Privacy

Summary

We use your information only to deliver tax services, comply with laws, and communicate with you about your returns, filings, and appointments. We never sell your personal information.

Table of Contents

1. Information We Collect

We collect information necessary to prepare and file your tax returns and to provide related services:

• Identity & contact data (name, address, email, phone, date of birth, SSN/ITIN).
• Tax & financial data (W‑2/1099 forms, income, deductions, dependents, bank details for refunds, employer information).
• Documents & uploads you provide (IDs, prior-year returns, receipts).
• Appointment & support data (messages, call notes, preferences).
• Website data (IP, device, pages viewed) to improve site performance and security.

2. How We Use Information

• Prepare, review, and file your federal and state tax returns; provide consultation and year‑round support.
• Verify your identity and prevent fraud.
• Communicate about appointments, document requests, e‑signatures, and status updates.
• Process payments and issue invoices or refund status notices.
• Comply with legal, regulatory, and professional obligations.

3. Legal Basis & Consent

Depending on your location, we process data under one or more of the following legal bases: performance of a contract (providing tax services), compliance with legal obligations (tax laws, anti‑fraud), legitimate interests (service quality and security), and your consent where required (e.g., marketing messages). You may withdraw consent at any time.

4. Sharing & Disclosures

We do not sell personal information. We may share data with:

• Tax authorities & agencies to file returns or respond to lawful requests.
• Service providers (e.g., secure e‑signature, cloud storage, email, scheduling, payment processors) bound by confidentiality and data‑protection obligations.
• Professional advisors (legal, accounting) under confidentiality.
• Business transfers in the event of a merger, acquisition, or similar.

5. Data Retention

We retain records only as long as necessary to deliver services and meet legal and professional requirements (e.g., IRS/state record‑keeping rules). When retention periods end, we securely delete or anonymize data.

6. Security

We use administrative, technical, and physical safeguards designed to protect your information, including access controls, encryption in transit, secure storage, and staff training. No method of transmission or storage is 100% secure; we work to continually improve our safeguards.

7. Your Privacy Rights

• Request access to the personal information we hold about you.
• Request correction or deletion where applicable.
• Opt out of marketing communications at any time.
• Request a copy of your records (subject to verification and legal limits).

To exercise these rights, contact us using the details below. We will verify your identity before responding.

8. Cookies & Analytics

We use essential cookies for site functionality and may use limited analytics to improve our website. You can control cookies through your browser settings. Blocking some types may impact site experience.

9. Children’s Data

Our services are intended for adults. We do not knowingly collect personal information from children under 13. If you believe a child has provided us information, contact us and we will take appropriate steps.

10. Changes to This Policy

We may update this policy to reflect changes in laws or our practices. If material changes are made, we will notify you by updating the “Last updated” date and, where appropriate, by additional notice.

11. Contact Us

If you have questions about this policy or how we handle your information, please contact us. We will respond promptly.