PRIVACY POLICY
COA TAXES
Last Updated: October 14, 2026
1. Introduction
COA TAXES (Contractors of America, Inc.) is committed to protecting the privacy, confidentiality, and security of the personal, financial, and business information entrusted to us.
This Privacy Policy explains how we collect, use, protect, retain, and disclose information obtained through our website, professional services, and electronic communications, including SMS text messaging.
2. Information We Collect
Depending on the services requested, we may collect:
Personal information, including names, addresses, email addresses, and telephone numbers.
Social Security numbers (SSNs), Individual Taxpayer Identification Numbers (ITINs), and Employer Identification Numbers (EINs).
Tax returns, accounting records, financial statements, and banking information.
Payroll, employee, and business information.
Workers' Compensation and General Liability audit documentation.
Billing and payment information.
Mobile phone numbers, SMS communication preferences, and consent records.
Website usage and technical information, where applicable.
Information may be collected directly from clients, authorized representatives, and other sources permitted by law.
3. How We Use Your Information
COA TAXES uses collected information to:
Prepare and file federal and state tax returns.
Provide accounting, bookkeeping, and financial reporting services.
Process payroll and related tax filings.
Assist with insurance audits and regulatory compliance.
Schedule appointments and provide client support.
Request missing documents and communicate filing deadlines.
Send invoices, payment reminders, and service updates.
Maintain required records and comply with applicable laws and regulations.
We use personal information only for legitimate business purposes and as otherwise authorized or permitted by law.
4. Confidentiality of Tax and Financial Information
COA TAXES recognizes the sensitive nature of taxpayer and financial information.
Tax return information is handled in accordance with applicable federal confidentiality requirements, including Internal Revenue Code Section 7216 and related regulations.
We do not use or disclose protected tax return information for unauthorized purposes. Where required by law, we obtain the taxpayer's appropriate consent before using or disclosing such information.
5. SMS Text Messaging and Consent
COA TAXES uses SMS text messaging through authorized communication providers, including VXT, to communicate with clients who have provided appropriate consent.
SMS messages may include:
Appointment confirmations and reminders.
Tax preparation updates and filing deadlines.
Accounting and payroll notifications.
Requests for missing documents.
Workers' Compensation and General Liability audit updates.
Billing statements and payment reminders.
Responses to client inquiries and other service-related communications.
SMS consent is voluntary and is not a condition of purchasing services.
Message frequency varies. Message and data rates may apply.
Clients may unsubscribe at any time by replying STOP to any SMS message. For assistance, reply HELP or contact COA TAXES directly.
SMS Privacy and Data Sharing
Text messaging originator opt-in data and consent will not be shared with any third parties, excluding aggregators and providers of the text messaging services.
COA TAXES does not sell, rent, or share mobile phone numbers or SMS opt-in consent information with third parties or affiliates for their independent marketing or promotional purposes.
Mobile information collected for SMS communications is used to provide authorized client communications and manage messaging preferences.
6. Information Sharing and Third-Party Service Providers
COA TAXES does not sell clients' personal information.
We may share information with authorized third-party service providers when necessary to perform requested services, including accounting, payroll, tax preparation, payment processing, document management, and communications.
Information may also be disclosed to government agencies, tax authorities, insurance companies, auditors, or other authorized parties when required or permitted by law or with appropriate client authorization.
All disclosures of tax return information remain subject to applicable federal and state confidentiality requirements.
SMS opt-in information and consent remain subject to the specific restrictions outlined in Section 5.
7. Information Security
COA TAXES maintains administrative, technical, and physical safeguards designed to protect personal, financial, and tax information from unauthorized access, disclosure, alteration, loss, or misuse.
Access to sensitive information is restricted according to business responsibilities and applicable confidentiality requirements.
Although we take reasonable precautions to protect information, no electronic transmission or storage system can be guaranteed to be completely secure.
8. Data Retention
COA TAXES retains personal and business information for as long as reasonably necessary to:
Provide professional services.
Meet legal and regulatory requirements.
Maintain professional and business records.
Resolve disputes and respond to authorized inquiries.
Document SMS consent and communication preferences.
When information is no longer required, it is handled according to applicable retention and disposal procedures.
9. Client Rights and Privacy Choices
Clients may contact COA TAXES to:
Request corrections to their contact information.
Update communication preferences.
Withdraw SMS consent at any time.
Ask questions regarding the handling of their personal information.
Submit privacy-related requests permitted under applicable law.
Certain records may be retained when required by legal, tax, or professional obligations.
10. Cookies and Website Information
Our website may use cookies and similar technologies to support website functionality, security, and user experience.
Third-party website services may process certain technical information according to their respective privacy practices.
11. Third-Party Websites and Payment Services
Our website may contain links to external websites, payment processors, and service platforms.
COA TAXES is not responsible for the privacy practices of independently operated third-party websites. Clients are encouraged to review the applicable privacy policies before providing personal or financial information.
12. Changes to This Privacy Policy
COA TAXES reserves the right to update this Privacy Policy to reflect changes in business operations, technology, legal requirements, or communication practices.
Any updates will be published on our website with a revised date.
13. Contact Information
For questions regarding this Privacy Policy, personal information, or SMS communications, please contact:
COA TAXES
Website: https://www.coataxes.com
Email: info@coataxes.com
Phone: 770-299-1300
Privacy Policy:
https://www.coataxes.com/privacy-policy