Privacy Policy

Introduction

The Tax Ally ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us when you:

• Contact us through our website or email
• Schedule a consultation
• Engage our tax services
• Subscribe to our newsletter or communications

This information may include: name, email address, phone number, business information, tax identification numbers, financial information, and any other information you choose to provide.

Automatically Collected Information

When you visit our website, we may automatically collect certain information about your device, including:

• IP address
• Browser type and version
• Operating system
• Pages viewed and time spent on pages
• Referring website addresses

How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our tax services
• Respond to your inquiries and provide customer support
• Process your tax returns and related documents
• Send you important notices and updates about our services
• Comply with legal obligations and tax regulations
• Protect against fraud and unauthorized transactions
• Analyze website usage to improve user experience

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• With Your Consent: When you explicitly authorize us to share your information
• Tax Authorities: When required by law to file tax returns or respond to official inquiries
• Service Providers: With trusted third-party service providers who assist us in operating our business (subject to confidentiality agreements)
• Legal Requirements: When disclosure is required by law, regulation, or legal process
• Business Transfers: In connection with any merger, sale of assets, or acquisition of our business

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

• Encryption of sensitive data in transit and at rest
• Secure storage of physical and electronic records
• Limited access to personal information on a need-to-know basis
• Regular security assessments and updates

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to protect your personal information, we cannot guarantee its absolute security.

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 by law. Tax-related documents are retained in accordance with IRS requirements and professional standards, typically for a minimum of seven years.

Your Rights and Choices

You have the following rights regarding your personal information:

• Access: Request access to the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information (subject to legal retention requirements)
• Opt-Out: Unsubscribe from marketing communications at any time
• Data Portability: Request a copy of your information in a commonly used format

To exercise these rights, please contact us using the information provided below.

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our website. Cookies are small data files stored on your device. You can control cookie preferences through your browser settings.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing any personal information.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on this page and updating the "Last Updated" date. Your continued use of our services after any modifications constitutes acceptance of the updated Privacy Policy.

Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us: