Privacy Policy

Effective Date: January 1, 2026

1. Information We Collect

At The Texas Tax Lady, we collect information necessary to provide professional tax preparation services:

  • Personal Information: Name, email address, phone number, and mailing address
  • Tax Information: Social Security Number (SSN), Tax Identification Numbers, income details, deductions, and financial records
  • Account Information: Login credentials and account preferences
  • Usage Data: Information about how you interact with our website and services

2. How We Use Your Information

We use collected information to:

  • Prepare and file your tax returns accurately
  • Communicate with you about your tax preparation
  • Provide customer support and respond to inquiries
  • Maintain records as required by law
  • Improve our services and website functionality
  • Send important tax deadlines and updates

3. Information Security

We implement industry-standard security measures to protect your information:

  • Encryption: All data transmissions are encrypted using SSL/TLS technology
  • Secure Storage: Tax documents and sensitive information are stored in encrypted databases
  • Access Controls: Limited access to personal information on a need-to-know basis
  • Regular Audits: Security practices are regularly reviewed and updated

4. Information Sharing

We do not sell, trade, or rent your personal information. We may share information only:

  • With the IRS: As required for tax filing and compliance
  • With State Tax Authorities: For state tax return filing
  • With Your Consent: When you authorize us to share information
  • Legal Requirements: When required by law, subpoena, or court order
  • Service Providers: With trusted partners who assist in providing our services (under strict confidentiality agreements)

5. Data Retention

We retain your information according to IRS guidelines and professional standards:

  • Tax returns and supporting documents: 7 years
  • Account information: As long as you maintain an active account
  • Communications: 3 years or as required by law

You may request deletion of non-essential information at any time, subject to legal retention requirements.

6. Your Rights

You have the right to:

  • Access your personal information we maintain
  • Correct inaccurate information
  • Request deletion of your data (subject to legal requirements)
  • Opt-out of marketing communications
  • Download copies of your tax returns

7. Cookies and Tracking

We use cookies and similar technologies to:

  • Remember your login information
  • Track your learning progress and achievements
  • Analyze website usage to improve our services
  • Provide personalized tax tips and recommendations

You can control cookie settings through your browser preferences.

8. Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children.

9. Updates to Privacy Policy

We may update this Privacy Policy periodically. We will notify you of significant changes via email or website notification. Your continued use of our services constitutes acceptance of the updated policy.

10. Contact Information

For questions about this Privacy Policy or our privacy practices:

The Texas Tax Lady
Email: privacy@texastaxlady.com
Phone: 1-800-TAX-LADY
Mailing Address: Available upon request

Professional Standards

As a PTIN registered and EFIN authorized tax professional, we adhere to IRS Circular 230 regulations and maintain the highest standards of client confidentiality and data protection.