Privacy & Security – TaxRecover

1. Disclaimer & Data Protection Overview

This app does not provide access to publicly available government-related information collected from official and authoritative sources. ⚠️ Disclaimer: This app is not affiliated with, endorsed by, or representative of any government entity. It is an independent application created to help users easily e-file their taxes with us. We are a private tax preparation service committed to protecting your personal and financial information.

All data transmission between your device and our servers is protected using industry-standard SSL (Secure Socket Layer) encryption technology. This ensures that your sensitive information remains confidential and secure during transmission.

2. Privacy Policy Scope

This Privacy Policy applies to all services offered by TaxRecover, including but not limited to:

• Personal and business tax return preparation
• Document upload and storage services
• Tax planning and consultation services
• Bookkeeping and financial services
• Business formation assistance
• Website and digital services
• Client communication and support

We reserve the right to update this Privacy Policy at any time. Material changes will be communicated to users via email or prominent notice on our website. Your continued use of our services after such modifications constitutes acceptance of the updated policy.

3. Social Media Widgets

Our website may include social media features and widgets, such as Facebook Like buttons, Twitter sharing, and Instagram feeds. These features may collect information about your IP address and which page you are visiting on our site, and may set cookies to enable the feature to function properly.

Social media features and widgets are either hosted by a third party or hosted directly on our site. Your interactions with these features are governed by the privacy policies of the companies providing them. We encourage you to review the privacy policies of these third-party services.

4. Information Collection

Voluntary Registration Information

When you create an account or use our services, we collect information that you voluntarily provide, including:

• Personal identification information (name, address, phone number, email)
• Tax identification numbers (SSN, ITIN, EIN)
• Financial information necessary for tax preparation
• Employment and income information
• Family and dependent information
• Banking information for direct deposit (when requested)
• Business information (for business tax services)

Automatic Data Collection

We automatically collect certain technical information when you visit our website:

• IP address and geographic location
• Browser type and version
• Operating system information
• Pages visited and time spent on each page
• Referring website information
• Device information (mobile, tablet, desktop)
• Cookies and similar tracking technologies

5. Data Usage & Compliance

How We Use Your Information

We use the collected information for the following purposes:

• Preparing and filing your tax returns accurately
• Communicating with you about your tax matters
• Providing customer support and technical assistance
• Processing payments and managing your account
• Complying with legal and regulatory requirements
• Improving our services and website functionality
• Sending important updates about tax law changes
• Marketing our services (with your consent)

Legal Compliance

We are committed to compliance with all applicable privacy laws and regulations, including:

• IRS regulations regarding tax preparer confidentiality
• State privacy laws and data protection requirements
• Federal privacy regulations applicable to financial services
• Professional standards for tax preparation services

6. Information Sharing

Third-Party Sharing

We do not sell, rent, or trade your personal information to third parties for marketing purposes. We may share your information only in the following limited circumstances:

• Service Providers: Trusted third-party vendors who assist in providing our services (e.g., e-filing services, payment processors)
• Legal Requirements: When required by law, court order, or government investigation
• Business Transfers: In the event of a merger, acquisition, or sale of business assets
• Consent: When you have given explicit consent for specific sharing
• Protection: To protect our rights, property, or safety, or that of our clients or others

Legal Disclosures

We may be required to disclose your information in response to:

• IRS summons or other tax authority requests
• Court orders or subpoenas
• Law enforcement investigations
• Regulatory examinations or audits

7. Additional Services

Surveys and Contests

We may occasionally conduct surveys or contests to improve our services or engage with our community. Participation is always voluntary, and we will clearly disclose how any information collected will be used.

Referral Programs

Our referral program allows existing clients to earn rewards for referring new clients. When you participate in our referral program:

• We collect contact information for both referrer and referee
• We track successful referrals for reward purposes
• Referral payments may be subject to tax reporting requirements
• We maintain records of referral activities for compliance purposes

8. Security Measures

Data Protection Technologies

We implement multiple layers of security to protect your information:

• Encryption: 256-bit SSL encryption for all data transmission
• Secure Storage: Encrypted storage of all sensitive documents and data
• Access Controls: Strict access controls limiting who can view your information
• Regular Audits: Periodic security audits and vulnerability assessments
• Secure Backup: Regular encrypted backups of all client data
• Firewall Protection: Advanced firewall systems protecting our servers

Phishing Protection

Data Breach Response

In the unlikely event of a data security incident, we have established procedures to:

• Immediately assess and contain the incident
• Notify affected clients as required by law
• Cooperate with law enforcement and regulatory authorities
• Implement additional security measures to prevent future incidents
• Provide credit monitoring services if warranted

9. Cookie Policy

Types of Cookies We Use

We use cookies and similar technologies to enhance your experience on our website:

• Essential Cookies: Required for basic website functionality and security
• Performance Cookies: Help us understand how visitors use our website
• Functional Cookies: Remember your preferences and settings
• Authentication Cookies: Keep you logged in to your secure account

Managing Cookies

You can control cookies through your browser settings. However, disabling certain cookies may limit your ability to use some features of our website, particularly secure account access and document upload functionality.

10. Data Retention

Document Retention Period: We retain your tax documents and related information for seven (7) years as recommended by the IRS. This allows us to:

• Provide copies of your returns when needed
• Assist with IRS correspondence or audits
• Prepare future tax returns more efficiently
• Comply with professional record-keeping requirements

Secure Disposal: After the retention period, all documents and data are securely destroyed using industry-standard data destruction methods to ensure complete data elimination.

11. Your Privacy Rights

Access and Control

You have the following rights regarding your personal information:

• Access: Request copies of your personal information we hold
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your information (subject to legal retention requirements)
• Portability: Request transfer of your information to another service provider
• Restriction: Request limitation of how we process your information
• Objection: Object to certain types of processing

Marketing Communications

You can opt out of marketing communications at any time by:

• Clicking the unsubscribe link in any marketing email
• Contacting us directly at Staff@TaxRecover.com
• Updating your preferences in your account settings
• Calling us at (860) 440-7575

12. Children’s Privacy

Our services are not intended for children under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that we have collected personal information from a child under 18, we will take steps to delete such information promptly.

If you are a parent or guardian and believe your child has provided us with personal information, please contact us immediately so we can take appropriate action.

13. International Data Transfers

Our services are primarily intended for residents of the United States. If you are accessing our services from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States where our servers are located.

By using our services, you consent to the transfer of your information to the United States and acknowledge that U.S. privacy laws may differ from those in your country of residence.

14. Professional Confidentiality

As tax professionals, we are bound by strict confidentiality requirements:

• IRS Circular 230: We comply with federal regulations governing tax practitioners
• Professional Standards: We adhere to professional codes of conduct and ethics
• State Regulations: We comply with Connecticut state regulations for tax preparers
• Client Privilege: We maintain the confidentiality of client communications

These professional obligations provide additional layers of protection beyond standard privacy policies.

15. Terms Acceptance

By using TaxRecover’s website and services, you acknowledge that you have read, understood, and agree to be bound by this Privacy & Security Policy. Your use of our services constitutes acceptance of our privacy practices as described herein.

Consent to Processing: You consent to our collection, use, and disclosure of your personal information as described in this policy. For sensitive information required for tax preparation, your consent is implied by your engagement of our services.

Withdrawal of Consent: You may withdraw your consent at any time by discontinuing use of our services and requesting deletion of your information, subject to legal retention requirements.

16. Contact Information for Privacy Matters

If you have questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us: