Privacy Policy

Tax Connect Inc. respects your privacy and is committed to protecting the personal and financial information you share with us. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website, submit a form, communicate with our team, use our tax preparation services, or participate in our tax professional programs.

1. Information We Collect

We may collect information such as:

• Your name, mailing address, email address, and telephone number.
• Your date of birth, Social Security number, taxpayer identification number, and identification documents.
• Tax returns, income records, deductions, dependent information, banking information, and other tax-related documents.
• Business information, EIN, PTIN, EFIN status, and professional experience.
• Appointment details, form submissions, emails, text messages, and other communications with us.
• Website and device information, including your IP address, browser type, pages visited, and cookies.

2. How We Use Your Information

We may use your information to:

• Prepare, review, amend, and electronically file tax returns.
• Provide tax consultations, guidance, and related services.
• Verify your identity and complete required tax-preparer due diligence.
• Process appointments, payments, client intake, and document requests.
• Enroll you in requested bank products, software packages, training, or cohort programs.
• Send service updates, reminders, educational information, and authorized marketing communications.
• Improve our website, services, security, and customer experience.
• Comply with legal, tax, regulatory, and professional obligations.

3. Tax Return Information

Federal law limits how tax return preparers may use and disclose tax return information. Tax Connect Inc. uses your tax return information to prepare or assist with your tax return, provide services you request, and for other purposes permitted by law. When your written consent is legally required for a separate use or disclosure, we will request it before proceeding.

Tax Connect Inc. does not sell your tax return information.

4. How We Share Information

We may share information with trusted parties when necessary to provide services or comply with the law, including:

• The IRS and applicable state or local tax authorities.
• Tax software, e-filing, document management, CRM, scheduling, payment, hosting, and communication providers.
• Banks or financial service providers when you request and authorize a refund transfer, tax advance, or other bank product.
• Professional advisers, regulators, courts, or law enforcement when required or permitted by law.
• Other persons or organizations you authorize us to contact.

We do not sell your personal information for monetary compensation.

5. Email and Text Communications

We may send emails or text messages concerning appointments, document requests, tax return status, account activity, services, webinars, tax updates, or promotions when permitted.

You may unsubscribe from marketing emails using the unsubscribe link in the message. You may opt out of marketing text messages by replying STOP. Reply HELP for assistance. Message and data rates may apply, and message frequency may vary. Consent to receive marketing text messages is not a condition of purchase.

6. Cookies and Website Information

Our website may use cookies and similar technologies to operate forms, remember preferences, analyze website activity, maintain security, and improve performance. You may adjust your browser settings to block or delete cookies, although some website features may not function properly.

7. Information Security

We use reasonable administrative, technical, and physical safeguards designed to protect your information from unauthorized access, use, alteration, or disclosure. However, no electronic system or method of transmission is completely secure.

Please do not send Social Security numbers, tax documents, or banking information through ordinary email or unsecured text messages. Use the secure submission method provided by our team.

8. Information Retention

We retain information for as long as reasonably necessary to provide services, maintain required tax and business records, resolve disputes, prevent fraud, enforce agreements, and satisfy legal, regulatory, and professional obligations.

9. Your Choices

You may contact us to request access to or correction of certain personal information, update your communication preferences, or ask questions about our privacy practices. Some requests may be limited by tax recordkeeping requirements, security concerns, or other legal obligations.

10. Children’s Privacy

Our website is not intended for children under 13. We may receive information about dependents from a parent, guardian, or authorized taxpayer when that information is necessary to provide tax preparation or related services.

11. Third-Party Links

Our website may contain links to third-party websites or services. Their privacy practices are governed by their own policies, and Tax Connect Inc. is not responsible for their independent privacy practices.

12. Changes to This Policy

We may update this Privacy Policy as our services, technology, or legal obligations change. Any updated policy will be posted on this page with a revised effective date.

13. Contact Us

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

Tax Connect Inc.
1405 N US Hwy 52
Moncks Corner, SC 29461
Phone: (843) 277-0498
Email: [email protected]