Privacy Policy

We collect the information you provide during intake, the tax documents you upload or scan, identity verification results from our verification provider, payment records from our payment processor, messages you send us, and standard technical data such as device and browser information used to secure your account.

We use your information to verify your identity, screen state availability, prepare a quote, prepare and electronically file your return, process payments, obtain required signatures, communicate status updates, and meet recordkeeping obligations.

We do not sell your personal information, and we do not use your tax documents for advertising.

We share information only with service providers that support preparation and filing, including our identity verification provider, our payment processor, our secure hosting and storage providers, and the professional tax preparation software used to file your return.

Access to client documents is restricted to authorized team members assigned to your case. Data is transmitted over encrypted connections and stored in access-controlled storage with activity logging.

We retain records for the periods required for tax recordkeeping and legal compliance. You may request a copy of your documents, ask for corrections, or ask questions about your data by contacting our team.