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Legal

Privacy Policy

Draft for IPROTAX review.

Business draft. This document is a working draft prepared for IPROTAX and requires final review and approval by IPROTAX before public launch. It is not legal advice.

Information this website collects

This website collects only the information you type into the contact form: your name, email address, an optional telephone number, a subject, and your message. We also store a one-way irreversible hash of your network address, used solely to limit automated form abuse.

This website does not collect or store Social Security numbers, Individual Taxpayer Identification Numbers, dates of birth, driver's-license or government-identification images, bank-account or routing numbers, wage statements, or any other tax documents.

Information collected by CrossLink TaxPass

Tax information and supporting documents are collected through CrossLink TaxPass, a third-party secure taxpayer-data system operated by CrossLink and connected to the professional tax-preparation software IPROTAX uses. When you select a TaxPass link on this website, you leave this website and continue to the CrossLink TaxPass service, where CrossLink's own terms and privacy practices apply in addition to ours.

How information is used

Contact-form information is used only to respond to your inquiry and to maintain a record of client communications. Tax information submitted through TaxPass is used to prepare, review, sign, and electronically file your tax return.

Disclosure of information

IPROTAX does not sell your information. Information is disclosed only as needed to prepare and file your return, to service providers acting on our behalf under confidentiality obligations, or where required by law. Federal law restricts the use and disclosure of tax-return information by tax-return preparers.

Retention

Contact-form records are retained only as long as needed for client service and recordkeeping. Tax-return information is retained by IPROTAX and within the CrossLink system in accordance with applicable professional and legal recordkeeping requirements.

Security

Information submitted through this website is transmitted over encrypted connections and stored with access limited to authorized IPROTAX staff. No method of transmission or storage is completely secure. Please do not send sensitive taxpayer information by email or through the contact form.

Your choices

You may request access to, correction of, or deletion of the contact-form information you submitted by emailing support@iprotax.com. Requests about tax-return records may be subject to legal retention requirements.

Children

This website is not directed to children, and IPROTAX does not knowingly collect information from children through this website.

Changes and contact

IPROTAX may update this policy. Questions about this policy may be sent to support@iprotax.com. IPROTAX is located in Tacoma, Washington.