party websites or services. Copper State Tax & Accounting is not responsible for the privacy practices, security, or content of third-party websites. We encourage visitors to review the privacy policies of any external websites they visit.

Record RetentionWe retain client records and personal information for as long as necessary to provide services, comply with legal and professional obligations, resolve disputes, maintain business records, and meet tax or regulatory requirements.

Your ChoicesYou may contact us to update your contact information, request corrections, ask questions about how your information is used, or request that we limit certain communications. Some information may need to be retained for legal, tax, accounting, or professional compliance purposes.

Children’s PrivacyOur website and services are intended for adults and business clients. We do not knowingly collect personal information from children through our website.
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Changes to This Privacy PolicyCopper State Tax & Accounting may update this Privacy Policy from time to time. Any updates will be posted on this page with a revised effective date. Continued use of our website or services after changes are posted means you accept the updated policy.
Privacy Policy
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PHONE: 928-215-9692           
EMAIL: [email protected]   
814 N. Beeline Hwy, Suite A, Payson, AZ 85541 
Copyright 2026. All rights reserved. The logo and slogans are trademarked to Copper State Tax and Accounting.
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  • Bio
  • Contact
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