Privacy, Terms & Disclosures

1. Information We Collect

To provide tax resolution services, we collect:

• Identity Information: Full name, date of birth, Social Security Number (SSN)
• Contact Information: Email address, phone number, mailing address
• Tax Information: IRS transcripts, tax returns, wage and income data
• Financial Information: Payment information for service fees

2. How We Use Your Information

Your information is used exclusively to:

• Retrieve your IRS transcripts via authorized Form 2848 or 8821
• Analyze your tax situation and prepare your settlement roadmap
• Represent you before the IRS (if you engage Managed Resolution services)
• Communicate with you about your case
• Process payment for services

3. Information Sharing

We do not sell your personal information. We share information only with:

• IRS: As required to retrieve transcripts and represent you
• Licensed Professionals: Our EAs, CPAs, and Attorneys working on your case
• Service Providers: Secure hosting and payment processing (under strict confidentiality)
• Legal Requirements: When required by law or legal process

4. Data Security

We implement industry-standard security measures including AES-256 encryption for all sensitive data, secure HTTPS connections, role-based access controls, and comprehensive audit logging. SSN and tax data are encrypted both at rest and in transit.

5. Data Retention

We retain client data for 7 years in accordance with IRS record retention requirements and professional standards. You may request deletion of your data after this period.

6. Your Rights

You have the right to:

• Access your personal information
• Correct inaccurate information
• Request deletion (subject to retention requirements)
• Withdraw consent for optional communications