Your Information Deserves to Be Protected.

When you work with a CPA, you share some of your most sensitive personal and financial information. I take that responsibility seriously.

Mark Carter CPA maintains administrative, technical, and physical safeguards designed to protect the confidentiality and security of client and taxpayer information.

A Secure Way to Share Tax Documents

TaxDome is the secure client portal I use for exchanging tax documents and other sensitive information. Clients can use the portal to upload documents, complete organizers, receive information, and securely communicate with me throughout the tax preparation process.

For your protection, please do not send Social Security numbers, tax returns, W-2s, 1099s, or other sensitive financial information through ordinary email. If you need to send confidential information, please use the secure TaxDome client portal.

Protecting Your Information

As a professional tax practice, Mark Carter CPA maintains a written information security program and safeguards appropriate for protecting taxpayer information. Security practices are reviewed periodically and updated as technology, business operations, and security risks change.

Third-party service providers that handle client information are selected with consideration for the security and confidentiality of the information entrusted to them.

Personal Service. Professional Responsibility.

Mark Carter CPA is a solo CPA practice. That means the person preparing your tax return is also the person responsible for protecting the information you provide. I take both responsibilities seriously.

If you ever have a question about how to securely provide a document or communicate sensitive information, please contact me before sending it.