Privacy Policy

Effective Date: February 27, 2026

CFH Tax Prep (“CFH Tax Prep,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy describes how we collect, use, protect, and disclose information obtained through our website (cfhtax.com), our secure client portal, SMS communications, and in the course of providing tax preparation services.

If you have questions regarding this policy, please contact:

CFH Tax Prep
401 Locust St
Coraopolis, PA 15108
Phone: 412-852-4044
Email: dave@cfhtax.com

1. Information We Collect

We collect personal information necessary to prepare and process individual and small business tax returns, including information for:

Individual taxpayers
Small business owners
Dependents
Minors with earned income
Minors claimed as dependents by parents or guardians

Information collected may include:

Full name, address, phone number, and email address
Social Security Numbers or Tax Identification Numbers
Dates of birth
Wage and income statements (W-2, 1099, K-1, etc.)
Business financial records
Dependent information
Bank account information for direct deposit
Government-issued identification
Any documentation required for federal, state, or local tax filings

Information may be collected through:

In-person meetings
Phone calls
Email
Website forms at cfhtax.com
SMS communications
Our secure client portal (see below)

2. Secure Client Portal

CFH Tax Prep utilizes a secure third-party client portal to collect, transmit, and store tax documents and sensitive personal information.

Clients may upload documents and access their information through our secure portal at:

https://cfh.cchifirm.us/clientportal

The portal is maintained by a third-party service provider and is used exclusively for tax preparation and related services. Information submitted through the portal is protected using industry-standard security measures.

We share information with our portal provider only as necessary to deliver tax services and subject to appropriate confidentiality safeguards. While we select reputable providers that maintain appropriate security standards, we do not control the independent privacy practices of third-party systems.

3. How We Use Your Information

We use collected information solely to:

Prepare and file federal, state, and local tax returns
Provide tax planning and consulting services
Communicate regarding your tax return or account
Request documentation
Respond to IRS or state tax authority inquiries
Maintain required tax records
Provide appointment reminders and service updates

We do not sell, rent, or trade your personal information.

4. SMS/Text Messaging Policy

CFH Tax Prep may communicate with clients via SMS (text messaging) for service-related purposes only, including:

Appointment confirmations and reminders
Requests for documentation
Tax return status updates
General service notifications

By providing your mobile phone number and opting in, you consent to receive SMS messages from CFH Tax Prep.

Message frequency may vary.
Message and data rates may apply.

You may opt out at any time by replying:

STOP – to cancel SMS messages.
You will receive one confirmation message and then no further messages.

For assistance, reply:

HELP – or contact us at 412-852-4044 or dave@cfhtax.com.

We do not share mobile phone numbers or SMS consent information with third parties or affiliates for marketing purposes.

5. Information Sharing

We may share your information only when necessary to:

File tax returns with the IRS and applicable state/local authorities
Comply with legal obligations
Respond to lawful requests from government authorities
Work with trusted service providers who assist in delivering tax preparation services (under confidentiality obligations)

We do not use or disclose your information for unrelated marketing purposes.

6. Protection of Information

We implement reasonable administrative, technical, and physical safeguards to protect your information, including:

Secure document storage
Password-protected systems
Encrypted communications when available
Restricted internal access

However, no electronic transmission or storage system is guaranteed to be 100% secure.

7. Information Regarding Minors

We collect and process information regarding minors only when necessary for legitimate tax preparation purposes, including:

Filing tax returns for minors with income
Claiming minors as dependents
Reporting investment or other taxable income

Information about minors is provided by a parent or legal guardian, or directly from the client when legally appropriate.

8. Data Retention

We retain client records for the period required by federal and state regulations governing tax preparation services and professional recordkeeping standards.

9. Your Rights

You may request to:

Review personal information we maintain
Correct inaccurate information
Withdraw consent for SMS communications
Request clarification regarding our data practices

To make a request, contact us using the information above.

10. Updates to This Policy

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date.