Effective Date: August 4, 2025
Applies to: www.theetaxfixer.com and all services offered by The Tax Fixer

The Tax Fixer respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you engage with our website, forms, client portal, services, or any other aspect of our business.

By using our services, you agree to the terms of this Privacy Policy, our [Terms and Conditions], and our [Refund Policy].

We may collect the following information:

• Personal Information: Name, address, phone number, email, SSN, birthdate, and signature
   
• Financial Information: Tax documents, income details, bank statements, debt/asset disclosures
   
• Business Information: EIN, business financials, payroll data, bookkeeping files
   
• Payment Information: Last 4 digits of payment card, payment status, invoice history
   
• Client Interaction Data: Notes from meetings, call summaries, and documents shared through our portal
   

We use your information to:

• Deliver and improve our services
   
• Conduct IRS Investigations, Financial Evaluations, and prepare tax documents
   
• Customize tax resolution strategies specific to your needs
   
• Process payments and manage your account
   
• Communicate with you regarding appointments, deadlines, and service updates
   
• Maintain legal records and comply with tax laws
   

We will never sell, trade, or rent your personal data to any third parties for marketing purposes.

We may share your information with:

• IRS or state tax authorities (as authorized by you)
   
• Our contracted service providers (e.g., tax professionals, legal counsel, CPAs)
   
• Government agencies when legally required (court orders, subpoenas, audits)
   

All outside professionals we work with are bound by confidentiality agreements and privacy standards consistent with this policy.

Your information is securely stored in encrypted systems including our SuiteDash client portal, secure email, and local drives protected by firewalls and password controls.

We take reasonable precautions to prevent unauthorized access, use, or disclosure of your data.

By providing your email or phone number, you agree to receive service-related communications from us, including updates, appointment reminders, and secure requests for documents.

You may opt out of marketing emails at any time, but not transactional emails related to your case.

We retain your records for up to 7 years, as required by law and our professional standards. If you request deletion before then, we will comply unless legal retention is necessary.

You have the right to:

• Request a copy of the personal data we have on file
   
• Correct any inaccurate or outdated information
   
• Withdraw consent for non-essential use of your data
   

To submit a request, email info@theetaxfixer.com.

Any disputes related to this Privacy Policy are subject to the laws of California and will be resolved in San Joaquin County, California, as outlined in our [Terms and Conditions].

We reserve the right to update this Privacy Policy at any time. Continued use of our services constitutes acceptance of the updated policy.

The Tax Fixer
📧 info@theetaxfixer.com
🌐 www.theetaxfixer.com
📍 Stockton, California