NORTH CREST TAX CONSULTINGNORTH CREST TAX CONSULTINGNorth Crest Tax Consulting, LLC ("North Crest," "we," "us") respects your privacy. This policy explains what we collect through northcresttax.com, how we use it, and the choices you have. It is provided for general information and does not create a contract.
When you book a consult or contact us, we collect the details you provide — your name, email, phone number, business name, and the answers you give about your tax situation. If you choose to upload documents, we receive those files. We also collect basic technical information (such as device and usage data) through cookies, if you accept them.
Tax documents that prospective clients upload before becoming a client are treated as confidential and are automatically deleted within 30 days. Once you engage us as a client, documents are retained under our client engagement terms.
We do not sell your information. We share it only with the service providers that help us operate — for example, scheduling, email, text messaging, and secure storage — and only as needed to provide our services, or when required by law.
We use cookies to improve your experience and understand site usage. You can accept or decline non-essential cookies through the banner on our site, and you can control cookies through your browser settings.
You can ask us to access, correct, or delete the personal information we hold about you. To make a request, or if you have any questions, email lori@northcresttax.com.
North Crest Tax Consulting, LLC · American Fork, Utah · lori@northcresttax.com