Cole & Waxman Tax Services
Effective Date: June 26,2026 Last Updated: June 26, 2026
Cole & Waxman Tax Services ("Cole & Waxman," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect through our website located at colewaxman.com (the "Website"), how we use and protect it, and the choices available to you.
Please read this policy carefully. By using the Website or providing information to us, you agree to the practices described here. If you do not agree, please do not use the Website.
1. Information We Collect
Information you provide to us. The only personal information we collect directly through the Website is the information you choose to submit through our "Contact Us" / "Book a Consultation" form, which is limited to your:
- Name
- Phone number
- Email address
We do not collect any other personal information through the Website.
Sensitive tax and financial information. In the course of providing tax services to our clients — separate from general use of the Website — we may receive sensitive personal information such as Social Security numbers, financial account details, and other tax-related records. This information is collected through our client engagement process (not through the Website's contact form) and is handled as described in the "How We Protect Your Information" section below.
Information collected automatically. Our Website is built on WordPress and uses Google Analytics, a standard web analytics service provided by Google. When you visit the Website, Google Analytics automatically collects certain technical information such as your IP address, browser and device type, the pages you view, the date and time of your visit, and how you arrived at the site. This information is used in aggregate to understand how visitors use the Website and to improve it. We do not use this information to identify you personally. For more information on how Google collects and processes data, see Google's Privacy Policy at policies.google.com/privacy.
2. How We Use Your Information
We use the contact information you provide solely to:
- Respond to your inquiry and communicate with you;
- Schedule and conduct consultations; and
- Provide the tax services you request.
We use sensitive tax and financial information only to prepare and file your tax returns and to provide the related professional services you have engaged us to perform.
We do not sell, rent, or trade your personal information to third parties.
3. How We Protect Your Information
We take the security of personal information seriously, particularly the sensitive financial information and Social Security numbers involved in tax preparation.
Personally identifiable information such as financial information and Social Security numbers is stored using industry-compliant security standards, as governed by our written information security plan (WISP), which we maintain and regularly review. Our WISP is designed to meet the safeguarding obligations applicable to tax professionals, including the requirements of the FTC Safeguards Rule under the Gramm-Leach-Bliley Act and IRS guidance for protecting taxpayer data.
While we use reasonable administrative, technical, and physical safeguards to protect your information, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
4. How We Share Your Information
We do not sell your personal information. We may share information only in the following limited circumstances:
- Service providers. With trusted vendors who perform services on our behalf (such as secure document storage, e-filing, or scheduling), who are obligated to protect your information and use it only for the services they provide to us.
- Legal requirements. When required by law, regulation, court order, or governmental authority, including filings with tax authorities you have authorized us to make.
- With your consent. When you direct us to share your information with a third party.
5. Data Retention
We retain personal information for as long as necessary to fulfill the purposes described in this policy, to provide our services, and to comply with our legal, regulatory, and professional record-retention obligations. Tax records are retained in accordance with applicable IRS and state requirements. When information is no longer needed, we dispose of it securely.
6. Cookies and Tracking
[Confirm and complete: State whether the Website uses cookies or similar tracking technologies. If it does, describe their purpose and how visitors can control them through their browser settings. If it does not, state that the Website does not use cookies or tracking technologies.]
7. Third-Party Links
The Website may contain links to third-party websites or social media pages (such as our Facebook or LinkedIn profiles). We are not responsible for the privacy practices or content of those third parties. We encourage you to review the privacy policies of any website you visit.
8. Your Choices and Rights
You may:
- Request access to the personal information we hold about you;
- Request that we correct or update inaccurate information; and
- Request that we delete information we are not legally required to retain.
[Confirm: Depending on where your clients reside, additional rights may apply under laws such as the California Consumer Privacy Act (CCPA) or the EU/UK General Data Protection Regulation (GDPR). If you serve clients in those jurisdictions, this section should be expanded with the specific rights and request procedures those laws require.]
To exercise any of these choices, contact us using the information in the "Contact Us" section below.
9. Children's Privacy
The Website is intended for adults and is not directed to children. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so we can delete it.
10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When we make material changes, we will post the revised policy on this page and update the "Last Updated" date above. Your continued use of the Website after changes are posted constitutes your acceptance of the updated policy.
11. Contact Us
If you have questions about this Privacy Policy or how we handle your information, please contact us at:
Cole & Waxman Tax Services Shazar 1/713; P.O. Box 34114, Jerusalem 9134400 Israel; Email: info@colewaxman.com Phone: +972-2-652-9639
This policy is provided for general informational purposes and does not constitute legal advice. Cole & Waxman Tax Services recommends review by qualified legal counsel before publication.