Carnival Tax, Inc. Privacy Policy

Effective Date: October 4, 2026

This Privacy Policy explains how Carnival Tax, Inc. (“we,” “us,” or “our”) collects, uses, and discloses information through carnivaltax.com and in connection with our services.

Contact: service@carnivaltax.com | (504) 434-7991

Information We May Collect

Depending on how you interact with us, we may collect:

Identity and contact information, such as your name, mailing address, email address, telephone number, date of birth, and taxpayer identification information.
Tax and financial information you provide for tax preparation or related services, which may include income, employment, business, dependent, deduction, credit, banking, and tax-document information.
Service and communication information, such as appointment details, messages, documents you submit, service requests, and records of communications.
Payment information needed to process or document payment for our services. Payment-card information may be processed by third-party payment providers and may not be stored directly by Carnival Tax, Inc.
Website and device information, such as browser type, device identifiers, pages visited, approximate location derived from technical data, and information about how you use the website.
Cookie and similar technology information, as described in our Cookie Policy, including cookies set by HubSpot, Inc. live chat when you choose to chat with us or accept those cookies.

How We Collect Information

We may collect information directly from you when you contact us, schedule an appointment, complete intake forms, submit documents, communicate with a tax professional, make a payment, or use our website.

We may also receive information from authorized representatives, tax authorities, financial institutions, tax software providers, or other service providers when needed to provide services or operate our business.

How We Use Information

We may use information to:

Prepare, review, explain, and, when authorized, file tax returns.
Provide related services you request and communicate with you about your tax matter.
Schedule appointments and respond to questions.
Process or document payments.
Protect against fraud, identity theft, unauthorized access, and misuse.
Maintain business records, improve our services, and operate our website.
Meet legal, regulatory, professional, and recordkeeping obligations.
Send marketing communications only as permitted by law and, when required, with your consent.

Tax Return Information and Required Consent

Information furnished for, or in connection with, preparing a federal income tax return may be protected as tax return information.

Federal law generally restricts a tax return preparer’s use or disclosure of that information except as authorized by law or regulation, including circumstances where the taxpayer provides a compliant consent.

This Privacy Policy does not replace, expand, or serve as a consent required under Internal Revenue Code § 7216 or its regulations. Where separate consent is required, Carnival Tax, Inc. will seek that consent separately and in the required form.

We do not rely on this Privacy Policy as permission to use tax return information for unrelated marketing or to disclose it to a third party when separate consent is legally required.

We will not use or disclose your tax return information for any purpose other than preparing and filing your tax return unless federal law allows it or you sign a separate written consent. This Privacy Policy is not that consent.

When We May Disclose Information

We may disclose information:

To tax preparation and electronic filing providers when needed to prepare or file an authorized tax return.
To secure document storage, hosting, scheduling, electronic signature, payment processing, identity verification, communications, and technology providers when necessary for them to perform services on our behalf.
To Refund Advantage and Pathward, N.A., Member FDIC, when you choose an optional Refund Transfer, Refund Advance, or other eligible refund-related financial product.
To the Internal Revenue Service, state taxing authorities, and other government agencies when necessary to provide an authorized service or as required by law.
To a taxing authority or other recipient when necessary to provide a service you requested.
When required or permitted by law, legal process, or a valid governmental request.
To protect the rights, safety, and security of Carnival Tax, Inc., our clients, or others.
In connection with a business transaction, subject to applicable confidentiality and legal requirements.
At your direction or with your valid consent.

We will not disclose tax return information in a manner prohibited by applicable law.

We don’t sell your personal information.

Third-party providers that receive information from Carnival Tax, Inc. are expected to receive only information reasonably necessary to perform the applicable service and remain subject to applicable contractual, privacy, security, and legal requirements.

Data Retention

Carnival Tax, Inc. retains client and tax-related records for at least three years, or longer when required or reasonably necessary under federal or state law, tax-preparer recordkeeping requirements, professional obligations, dispute resolution, fraud prevention, or other legitimate business requirements.

When information is no longer required, Carnival Tax, Inc. uses reasonable measures to securely delete, destroy, or otherwise dispose of the information consistent with applicable legal and recordkeeping requirements.

Security

Carnival Tax, Inc. uses administrative, technical, and physical safeguards intended to protect personal, financial, and tax information against unauthorized access, disclosure, alteration, loss, or misuse.

Because no electronic transmission or storage system can be guaranteed to be completely secure, Carnival Tax, Inc. cannot guarantee absolute security.

Additional information about our security practices is available in our Security & Data Protection Policy. Our public-facing security information does not describe or replace Carnival Tax, Inc.’s internal information-security program.

Privacy Rights

Depending on where you live and the circumstances, you may have rights concerning your personal information, including rights to request access, correction, deletion, or information concerning certain processing.

To submit a privacy request, contact service@carnivaltax.com.

Carnival Tax, Inc. will review and respond to requests as required by applicable law. Certain information may need to be retained because of federal or state tax laws, tax-preparer requirements, fraud-prevention obligations, legal claims, or other legal requirements.

Submitting a deletion request does not automatically require Carnival Tax, Inc. to delete tax records or other information that we are legally required or permitted to retain.

Children’s Privacy

Carnival Tax, Inc.’s website and services are intended for adults. Our services are not directed to children under 13 years of age, and we do not knowingly collect personal information online directly from children under 13 without consent when required by law.

Individuals using Carnival Tax, Inc. services independently must generally be 18 years of age or older. Information concerning minor dependents may be collected from a parent, guardian, taxpayer, or other authorized person when necessary to prepare a tax return or provide another requested tax service.

Third-Party Websites and Services

Our website may contain links to websites or services operated by other organizations. Carnival Tax, Inc. does not control the privacy practices of those organizations. Their collection and use of information are governed by their own privacy notices and terms.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our services, technology, legal requirements, or privacy practices.

The current version will be posted on carnivaltax.com with its effective date.

Contact Carnival Tax, Inc.

Questions, concerns, or privacy requests may be submitted to:

Carnival Tax, Inc.
Email: service@carnivaltax.com
Phone: (504) 434-7991
Website: CarnivalTax.com