Privacy Policy

• Identity & contact details: name, address, phone, email, date of birth, SSN/ITIN.
• Tax documents you upload (W-2s, 1099s, 1098s, K-1s, statements, receipts, IDs).
• Engagement information: filing status, dependents, income sources, deductions, and prior-year data.
• Portal usage data: login timestamps, device/browser information, IP address, and session activity for security.
• Communication records: messages exchanged via portal, email, SMS, and call notes.

• Prepare, review, e-file, and amend federal and state tax returns.
• Communicate appointment confirmations, document requests, status updates, and refund tracking.
• Process payments, refund transfers, and bank product applications you authorize.
• Meet IRS due-diligence and recordkeeping obligations.
• Protect against fraud, identity theft, and unauthorized access.

Tax-return information is governed by IRC §7216 and Treasury Regulations. We do not disclose tax return information to third parties for unrelated purposes without your written consent, except where required by law (subpoena, court order, IRS process).

• Documents uploaded through the portal and TaxesToGo are stored in encrypted, access-controlled cloud infrastructure.
• Transmission is protected with TLS encryption (HTTPS) and at-rest data is encrypted using industry-standard algorithms.
• Access is restricted to authorized preparers, reviewers, and administrators on a need-to-know basis.
• Authentication uses secure passwords, magic-link sign-in, or trusted social providers, with optional multi-factor protections.

We use carefully selected service providers for hosting, encryption, e-signature, payment processing, refund-transfer banking, communication delivery, and analytics. Each provider is contractually bound to safeguard your information and use it only to deliver the requested service.

The TaxesToGo mobile app allows you to capture documents, message your preparer, and review your return. Photos taken in the app are uploaded directly to your secure file and are not stored on the device beyond what the operating system caches. You can revoke camera, notification, or other permissions in your device settings at any time.

By providing your email or mobile number, you consent to receive service-related and (where opted in) marketing communications. You may unsubscribe from marketing email at any time. SMS opt-out is available by replying STOP (see SMS Terms).

Our website and portal use cookies and browser storage to keep you signed in, remember preferences, and protect against fraudulent sessions. Analytics cookies (where used) help us understand aggregate site performance. You may control cookies through your browser settings; disabling essential cookies may impair portal functionality.

• Request a copy of the tax information we hold for you.
• Request correction of inaccurate information.
• Withdraw consent for marketing communication at any time.
• Close your portal account (subject to our retention obligations).

We retain client records consistent with IRS guidance and our internal schedule (generally up to seven years for tax documents). Account and audit logs may be retained longer where required for security and compliance.

Our services are intended for adults and account holders authorized to file tax returns. We do not knowingly collect information directly from children except as part of a parent or guardian's tax engagement.

We may update this policy from time to time. Material changes will be communicated via the portal, email, or a notice on this page.