Privacy Policy
Effective Date: January 1, 2026
Tax To Go, LLC (“Tax To Go,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, share, and protect information when you visit our website, contact us, or use our services.
1) Information We Collect
We may collect the following types of information:
A. Information you provide to us
- Name, email address, phone number, and mailing address
- Messages or information submitted through our website forms, email, phone, or other communications
- Documents and tax-related information you provide for services (e.g., W-2s, 1099s, IDs, prior returns, business records)
B. Information collected automatically
When you use our website, we may collect:
- IP address, device type, browser type
- Pages visited, time spent on pages, referring/exit pages
- Cookies or similar technologies (see Section 6)
C. Payment-related information
We may collect limited payment-related details needed to process invoices (such as your name, contact information, invoice amount, payment status, and transaction reference details). We do not store full card numbers. Payments are processed through a third-party invoice and payment provider (see Section 4).
2) How We Use Your Information
We use your information to:
- Provide and deliver services (tax preparation, bookkeeping, payroll, consultations)
- Communicate with you about appointments, document requests, and service updates
- Verify identity and prevent fraud
- Process invoices and track payments
- Maintain records for business, legal, and compliance purposes
- Improve our website and client experience
- Protect against unauthorized access, misuse, and security risks
3) How We Share Your Information
We do not sell your personal information.
We may share information only as needed:
- With service providers who support our business operations (e.g., secure file sharing, website hosting, email, scheduling, analytics), under confidentiality obligations
- With payment processors to send invoices and process payments (see Section 4)
- With tax authorities (IRS, state/local agencies) when you authorize us to file or communicate on your behalf
- For legal reasons if required by law, subpoena, court order, or to protect rights, safety, and security
- With your consent when you ask us to share information with a third party (e.g., a lender or financial advisor)
4) Payments & Third-Party Processing (Elavon Mobile)
Payments may be collected through our invoice processor, which sends payment links via email (Elavon Mobile). When you pay an invoice, your payment information is handled by the processor according to their privacy and security practices. We receive confirmation details (such as payment status and transaction references) to reconcile your account.
5) How We Protect Your Information
We take reasonable administrative, technical, and physical safeguards to protect your information.
Secure document sharing: We use Sync.com for client document uploads and sharing, including password-protected access. We also limit access to client information to those who need it to perform services.
No method of transmission or storage is 100% secure, but we work to protect your information using commercially reasonable safeguards.
6) Cookies, WordPress, and Analytics
Our website is built on WordPress, which may use cookies and similar technologies through WordPress core features and/or plugins to:
- Help the site function properly
- Remember preferences
- Improve performance and understand site usage (analytics)
You can control cookies through your browser settings. Disabling cookies may affect certain website features.
7) Your Choices & Rights
Depending on where you live, you may have rights to:
- Request access to the personal information we hold about you
- Request corrections to inaccurate information
- Request deletion of certain information (subject to legal/recordkeeping requirements)
- Opt out of marketing messages (if applicable)
To make a request, contact us using the information in Section 11.
8) Data Retention
We keep personal information only as long as needed to provide services, maintain business records, comply with legal/tax obligations, and resolve disputes. Tax-related records may be retained for multiple years based on compliance and professional recordkeeping needs.
9) Changes to This Policy
We may update this Privacy Policy from time to time. Updates will be posted on this page with a new “Effective Date.”
10) Contact Us
If you have questions about this Privacy Policy or how we handle your information, contact us:
Tax To Go, LLC
Email: info@taxtogoservices.com
Phone: 202-988-2421