PRIVACY POLICY


Effective date: 10/08/2026



This Privacy Policy explains what personal information Contax Ltd. ("Contax," "we," "us") collects, how we use it, and who we share it with. It applies to orrvilletax.com, our online forms, our advertising lead forms, our client portal, and information you give us by phone, by email or in person.


Information we collect

We collect information you give us, information created when you use our website, and information we receive from others to do the work you hire us for.

Category Examples Where it comes from
Contact information Name, email address, phone number, mailing address Website contact form, advertising lead forms, phone, email, in person
Inquiry details The service you are interested in, whether the request is for a business or for you personally, messages you send us Website contact form, advertising lead forms
Tax and identity information Date of birth, Social Security number or taxpayer ID, filing status, names, dates of birth and relationships of your spouse and dependents, government-issued ID Client intake forms, client portal, documents you provide
Financial information Income records, W-2s and 1099s, prior returns, bank name, routing and account numbers for direct deposit, business books and records Client intake forms, client portal, documents you provide
Payroll information Employee names, addresses, Social Security numbers, wages, withholding and bank details Business clients who use our payroll services
Website usage data IP address, browser and device type, pages viewed, referring site, date and time of visit Collected automatically through cookies and similar tools

We may also receive information about you from the IRS, state and local tax agencies, your employer, your financial institutions or a prior tax preparer when that is needed to complete your work.


Please use our secure client portal to send documents that contain Social Security numbers or bank account details. Do not send them by regular email.


How we use your information

We use personal information to serve you and to run our business. Specifically, we use it to:

  • Respond to your questions and schedule consultations
  • Prepare and file tax returns and provide accounting, tax planning and payroll services
  • Contact you about your account, deadlines and documents we need
  • Process payments, refunds and direct deposits
  • Send service updates and, where the law allows, information about our services
  • Understand how our website and advertising perform and improve them
  • Meet our legal, regulatory and professional obligations and help prevent fraud


We do not use your tax return information for marketing or for any purpose other than preparing your return, unless you give us written consent as federal law requires.


How we share your information

We do not sell your personal information. We share it only in these situations:


  • Service providers. Companies that help us operate, such as website hosting, our client portal and document storage, tax preparation and e-filing software, payroll processing, email and customer relationship tools, payment processing and IT support. They may use your information only to perform services for us.
  • Tax agencies. The IRS, the Ohio Department of Taxation, local and school district tax authorities and other agencies, as needed to file returns and payroll reports for you.
  • Banks and financial institutions. To process direct deposits, refunds and payroll at your direction.
  • Marketing partners. Our marketing agency and advertising platforms receive contact information and inquiry details so we can follow up with you and measure our advertising. They never receive tax return or financial account information.
  • Legal reasons. When required by law, subpoena or court order, or when needed to protect our rights, our clients or the public.
  • Business transfers. If Contax is sold or merges with another firm, client records may transfer to the new owner, subject to this policy and applicable law.
  • With your consent. Any other time you ask or authorize us to share your information.

Advertising, lead forms and cookies


Lead forms. When you submit a form in one of our ads on Facebook or Instagram, Meta collects the information you enter and passes it to us. We use it to contact you about the service you asked about. Meta's own use of your information is covered by Meta's privacy policy.


Cookies and similar tools. Our website uses cookies and similar technologies [such as the Meta Pixel and Google Analytics] to understand how visitors use the site and to measure our advertising. These tools may be used to show our ads to people who have visited our site.


Your controls. You can block or delete cookies in your browser settings. You can limit ad personalization in your Meta and Google account ad settings. Our website does not respond to browser "Do Not Track" signals.

We do not share tax return information or financial account information with advertising platforms.


Text messages and email

[Keep the text message paragraphs only if Contax texts clients or leads.]

If you give us your phone number, we may call or text you about your inquiry or your account. Message frequency varies. Message and data rates may apply. Reply STOP to stop receiving texts or HELP for help. Agreeing to receive texts is not a condition of becoming a client.

We do not sell or share mobile phone numbers or text messaging consent with third parties or affiliates for their marketing purposes.

You can unsubscribe from marketing emails at any time using the link in the email. We will still send messages about work we are doing for you.


How we protect and keep your information


Security. We use administrative, technical and physical safeguards to protect your information, including a secure client portal, limits on who can access client records, and staff training. No system is completely secure, and we cannot guarantee absolute security. If a security incident affects your information, we will notify you as the law requires.


Retention. We keep client records for as long as needed to provide our services and to meet legal and professional requirements, which is at least [number] years after a return is filed. We keep information from people who contact us but do not become clients for up to [number] months. When we no longer need information, we destroy it securely.


Your choices


  • Access, correction and deletion. You can ask to see, correct or delete the personal information we hold about you. We will respond within [30] days. We may need to keep some records to meet legal and professional requirements.
  • Marketing. You can opt out of marketing emails and texts at any time, as described above.
  • Cookies. You can manage cookies through your browser settings.


Depending on where you live, you may have additional privacy rights under state law. Contact us to make a request.


Children's privacy


Our website and services are not directed to children under 13, and we do not knowingly collect information directly from them. We do collect information about dependents from parents and guardians when it is needed to prepare a tax return.


Links to other websites


Our website links to sites we do not control, including IRS and State of Ohio refund trackers and our client portal, which is hosted by a third-party provider. Their privacy policies apply to information you give them.


Changes to this policy


We may update this policy from time to time. We will post the updated version on this page with a new effective date. If a change materially affects how we use your information, we will notify clients [by email or by a notice on our website].


Contact us


Questions or requests about this policy can go to:



Contax Ltd.
341 West Church Street
Orrville, Ohio 44667
Phone: 330-682-1156
Email: info@orrvilletax.com