Privacy Policy

Last updated: October 27, 2026

Cox Accounting & Financial Services, Inc. (“we”, “us”) respects your privacy. This policy explains what information this website collects, how we use it, and the choices you have. It applies to coxacctsvcs.com. Information you provide as a client of the firm is also protected by the confidentiality obligations that apply to tax practitioners under federal law.

Information we collect

Information you give us. When you use the contact form you provide your name, phone number, email address and a description of what you need. We use it to respond to you and, if you become a client, to provide services.

Information collected automatically. Like most websites, our hosting provider records server logs, including IP addresses, browser type and the pages requested, for security and troubleshooting. If analytics or advertising measurement tools are active on the site, they may set cookies and collect usage data as described below.

How we use information

We do not sell personal information. We do not share it with third parties except service providers who help us run the website and the firm (for example, hosting, email delivery and secure document exchange), and as required by law.

Cookies and analytics

The site may use Google Analytics and Google Ads conversion measurement. These tools set cookies and collect information about how visitors use the site. You can opt out of Google’s use of cookies through Google’s Ads Settings and by installing the Google Analytics opt-out browser add-on. You can also set your browser to refuse cookies.

Client information and tax return data

Information obtained in connection with preparing a tax return is used only for that purpose and for related services you authorize, as required by Internal Revenue Code section 7216. We keep client records secure and retain them for the period required by law and professional standards.

Your choices

You may ask us what personal information we hold about you, ask us to correct it, or ask us to delete information that we are not required to keep. Email james@coxacctsvcs.com or call (919) 615-4208.

Security

We use reasonable administrative, technical and physical safeguards to protect personal information. No method of transmission over the internet is completely secure, so please do not send Social Security numbers or financial account details through the contact form; we will provide a secure method for sharing documents once we are working together.

Children

This website is not directed to children under 13 and we do not knowingly collect information from them.

Changes

We may update this policy from time to time. The date at the top shows the latest revision.

Contact

Cox Accounting & Financial Services, Inc., 4030 Wake Forest Rd, Ste 300, Raleigh, NC 27609. (919) 615-4208. james@coxacctsvcs.com.

Call Schedule a consultation