1. INTRODUCTION & SCOPE
Tax Pivot (“Tax Pivot,” “TaxPivot.org,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information of users who visit our website, use our services, or otherwise interact with us.

This Privacy Policy explains what information we collect, how we use it, how it is shared, how it is protected, and the rights you may have regarding your information.

This Policy applies to:

Visitors to taxpivot.org
Users of our tax preparation and filing assistance services
Individuals who communicate with us by phone, email, SMS, or chat
Prospective customers and business partners
By accessing or using our website or services, you acknowledge that you have read and understood this Privacy Policy.

 
2. INFORMATION WE COLLECT
2.1 Personal Information You Provide Voluntarily
We may collect personal information you voluntarily provide, including but not limited to:

Identity Information

Full legal name
Date of birth
Government-issued identification (when required)
Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)
Contact Information

Email address
Telephone number
Mailing address
Billing address
Tax & Financial Information

Income details
Tax documents (W-2s, 1099s, K-1s, prior returns, etc.)
Business tax records
Banking information (for refund or payment processing)
Filing status and dependents
Account & Communication Information

Login credentials
Communications with customer support
Call recordings (where permitted by law)
 
2.2 Information Collected Automatically
When you visit or use our website, we may automatically collect:

IP address
Device identifiers
Browser type and version
Operating system
Pages viewed and interactions
Date/time stamps
Referring URLs
Session duration
Cookies and similar tracking technologies
 
2.3 Information from Third Parties
We may receive information from:

IRS and state tax authorities (filing acknowledgments)
Payment processors
Identity verification providers
Advertising partners
Technology service providers
 
3. HOW WE USE YOUR INFORMATION
We use collected information for purposes including but not limited to:

Providing tax preparation, filing, and support services
Matching users with qualified tax professionals
Submitting returns to tax authorities
Communicating regarding your account or services
Processing payments and refunds
Verifying identity and preventing fraud
Improving website functionality and user experience
Conducting analytics and performance monitoring
Complying with legal, regulatory, and recordkeeping requirements
Marketing and promotional communications (where permitted)
 
4. LEGAL BASES FOR PROCESSING (WHERE APPLICABLE)
We process personal information based on:

Your consent
Performance of a contract
Legal obligations
Legitimate business interests
Compliance with tax laws and regulations
 
5. INFORMATION SHARING & DISCLOSURE
5.1 Service Providers
We may share information with third parties that perform services on our behalf, including:

Tax professionals (EAs, CPAs, preparers)
Payment processors
Cloud hosting providers
Analytics and security vendors
5.2 Government Authorities
We may disclose information to:

The Internal Revenue Service
State and local tax authorities
Regulatory or law enforcement agencies when required by law
5.3 Business Transfers
In the event of a merger, acquisition, sale, or restructuring, user information may be transferred as part of that transaction.

5.4 No Sale of Personal Information
Tax Pivot does not sell personal information as defined by applicable privacy laws.

 
6. DATA SECURITY
We implement commercially reasonable administrative, technical, and physical safeguards designed to protect personal information, including:

Encryption
Access controls
Secure servers
Limited data access policies
However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

 
7. DATA RETENTION
We retain personal information only for as long as reasonably necessary to:

Provide services
Meet legal and regulatory obligations
Resolve disputes
Enforce agreements
Retention periods may vary depending on data type and applicable laws.

 
8. COOKIES & TRACKING TECHNOLOGIES
We use cookies, pixels, and similar technologies to:

Enable site functionality
Analyze traffic
Measure marketing effectiveness
You may manage cookie preferences through browser settings. Disabling cookies may limit functionality.

 
9. MARKETING COMMUNICATIONS
You may receive promotional communications from us. You may opt out at any time by:

Clicking “unsubscribe”
Contacting us directly
Transactional or service-related messages may still be sent.

 
10. USER RIGHTS & CHOICES
Depending on your jurisdiction, you may have the right to:

Access personal information
Correct inaccurate information
Request deletion (subject to legal obligations)
Restrict or object to processing
Withdraw consent
Request data portability
Requests can be submitted using the contact information below.

 
11. CALIFORNIA PRIVACY RIGHTS (CCPA / CPRA)
California residents may have additional rights, including:

Right to know what information is collected
Right to request deletion
Right to opt out of certain data uses
Right to non-discrimination
Requests may be submitted by contacting us. Verification may be required.

 
12. CHILDREN’S PRIVACY
Our services are not intended for individuals under 18 years of age. We do not knowingly collect information from minors.

 
13. THIRD-PARTY LINKS
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.

 
14. DISCLAIMER REGARDING TAX INFORMATION
Tax Pivot is not affiliated with the IRS or any government agency. Use of our services does not guarantee refunds, outcomes, or processing times.

 
15. INTERNATIONAL USERS
If you access our services from outside the United States, you acknowledge that your information may be processed and stored in the United States.

 
16. CHANGES TO THIS POLICY
We reserve the right to modify this Privacy Policy at any time. Updates will be posted with a revised “Last Updated” date. Continued use constitutes acceptance.

 
17. CONTACT INFORMATION
Tax Pivot
Website: https://taxpivot.org
Email: support@taxpivot.org
Phone: +1-800-123-456
Mailing Address: [Insert Business Address]