Privacy Policy
How information may be collected and used.
Lead forms may collect contact details, location, tax problem type, estimated tax debt, notices, and message content. This information may be used to respond to requests, route leads, improve the site, and maintain records.
Resource downloads, Tax University registration, professional profile claims, and DIY assistant requests may collect the information needed to provide the requested page, checklist, account access, or follow-up.
Do not submit Social Security numbers, full bank account numbers, IRS account passwords, or confidential documents through public forms unless a secure upload process is provided and clearly identified.
Information may be stored with service providers used for hosting, analytics, email, lead handling, database storage, and security. Access should be limited to site administration and approved operational needs.
Users may request correction or deletion of information where legally and technically practical. Some records may be retained for compliance, fraud prevention, security, or business record purposes.