Last Updated: November 8, 2025
Coventry Tax (“we,” “our,” or “us”), a division of One Coventry LLC, respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, store, and disclose your information when you visit www.coventrytax.com (the “Site”) or engage our tax preparation, accounting, or advisory services.
1. Information We Collect
Personal Information
When you use our services, we may collect personal and financial information such as:
- Full name, address, phone number, and email
- Date of birth and Social Security number
- Tax records, income statements (W-2s, 1099s), and deduction information
- Banking or payment details for refunds or service payments
- Government-issued identification for verification
Website & Technical Information
When you visit our website, we may automatically collect:
- IP address, browser type, and operating system
- Pages visited and interaction data
- Cookies, analytics, and device information (via Google Analytics, Complianz, or similar tools)
You may manage your cookie preferences through your browser or our cookie consent manager.
2. How We Use Your Information
We use your information to:
- Prepare and file your federal, state, and local tax returns
- Verify your identity and comply with IRS e-file and due diligence standards
- Communicate about your filings, documents, or refund status
- Maintain compliance with legal, security, and regulatory requirements
- Improve our website and client experience
We do not sell or rent your personal information to anyone.
3. Information Sharing
We may share your information only when necessary:
- To file returns with the IRS or state agencies
- With financial institutions or payroll processors you authorize
- With secure vendors providing encrypted document storage or e-signature services
- To comply with subpoenas, court orders, or lawful requests
All vendors and service providers are contractually obligated to safeguard your data.
4. Data Security
Coventry Tax (a division of One Coventry LLC) follows the standards set by IRS Publication 4557, the Gramm-Leach-Bliley Act (GLBA), and the FTC Safeguards Rule to protect taxpayer information.
Our security measures include:
- SSL/TLS encryption for all web and form submissions
- Password-protected client portals and secure cloud storage
- Restricted staff access to confidential data
- Secure data disposal after the retention period
While we employ strong protections, electronic transmission carries inherent risks. You acknowledge that no system can guarantee 100% security.
5. Data Retention
We retain your records only as long as necessary to:
- Complete tax preparation and compliance requirements
- Fulfill federal and state retention mandates (typically 3–7 years)
- Maintain lawful business records
After that, your data is securely deleted or anonymized.
6. Your Rights
You may:
- Request access to your personal data
- Request correction or deletion of inaccurate information
- Withdraw consent for marketing or non-essential communications
To exercise these rights, email privacy@coventrytax.com or mail:
Coventry Tax
A Division of One Coventry LLC
[Your Business Address – Update When Secured]
Columbus, OH 43215
We will respond within 30 days as required by law.
7. Children’s Privacy
Our services are not directed toward individuals under 18. We do not knowingly collect data from minors. If such information is found, it will be deleted promptly.
8. Digital Intake & eSignature Consent
a. Electronic Data Submission
By submitting information through our online intake forms or secure upload portals, you consent to the electronic collection, storage, and processing of your personal and financial information. All transmissions are encrypted and handled according to IRS e-file security standards.
b. Consent to Electronic Signatures
You authorize Coventry Tax to accept your digital signature on documents, including engagement letters and tax authorizations, using secure platforms (e.g., Adobe Sign, DocuSign, TaxDome).
Your e-signature holds the same legal validity as a handwritten signature under the E-SIGN Act (15 U.S.C. §§ 7001–7031) and Ohio Revised Code Chapter 1306 (UETA).
c. Withdrawing Consent
You may withdraw electronic consent anytime by emailing privacy@coventrytax.com, though doing so may delay processing or filing times.
9. Changes to This Policy
We may update this Privacy Policy periodically. Updates will appear on this page with a new “Last Updated” date. Your continued use of the Site after any revisions indicates acceptance of the new terms.
10. Contact Us
For questions or privacy concerns, contact:
Coventry Tax
A Division of One Coventry LLC
Email: privacy@coventrytax.com
Columbus, Ohio
Legal Notice
This Privacy Policy complies with applicable U.S. federal and Ohio laws, including:
- 26 U.S.C. §7216 (Taxpayer data confidentiality)
- IRS Circular 230 (Tax preparer conduct)
- Gramm-Leach-Bliley Act (GLBA)
- FTC Safeguards Rule
- E-SIGN Act & Ohio Revised Code §1306 (UETA)
Unauthorized disclosure or misuse of taxpayer information is strictly prohibited and may result in civil or criminal penalties.