Privacy Policy

Effective Date: May 17, 2026

Protecting your personal information is important to us. United Tax Pros utilizes administrative, technical, and physical safeguards to protect your information both during transmission and once we receive it.

1. Information We Collect

To deliver the products and services you request, customize your experience, and better serve you, we collect information you voluntarily provide. If you choose not to provide certain information, we may be unable to serve you.

Categories of information collected include:

Contact Information: Name, phone number, address, and email address.
Government IDs: Social Security Number, EIN, Driver’s License Number, and ITIN.
Personal Details: Date of Birth, Demographic Information.
Financial & Payment Data: Income, revenue, assets, credits, deductions, expenses, bank account information, account numbers, balances, and payment history.
Health Information: Health insurance status and financial information related to healthcare services.
Digital Data: Geo-location, website/email usage, IP address, device type, unique identifiers, app version, operating system, and network data.
Professional & Educational: Employment-related information and education history.

2. How We Use Your Information

We use your information to provide the products and services you request. As permitted by law, we may also use your information to:

Offer you relevant information, products, or services.
Enhance and improve our products and services.
Perform activities through service providers acting on our behalf.

3. Information Sharing and Disclosure

We do not sell or rent your information. We may disclose your information to third parties only as permitted by law, with your consent, or under strict written contracts.

Business Partners: We work with partners (e.g., banks for refund advances) to offer joint products. Contracts require them to safeguard your data and prohibit unauthorized use.
Service Providers: We share data with providers performing functions like data processing or mailing, under strict contractual obligations.
Licensees: We may share information with independently owned and operated licensed locations to facilitate service.
Legal & Regulatory: We may disclose information to the IRS, state taxing authorities, or law enforcement in response to legal requests, court orders, or to prevent identity theft and fraud.
Business Transfers: If we sell or transfer assets, your information may be part of that transaction. We will notify you of any material changes to this policy resulting from such a transfer.
Protection: We may disclose information if necessary to protect the rights and safety of United Tax Pros, our clients, or others.

4. Security and Data Retention

We maintain administrative, technical, and physical safeguards—such as TLS encryption for sensitive data—to restrict unauthorized access.

No Guarantee: While we strive to protect your data, no method of electronic storage or transmission is 100% secure.
Retention: We keep your information as long as needed to serve you and comply with legal obligations. For example, the IRS requires us to retain filed tax returns for at least seven years.

5. United States Privacy Rights

Gramm-Leach-Bliley Act (GLBA)

United Tax Pros complies with the GLBA. We restrict access to nonpublic personal information to staff members who require it to provide services. We do not disclose confidential information without your permission, except as permitted or required by law.

California Privacy Rights

If you are a California resident, you have specific rights:

Right to Know: Request the categories and specific pieces of information collected about you.
Right to Delete: Request deletion of collected information, subject to certain exceptions.
Right to Correct: Request correction of inaccurate information.
Right to Opt-Out: Opt-out of the sharing of personal information for cross-context behavioral advertising.
Non-Discrimination: You have the right not to be discriminated against for exercising these rights.

Sensitive Information: We collect certain "sensitive personal information" (e.g., SSN, financial account numbers) only to process transactions, comply with laws, and manage our business. We do not use or disclose this for purposes other than those identified under the California Privacy Rights Act.

Financial Incentive: Our referral program may be considered a financial incentive under California law. We do not assign a monetary value to the data collected; its value is associated with the cost of providing referral rewards. You may withdraw from the program at any time by calling 877-206-0067.

6. Updates to This Policy

We may update this notice to reflect changes in our practices. If we make a material change, we will notify you at least 30 days prior to the effective date by posting a notice on our website or sending you an email.

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