Privacy Policy

1. Introduction

RushTax Preparation ("RushTax Preparation," "we," "us," or "our") respects your privacy and is committed to protecting the personal and financial information you share with us. This Privacy Policy describes how we collect, use, share, and protect information about you when you visit our website, use our client portal, or engage us for tax preparation services.

By using our website or services, you agree to the practices described in this Privacy Policy. If you do not agree, please do not use our website or engage our services.

2. Information We Collect

Information You Provide to Us

We collect information you provide directly, including:

• Contact information: name, address, phone number, and email address
• Tax preparation information: Social Security Number or Individual Taxpayer Identification Number, date of birth, dependent information, income information (W-2s, 1099s, K-1s, and other tax documents), deduction and credit information, and prior-year tax returns
• Business information: for business clients, EIN, entity type, financial statements, and supporting documentation
• Payment information: billing address and payment method for services rendered
• Communications: any messages, emails, or documents you send to us through our website, client portal, or other channels

Information Collected Automatically

When you visit our website, we may automatically collect:

• Log data: IP address, browser type, operating system, referring URLs, pages visited, and time spent on our site
• Cookies and similar technologies: used to remember your preferences, analyze site usage, and improve our website
• Device information: device type, unique device identifiers, and mobile network information when accessed via mobile

3. How We Use Your Information

We use the information we collect to:

• Prepare, review, and file your federal and state tax returns
• Communicate with you about your return, our services, and your account
• Respond to your questions, requests, and inquiries
• Process payments for services rendered
• Represent you before the IRS or state tax authorities when authorized
• Comply with legal, regulatory, and professional obligations
• Improve our website, services, and client experience
• Prevent fraud, protect our clients, and enforce our terms

4. How We Share Your Information

We do not sell, rent, or trade your personal information. We share information only in the following limited circumstances:

With Your Consent

We may share information with third parties when you direct us to (for example, with your financial advisor or attorney).

With Tax Authorities

To prepare and file your returns, we transmit information to the IRS and state tax authorities as required by law.

With Service Providers

We share information with trusted third-party service providers who help us operate our business, including our secure client portal (TaxDome), electronic filing providers, payment processors, and cloud storage providers. These providers are contractually obligated to protect your information and use it only to provide services on our behalf.

With Affiliates

We may share limited information with our affiliated practice RushTax Resolution when your situation involves services offered by that practice, but only with your knowledge and consent.

For Legal Reasons

We may disclose information when required by law, subpoena, court order, or other legal process, or when we believe disclosure is necessary to protect our rights, your safety, or the safety of others.

5. How We Protect Your Information

Protecting your tax and financial data is a top priority. We maintain administrative, technical, and physical safeguards designed to protect your information from unauthorized access, use, alteration, or disclosure. Our security measures include:

• SOC 2 Type II certified client platform (TaxDome) with independently audited security controls
• Bank-level encryption for data at rest and in transit
• Two-factor authentication and biometric login options for portal access
• Access controls limiting information access to authorized personnel only
• Written Information Security Program compliant with IRS Publication 4557 and the FTC Safeguards Rule
• Ongoing staff training on data security and confidentiality

While we implement industry-standard safeguards, no system is completely secure. We cannot guarantee absolute security, but we work continuously to protect the information you entrust to us.

6. Your Rights and Choices

You have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you
• Correction: Request that we correct inaccurate or incomplete information
• Deletion: Request that we delete personal information, subject to legal and regulatory retention requirements
• Opt-out of marketing: Unsubscribe from marketing emails at any time via the unsubscribe link

To exercise these rights, contact us at privacy@rushtaxprep.com. Please note that some information must be retained to comply with tax preparer recordkeeping obligations.

7. Confidentiality of Tax Return Information

Federal law (26 U.S.C. § 7216) prohibits tax preparers from disclosing or using tax return information for purposes other than preparing your return without your express written consent. We take this obligation seriously and will only use your tax return information for the purposes for which you engaged us, unless you provide separate written consent for any other use.

8. Data Retention

We retain your information for as long as necessary to provide services, comply with legal obligations (including IRS recordkeeping requirements), resolve disputes, and enforce our agreements. Tax return records are typically retained for a minimum of seven years, consistent with IRS and professional standards.

9. Children's Privacy

Our services are not directed to children under 13. We do not knowingly collect personal information from children under 13 except in the context of preparing a parent's or guardian's tax return that includes dependent information.

10. Third-Party Links

Our website may contain links to third-party sites (such as the IRS, state tax authorities, or TaxDome). This Privacy Policy does not apply to those sites. We encourage you to review the privacy policies of any third-party sites you visit.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. When we make changes, we will update the "Last Updated" date at the top of this page. Material changes will be communicated to active clients directly.

12. Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us at:

RushTax Preparation
Email: privacy@rushtaxprep.com
Phone: 866-604-0819
Address: 3365 N. Campbell Ave., Suite 121, Tucson, AZ 85719