At Peters Tax Service, we are dedicated to providing exceptional tax expertise with a personalized touch. We believe in building long-term relationships based on trust, integrity, and clear communication.

1. Information We Collect

We collect information necessary to provide professional tax preparation and planning services. This includes:

• Contact Form Data: Name, email address, phone number, and message content.
• File Uploads: Details provided via native HTML file inputs.
• Tax Documents: Financial data and deduction information for filing.
• Professional Background: Information shared during personalized consultations to understand your specific financial situation.

2. How We Collect Your Information

Because all services are conduted virtually, we utilize specific channels to gather your data.

• Secure Upload Portal: Documents can be submitted through our secure portal at https://encyro.com.
• Mail: Clients may submit physical documents to our mailing address: P.O. Box 201, Christiansburg, VA 24068.
• Website Forms: Information provided via the contact form on our website.

3. How We Use Your Information

Your information is used exclusively to:

• Meticulously prepare and electronically file your tax returns with precision.
• Develop proactive strategies to minimize your tax liability and achieve financial goals.
• Communicate promptly and professionally regarding your tax situation.
• Ensure compliance with tax laws and optimize available tax breaks and credits.

4. How Your Data is Processed (FormSubmit)

To handle our website inquiries efficiently, we use FormSubmit a professional form backend platform.

• Email Routing: When you submit a contact form, the data is sent directly to our professional email address so we can respond promptly.
• Spam Protection: To filter out bots and malicious programs, our forms utilize reCAPTCHA (machine learning to distinguish humans from bots) and "honeypot" fields (hidden fields designed to fool automated scrapers).

5. Data Retention and Security

• Submission Archive: We retain your contact form submissions for 30 days in a timestamped archive to ensure we never miss a client inquiry.
• File Security: For sensitive tax documents (Social Security numbers, full financial statements), we require the use of our secure upload portal (Encyro) or physical mail to our P.O. Box.

6. Third-Party Disclosure

We do not sell your personal information. Data is shared only with Tax Authorities (for electronic filing) and our service providers, FormSubmit and Encyro.

7. Contact Us

If you have questions, please contact us at:

Mailing Address: P.O. Box 201, Christiansburg, VA 24068
Phone: (540) 510-5624
Email: privacy@peterstaxservice.com