REFUNDY TAX
PRIVACY POLICY
Effective Date: January 1, 2025
Last Updated: January 1, 2025
Refundy Tax
13101 Preston Road
Suite 110-801
Dallas, Texas 75240
Refundy Tax respects your privacy and is committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, and share information when you use our services.
1. INFORMATION WE COLLECT
We may collect personal and business information necessary to provide tax preparation services, including:
• Name, address, phone number, and email
• Social Security number, ITIN, or tax identification numbers
• Income, deductions, tax documents, and financial records
• Business entity information
• Device, browser, and IP address information
2. HOW WE USE YOUR INFORMATION
We use your information solely to:
• Prepare and file federal and state tax returns
• Communicate with you regarding services
• Verify identity and prevent fraud
• Comply with federal and Texas legal obligations
• Improve operational efficiency
3. INFORMATION SHARING AND DISCLOSURE
Refundy Tax limits information sharing and does not sell personal data.
A. Tax Authorities
Personal and tax information is shared with the IRS and applicable state or local taxing authorities only as required to prepare and file tax returns.
B. Service Providers and Software Platforms
We may share personal information with licensed tax software providers and service vendors strictly for tax preparation, filing, storage, and compliance purposes.
C. Affiliated and Related Parties – Limited Non Personal Information Only
Refundy Tax may share non personal, non identifying information only, limited to:
• General purchasing intentions
• Housing related interests or plans
• Non specific intent indicators relevant to the housing industry
This information may be shared with:
• A relative of the business principal
• A business owned or controlled by the principal
No personal data is shared, including but not limited to:
• Names
• Contact information
• Financial data
• Tax information
• Addresses
• Identifiers of any kind
This sharing is for coordination, market awareness, and business planning purposes only and does not constitute a sale of personal information.
D. Legal and Compliance
We may disclose information if required by law, subpoena, court order, audit, or regulatory request.
4. NO SALE OF PERSONAL INFORMATION
Refundy Tax does not sell, rent, or trade personal information.
Any information shared with affiliated or related parties is limited to non personal purchasing intent indicators only.
5. DATA SECURITY
We implement reasonable administrative, technical, and physical safeguards to protect client information.
No system can be guaranteed 100 percent secure.
6. CLIENT RESPONSIBILITIES
You are responsible for:
• Securing your email and uploaded documents
• Retaining copies of tax returns and records
• Maintaining confidentiality of any credentials
7. DATA RETENTION
Client records are retained as required by federal and Texas law and securely disposed of when no longer required.
8. YOUR PRIVACY RIGHTS
You may request:
• Access to your personal information
• Correction of inaccuracies
• Deletion where legally permitted
Requests are subject to identity verification and legal retention requirements.
9. CHANGES TO THIS POLICY
Refundy Tax may update this Privacy Policy at any time.
Continued use of services constitutes acceptance of updates.
10. CONTACT INFORMATION
For questions regarding this Privacy Policy:
Refundy Tax
13101 Preston Road
Suite 110
Dallas, Texas 75240