1. Information We Collect
Personal Information:
- Name
- Address
- Phone number
- Email address
- Date of birth
- Social Security Number (SSN) or Tax ID
Financial & Tax Information:
- Income, employment, and tax documents
- Bank account information for direct deposit or payment
- Prior-year tax return information
Technical Information:
- IP address, browser type, device information
- Website usage data and analytics
2. How We Use Your Information:
- Prepare, review, and file tax returns
- Provide refund recovery and tax resolution services
- Communicate with you regarding your account or services
- Comply with federal, state, and regulatory requirements
- Improve our services and website functionality
3. How We Protect Your Information:
We implement appropriate administrative, technical, and physical safeguards, including:
- Secure data storage and transmission
- Access controls limiting who can view sensitive information
- Industry-standard security practices to protect against unauthorized access
4. Sharing of Information
We do not sell or rent your personal information.
We may share your information only as necessary with:
- The IRS and applicable state tax authorities
- Authorized third-party service providers assisting with tax preparation, filing, or secure document processing
- Legal or regulatory authorities when required by law
5. Data Retention
We retain your information for as long as necessary to:
- Fulfill the purposes described in this policy
- Comply with legal, tax, and regulatory obligations
6. Customer Rights
Subject to applicable law, you may:
- Request access to your personal information
- Request correction of inaccurate data
- Request deletion of your information where legally permitted
7. Cookies & Tracking Technologies
Our website may use cookies and similar technologies to:
- Enhance user experience
- Analyze website traffic
- Improve performance
You may adjust your browser settings to refuse cookies if desired.
8. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for their privacy practices or content.
9. Updates to This Policy
We may update this Privacy Policy periodically. Changes will be posted on this page with a revised effective date.