Ring Tax Accounting & Advisory is a one-practitioner Enrolled Agent firm in Lakeland, Florida. This page describes what happens to information you give this website, in plain language and without hedging.
The forms on this site are the only places that take information from you, and every one of them is optional. Each service page has a short form for that service, and so do Get started, Contact and the referral page.
Nothing you send is sold, rented, or shared with anyone for marketing. Please do not put Social Security or account numbers in any form.
The referral form asks for another person's contact details. Please only submit them if that person knows you are doing it. We contact them once. If they are not interested, that is the end of it, and they can ask us to delete their details by replying or calling.
This site runs three third-party measurement tools on every page:
These set cookies in your browser and record your IP address, device and browser, the pages you open and the links you click. They are how a firm this size can tell whether advertising is worth the money. They are not used to build a profile of your tax affairs. What you type into a form is not sent to Google or Meta; a finished submission is counted as an enquiry by the form's name only, without its contents.
If you arrive from an ad, the campaign tags in that link (utm_source, utm_medium, utm_campaign, utm_term, utm_content, and Google's gclid) are saved in your browser's local storage for up to 90 days and added to a form when it loads, along with the address of the page the form is on, so the firm can see which ad and which page led to an enquiry. They reach the firm only if you send the form. Clearing this site's data in your browser removes them.
You can block all of it, and nothing on this site stops working if you do:
Once you engage the firm, your tax information is governed by the engagement letter you sign and by IRC §7216, the federal rule on disclosure of taxpayer information by a tax preparer. In short: we do not disclose or use your tax return information for anything other than preparing your return and the services you engaged us for, without your written consent. Client documents live in the secure client portal, not on this website.
Enquiries that do not become engagements are kept while they are still useful to follow up, and deleted on request. Client records are kept for the period our professional and records-retention obligations require, which is generally seven years after the engagement.
Email cody@ringtaxes.com or call (863) 370-8115 and say what you want removed. We will do it and tell you when it is done, unless a records-retention rule requires us to keep it, in which case we will say which one and for how long.
This site is for adults arranging tax services. We do not knowingly collect information from anyone under 13.
If this changes materially, the date below changes with it.