Our policies, in plain English
Your trust matters. These pages explain how we handle your information, the terms of our services, and the standards you can expect from Keita Tax Services.
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Policy last updated: September 2026
Privacy Policy
1. Overview
Keita Tax Services ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you entrust to us. This policy explains what information we collect, how we use it, and the choices you have about it.
2. Information We Collect
We may collect the following categories of information:
- Contact information — your name, email address, and phone number, generally when you complete a contact form or book an appointment.
- Service-related information — the tax and financial details you share with us to prepare a return or provide advisory services. This may include income documents, identification, and other records you provide.
- Technical information — basic technical data such as browser type, device, and pages visited, collected automatically to understand how our site is used.
3. How We Use Your Information
We use the information we collect to:
- Respond to your inquiries and schedule appointments;
- Prepare and file tax returns and provide tax planning services;
- Provide credit-repair guidance and related services you request;
- Send important updates or reminders related to your service;
- Improve and secure our website.
4. How We Protect Your Information
We take reasonable and appropriate measures to safeguard your personal and financial information, and we limit access to only those who need it to provide your services. While no method of transmission is completely secure, we follow industry-accepted practices to reduce risk.
5. Sharing of Information
We do not sell your personal information. We share information only as necessary to provide your services — for example, when filing a return through the IRS or state revenue agencies, or with service providers we use to operate our website. Any such providers are bound to protect your information and use it only for the purposes of providing our services.
6. Your Rights and Choices
Depending on your location, you may have rights to access, correct, or request deletion of your personal information. You may also opt out of non-essential communications at any time. To exercise any of these rights, contact us using the details below.
7. Contact Us
If you have questions about this policy or your information, reach us at Info@keitataxpro.com or by phone at (929) 557-0642.
Terms of Service
1. Acceptance of Terms
By using this website or engaging our services, you agree to these Terms of Service. If you do not agree, please do not use the site or our services.
2. Our Services
Keita Tax Services provides tax preparation, tax planning and advisory, credit-repair guidance, and related financial services for individuals and small businesses. Services are provided in accordance with applicable law and professional standards. Specific scope, pricing, and timelines are confirmed on a case-by-case basis before work begins.
3. Client Responsibilities
To provide accurate service, we rely on information you provide. You agree to share complete, accurate information and to provide documents we reasonably request. We are not responsible for information that is inaccurate, misleading, or withheld. You are responsible for reviewing and approving your return before it is filed.
4. Fees and Payment
Fees are communicated clearly before work begins. You'll always know the price before we file. Unless otherwise agreed, fees are due upon completion of the agreed service.
5. Intellectual Property
The content on this website — including text, images, and branding — is the property of Keita Tax Services and may not be reproduced without permission.
6. Limitation of Liability
We provide services with professional care, but we cannot guarantee specific outcomes, such as a particular refund amount or credit score. We are not liable for reliance on third-party information, for events outside our control, or for outcomes that depend on information you provided.
7. Termination
Either party may end a service engagement with reasonable notice. Any fees for work already completed remain payable, and we will return your documents upon request.
8. Changes to These Terms
We may update these terms from time to time. The current version is always available on this page.
9. Contact
Questions about these terms can be directed to Info@keitataxpro.com.
Client Confidentiality Notice
Our Commitment
Keita Tax Services treats the privacy and confidentiality of your tax and financial information as a serious professional responsibility. You are trusting us with sensitive details, and we are committed to protecting them.
Confidentiality of Tax Information
Information you share with us for the purpose of preparing your tax return or providing related services is treated as confidential and is not disclosed to third parties, except as required to provide your services or as compelled by law. This mirrors the confidentiality expectations that apply to professional tax preparers.
How We Protect Your Documents
- Secure handling — documents are handled with care whether shared in person, by secure upload, or by email, and access is limited to those involved in providing your services.
- Limited disclosure — we share your information only with parties needed to complete your work (such as the IRS or state agencies when filing) and with service providers bound to protect it.
- Return of records — you retain ownership of your records, and we will return or securely dispose of your documents at your request, in accordance with applicable retention obligations.
Your Rights
You may request access to, or a copy of, the records we hold about you at any time. If you believe any of our handling practices breach your confidentiality, please raise it with us directly so we can resolve it promptly.
Questions
If you have any question about how your information is handled, contact us at Info@keitataxpro.com.
Disclaimer
Not Legal or Financial Advice
The content on this website is provided for general informational purposes only. It is not legal, accounting, investment, or financial advice, and it does not create a professional-client relationship. Always consult a qualified professional for advice specific to your situation.
No Guaranteed Outcomes
Tax refunds, tax positions, and credit outcomes depend on your individual facts, applicable law, and other factors outside our control. Neither this website nor our services guarantee a particular refund amount, a specific tax result, or a particular credit score or credit-report outcome.
Tax Preparation Standards
Professional tax work is performed in accordance with applicable professional standards, including the expectation of accuracy, diligence, and compliance with federal and state rules. Should an error occur in our preparation, we will work to correct it in accordance with professional standards. This does not cover errors resulting from incomplete or inaccurate information you provided.
Credit Repair
Credit-repair services are provided consistently with applicable consumer protection law. We do not make promises of specific score improvements and will give you an honest assessment of what may be possible. Credit bureaus and creditors make their own determinations that are beyond our control.
Third-Party Links
This website may link to external sites for your convenience. We are not responsible for the content, accuracy, or availability of third-party websites, and linking to them does not constitute an endorsement.
Contact
For any question about our policies or services, contact us at Info@keitataxpro.com.
