Privacy Policy

Effective Date: August 17, 2026

Information We May Collect

• Information submitted through our contact form.
• Information submitted when scheduling appointments through Calendly.
• Information and documents voluntarily provided through TaxDome.
• Basic website usage information that may be collected automatically through cookies or analytics tools.

How We Use Your Information

• To respond to your inquiries.
• To schedule appointments.
• To provide tax preparation and tax planning services.
• To communicate with you regarding the services you request.

Third Party Services

This website may use third-party services to provide scheduling, client portal, email services.

• Calendly
• TaxDome
• Microsoft 365

Cookies and Website Analytics

This website may use cookies that are necessary for website functionality. Mark Carter CPA, PLLC does not currently use third-party analytics or visitor-tracking tools.

Information Security

Mark Carter CPA, PLLC maintains a Written Information Security Plan (WISP) designed to protect client information through administrative, physical, and technical safeguards. Additional information regarding our information security practices is available on our WISP page.

Contact Information

If you have questions regarding this Privacy Policy or the handling of your information, please contact Mark Carter CPA, PLLC through the Contact page on this website.