Information We Collect 

The information we collect depends on how you interact with us and which services you request.

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Contact and scheduling information: Name, email address, telephone number, preferred language, state or location, appointment details, service interests, and the content of messages or inquiries.

Client and tax-service information: Information needed to evaluate or perform an engagement, which may include taxpayer identification numbers, dates of birth, identity documents, dependent and household information, income and deduction records, banking and financial information, business records, payroll information, tax returns, IRS or state correspondence, powers of attorney, and other information relevant to tax preparation, planning, consulting, controversy, mediation, or representation services.

Sensitive personal information: Depending on the engagement, records may reveal government identifiers, financial-account information, health or disability information, immigration or citizenship information, precise location, or other data treated as sensitive under applicable law. We process sensitive information only as reasonably necessary to provide requested services, comply with law, prevent fraud, protect security, or with your consent.

Transaction information: Billing address, purchase details, payment status, and transaction records. Payment-card information is generally processed by our payment providers; we do not intentionally store full payment-card numbers on our website.

Communications and submissions: Emails, telephone and text-message records, consultation notes, documents you upload, survey responses, reviews, testimonials, and other content you choose to provide.

Device and usage information: Internet Protocol address, browser and device type, operating system, referring pages, pages viewed, approximate location derived from an IP address, date and time of visits, interactions with site features, and cookie or similar identifiers.

Professional and public information: Business contact details, professional credentials, public records, government records, and information supplied by authorized representatives, referral sources, tax authorities, courts, or other parties involved in an engagement.

Information We Collect 

The information we collect depends on how you interact with us and which services you request.

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Contact and scheduling information: Name, email address, telephone number, preferred language, state or location, appointment details, service interests, and the content of messages or inquiries.

Client and tax-service information: Information needed to evaluate or perform an engagement, which may include taxpayer identification numbers, dates of birth, identity documents, dependent and household information, income and deduction records, banking and financial information, business records, payroll information, tax returns, IRS or state correspondence, powers of attorney, and other information relevant to tax preparation, planning, consulting, controversy, mediation, or representation services.

Sensitive personal information: Depending on the engagement, records may reveal government identifiers, financial-account information, health or disability information, immigration or citizenship information, precise location, or other data treated as sensitive under applicable law. We process sensitive information only as reasonably necessary to provide requested services, comply with law, prevent fraud, protect security, or with your consent.

Transaction information: Billing address, purchase details, payment status, and transaction records. Payment-card information is generally processed by our payment providers; we do not intentionally store full payment-card numbers on our website.

Communications and submissions: Emails, telephone and text-message records, consultation notes, documents you upload, survey responses, reviews, testimonials, and other content you choose to provide.

Device and usage information: Internet Protocol address, browser and device type, operating system, referring pages, pages viewed, approximate location derived from an IP address, date and time of visits, interactions with site features, and cookie or similar identifiers.

Professional and public information: Business contact details, professional credentials, public records, government records, and information supplied by authorized representatives, referral sources, tax authorities, courts, or other parties involved in an engagement.

How We Collect Information

Directly from you when you complete a form, schedule a consultation, make a purchase, communicate with us, sign an engagement, upload documents, or otherwise request or receive services.

Automatically through cookies, server logs, analytics tools, security technologies, and similar tools when you use the website.

From service providers that support scheduling, payments, communications, identity verification, document exchange, tax preparation, e-filing, or website operation.

From people and organizations you authorize, including family members, employees, employers, financial institutions, attorneys, accountants, referral sources, and other representatives.

From tax authorities, courts, public records, government databases, and other lawful sources when relevant to an engagement.

How We Use Information

Respond to inquiries, schedule consultations, establish client relationships, and communicate about requested services.

Provide tax preparation, tax planning, consulting, IRS controversy, representation, expert-witness, mediation, education, and related professional services.

Verify identity and authority; maintain engagement, conflict, and client records; and obtain signatures or authorizations.

Process purchases and payments, send invoices and receipts, and maintain accounting records.

Operate, secure, troubleshoot, and improve our website, technology, and client experience.

Detect, investigate, and prevent fraud, identity theft, cybersecurity threats, misuse, and other unlawful activity.

Comply with tax administration requirements, professional standards, subpoenas, court orders, lawful government requests, record-retention obligations, and other legal duties.

Send service-related communications and, where permitted, educational or promotional communications. You may opt out of marketing messages at any time.

Establish, exercise, or defend legal claims and protect the rights, safety, and property of EXFEDTax, our clients, and others.

Tax Return Information and Federal Law

Tax return information receives protections beyond ordinary website information. We use and disclose tax return information only as permitted by law, including Internal Revenue Code section 7216 and its regulations, or with a valid consent when consent is required.

This Privacy Policy is a general notice. It is not a consent under section 7216 and does not authorize EXFEDTax to use or disclose tax return information for a purpose that otherwise requires your specific consent. When federal law requires a separate consent, we will provide that consent in the required form before the relevant use or disclosure.

We do not sell tax return information or use it for targeted advertising.

We do not disclose tax return information to unaffiliated third parties for their own marketing purposes.

When We Disclose Information

We may disclose information in the circumstances below, subject to applicable confidentiality duties and the special restrictions governing tax return information.

Service providers. Vendors that support website hosting, scheduling, secure portals, document storage and exchange, tax software, e-filing, electronic signatures, payments, email or text communications, analytics, cybersecurity, data backup, and other business operations. We expect service providers to use information only for authorized purposes and to maintain appropriate safeguards.

Tax authorities and engagement participants. The IRS, state or local tax agencies, courts, opposing parties, mediators, experts, financial institutions, payroll providers, and other persons involved in an engagement, when authorized or permitted by law.

Your authorized representatives. Individuals or entities you direct us to work with or whom we reasonably understand to be authorized to act for you, subject to verification and applicable law.

Professional advisers and insurers. Attorneys, accountants, auditors, consultants, professional-liability insurers, and other advisers who assist us in operating the firm, protecting rights, or complying with obligations.

Legal and protective disclosures. When reasonably necessary to comply with law or legal process, respond to a lawful government request, investigate misconduct, protect security, prevent harm, or establish or defend legal claims.

Business transactions. In connection with a merger, reorganization, financing, sale, transfer, or succession involving all or part of the firm, subject to applicable confidentiality and tax-information restrictions.

EXFEDTax does not sell personal information for money. We do not knowingly share personal information for cross-context behavioral advertising. If our practices change in a manner that creates an opt-out right under applicable law, we will update this policy and provide the required choice before engaging in that activity.

Website Hosting Cookies and Analytics

EXFEDTax.com is hosted on the Wix.com platform. Wix provides the technology used to operate the website, forms, scheduling features, and online-store functions. Information submitted through the website may be stored through Wix systems and applications. Wix processes information under its own terms and privacy disclosures available at https://www.wix.com/about/privacy.

The website uses cookies and similar technologies. These may include:

• Essential cookies needed for security, fraud prevention, session management, accessibility, and core website functions.

• Functional cookies that remember settings or support optional website features.

• Analytics cookies that help us understand website traffic, performance, errors, and how visitors use the site.

• Advertising cookies only if we enable advertising or campaign-measurement integrations in the future and obtain any consent required by law.

Where available, you may use our cookie banner or cookie settings to accept or reject nonessential cookies. You may also adjust your browser settings to block or delete cookies. Blocking essential cookies may prevent parts of the website from functioning correctly.

Browser-based do-not-track signals are not interpreted consistently across the industry. We respond to legally recognized opt-out preference signals when required by applicable law and technically supported.

Who We Talk To

We may contact you by email, telephone, or text regarding consultations, appointments, purchases, account activity, document requests, deadlines, security, and services you requested. With any consent required by law, we may also send educational or promotional communications.

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You may unsubscribe from marketing email by using the link in the message or contacting us. You may opt out of marketing text messages by replying STOP. Message and data rates may apply. Opting out of marketing does not prevent us from sending nonmarketing messages about an active engagement, transaction, security issue, or legal obligation.

We do not share mobile telephone numbers, text-message opt-in information, or consent records with unaffiliated third parties for their own marketing or promotional purposes.

Data Security & Data Retention

We may contact you by email, telephone, or text regarding consultations, appointments, purchases, account activity, document requests, deadlines, security, and services you requested. With any consent required by law, we may also send educational or promotional communications.

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You may unsubscribe from marketing email by using the link in the message or contacting us. You may opt out of marketing text messages by replying STOP. Message and data rates may apply. Opting out of marketing does not prevent us from sending nonmarketing messages about an active engagement, transaction, security issue, or legal obligation.

We do not share mobile telephone numbers, text-message opt-in information, or consent records with unaffiliated third parties for their own marketing or promotional purposes.

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We maintain administrative, technical, and physical safeguards designed to protect personal information. Our safeguards are informed by the sensitivity of taxpayer data, the Federal Trade Commission Safeguards Rule, IRS security guidance for tax professionals, and applicable professional obligations. Measures may include access controls, multifactor authentication, encryption, secure transmission tools, vendor oversight, employee training, monitoring, backup, and incident-response procedures.

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No system, transmission method, or storage environment can be guaranteed to be completely secure. You are responsible for using secure channels we provide, protecting your credentials, and notifying us promptly if you believe your information or account has been compromised.

Your Privacy Choices and Rights

Depending on where you live and the law applicable to the information, you may have the right to:

• Confirm whether we process your personal information and obtain access to it.

• Correct inaccurate personal information.

• Request deletion of personal information, subject to legal and professional retention requirements.

• Receive certain information in a portable format.

• Opt out of targeted advertising, the sale of personal information, or certain profiling, if we engage in an activity covered by those rights.

• Withdraw consent for future processing when processing is based on consent, without affecting processing already completed.

• Appeal a decision concerning a privacy request, where applicable.

To make a request, email hello@exfedtax.com with the subject line "Privacy Request" or call (832) 305-6080. Describe the request and the information involved. We may need to verify your identity and authority before acting. An authorized agent may submit a request when permitted by law, but we may require proof of authorization and identity.

We will respond within the period required by applicable law. We will not discriminate against you for exercising a privacy right. Some information may be exempt from a particular state privacy law because it is governed by federal financial-privacy law, tax-preparer confidentiality rules, professional obligations, or another exemption. We may also deny or limit a request when retention or disclosure is required or permitted by law, necessary to complete a transaction, needed to protect security or legal rights, or otherwise exempt.

Children

Our website and services are not directed to children under 13, and we do not knowingly collect personal information directly from children under 13 through the website. A parent, guardian, or taxpayer may provide information about a dependent when necessary for tax or professional services. If you believe a child submitted information directly to us without appropriate authorization, contact us so we can review and address it.

Third Party Websites and Services

Our website may link to third-party websites, payment processors, scheduling services, social-media platforms, government resources, or other services that we do not control. Their privacy practices are governed by their own notices. A link does not mean EXFEDTax endorses or controls that party's privacy or security practices.

Changes to This Policy

We may update this Privacy Policy to reflect changes in our services, technology, vendors, or legal obligations. We will post the revised policy on this page and update the effective date. If a change is material, we may provide additional notice when required by law. Your continued use of the website after an update is subject to the revised policy, but an update does not retroactively authorize a use or disclosure that required separate consent when the information was collected.

Contact Us

Questions, concerns, and privacy requests may be directed to:

EXFED Tax, LLC
Email: hello@exfedtax.com
Telephone: (832) 305-6080
Website: www.exfedtax.com