Privacy Policy

1. Information We Collect

1.1 Personal Information

We collect information that you provide directly to us, including:

• Name, email address, phone number
• Tax identification information (SSN, EIN)
• Financial information (income, deductions, expenses)
• Payment information (processed securely through Square)
• Tax documents (W2, 1099, receipts, etc.)

1.2 Automatically Collected Information

When you use our service, we automatically collect:

• IP address and device information
• Browser type and version
• Pages visited and time spent
• Referral source

2. How We Use Your Information

We use your information to:

• Prepare and file your tax returns
• Process payments and commissions
• Communicate with you about your tax filing status
• Improve our services and user experience
• Comply with legal and regulatory requirements
• Prevent fraud and ensure platform security

3. Information Sharing

We do not sell or rent your personal information. We may share your information with:

• Assigned Tax Preparers: To complete your tax return
• Payment Processors: Square for payment processing
• Email Service: Resend for transactional emails
• Authentication Provider: Clerk for secure login
• Legal Authorities: When required by law or to protect our rights

4. Data Security

We implement industry-standard security measures to protect your information:

• SSL/TLS encryption for data in transit
• Secure authentication via Clerk
• Role-based access control
• Time-limited document access (signed URLs expire in 15 minutes)
• Rate limiting to prevent abuse
• Regular security audits

5. Data Retention

We retain your information for as long as necessary to:

• Provide our services
• Comply with IRS record-keeping requirements (minimum 7 years)
• Resolve disputes and enforce agreements
• Comply with legal obligations

6. Your Rights

You have the right to:

• Access your personal information
• Correct inaccurate information
• Request deletion of your information (subject to legal retention requirements)
• Opt out of marketing communications
• Export your data

To exercise these rights, contact us at privacy@taxgeniuspro.tax

7. Cookies and Tracking

We use cookies and similar technologies to:

• Maintain your session
• Remember your preferences
• Track referral sources
• Analyze platform usage

You can control cookies through your browser settings.

8. Third-Party Services

Our service integrates with:

• Clerk: Authentication (Privacy Policy)
• Square: Payment processing (Privacy Policy)
• Resend: Email delivery (Privacy Policy)

9. Children's Privacy

Our service is not intended for individuals under 18 years of age. We do not knowingly collect information from children.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by email or through our platform.

11. Contact Us

If you have questions about this Privacy Policy, please contact us:

• Email: privacy@taxgeniuspro.tax
• Support: taxgenius.tax@gmail.com
• Address: [Company Address - To be added]