Privacy Policy

1. Information We Collect

We may collect the following information:

a. Personal Information

  • Name, email, phone number
  • Address
  • Tax-related information voluntarily submitted
  • Employment and financial data (if provided for tax services)

b. Automatically Collected Data

  • IP address
  • Device information
  • Browser type
  • Pages visited
  • Cookies and tracking technologies

c. Optional Data

  • Documents uploaded voluntarily
  • Appointment notes
  • Marketing preferences

2. How We Use Your Information

We use collected data to:

  • Process tax preparation and advisory services
  • Respond to inquiries and customer support
  • Verify identity and prevent fraud
  • Improve Website performance
  • Send updates, reminders, and promotions (with consent)
  • Comply with legal obligations

We do not sell personal information to third parties.

3. Cookies & Tracking Technologies

Our Website uses cookies and similar technologies to:

  • Improve user experience
  • Maintain session functionality
  • Analyze Website traffic
  • Support security functions

Users may disable cookies via browser settings, but certain Website features may become limited.

4. Data Security & Protection

We implement industry-standard safeguards to protect personal information, including:

  • Encryption of data in transit
  • Secure servers and firewalls
  • Access controls and authentication
  • Regular monitoring for security vulnerabilities

However, no online system is 100% secure. Users submit information at their own risk.

5. Data Integrity & Retention

We retain personal information only as long as necessary to:

  • Provide tax services
  • Comply with IRS and federal/state recordkeeping requirements
  • Resolve disputes or enforce agreements

We take reasonable steps to ensure data is accurate, complete, and reliable.

6. Sharing & Disclosure

We may share data with:

  • Authorized employees and contractors
  • Third-party processors (e.g., payment, scheduling, cloud storage)
  • IRS or state tax agencies (only with explicit client consent)
  • Legal authorities when required by law

We never disclose tax-related information without proper authorization or legal requirement.

7. Consent & Authorization

By submitting forms, registering an account, or uploading documents, you consent to:

  • Our collection and processing of your information
  • Communication via email, SMS, or phone
  • Use of submitted data for tax preparation purposes

Users may withdraw consent at any time, subject to legal limitations.

8. Children’s Privacy

This Website is not intended for individuals under the age of 18. We do not knowingly collect information from minors.

9. Your Rights

Depending on your state, you may have rights to:

  • Access your personal information
  • Request corrections
  • Request deletion (subject to IRS retention rules)
  • Opt out of marketing communications
  • Request a copy of your data

All requests may be submitted to:
info@rightaxad.com

CONTACT INFORMATION

For questions regarding these Terms or the Privacy Policy, contact us at:

Rightax Advisors LLC
info@rightaxad.com
www.rightaxad.com

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