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Privacy policy

Your privacy matters.

When you submit an appointment request through this website, we collect the information you choose to provide so we can respond to your request.

Information you provide

This may include your name, email address, phone number, service interest, and message. Please do not submit sensitive financial, tax, identification, or account information through the appointment request form.

How information is used

We use submitted information to respond to appointment requests and provide requested services. We do not use your information for unrelated purposes.

Questions about privacy

For questions about this policy or the information you provide, please use the appointment request form on the Contact page.

The Carter Tax & Strategy Group

People. Plan. Progress.

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