Privacy Policy | Occenat Tax Services

Effective Date: October 14, 2026

Occenat Tax Services, LLC (“Occenat Tax Services,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide when using our website and services.

This Privacy Policy explains how we collect, use, protect, and share information obtained through our website, online forms, client communications, and third-party service platforms.

By using this website, you acknowledge the practices described in this Privacy Policy.

Information We Collect

We may collect personal information that you voluntarily provide through our website, including:

Name
Email address
Telephone number
Preferred method of contact
Whether you are a new or returning client
Type of tax return or service requested
Tax year associated with your request
General information regarding a tax or IRS matter
Appointment or consultation information
Communications you send to us

Our website forms are intended primarily to collect basic contact and service-request information.

Sensitive Tax Information

Please do not submit Social Security numbers, taxpayer identification numbers, copies of tax returns, W-2s, 1099s, banking information, government-issued identification, or other highly sensitive tax documents through general website contact or intake forms unless a form is specifically designated and secured for that purpose.

When sensitive tax information or documents are required, clients may be directed to an appropriate secure third-party platform, such as TaxSlayer, TaxesToGo, IRS Solutions, or another authorized tax-processing system.

How We Use Your Information

Information collected through the website may be used to:

Respond to inquiries
Begin the client intake process
Determine the services you are requesting
Schedule consultations or appointments
Create or update your client contact record
Provide instructions for continuing through a secure tax portal
Send confirmation and follow-up communications
Notify you regarding the status or next steps of your service
Provide customer support
Improve our website and client experience
Send service-related or marketing communications where permitted
Maintain business and administrative records

Client Relationship Management

Information submitted through our website may be stored within our website's customer relationship management system (“CRM”) so that Occenat Tax Services can manage inquiries, communicate with clients, track service requests, and provide follow-up information.

Website submissions may also trigger automated emails, notifications, tasks, or other communications designed to assist with the client-service process.

TaxSlayer, TaxesToGo and Other Secure Platforms

Occenat Tax Services may use third-party tax preparation and document-management platforms, including TaxSlayer and TaxesToGo, for secure tax intake, document submission, tax preparation, client communications, electronic signatures, and related tax services.

When you leave our website and access one of these platforms, your information is subject to the privacy practices and terms of that third-party provider.

Occenat Tax Services does not control the privacy policies or security practices of third-party platforms.

IRS Solutions and Tax Resolution Services

Clients requesting tax-resolution services may be directed to IRS Solutions or another secure tax-resolution platform to provide additional information related to their case.

Information submitted directly through that system is governed by the privacy and security practices of the applicable provider.

Our website is designed to collect only the initial information necessary to begin your tax-resolution request before directing you to the appropriate secure process.

Website Hosting and Wix

Our website may be hosted and operated using Wix or related Wix services.

As part of normal website operation, Wix and its service providers may process certain technical and visitor information necessary to operate the website, forms, CRM, analytics, security features, and other website functionality.

Your use of features provided by Wix may also be subject to Wix's applicable privacy practices.

Cookies and Analytics

Our website may use cookies and similar technologies to help:

Operate website functionality
Remember visitor preferences
Analyze website traffic
Understand how visitors interact with the website
Improve website performance
Support marketing and advertising efforts where applicable

You may be able to control or disable certain cookies through your browser settings or available website cookie settings.

Disabling cookies may affect the operation of certain website features.

Email and Text Communications

If you provide your email address or telephone number, we may contact you regarding:

Your inquiry
Your tax or business service request
Appointment information
Documents or information needed
Client status updates
Next steps
Service reminders
Relevant company announcements or marketing communications where permitted

You may unsubscribe from marketing emails using the unsubscribe link provided in applicable messages.

Service-related communications regarding an active request or client relationship may still be sent when necessary.

How We Share Information

Occenat Tax Services does not sell your personal information.

We may share information when reasonably necessary with service providers that assist us in operating our business, including website hosting, tax preparation, client portals, communication systems, payment processors, scheduling platforms, CRM services, and other technology providers.

Information may also be disclosed when required by law, court order, government request, or when reasonably necessary to protect our legal rights, property, clients, or others.

Data Security

We take reasonable administrative and technical measures to protect information submitted through our website.

However, no website, email system, electronic communication, or Internet transmission can be guaranteed to be completely secure.

For this reason, clients should use the secure tax or resolution portals provided by Occenat Tax Services when submitting confidential tax

information or sensitive documentation.

Data Retention

We may retain contact information, inquiries, communications, and business records for as long as reasonably necessary to:

Provide requested services
Maintain client records
Fulfill business and legal obligations
Resolve disputes
Enforce agreements
Maintain appropriate tax and accounting records

Information maintained by third-party platforms may be subject to their own retention policies.

External Links

Our website may contain links to third-party websites or platforms, including client portals, tax software, payment platforms, scheduling services, and other resources.

Occenat Tax Services is not responsible for the content, security, or privacy practices of websites or platforms operated by third parties.

We encourage users to review the privacy policies of any external service they use.

Children's Privacy

Our website and professional services are not intended to collect personal information directly from children under the age of 13.

If we become aware that personal information from a child under 13 has been submitted through the website without appropriate authorization, we may take reasonable steps to delete it.

Your Choices

You may contact us to request that we:

Update or correct your contact information
Stop sending certain marketing communications
Answer questions about information you previously submitted through our website

Certain records may need to be retained when required for legitimate business, tax, legal, regulatory, or recordkeeping purposes.

Changes to This Privacy Policy

Occenat Tax Services may update this Privacy Policy periodically to reflect changes to our website, services, technology, business practices, or applicable requirements.

Changes will be posted on this page with an updated effective date.

If you have questions regarding this Privacy Policy or how your information is handled, please contact:

Occenat Tax Services, LLC
Phone: (321) 821-8591
Website: www.occenattaxservices.com