Our Privacy Policy

Our Commitment to Your Privacy

Classic Tax Resolution, LLC ("Classic Tax Resolution," "we," "us") keeps your information private and keeps this policy plain. It explains what we collect when you visit classictaxresolution.com (the "Site") or contact us through it, how we use that information, and the choices you have.

Effective date: 10.01.26

Our address: 3648 Cypress Creek Pkwy #205, Houston, Texas 77068

This policy covers the Site. If you become a client, the information you give us for our services is also governed by your engagement agreement and applicable law (see "If You Become a Client" below).

Information We Collect

We collect only what we need to answer you and keep the Site working.

Information you give us. When you use our contact form, you provide your name, email address, phone number and any comments you choose to write. Your submission goes directly to our team. If you call or email us, we receive whatever you share with us in that conversation.

Information collected automatically. When you visit the Site, our analytics tool (Google Analytics 4) collects technical and usage information, such as your approximate location, device and browser type, the pages you view, how long you stay, and the website that referred you. This information is collected through cookies and similar technologies and is not used to identify you personally.

The Site does not process online payments, and we do not collect payment card or bank account information through it.

Please Don't Send Sensitive Information Through the Website

Our contact form is built for simple inquiries. Please do not enter or attach Social Security numbers, bank or credit card numbers, tax returns, IRS notices or other sensitive financial documents on the Site or in a website message. When you become a client, we will tell you how to share those documents securely.

How We Use Your Information

We use the information we collect to:

  • Respond to your questions and requests, including scheduling a consultation
  • Follow up about services you asked about
  • Understand how the Site is used so we can fix problems and improve it
  • Keep the Site secure and prevent spam or misuse
  • Meet our legal and professional obligations

We don't sell your personal information. We don't run advertising on the Site, and we don't use your information for targeted advertising.

Cookies and Analytics

The Site uses cookies and similar technologies. Some are needed for the Site to work. Others, such as Google Analytics 4, help us understand how visitors use the Site. Where the law requires it, we ask for your consent through our cookie banner before setting non-essential cookies, and you can change your choice at any time using the cookie settings link on the Site.

You can also block or delete cookies in your browser settings. To opt out of Google Analytics across the web, you can install the Google Analytics opt-out browser add-on. Blocking some cookies may affect how parts of the Site work.

We don't use advertising pixels or retargeting tools on the Site.

How We Share Information

We don't sell your personal information. We share it only in these limited cases:

  • Service providers. Companies that help us run the Site and our business, such as website hosting, email, cookie-consent and analytics providers (including Google Analytics). They may use your information only to provide services to us.
  • Legal and regulatory reasons. When required by law, subpoena or court order, or to respond to lawful requests from government agencies.
  • Protection. To protect the rights, safety and security of our clients, our business, the Site or others, or to prevent fraud.
  • Business changes. If our business is sold or reorganized, information may transfer to the new owner, who must continue to protect it.
  • With your direction. When you ask us to share information, or give us your consent.

If you become a client, we also share information with the IRS or a state agency when that is part of the work you hire us to do, as described below.

If You Become a Client

To prepare returns or represent you before the IRS or a state agency, we will need sensitive information such as Social Security numbers, income records, bank information and IRS notices. We collect that information outside the Site, under your engagement agreement.

We treat client information as confidential. We use it to provide the services you hired us for, and we share it only with:

  • The IRS, state tax agencies and other parties you authorize us to deal with for you (for example, through a power of attorney such as IRS Form 2848)
  • Software and service providers we use to prepare, file, store and secure your records, who are bound to protect it
  • Others, where the law requires or you give us your written consent

Federal law limits how tax return preparers may use and disclose tax return information (Internal Revenue Code section 7216). We won't use or disclose your tax return information for any other purpose unless the law permits it or you give us written consent. You can decline to give consent, and we will still serve you where we can.

Retention, Security, Children and Other Sites

How long we keep information. We keep website inquiries only as long as needed to respond to you and keep reasonable business records. Client records are kept as long as the law and professional standards require.

Security. We use reasonable administrative, technical and physical safeguards to protect information. No website or method of transmission is completely secure, which is one more reason not to send sensitive information through the Site.

Children. The Site is intended for adults. We don't knowingly collect personal information from children under 13. If you believe a child has sent us information, contact us and we will delete it.

Links to other websites. The Site may link to other sites, such as IRS.gov. We aren't responsible for their privacy practices, so please read their policies.

Your Choices and Rights

You can ask us to:

  • Tell you what personal information we hold about you from the Site
  • Correct information that is wrong
  • Delete information we collected through the Site
  • Stop contacting you about a service inquiry

To make a request, use the contact details below. We may need to confirm who you are first, and we may keep information that the law or our professional obligations require us to keep. Depending on where you live, you may have additional rights under your state's privacy laws, and we will honor requests as those laws require.

You can also manage cookies through our cookie settings and your browser, as described above.

Changes to This Policy and How to Reach Us

We may update this policy from time to time. The effective date at the top shows the latest version, and we post updates on this page.

Questions or requests about your privacy? Contact us:

Classic Tax Resolution, LLC 3648 Cypress Creek Pkwy #205, Houston, Texas 77068 Phone: 832-458-1336 | Fax: 832-280-9249 Email: lloyd.lee@classictax.info