Effective Date: May 23, 1999

Last Updated: September 18, 2024


1. Introduction

C&C Electronic Tax & Financial Services Corporation (“C&C,” “we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of our clients’ personal and financial information. This Privacy Policy explains how we collect, use, share, and safeguard information in connection with the professional services we provide.

This policy applies to all clients, website visitors, and prospective clients engaging with C&C and its affiliated divisions and sister companies.

2. Scope of Services Covered

Services may include tax preparation and advisory services, financial education and planning support, life insurance products, annuities, estate planning coordination (including Wills and Trusts prepared through licensed attorneys or third-party platforms), high-net-worth planning services, and other aligned financial services.

3. Affiliated & Related Entities

To provide comprehensive services, C&C works with affiliated entities:

• Taylor LH Insurance Agency is a sister company providing life insurance and annuity products. Nadina Taylor acts as a licensed insurance agent when applicable.

• C&C Private Wealth Division is an internal division of C&C Electronic Tax & Financial Services Corporation servicing high-net-worth clients.

All entities follow strict confidentiality and data-protection standards.

4. Information We Collect

We may collect personal information (name, contact details, Social Security number), financial information (income, assets, tax documents, insurance data), and information provided through consultations, portals, forms, phone calls, or emails.

5. How We Use Information

Information is used to prepare tax returns, evaluate insurance and annuity eligibility, coordinate estate planning services, provide financial guidance, maintain records, and comply with legal obligations. We do not sell client information.

6. Information Sharing & Disclosure

Information may be shared with affiliated entities, insurance carriers, financial institutions, legal or tax professionals (with authorization), or government agencies as required by law.

7. Insurance & Financial Product Disclosure

Life insurance and annuity products are not FDIC insured, not bank guaranteed, and may involve fees or surrender charges. C&C does not provide legal advice unless explicitly stated.

8. Data Security

We maintain administrative, technical, and physical safeguards to protect personal information and restrict access to authorized personnel only.

9. Client Rights

Clients may request access to their information, request corrections, or withdraw consent where permitted by law.

10. Changes to This Policy

This policy may be updated periodically. Updates will be made available upon request or online.

11. Contact Information

C&C Electronic Tax & Financial Services Corporation

Email: taylorlhinsurance@gmail.com

Phone: (813) 489-0945


Address:
7028 W Waters Avenue, Suite 221,
Tampa, FL
33634



This document is provided for general informational purposes and does not constitute legal advice.