Foundry Tax Financial

Privacy Policy

Last updated October 2026.

This policy describes how Foundry Tax Financial, LLC handles information collected through this website.

What we collect

Through the forms on this site, only what you submit: your name, email, phone number, preferred contact method and language, the date and time you request, and the tax situation details you choose to share, such as return type, filing status, states, and income types. We never ask for Social Security numbers, ITINs, or bank details on this site.

Site analytics

We use Google Analytics to understand how visitors use this site: which pages are viewed, the type of device and browser, and approximate location. It relies on cookies. It never receives anything you type into our forms, and it is not used for advertising.

How we use it

To respond to your request, schedule your consultation, and, if you become a client, set up your client record. We do not sell your information.

Who receives it

Only the service providers that help us run the practice. Each is bound to protect your information.

Record retention

If you become a client, we keep a copy of your return and our workpapers for seven years, then securely dispose of them. We do not keep your original documents; we scan them and return or delete them. Please keep your own copies of your return and supporting records for at least three years after filing, and longer for records that show the cost basis of a home, investments, or business assets.

Questions about this policy can be sent through the contact form.