Privacy Policy and Data Retention

Effective Date: 07/23/2024

Last Updated: 07/23/2024

The Tax Guy, Inc. is committed to protecting your personal information and complying with all applicable data privacy laws, including the Internal Revenue Code (IRC), the Gramm-Leach-Bliley Act (GLBA), the California Consumer Privacy Act (CCPA), and other federal or state regulations. This Privacy Policy outlines how we collect, use, retain, and protect your data.

1. Information We Collect

We collect personal and financial information necessary for the preparation of your tax returns and related services. This may include:

  • Identifiable information (e.g., name, address, phone number, Social Security Number, taxpayer identification number)
  • Financial information (e.g., income, deductions, expenses, investments)
  • Documents related to tax preparation (e.g., W-2s, 1099s, receipts, and other financial records)
  • Payment information (e.g., credit card or banking details)

2. How We Use Your Information

Your data will only be used for the following purposes:

  • Preparation and filing of your tax returns
  • Communication related to tax preparation and advisory services
  • Compliance with federal and state laws and regulations
  • Internal business purposes, such as recordkeeping and audits

We will never sell or share your information with third parties for marketing purposes.

3. Data Retention Policy

We retain your data only as long as necessary to fulfill our legal and business obligations.

4. Data Deletion Policy

We will securely delete your data when the retention period ends, or if you submit a valid deletion request.

5. Your Privacy Rights

Under applicable laws, you may have the right to access, correct, delete, or receive a portable copy of your data. Contact support@taxguyinc.com to exercise these rights.

6. Data Security Measures

We use industry-standard security measures including encryption, secure storage, access controls, and regular security audits.

7. Updates to This Policy

This policy will be reviewed and updated annually or as required by changes in the law.

For any questions, contact: support@taxguyinc.com, 415-235-5252, 3906 160th st NW, Gig Harbor, WA 98332

8. Google OAuth and Gmail API

We use Google OAuth 2.0 to authenticate users and access Gmail API for the following purposes:

  • Gmail Send Scope: We use the Gmail API to send you important communications including:
    • Tax preparation invoices and payment reminders
    • Draft tax return reviews for your approval
    • Document signing requests via DocuSeal
    • Account verification codes for two-factor authentication
    • Service updates and notifications related to your tax preparation
  • User Info Email Scope: We use your email address from Google to:
    • Identify and authenticate your account
    • Associate your tax documents with your account
    • Ensure secure access to your tax information
  • Data Security: We do not store your Google password or OAuth tokens. We only store encrypted refresh tokens necessary to send you emails through the Gmail API. You can revoke access at any time through your Google Account settings at myaccount.google.com/permissions.
  • Third-Party Services: Our use of Google OAuth and Gmail API is subject to Google's Privacy Policy and Terms of Service. We only access the minimum necessary scopes to provide our tax preparation services.

9. Contact Information

For questions regarding this Privacy Policy or to exercise your privacy rights, please contact us:

Email: support@taxguyinc.com
Phone: 415-235-5252
Address: 3906 160th st NW, Gig Harbor, WA 98332