Effective Date: [09/09/2022]

Taxwise Advocates (“we,” “us,” or “our”) values your privacy and is committed to protecting your personal information. This Privacy Policy outlines our practices regarding the collection, use, disclosure, and protection of your information when you use our website, services, or engage with our tax experts (collectively, the “Services”). By accessing or using our Services, you agree to this Privacy Policy. If you do not agree, please do not use our Services.

Information We Collect

We collect various types of information to provide and improve our Services, including:

a. Personal Information:
– Contact Details: Such as your name, email address, phone number, and mailing address.
– Identification Information: Including Social Security Number (SSN), date of birth, and government-issued ID details.
– Financial Information: Such as your bank account details, income information, and tax-related documents required for filing your tax returns.

b. Non-Personal Information:
– Technical Information: Such as IP address, browser type, device information, operating system, and internet service provider.
– Usage Data: Information about your activity on our website, including pages visited, time spent on pages, and navigation paths.
– Cookies and Tracking Technologies: We use cookies and similar technologies to enhance user experience and analyze how our Services are used.

c. Information from Third Parties:
– We may receive information about you from third parties, including public databases, social media platforms, and partners we work with to provide our Services.

How We Use Your Information

We use the information we collect for various purposes, including:

a. To Provide and Improve Our Services:
– Processing your tax filings, maximizing your refunds, and delivering personalized assistance through our tax experts.
– Enhancing our website functionality and user experience.

b. Communication:
– Sending you updates, notifications, and information related to your tax filings and our Services.
– Responding to your inquiries, providing customer support, and addressing your feedback.

c. Security and Compliance:
– Verifying your identity and protecting against fraud, unauthorized access, or other illegal activities.
– Complying with legal obligations, resolving disputes, and enforcing our agreements.

d. Marketing and Promotions:
– Sending you promotional materials, newsletters, and information about our services and offers that may interest you.
– You can opt-out of receiving marketing communications at any time by following the unsubscribe instructions provided in the communication.

How We Share Your Information

We may share your information with third parties under the following circumstances:

a. Service Providers:
– We engage trusted third-party service providers to assist us in delivering our Services, such as payment processors, data storage providers, and IT support.

b. Legal and Compliance:
– We may disclose your information if required by law, regulation, or legal process, or if we believe disclosure is necessary to protect the rights, property, or safety of Taxwise Advocates, our users, or others.

c. Business Transfers:
– In the event of a merger, acquisition, reorganization, or sale of all or part of our assets, your information may be transferred as part of the business assets to the acquiring entity.

d. Consent:
– We may share your information with third parties if you provide us with explicit consent to do so.

Security of Your Information

We take the security of your information seriously and implement various measures to protect your data, including:

– Encryption: We use encryption technologies to safeguard your personal and financial information during transmission and storage.
– Access Controls: We limit access to your information to authorized personnel who need it to perform their job functions.
– Security Protocols: We regularly review our security protocols to identify and mitigate potential risks to your data.
However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee absolute security.

Your Rights and Choices

a. Access and Correction:
– You have the right to access and correct your personal information held by us. You may update your details by contacting us directly.

b. Opt-Out:
– You can opt-out of receiving marketing communications from us by following the unsubscribe instructions provided in the communication or by contacting us.

c. Data Deletion:
– You have the right to request the deletion of your personal information, subject to legal obligations and legitimate business purposes that may require us to retain your data.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Once your information is no longer needed, we will securely delete or anonymize it.

Third-Party Links

Our Services may contain links to third-party websites or services that are not operated by us. We are not responsible for the content, privacy policies, or practices of these third-party websites. We encourage you to review the privacy policies of any third-party websites you visit.

Children’s Privacy

Our Services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If you become aware that a child has provided us with personal information without parental consent, please contact us, and we will take steps to remove such information from our records.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any significant changes by posting the updated Privacy Policy on our website and updating the “Effective Date” at the top of this document. Your continued use of our Services after such changes constitutes your acceptance of the revised Privacy Policy.

Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us

Taxwise Advocates