Privacy Policy

Barry Marsh, JD Tax Services respects your privacy and is committed to protecting the personal and tax-related information you share with us. This Privacy Policy explains what information we collect, how we use it, how we protect it, and when it may be disclosed.

Who We Are

This website is operated by Barry Marsh, JD Tax Services.

Our website address is: https://marshtaxservices.com

Information We Collect

We may collect information that you voluntarily provide through this website, by email, by phone, through a consultation request, or during the course of providing tax services. This may include:

• Name, email address, phone number, and other contact information
• Information submitted through website forms
• Information related to your tax situation, business, income, expenses, tax notices, filings, or planning needs
• Documents or information provided for tax preparation, tax planning, tax notice assistance, audit assistance, or consulting services
• Website usage information such as browser type, IP address, device information, pages visited, and referral source

How We Use Your Information

We use the information we collect to:

• Respond to inquiries and consultation requests
• Provide tax preparation, tax planning, tax notice assistance, audit assistance, and related tax services
• Communicate with you about your matter or requested services
• Maintain records required for business, tax, legal, security, and compliance purposes
• Improve our website, services, and client experience
• Protect against fraud, unauthorized access, or misuse of information

Confidentiality of Tax Information

Tax return information and related client data are treated as confidential under Internal Revenue Code § 7216 and other applicable laws and regulations.

Barry Marsh, JD Tax Services will not use or disclose your tax return information for purposes other than providing the services requested, unless you provide prior written consent or disclosure is otherwise permitted or required by law.

Any consent to use or disclose tax return information beyond the scope of the tax services provided must comply with applicable requirements, including Internal Revenue Code § 7216 and Treasury Regulation § 301.7216-3.

Information Security

Barry Marsh, JD Tax Services maintains administrative, technical, and physical safeguards designed to protect non-public personal information.

Barry Marsh, JD Tax Services maintains a Written Information Security Plan, or WISP, in accordance with applicable IRS requirements and the FTC Safeguards Rule.

No method of transmission or storage is completely secure. Please avoid sending Social Security numbers, tax returns, financial account numbers, or other highly sensitive information through unsecured email or general website forms unless specifically instructed to do so through a secure method.

How Long We Retain Information

Copies of client documents, tax returns, workpapers, and related records may be retained in electronic form for at least four years, or longer if required or permitted by law, professional standards, business needs, or the terms of a client agreement.

Website inquiries and related communications may be retained as needed to respond to your request, maintain business records, resolve disputes, comply with legal obligations, and protect our rights.

Sharing Information With Third Parties

We do not sell your personal information.

We may share information only when reasonably necessary to provide services, operate the business, comply with the law, or protect our rights. This may include sharing information with:

• Tax software providers
• Secure client portal providers
• E-filing platforms
• Cloud storage or document management providers
• Payment processors
• Email, website hosting, scheduling, analytics, or IT service providers
• Government tax authorities, when authorized or required
• Legal, regulatory, or compliance authorities when required by law, court order, subpoena, or compulsory legal process

Service providers are expected to use information only for the services they provide and to protect information in accordance with applicable confidentiality and security obligations.

Cookies and Website Analytics

This website may use cookies or similar technologies to help the website function, understand website traffic, improve performance, and support security. Cookies are small files stored on your device.

You can adjust your browser settings to block or delete cookies. Some website features may not function properly if cookies are disabled.

If website analytics tools are used, they may collect information such as pages visited, device type, browser type, general location, referral source, and time spent on the site. This information is used to understand and improve website performance.

Contact Forms and Email Communications

If you submit a contact form, schedule a consultation, or email us, we may use the information you provide to respond to your inquiry and communicate with you about services.

Please do not submit highly sensitive information through a general website contact form. Sensitive documents should be provided only through a secure method approved by Barry Marsh, JD Tax Services.

Third-Party Links

This website may include links to third-party websites, scheduling tools, payment processors, client portals, or other outside services. Those third-party services may collect information according to their own privacy policies.

Barry Marsh, JD Tax Services is not responsible for the privacy practices or content of third-party websites or services.

Your Privacy Rights

Depending on your location and applicable law, you may have the right to request access to, correction of, or deletion of certain personal information we maintain about you.

These rights may be limited when information must be retained for tax, legal, compliance, security, or business record-keeping purposes.

To submit a privacy-related request, contact us at:

[email protected]

Children’s Privacy

This website and our services are not directed to children under the age of 16. We do not knowingly collect personal information from children through this website.

Changes to This Privacy Policy

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

Contact

Questions about this Privacy Policy may be directed to:

Barry Marsh, JD Tax Services
Website: https://marshtaxservices.com
Email: [email protected]