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Year-end & tax season checklist

Offices in Clackamas & The Dalles, Oregon

503-785-3200

Heather’s Tax Service & More

Legal

Privacy policy

Clients hand us Social Security numbers, bank details and a complete picture of their finances. This page says what happens to that information.

What we collect

  • From the website — the name, email address, phone number and message you submit through the contact form
  • From clients — the tax and financial information necessary to prepare returns, keep books or run payroll
  • Automatically — standard server and analytics information such as pages visited and approximate location

How we use it

  • To respond to your inquiry
  • To provide the services you engage us for
  • To meet our own legal, regulatory and professional obligations
  • To contact you about your engagement — not to sell you unrelated products

Tax information is subject to federal confidentiality rules

Federal law places specific restrictions on how tax return information may be used and disclosed by return preparers. We do not disclose tax return information except as permitted by law, as necessary to prepare and file your return, or with your written consent.

We do not sell your information

We do not sell, rent or trade personal information. We share it only with service providers who need it to help us deliver our services and who are bound to protect it, or where we are legally required to.

How we protect it

  • Secure electronic document exchange for anything containing personal information — not plain email attachments
  • Access limited to the people working on your engagement
  • Physical records held securely at our offices
  • Secure disposal once retention requirements have been met

Retention

We retain client records for as long as professional standards, tax law and our own legal obligations require, and then dispose of them securely.

Your choices

  • You can ask what personal information we hold about you
  • You can ask us to correct information that is wrong
  • You can opt out of any non-essential communications
  • Contact us at info@hts.tax or 503-785-3200

Cookies and analytics

This website uses Google Analytics 4 to count visits and see which pages people read. Google Analytics sets these cookies in your browser:

  • _ga — distinguishes one visitor from another so visits can be counted. Expires after 2 years.
  • _ga_N0MNPMBLW8 — keeps track of your current visit (session) for our Google Analytics property. Expires after 2 years.

The site also keeps a small record in your browser’s storage (not a cookie) of how you found us, such as a search engine, a referring website or an ad campaign tag, plus the pages you viewed and how many visits you have made. It is kept for up to 90 days, stays on your device, and is sent to us only if you submit the contact form, together with your Google Analytics visitor ID, so we know where an inquiry came from.

We do not use advertising or remarketing cookies. You can block or delete cookies in your browser settings, or install the Google Analytics opt-out browser add-on. Google explains how it uses this data at How Google uses information from sites that use its services.

Last updated: October 6, 2026

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