Privacy Policy

1. Information we collect

The types of information we collect depend on how you interact with us (for example, booking an appointment, using a file upload portal, contacting us, or using the estimator).

A. Information you provide to us

• Contact information: name, email address, phone number.
• Appointment and service details: scheduling info, messages you send, preferences.
• Document uploads: files and images you choose to upload through Secure File Pro or other secure methods.
• Tax preparation intake information: information you provide to help prepare and file your return.

B. Information collected automatically

When you visit our website, we (or our service providers) may automatically collect certain information:

• Device and browser information (browser type, operating system, device type).
• IP address and approximate location (city/state level).
• Pages viewed, time spent, and referral URLs.
• Security and performance logs (to prevent fraud and abuse).

C. Cookies and similar technologies

We may use cookies or similar technologies to maintain site functionality, remember preferences, and understand usage. You can control cookies through your browser settings. Disabling cookies may affect how some features work.

2. How we use information

• Provide and manage tax preparation and related services.
• Schedule appointments and communicate with you about your requests.
• Operate, secure, and improve our website and tools (including the estimator).
• Comply with legal and regulatory obligations.
• Prevent fraud, abuse, and unauthorized access.

3. How we share information

We may share information in limited circumstances, including:

• Service providers: vendors that help us operate the website and services (for example: scheduling, secure file portals, hosting, and communications).
• Legal and compliance: when required by law, regulation, subpoena, or similar legal process, or to protect rights, safety, and security.
• Business transfers: if we are involved in a merger, acquisition, financing, or sale of assets, information may be transferred as part of that transaction.

We do not sell personal information.

4. Communications

We may contact you by email or phone to respond to requests, schedule appointments, or provide service updates.

5. Data security

We use reasonable administrative, technical, and physical safeguards designed to protect information. No method of transmission or storage is 100% secure, but we work to protect your information from unauthorized access, use, or disclosure.

6. Data retention

We retain information as long as necessary to provide services, comply with legal obligations, resolve disputes, and enforce agreements. Retention periods may vary depending on the type of information and legal requirements.

7. Your privacy choices

Depending on your location and applicable law, you may have rights to request access, correction, or deletion of certain personal information. We will consider and respond to requests as required by law.

To submit a request, contact us using the information below.

8. Children’s privacy

Our website and services are not directed to children under 13, and we do not knowingly collect personal information from children under 13. If you believe a child has provided personal information to us, please contact us so we can address it.

9. Changes to this policy

We may update this Privacy Policy from time to time. The “Effective date” at the top of this page indicates when this policy was last updated.

10. Contact us

This page is provided for general informational purposes and does not constitute legal advice. If you have specific compliance requirements, consider having counsel review this policy.