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