Privacy Policy

At TAG, Tax and Legal Services, LLC (“TAG,” “we,” or “our”), we recognize the importance of protecting your personal information. We are committed to safeguarding the privacy of your information and want you to know the protective measures we take. This Privacy Policy applies to our online services and our website, including, but not limited to www.tagtaxandlegal.com (collectively, our “Website”). This policy also describes your choices regarding use, access, and correction of your personal information. If you have questions about this privacy policy, please contact us by email at tagtaxandlegal@gmail.com or by calling 208-970-0472.

Personal Information We Collect

When you visit our Website, we collect information about your device, such as IP address, state, device identifier, app version, network data, login information, geolocation information, website usage data, and email data. 

If you choose to use our tax return preparation services, we will also collect, from you, your contact information - including but not limited to your name, address, email address, phone number, Social Security Number, date of birth, financial information (such as income, deductions, expenses), personal information about family members as provided by you and payment data, as required, to complete and pay for your tax return and for the provision of other services that you request and for legal and regulatory requirements.

If you choose to submit your contact information to indicate an interest in our Services, we collect your name, address, telephone number, and e-mail address. We may receive your personal information (such as your name, address, email, and phone number) if you participate in any of our surveys or contests. Participation in these surveys or contests is completely voluntary and you therefore have a choice whether or not to disclose this information.

In the course of providing Services that you request, we may receive information about you from our affiliates, business partners, and third parties such as the IRS.

Other Information We Collect

On our Website, we use cookies, flash cookies, web beacons, and other similar technologies. These technologies are used in analyzing trends, administering the site, tracking users’ movements around the Website, and to gather demographic information about our user base as a whole. We may receive reports based on the use of these technologies by these companies on an individual as well as aggregated basis.

We use cookies for online customer support, analytics service providers, and other legal purposes. Users can control the use of cookies at the individual browser level. If you reject cookies, you may still use our site, but your ability to use some features or areas of our Website may be limited.

Our Website does not currently support “do not track” settings on your browser or have any similar mechanism that allows you to opt out of or otherwise control the collection of certain information about your online activities.

How We May Use the Information

We may use your information collected via our Website to provide the services and products that you request, to verify your identity, to process transactions that you initiate, to improve our Website and to contact you regarding our services or your use of the Website. To the extent permitted by law, we and our affiliates may also use your information to offer you relevant information, products, and services offered by us or our business partners. We may use your device information or geolocation information to identify products or services that might interest you and to enhance services that we provide. We may use your information for statistical and business purposes, but any data that is aggregated for statistical or business monitoring purposes will be rendered anonymous so as not to be personally identifiable. Your information is not used for any reason outside the purposes described above except to the extent that you specifically authorize such use.

Information We Disclose

We will share your personal information with third parties only in the ways that are described in this privacy policy. We do not sell your information to third parties. Affiliated and non-affiliated third parties may be given access to your information only as permitted by law or upon your express authorization. Our affiliated and non-affiliated third parties may offer you the opportunity to receive information concerning their products and services. If you elect to receive such communications from these third parties, we may share your name and contact information.

If you input information into our Website to express an interest in being contacted about tax preparation or other services, we may contact you directly about tax return preparation or other services, or we may contact you about other opportunities with us or our partners.

If you entered your contact information into our Website to express an interest in being contacted or using our services, we use your information to contact you. If you submitted your email address, we may use your email address for marketing purposes and/or we may contact you about other services or opportunities with us. You may choose to stop receiving our marketing emails by contacting us at tagtaxandlegal@gmail.com.

We may disclose or use the registration information that you provide when creating an account to show you tailored advertising or to send you marketing messages. We may disclose your registration information to

 non-affiliated third parties that perform operational, marketing, financial, or accounting services for us. These companies are authorized to use your registration information only as necessary to provide these services to us. Such sharing will be done in accordance with applicable law.

If you use our Website for the purpose of tax return preparation, we will share your information with the Internal Revenue Service, state tax authorities, and with other third parties to the extent necessary to provide you with the services you have selected; provided, however, that our use of the information you submit for the purpose of preparing and filing your tax returns may be limited by the Internal Revenue Code, § 7216, the Gramm-Leach-Bliley Act, and other law. We will not use or disclose to third parties your personal tax return information for any purpose other than the preparing, assisting you in preparing, or filing your tax return, unless you authorize us by providing to us written consent to use or disclose or unless expressly required or authorized by law or pursuant to a court order.

We may disclose your information to non-affiliated third parties that perform operational, marketing, or accounting services for us and who are required to use such information only to perform services on our behalf. Our sharing of information may be with a financial product provider with whom we have a joint-marketing or referral agreement or non-financial companies that provide technical services such as software services.

These companies are authorized to use your personal information only as necessary to provide these services to us. Such sharing will be done in accordance with applicable law. We also may share aggregated, or de-identified information, which cannot reasonably be used to identify you.

In certain situations, we may be required to disclose personal data in response to lawful requests by public authorities, including to meet national security or law enforcement requirements.

We may also disclose or transfer your information in response to legal process such as to comply with a subpoena, or similar legal process or when we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a government request, or where required by applicable law.

Updating Your Information

You may access, correct, or request deletion of your personal information by contacting tagtaxandlegal@gmail.com. If you are using our Website for the purpose of preparing and filing your tax returns, you may update your login and password information by logging into your account or by contacting us at tagtaxandlegal@gmail.com. Other information we collect as described in this privacy policy is not stored in an online accessible format or does not identify you personally. For all other inquiries related to your information, including updating or deactivation, deleting or no longer using your submitted information please contact us via email at tagtaxandlegal@gmail.com.

We will retain your information for as long as your account is active or as needed to provide you services or as required under applicable law. We will retain and use your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements.

Information Security

We maintain physical, electronic, and procedural security measures that comply with applicable legal and regulatory standards to safeguard your personal information. We follow generally accepted standards, such as encryption, to protect the personal information you submit to us, whether that information is in transit or at rest. No method of transmission over the Internet and no method of electronic storage is completely secure. Therefore, we cannot guarantee its absolute security. If you have any questions about security on our Website, you can contact us at tagtaxandlegal@gmail.com.

Additional Information

Links to 3rd Party Sites. Our Website may include links to other websites whose privacy practices may differ from ours. If you submit personal information to any of those sites, your information is governed by their privacy policies. We encourage you to carefully read the privacy policy of any website you visit.

Blogs. Our Website may offer publicly accessible blogs or community forums. You should be aware that any information you provide in these areas may be read, collected, and used by others who access them. In some cases, we may not be able to remove your personal information, in which case we will let you know if we are unable to do so and why. Any blog we share is managed by a third-party application that may require you to register to post a comment. We do not have access or control of the information posted to the blog. You will need to contact or login into the third-party application if you want the personal information that was posted to the comments section removed. To learn how the third-party application uses your information, please review their privacy policy.

Social Media Widgets. Our Website may include links to Social Media pages and features. These pages and features may collect your IP address, which page you are visiting on our site, and may set a cookie to enable the page or feature to function properly. Social Media pages and features are either hosted by a third party or hosted directly on our Website. Your interactions with these pages and features are governed by the privacy policy of the company providing it.

Agreement to Receive Text Messages

By providing your mobile number, you agree that TAG, Tax and Legal Services LLC may send you periodic SMS or MMS messages containing but not limited to important information, updates, deals, and specials.

You will receive up to 4 messages per month.

You may unsubscribe at any time by texting the word STOP to the (385) 517-3785. You may receive a subsequent message confirming your opt-out request.

For help, send the word HELP to (385) 517-3785.

Message and data rates may apply.

United States Participating Carriers Include AT&T, T-Mobile®, Verizon Wireless, Sprint, Boost, U.S. Cellular®, MetroPCS®, InterOp, Cellcom, C Spire Wireless, Cricket, Virgin Mobile and others.

T-Mobile is not liable for delayed or undelivered messages.

You agree to notify us of any changes to your mobile number and update your account with us to reflect this change.

Data obtained from you in connection with this SMS service may include your cell phone number, your carrier’s name, and the date, time and content of your messages, as well as other information that you provide. We may use this information to contact you and to provide the services you request from us.

By subscribing or otherwise using the service, you acknowledge and agree that we will have the right to change and/or terminate the service at any time, with or without cause and/or advance notice.

If you have any questions please contact TAG, Tax and Legal Services LLC at (208) 970-0472.

Will I be charged for the text messages I receive?

Though TAG, Tax and Legal Services LLC will never charge you for the text messages you receive, depending on your phone plan, you may see some charges from your mobile provider. Please reach out to your wireless provider if you have questions about your text or data plan.

Data

We collect personal and activity data, which may be linked.
We use technologies like cookies (small files stored on your browser), web beacons, or unique device identifiers to identify your computer or device so we can deliver a better experience. Our systems also log information like your browser, operating system and IP address.

We also may collect personally identifiable information that you provide to us, such as your name, address, phone number or email address. With your permission, we may also access other personal information on your device, such as your phone book, calendar or messages, in order to provide services to you. If authorized by you, we may also access profile and other information from services like Facebook.

Our systems may associate this personal information with your activities in the course of providing service to you (such as pages you view or things you click on or search for).

We do not knowingly contact or collect personal information from children under 13. If you believe we have inadvertently collected such information, please contact us so we can promptly obtain parental consent or remove the information.

Location

We may collect and share anonymous location data. To customize our service for you, we and our partners may collect, use, and share precise location data, including the real-time geographic location of your computer or device. This location data is collected anonymously in a form that does not personally identify you and is used only to provide and improve our service. We may obtain your consent on your first use of the service.

Access

You can request to see or delete your personal data. You can sign in to your account to see or delete any personally identifiable information we have stored, such as your name, address, email, or phone number. You can also contact us by email to request to see or delete this information.

Deletion

We may keep data indefinitely.

Sharing

We may share personal data with companies we trust.

We may share personally identifiable information (such as name, address, email, or phone) with trusted partners in order to provide you with relevant advertising, offers or services.

California residents are legally entitled (at no charge and no more than once annually) to request information about how we may have shared your information with others for direct marketing purposes. Contact us for this information: andrew@tagtaxandlegal.com.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Ad Tracking

Ad companies collect anonymous data. You can opt out.
Ad companies may use and collect anonymous data about your interests to customize content and advertising here and in other sites and applications. Interest and location data may be linked to your device, but is not linked to your identity.

Contact

You can ask privacy questions.
If you have any questions or concerns about our privacy policies, please contact us: andrew@tagtaxandlegal.com.

Vendors

Service providers access data on our behalf.
In order to serve you, we may share your personal and anonymous information with other companies, including vendors and contractors. Their use of information is limited to these purposes, and subject to agreements that require them to keep the information confidential. Our vendors provide assurance that they take reasonable steps to safeguard the data they hold on our behalf, although data security cannot be guaranteed.

Analytics companies may access anonymous data (such as your IP address or device ID) to help us understand how our services are used. They use this data solely on our behalf. They do not share it except in aggregate form; no data is shared as to any individual user. Click to see company privacy policies that govern their use of data.

Vendors access data on our behalf.
In order to serve you, we may share your personal and anonymous information with other companies, including vendors and contractors. Their use of information is limited to these purposes, and subject to agreements that require them to keep the information confidential. Our vendors provide assurance that they take reasonable steps to safeguard the data they hold on our behalf, although data security cannot be guaranteed.

Analytics providers access data on our behalf.
Analytics companies may access anonymous data (such as your IP address or device ID) to help us understand how our services are used. They use this data solely on our behalf. They do not share it except in aggregate form; no data is shared as to any individual user. Click to see company privacy policies that govern their use of data.

Special

Special situations may require disclosure of your data.
To operate the service, we also may make identifiable and anonymous information available to third parties in these limited circumstances: (1) with your express consent, (2) when we have a good faith belief it is required by law, (3) when we have a good faith belief it is necessary to protect our rights or property, or (4) to any successor or purchaser in a merger, acquisition, liquidation, dissolution or sale of assets. Your consent will not be required for disclosure in these cases, but we will attempt to notify you, to the extent permitted by law, to do so.

More

Our privacy policy may change from time to time.

Acceptance of These Terms

This privacy policy is effective as of August 2022. You understand that your use of our Website is governed by this privacy policy. If you do not agree with these terms, you should not use the Website. Your continued use of our Website indicates your acceptance of these terms. Because privacy is important, we pledge to work with you to protect and safeguard the security of your personal customer information. If this privacy policy changes, we will notify you of the changes by updating this privacy policy and changing the effective date.

We encourage you to periodically review this page for the latest information on our privacy practices. If you have any questions about this privacy policy, you may contact us by calling 208-970-0472 or by email at tagtaxandlegal@gmail.com.