Privacy Policy

Effective Date: 01/14/2026

TaxFlowGroup website is owned and operated by TaxFlowGroup LLC, which acts as a data controller of your personal information.

We have adopted this Privacy Policy to explain how we collect, use, protect, and handle your personal data, especially sensitive tax and financial information. By using our website or services, you agree to the terms of this Policy.

Information We Collect

We may collect the following categories of information:

1. Identifying Information

Full name
Date of birth
Social Security Number (SSN) or ITIN
Government-issued ID

2. Contact Information

Email address
Phone number
Home and mailing address

3. Financial & Tax Information

Income information
Tax returns and tax forms
Bank account and routing numbers (for direct deposit or payments)
Dependent and family information

4. Technical Information

Automatically collected data may include:

IP address
Browser type
Device information
Cookies and usage data

Why We Process Your Data

We process your personal data in order to:

Prepare and file tax returns
Provide tax consulting and planning services
Communicate with you
Process payments
Meet IRS and legal requirements
Protect against fraud and unauthorized access

We only collect information that is necessary to provide our services.

Legal Basis and Compliance

We comply with applicable U.S. privacy and security laws, including:

IRS Publication 4557
FTC Safeguards Rule
Gramm-Leach-Bliley Act (GLBA)

We implement administrative, technical, and physical safeguards to protect your data.

Sharing of Information

We may share your data only with trusted service providers necessary to provide our services, including:

Tax preparation software providers
Electronic signature platforms
Payment processors
Hosting and IT service providers

These parties are required to keep your information confidential and secure.

We do not sell your personal data.

Data Retention

We retain client records for the period required by IRS regulations and applicable state and federal laws.
After that period, data is securely deleted or destroyed.

Information Security

Your data is stored on secure systems protected by:

Encryption
Access controls
Secure servers
Staff confidentiality obligations

However, no method of internet transmission is 100% secure.

Cookies

We use cookies and similar technologies to:

Improve website functionality
Analyze usage
Prevent fraud

You can disable cookies in your browser settings.

Children’s Information

We do not knowingly collect information directly from children.
All information about dependents is provided by legal guardians solely for tax preparation purposes.

Your Rights

You have the right to:

Access your data
Correct inaccurate data
Request deletion when legally allowed
Ask how your data is used

To exercise these rights, contact us using the details below.

Legal Disclosure

We may disclose information if required by law, subpoena, court order, or government request, or to protect our legal rights and prevent fraud.

Links to Other Websites

Our website may contain links to third-party websites. We are not responsible for their privacy practices.

Contact Us

If you have any questions about this Privacy Policy or your personal data, contact:

TaxFlowGroup LLC
Email: info@taxflowgroup.net