Taxspert
Data Privacy & Security 🔒

Privacy Policy

Your data belongs to you. Here's exactly what Taxspert collects, how it's used, and how we keep it secure — in full transparency.

Data Retention

7 years (tax and financial records)

Deletion Requests

support@taxspert.us

SECURITY MEASURES IN PLACE

🔐SSL/TLS Encryption
🛡️Role-Based Access
🔍Regular Security Audits
📋Staff Confidentiality Agreements

In the course of providing services, Taxspert may collect the following categories of personal and financial information:

Identity Information

  • Full name
  • Date of birth
  • Taxpayer ID (EIN, SSN or ITIN)
  • Government-issued photo ID

Contact Information

  • Email address
  • Mobile number
  • Postal address

Financial Information

  • Income details
  • Bank account information (for refund processing)
  • Investment holdings
  • Tax documents

Business Information

  • State tax ID
  • State entity number
  • Business name
  • Owner and officer details

Technical Information

  • Device type
  • IP address
  • Browser data
  • Usage logs

Questions About Your Data?

To request data deletion or raise a privacy concern, write to us at support@taxspert.us. We are committed to handling your request in accordance with applicable US federal and state law.

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