HomeTaxSolve Privacy Policy

TaxSolve Privacy Policy

This TaxSolve Privacy Policy (“Policy”) describes how TaxSolve, or one of its corporate affiliates, uses personal information collected through:

  • Our website and online and software tax preparation products and services;

  • The products and services offered through TaxSolve.com and

  • Our mobile applications that incorporate this Notice.

You can jump to particular topics by clicking on the headings below:

Information We Collect

We collect information about you in a variety of ways depending on how you interact with us and our online and software tax preparation products and services including:

  • Directly from you when you provide it to us, such as when you register for a TaxSolve account, sign up to receive communications from us, request information or services from us, post information in publicly accessible blogs or community forums that may be offered on our websites, or contact us by phone, email, or otherwise. 
  • Automatically through the use of various technologies such as cookies, server logs, pixels or other similar technologies when you interact with our websites, online products and services, mobile applications, advertisements, and emails. 
  • From other sources, including, for example, our affiliates, select business partners, service providers, online social media networks (e.g., post a message on one of our social media pages), government entities (e.g., the IRS), and other third parties (including credit reporting agencies), or from publicly available sources. For example, if you submit a job application, or become an employee, we may conduct a background check. 

The following provides examples of the type of information that we collect and how we may use that information. If you choose not to provide certain information we request, we may be unable to serve you as our products, services, calculators, and/or other tools may rely upon this information.

ContextTypes of Personal Information Primary Purpose for Collection and Use of Personal Information
TaxSolve AccountWe collect your name, email address, username, password, and other contact information when you create an account. We also collect information relating to the actions that you perform while logged into your account and information from documents you choose to upload to your TaxSolve account.We collect this information to set up your online account, provide account-related functionalities to you, and authenticate your identity when you request certain services from us. We may use your email address as your username. We may access documents you add to your TaxSolve account to assist you with products or services you have chosen or as requested by you.
Tax Preparation Products and ServicesWe may collect information about you, your spouse, your dependents, other individuals, or your business when you use our tax preparation products and services. This information may include contact information (e.g., name, phone number, and email address), Social Security Number and other government identification numbers (e.g., EIN, Driver’s License Number, and ITIN), date of birth, financial information (e.g., income, revenue, assets, credits, deductions, expenses, and bank account information), payment information (e.g., checking, debit, and credit card account numbers, balances, assets, and payment history), health information (e.g., health insurance status and financial information related to payment for healthcare services), unique device identifiers, and Internet Protocol (“IP”) address (a number that is automatically assigned to a computer when the internet is used).We collect this information to deliver the products and services you request, including as part of preparing your tax return, electronically filing your tax return, and applying for or purchasing a product or service. We also collect some of this information because the Internal Revenue Service (“IRS”) or state taxing authorities may require that we collect personal and system information (such as name, Social Security Number, IP address and device identifiers) in connection with preparing or electronically filing your tax return. To improve the security of our services and to protect your information, we may verify your personal information by matching the information you provide against other publicly available information that we obtain from identification verification companies. As permitted by applicable law, we may use information to improve or market our products or services and to otherwise support the maintenance and operations of our business.
Cookies and Similar Tracking TechnologiesWe use, and allow third parties to use, technologies, such as cookies, pixels, media tags, and similar tracking technologies (collectively, “tracking technologies”).  Tracking technologies may collect certain types of information when you interact with our websites, mobile applications, and online products and services.  For example, they may collect data about your interactions with our website, device, browser, operating system, and/or it may store or transmit identifiers that are unique to you or your browser.We use tracking technologies for a variety of reasons, including to better manage content on our websites, to help us understand usage patterns, track your preferences and understand your interests, fix issues, improve our products and services, remember you, and personalize your online experience. We or third parties working on our behalf use tracking technologies to report analytics to us or provide advertising about products and services tailored to your interests. Some of these technologies s might collect information over time and across different websites in order to serve ads on our website or on other websites (“behavioral advertising”). You may opt-out of the use of tracking technologies on our site for the purpose of behavioral advertising by clicking here.
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