Privacy Policy
This page explains what information we collect, how it is used, and how sensitive data like SSN is handled within the authorization/representation process.
1. Information We Collect
We may collect information you provide through the website or our forms, including:
- Full name
- Contact details (email, phone)
- Employment-related information (as provided)
- Social Security Number (SSN) — only if voluntarily provided
- Signed authorization/representation forms and related details
- Basic technical usage data (e.g., IP address, browser type, landing pages) for security and operations
2. How We Use Information
We use information only to:
- Verify identity and match records within an authorized process
- Operate and deliver the service you requested
- Communicate with you about status and next steps
- Improve security, prevent fraud, and maintain site operations
We do not sell personal information.
3. SSN Handling
Providing an SSN is optional. If provided, it is used solely for identity verification and record matching within the authorization/representation process.
- SSN is not used for marketing
- SSN is not shared except as required to complete the authorized request
- Please do not send SSN by email or SMS
4. When We Share Information
We may share information only in the following cases:
- With a licensed U.S. tax professional (CPA / Enrolled Agent / Attorney) involved in the process, as needed to carry out the authorization
- With service providers necessary to operate the Service (hosting, security, forms) under confidentiality obligations
- When required by law, court order, or a lawful request from authorities
5. Security
We use reasonable, industry-standard safeguards, including encryption in transit (TLS) and access controls. However, no system can be guaranteed 100% secure.
6. Data Retention
We retain personal information only as long as necessary to provide the Service, comply with legal obligations, resolve disputes, enforce agreements, or protect legal interests.
7. Your Choices & Rights
You may contact us to request access, correction, or to withdraw authorization where applicable. Requests will be handled in accordance with applicable law.
8. Policy Updates
We may update this Privacy Policy from time to time. The updated version will be posted on this page with a new “Last updated” date.
9. Contact
For privacy questions or requests, please contact us via the contact details provided on the website.
Disclosure: This page is for general informational purposes only and is not legal advice.