Privacy Policy
Last updated: June 1, 2025 · Javier Code LLC
1. Information We Collect
We collect information you provide when you register for an account, enter tax return data, upload documents, or contact support. This includes: • Account information: name, email address, firm name, phone number, and billing details. • Tax return data: taxpayer names, Social Security Numbers (SSN/ITIN), income figures, deductions, and other information required to prepare federal and state tax returns. • Documents: W-2s, 1099s, and other tax documents you upload for OCR processing. • Usage data: log files, IP addresses, browser type, pages visited, and actions taken within the application.
2. How We Use Your Information
We use the information we collect to: • Provide, operate, and improve the TaxGoing platform. • Process and store tax return data on your behalf. • Generate IRS-compliant PDF forms and MeF e-file packages. • Send transactional emails (account creation, e-sign requests, billing receipts). • Respond to support requests. • Comply with legal obligations, including IRS e-file provider requirements. We do not sell your personal information or your clients' tax data to third parties.
3. Data Security
We implement industry-standard security measures to protect your data: • All data is encrypted in transit using TLS 1.2 or higher. • Social Security Numbers and ITINs are encrypted at rest using AES-256 encryption. They are never stored in plain text. • Access to tax data is restricted to authenticated users within your firm. • Two-factor authentication (2FA) is available and recommended for all accounts. • All user actions are logged in an immutable audit trail. • Our infrastructure is hosted on Supabase (PostgreSQL) and Vercel, both of which maintain SOC 2 Type II compliance.
4. IRS e-File Security Requirements
As an IRS Authorized e-file Provider (EFIN 823853), we comply with IRS Publication 1345 security requirements for Electronic Return Originators (EROs). This includes: • Secure storage and transmission of taxpayer data. • Protection of EFIN and ERO credentials. • Retention of signed Form 8879 records for three years. • Reporting of any suspected identity theft or data breach to the IRS within 24 hours.
5. Data Retention
Tax return data is retained for a minimum of seven (7) years to comply with IRS recordkeeping requirements. You may request deletion of your account and associated data at any time; however, we may retain certain records as required by law or for legitimate business purposes such as fraud prevention.
6. Sharing of Information
We share your information only in the following circumstances: • Service providers: We use Supabase (database), Vercel (hosting), Stripe (billing), and OpenAI/DeepSeek (AI features). Each provider is bound by data processing agreements. • IRS and state tax authorities: Tax returns are transmitted to the IRS and applicable state agencies as part of the e-file process. • Legal requirements: We may disclose information if required by law, court order, or government authority. • Business transfers: In the event of a merger, acquisition, or sale of assets, your data may be transferred to the successor entity.
7. Cookies and Tracking
We use session cookies to maintain your authenticated session. We do not use third-party advertising cookies or behavioral tracking cookies. Analytics are limited to server-side logs and basic usage metrics collected through our infrastructure.
8. Your Rights
You have the right to: • Access the personal information we hold about you. • Correct inaccurate data. • Request deletion of your account and data (subject to legal retention requirements). • Export your tax return data in standard formats. • Opt out of non-transactional communications. To exercise these rights, contact us at privacy@taxgoing.com.
9. Children's Privacy
TaxGoing is designed for professional tax preparers and is not directed at individuals under 18 years of age. We do not knowingly collect personal information from children.
10. Changes to This Policy
We may update this Privacy Policy from time to time. We will notify registered users of material changes by email. Continued use of TaxGoing after changes take effect constitutes acceptance of the updated policy.
11. Contact Us
For privacy-related questions or concerns, contact: Javier Code LLC Caldwell, ID 83605 Email: privacy@taxgoing.com Support: support@taxgoing.com