1. Information We Collect
1.1 Personal Information
We collect information that you provide directly to us, including:
- Name, email address, phone number
- Tax identification information (SSN, EIN)
- Financial information (income, deductions, expenses)
- Payment information (processed securely through Stripe)
- Tax documents (W2, 1099, receipts, etc.)
1.2 Automatically Collected Information
When you use our service, we automatically collect:
- IP address and device information
- Browser type and version
- Pages visited and time spent
- Referral source
2. How We Use Your Information
We use your information to:
- Prepare and file your tax returns
- Process payments and commissions
- Communicate with you about your tax filing status
- Improve our services and user experience
- Comply with legal and regulatory requirements
- Prevent fraud and ensure platform security
3. Information Sharing
We do not sell or rent your personal information. We may share your information with:
- Assigned Tax Preparers: To complete your tax return
- Payment Processors: Stripe for payment processing
- Email Service: Resend for transactional emails
- Authentication Provider: NextAuth for secure login
- Legal Authorities: When required by law or to protect our rights
4. Data Security
We implement industry-standard security measures to protect your information:
- SSL/TLS encryption for data in transit
- Secure authentication via NextAuth
- Role-based access control
- Time-limited document access (signed URLs expire in 15 minutes)
- Rate limiting to prevent abuse
- Regular security audits
5. Data Retention
We retain your information for as long as necessary to:
- Provide our services
- Comply with IRS record-keeping requirements (minimum 7 years)
- Resolve disputes and enforce agreements
- Comply with legal obligations
6. Your Rights
You have the right to:
- Access your personal information
- Correct inaccurate information
- Request deletion of your information (subject to legal retention requirements)
- Opt out of marketing communications
- Export your data
To exercise these rights, contact us at privacy@taxgeniuspro.tax
7. Cookies and Tracking
We use cookies and similar technologies to:
- Maintain your session
- Remember your preferences
- Track referral sources
- Analyze platform usage
You can control cookies through your browser settings.
8. Third-Party Services
Our service integrates with:
9. Children's Privacy
Our service is not intended for individuals under 18 years of age. We do not knowingly collect information from children.
10. Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of significant changes by email or through our platform.
11. Contact Us
If you have questions about this Privacy Policy, please contact us:
Note: This privacy policy is effective as of October 10, 2025. By using Tax Genius Pro, you agree to this Privacy Policy.