Privacy Policy

Last Updated: 12/20/2025

Introduction

Tax Remedy values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and share your information when you visit our website, submit an intake form, or engage our tax preparation services.

By using our website or services, you consent to the practices described in this Privacy Policy.

Information We Collect

We may collect the following types of information:

Personal Information

Name

Email address

Phone number

Mailing address

Tax-related information you voluntarily provide

Uploaded documents and supporting tax records

Technical Information

IP address

Browser type and device information

Pages visited and time spent on our website

Referral URLs and tracking parameters

How We Use Your Information

We use your information to:

Provide tax preparation and related services

Communicate with you regarding your account, documents, and filings

Send appointment reminders, status updates, and service notifications

Process payments and invoices

Comply with legal, regulatory, and IRS requirements

Improve our website, services, and client experience

SMS and Communication Consent

If you provide your phone number and opt in, Tax Remedy may send informational and transactional text messages related to your tax services, including appointment reminders, document requests, status updates, invoicing, and IRS notifications.

Message and data rates may apply. You may opt out at any time by replying STOP.

Consent to receive messages is not a condition of purchasing services.

How We Share Information

We do not sell your personal information.

We may share your information with trusted third-party service providers only as necessary to deliver our services, including:

Secure document storage and e-signature platforms

Tax preparation and e-filing software providers

Payment processors

Cloud hosting and IT service providers

All third parties are required to protect your information and use it solely for authorized purposes.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, or misuse.

Despite our efforts, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security.

Data Retention

We retain personal and tax-related information for as long as necessary to provide services, comply with legal and regulatory obligations, and maintain records required by applicable laws.

Cookies and Tracking Technologies

Our website may use cookies and similar technologies to improve functionality, analyze website traffic, and understand user behavior. You may disable cookies through your browser settings, though some features may not function properly.

Your Rights and Choices

You may request to:

Access or update your personal information

Withdraw communication consent

Request deletion of non-required data, subject to legal retention obligations

To make a request, contact us using the information below.

Third-Party Links

Our website may contain links to third-party websites. Tax Remedy is not responsible for the privacy practices or content of those websites.

Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.

Contact Information

For questions regarding these Terms and Conditions, contact:

Tax Remedy

Email: [email protected]

Website: https://tax-remedy.com

Address: 1536 St Clair Ave #21 Cleveland, OH 44114