Privacy Policy

Last Updated: January 15, 2026

1. Information We Collect

We collect personal and financial information you provide directly to us, including your name, contact details, Social Security or Tax ID number, income documents, and other information necessary to prepare and file your tax returns or complete the services you request.

2. How We Use Your Information

Your information is used solely to prepare, review, and file your tax returns or other requested filings, to communicate with you about your engagement, and to comply with applicable legal and regulatory requirements.

• Preparing and filing federal and state tax returns
• Processing business registration and compliance filings
• Responding to your inquiries and service requests
• Sending filing deadline reminders and account updates

3. Data Security

We employ 256-bit encryption, SOC 2 compliant infrastructure, multi-factor authentication, and restricted internal access controls to protect your financial data at every stage of our engagement.

4. Sharing Of Information

We do not sell or rent your personal information. We may share information with the IRS, state tax authorities, or other government agencies strictly as required to complete your filing, or with your explicit written consent.

5. Data Retention

We retain client records in accordance with IRS recordkeeping requirements, generally a minimum of seven years, after which records are securely destroyed.

6. Your Rights

You may request access to, correction of, or deletion of your personal information at any time, subject to our legal recordkeeping obligations, by contacting support@taxrightadvisors.com.

7. Cookies & Website Analytics

Our website uses cookies to improve user experience and analyze site traffic. You may disable cookies through your browser settings, though some site features may not function as intended.

8. Changes To This Policy

We may update this Privacy Policy periodically. Material changes will be posted on this page with an updated effective date.

9. Contact Us

For privacy-related questions, contact us at support@taxrightadvisors.com or 412 Madison Avenue, Suite 900, New York, NY 10017.