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Legal

Privacy policy

This policy explains what information we collect, how we use and protect it, who we share it with, and the choices you have. Tax return information has extra legal protections, and we ask for your specific consent before using it beyond preparing your returns.

[PRIVACY POLICY: counsel to provide before launch. It must match the actual consents, vendor contracts and data practices.]

The final policy will cover:

  • What we collect: identity, contact, tax, bank and device information
  • How we use it, and the legal basis for each use
  • Tax return information and the consents we ask for (see data-use consents)
  • Who we share it with, including the IRS, service providers and AI providers under contract
  • How long we keep it
  • How we protect it (see security)
  • Your rights and choices, including state privacy rights
  • How to contact us

Questions: [SUPPORT EMAIL].