TAXO Advisory, LLC — Privacy Policy
Effective Date: [You may add a date if desired]
This Privacy Policy explains how TAXO Advisory, LLC (“TAXO Advisory,” “we,” “our,” or “us”) collects, uses, protects, and manages the personal information you provide when using TAXOAdvisory.com (the “Website”). It also outlines your choices regarding your information and how you may access or update it. TAXO Advisory treats all financial and personally identifiable information with strict confidentiality and does not sell or rent user data.
1. Information We Collect and How It Is Used
TAXO Advisory, LLC is the sole owner of the information collected through TAXOAdvisory.com. We collect information to provide tax preparation services, support electronic filing, and comply with applicable federal and state requirements.
1.1 Personal Information You Provide
To prepare and file tax returns, we collect information necessary to complete those filings, including:
Names
Social Security numbers
Dates of birth
Mailing addresses
Email addresses
Bank account details
Tax‑related documents and data (e.g., W‑2s, 1099s, income and deduction information)
Payment information when purchases are made
If you contact us for support, we may collect additional information such as your phone number to assist in resolving your inquiry.
1.2 Automatically Collected Information
We may collect information about your device and browsing activity, including:
IP address
Browser type and configuration
Device identifiers
Internet service provider
Referring and exit pages
Usage patterns and click behavior
This information helps us maintain platform security, improve performance, and enhance user experience.
2. Data Security
TAXO Advisory maintains physical, electronic, and procedural safeguards consistent with federal standards and applicable law. Sensitive information transmitted through our Website is protected using Secure Socket Layer (SSL) encryption technology.
Internally, access to user information is restricted to authorized personnel who require it to perform their job duties. Employees receive regular training on privacy and security best practices.
For questions about our security practices, contact info@TAXOAdvisory.com.
3. Artificial Intelligence (AI) and Automated Processing
When you upload or import digital documents (such as PDFs, images, or photos) through TAXOAdvisory.com, the information you submit may be processed using automated tools, including artificial intelligence (AI), as well as manual review by authorized personnel.
AI may assist in extracting, organizing, or categorizing information, but all extracted data is presented to you for review and confirmation. You remain responsible for verifying the accuracy of all information before your tax return is filed.
AI does not make changes to your return without your review and approval.
Information processed through these tools may also be used to improve, develop, and train our AI and machine‑learning systems. Sensitive information is anonymized or excluded from training whenever required. We do not share customer data or trained AI models with any third party.
When cloud infrastructure is used, all data is securely managed under the exclusive control of TAXO Advisory. We may also use AI to detect misuse, prevent fraud, and ensure compliance with our Terms of Use.
4. Business Transitions
If TAXO Advisory undergoes a business transition—such as a merger, acquisition, asset sale, bankruptcy, or similar event—user information may be transferred as part of the business assets. When required by law and feasible, we will notify users via email and/or a prominent notice on TAXOAdvisory.com.
If personal information will be used in a manner materially different from the practices stated at the time of collection, we will provide notice consistent with this Privacy Policy.
5. Record Retention Policy (IRS Requirement)
5.1 Retention of taxpayer information:
In accordance with Internal Revenue Service (IRS) regulations, Taco Advisory is required to retain taxpayer records and related documentation for a minimum of three (3) years.
We maintain these records securely and limit access to authorized personnel only. After the required retention period has passed, information is securely deleted or destroyed in accordance with applicable laws and best practices.
Certain records may be retained longer if required by federal or state law.
5.2 Electronic Delivery of Tax Returns & Client Responsibility
Upon completion of a taxpayer’s return, TAXO Advisory may provide copies of tax returns and related documents electronically via email or other secure communications methods designated by the client.
While we take reasonable measures to protect the confidentiality of transmitted information, electronic communications may carry inherent security risks. By consenting to electronic delivery, the taxpayer acknowledges and accepts these risks.
5.3 Client Recordkeeping Responsibility
Taxpayers are solely responsible for maintaining copies of their tax returns and supporting documentation for their own records. TAXO Advisory is not responsible for loss of records once they have been delivered to the taxpayer.
6. Website Usage Information
TAXOAdvisory.com uses log files and analytics tools to understand how the Website is used and to improve performance. This may include:
Device type
Browser information
Platform type
Click behavior
Traffic patterns
This information is analyzed in aggregate and does not identify individual users.
7. Cookies and Tracking Technologies
We use cookies and similar technologies to operate the Website, enhance functionality, and improve user experience. If you disable cookies, some features may not function properly.
7.1 Types of Cookies
Essential Cookies — Required for the Website to function.
Performance & Functionality Cookies — Improve performance and user experience.
Advertising Cookies — Deliver relevant ads and prevent repetitive advertising.
Analytics Cookies — Help us understand how users interact with the Website.
8. Retargeting and Personalized Advertising
We partner with third‑party advertising platforms to display ads for TAXO Advisory across the internet. These partners may use cookies or similar technologies to tailor ads based on your browsing activity.
If you complete certain actions—such as creating an account, signing in, or making a purchase—we may work with our partners to stop showing you retargeting ads.
We do not share personally identifiable information or tax return data with advertisers for retargeting purposes.
9. Managing Your Advertising Preferences
You may opt out of personalized advertising through:
Google Ads Settings
Digital Advertising Alliance (optout.aboutads.info)
Network Advertising Initiative (optout.networkadvertising.org)
Unsubscribing from TAXO Advisory promotional emails
10. Do Not Track (DNT)
Our Website respects browser‑based Do Not Track signals. When DNT is enabled, certain tracking practices are limited, though you may still see non‑personalized advertising.
11. hCaptcha
TAXO Advisory may use the hCaptcha anti‑bot service. hCaptcha helps determine whether activity on certain parts of our Website is performed by a human or an automated system.
Data collected by hCaptcha may include IP address, device behavior, time spent on the page, and mouse movements. This data may be transmitted to IMI. In “invisible mode,” analysis may occur without a visible challenge prompt.
12. Contests and Sweepstakes
Any contests or sweepstakes offered by TAXO Advisory will be governed by their own separate terms and conditions. You should review those terms before participating.
13. Communications from TAXO Advisory
Your contact information may be used to:
Provide updates on your tax return
Remind you of important deadlines
Resolve e‑file transmission issues
Request feedback
Send product or service information
Confirm payments
Optional promotional communications may be opted out of at any time.
14. Service Announcements
We may send service‑related notifications, such as alerts about maintenance or outages. These communications are not promotional.
15. Customer Support
Customer support is provided through our online application, email, or phone. You may update your personal information before filing your return by revising and signing your file. For assistance, contact info@TAXOAdvisory.com.
We may use AI to assist in responding to support inquiries. Information submitted through support channels may be processed using automated and/or manual methods solely to answer your question and improve support quality.
16. Legal Disclosures
TAXO Advisory may disclose personal information when required by law, including in response to lawful requests by public authorities, national security inquiries, or law enforcement demands. We may also disclose information to:
Protect our rights
Protect your safety or the safety of others
Investigate fraud
Comply with court orders or government requests
Support bankruptcy or similar proceedings
17. Information About Minors
TAXOAdvisory.com is not intended for individuals under the age of 18. We do not knowingly collect personal information from children under 13. If we learn that information has been collected without verified parental consent, we will delete it promptly.
18. Information Sharing
As a tax preparer, TAXO Advisory complies with Internal Revenue Services, which governs the use and disclosure of tax return information. We do not sell your personal information. We only share information with third parties as described in this Privacy Policy.
19. Data Storage
All information collected through TAXOAdvisory.com is stored on servers located in the United States. By using our Website, you consent to the processing of your data within the United States.
We do not offer services to residents of the European Union or European Economic Area.
20. Service Providers
We may share necessary personal information with trusted service providers who assist with:
SMS authentication
Customer support
Fraud detection
Payment processing
Document extraction and processing
Email delivery
Order fulfillment
Customer reviews submitted through our Website are collected and managed by a service provider. Reviews or excerpts may be displayed publicly for marketing purposes.
21. Pay-By-Refund & Payment Requirement Policy
21.1 Pay-By-Refund Service Model
TAXO Advisory offers a pay-by-refund option, which allows eligible taxpayers to have preparation fees deducted from their tax refund once the return is accepted and processed by the Internal Revenue Service (IRS).
1.2 Balance Due Returns
In the event a taxpayer’s return results in a balance due to the IRS or state tax authority, the pay-by-refund option is not available. In such cases, payment for TAXO Advisory’s services is required in full prior to the transmission (e-filing) of the tax return.
Tax returns will not be transmitted to the IRS or any taxing authority until all applicable preparation fees have been paid.
TAXO Advisory will inform the taxpayer of any balance due and applicable service fees prior to transmission.
22. Links to Third‑Party Websites
TAXOAdvisory.com may contain links to external websites whose privacy practices differ from ours. We encourage you to review the privacy policies of any website you visit. TAXO Advisory is not responsible for the content or privacy practices of third‑party sites.
23. User Responsibility for Secure Browser Use
You are responsible for using a secure, trusted, and up‑to‑date browser when accessing TAXOAdvisory.com. If you access the Website through an in‑app or embedded browser, your use may also be subject to that platform’s terms and privacy practices.
24. Notification of Changes
If we make material changes to this Privacy Policy, we will notify you through this page, by email, or through a notice on our homepage or sign‑in screens. You are responsible for maintaining a current email address and reviewing this Privacy Policy periodically.
25. State Privacy Laws
For information regarding the California Consumer Privacy Act (CCPA), please refer to the dedicated page on our Website.
Certain state privacy laws defer to the Gramm‑Leach‑Bliley Act (GLBA) for consumer privacy protections. TAXO Advisory complies with GLBA and any state laws that impose stricter requirements. A copy of our GLBA notice is available on our Website.
26. Contact Us
If you have questions regarding TAXO Advisory’s privacy or security practices, you may contact us at: