Privacy Policy
Last updated: January 2026
Introduction
Phil Cofer ("we," "us," "our," or "Company") operates the website and provides tax representation services. This Privacy Policy explains how we collect, use, disclose, and otherwise handle your information when you visit our website and use our services.
Information We Collect
Information You Provide Directly
We collect information you provide when you contact us through our website, including your name, email address, phone number, and any messages or documents you submit. This information is used to respond to your inquiries and provide tax representation services.
Automatically Collected Information
When you visit our website, we automatically collect certain information about your device and browsing activity, including your IP address, browser type, pages visited, and the time and date of your visits. This helps us improve our website and understand how visitors use it.
Tax-Related Information
When you engage our services for tax representation, you may provide sensitive financial and personal information necessary to represent you before the IRS. This information is handled with strict confidentiality in accordance with IRS Circular 230 and applicable law.
How We Use Your Information
- To provide and improve our tax representation services
- To respond to your inquiries and communicate with you
- To comply with legal and regulatory obligations
- To protect the rights, privacy, safety, and property of our firm
- To analyze website usage and improve user experience
- To fulfill contractual obligations under IRS Circular 230
Information Sharing
We do not sell, trade, or rent your personal information to third parties. Your information may be shared only when necessary to provide our services (such as with the IRS during representation), comply with legal obligations, or protect our rights. Any third-party service providers we work with are required to maintain the confidentiality of your information.
Legal Obligations and Claims
We may use and retain records of your information to comply with legal obligations, court orders, regulatory requirements, or government requests. Additionally, we may use and disclose your records to defend against claims, lawsuits, or other legal proceedings that may be brought against our firm or to protect our legal rights and interests.
Data Retention and Deletion
We retain your records and information for as long as necessary to provide our services and comply with legal and regulatory obligations. Upon termination of our professional relationship, we retain client records for a period of three (3) years, after which time they will be securely deleted unless retention is required by law or regulation. You may request deletion of your records at any time, subject to applicable legal requirements.
Data Security
We implement appropriate security measures to protect your information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.
Your Rights
You have the right to access, correct, or delete your personal information. You may also object to certain processing of your data. To exercise these rights, please contact us directly. We will respond to your request in accordance with applicable law.
Children's Privacy
Our website and services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children. If we become aware that a child has provided us with information, we will take appropriate steps to delete such information and terminate the child's account.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. We will notify you of any significant changes by posting the new Privacy Policy on our website and updating the "Last updated" date. Your continued use of our website and services following such changes constitutes your acceptance of the updated Privacy Policy.
Contact Us
If you have questions about this Privacy Policy or how we handle your information, please contact us at:
Phil Cofer, Enrolled Agent
600 Pennsylvania Ave. NW
Washington, DC 20580
Compliance Notice
This privacy policy is maintained in accordance with IRS Circular 230 and all applicable federal and state privacy laws. As an Enrolled Agent (Enrollment #51360PC-NAEA), we are bound by strict ethical standards regarding client confidentiality and information protection.