Privacy Policy
How we collect, use, protect, and disclose information in connection with our website and services.
Publication review required. Confirm actual practices and obtain qualified legal review before publishing. Effective date: November 10, 2026.
Information We Collect
Depending on the service, we may receive contact details, identification and dependent information, Social Security or taxpayer identification numbers, income and financial records, tax documents, business registration information, PTIN/EFIN information, payment records, applications, communications, and technical website information.
How We Use Information
We use information as necessary to respond to inquiries, provide requested services, prepare tax returns, complete due diligence, administer software access, provide training, process authorized payments, communicate about appointments, and meet legal obligations. Marketing use is subject to applicable consent requirements.
Taxpayer Confidentiality
Federal law, including Internal Revenue Code Section 7216 and its regulations, restricts the use and disclosure of tax return information by tax preparers. We use and disclose protected tax return information as legally permitted or with legally sufficient consent where required. Separate taxpayer consent may be required.
Secure Document Submission
Use the designated secure document link or portal for tax returns, identification, and sensitive financial records. Avoid transmitting sensitive documents through ordinary email, social media, or general inquiry forms.
Service Providers and Sharing
Information may be shared where legally authorized and necessary with tax software providers, payment processors, financial institutions, CRM providers, secure storage vendors, or government authorities. Providers may include OLT Pro, TaxSlayer ProWeb, eligible TaxesToGo services, Refund Advantage, and SBTPG. Providers may have separate policies and contractual terms.
Email and Text Communications
We use your email address and phone number to respond to inquiries, send appointment confirmations and reminders, and provide service updates. With your separate marketing opt-in, we may also use those details to send promotions, offers, and business updates. Marketing text consent is optional when purchasing services.
We use your mobile number and text opt-in information to deliver messages, record your preferences, and honor opt-out requests. We do not share mobile opt-in data or consent with third parties for their own marketing. Message frequency varies, and message and data rates may apply. Reply STOP to opt out of texts or HELP for assistance. You can unsubscribe from promotional emails using the link in the email or contact [email protected] to update your preferences.
Cookies and Analytics
The website may use cookies or technical tools necessary for operation and, if enabled, analytics or marketing technologies. Actual tracking tools and any legally required consent controls must be confirmed before publication.
Security and Retention
We apply safeguards appropriate to the sensitivity of information and applicable law. Records are retained according to the nature of the service, legal requirements, and documented retention schedules. Verify security practices and retention periods against operational procedures before publication.
Privacy Requests
Contact us to ask about access, correction, communication preferences, or other rights that may apply. We may verify identity and retain records when required by law.
Children and Dependents
Our website is intended for adults. Information about dependents may be collected from authorized taxpayers for legitimate tax preparation purposes.
Changes and Contact
We may update this notice as operations or legal requirements change. Contact [email protected] or call 205-964-0305. Use the designated secure channel for sensitive tax information.