YOUR PRIVACY

Privacy Policy

Last updated: January 22, 2026

This Privacy Policy explains how Tax Dad LLC collects, uses, stores, and discloses information when you visit taxdadllc.com, complete a form, schedule a meeting, purchase a service, or otherwise interact with us. By using the website or our services, you agree to the practices described in this policy.

Who we are

Tax Dad LLC is an Ohio limited liability company. In this policy, “Tax Dad,” “the Company,” “we,” “us,” and “our” refer to Tax Dad LLC. “You” refers to the person visiting the website or using our services.

Information we collect

We may collect information you voluntarily provide, including:

• Your name, email address, telephone number, and mailing address.
• Information submitted through intake, scheduling, contact, payment, or download forms.
• Information needed to evaluate or provide tax preparation, consultation, or related services.
• Messages, correspondence, reviews, and customer-support requests.

We may also receive technical and usage information automatically, such as your IP address, browser type, device type, operating system, pages visited, access times, referring pages, and other diagnostic data.

Cookies and similar technologies

Our website and service providers may use cookies, pixels, tags, scripts, and similar technologies to operate the website, remember preferences, understand site usage, prevent fraud, and improve services. You can control cookies through your browser or device settings. Where required by law, non-essential cookies are used with consent.

How we use information

We may use personal information to:

• Operate, maintain, secure, and improve the website and our services.
• Respond to inquiries and manage intake, appointments, requests, and client relationships.
• Process payments and perform agreements for purchased services.
• Contact you by email, telephone, text message, or similar means about requested services, important updates, or security matters.
• Send news or information about similar services when permitted, subject to your ability to opt out.
• Analyze usage, identify trends, improve marketing, prevent fraud, and comply with legal obligations.

Service providers

We use third-party providers that may process information on our behalf. These currently include:

• Stripe for payment processing.
• Cognito Forms for forms and client intake.
• Google for scheduling, email, workspace, and related services.
• TikTok for social-media and related platform interactions.

These providers process information according to their own privacy policies and the services they provide to us.

How information may be shared

We may share information with service providers that help operate our business; with professional advisers when reasonably necessary; in connection with a merger, financing, reorganization, or sale of business assets; with your consent; or when required to comply with law, legal process, governmental requests, protect rights or safety, investigate wrongdoing, or prevent fraud.

We do not sell personal information for money.

Data retention

We retain personal information only for as long as reasonably necessary to provide services, manage our relationship with you, comply with professional and legal obligations, resolve disputes, enforce agreements, and maintain security. Retention periods may vary by type of information. Records subject to tax, accounting, professional, or legal retention requirements may be kept longer.

Security

We use commercially reasonable measures designed to protect personal information. However, no internet transmission or electronic storage method is completely secure, and we cannot guarantee absolute security. Do not send sensitive tax documents through ordinary email or social-media messages when a secure method is available.

Your choices and rights

Depending on applicable law, you may request access to, correction of, or deletion of certain personal information. We may need to retain information when required by law, professional obligations, or another lawful basis. You may opt out of promotional communications by following the instructions in those messages or contacting us.

Children’s privacy

Our website and services are not directed to children under 16, and we do not knowingly collect personal information directly from children under 16 without appropriate authorization. If you believe a child has provided information to us, please contact us.

Links to other websites

Our website may link to websites and services we do not control. We are not responsible for their content, security, or privacy practices. Review the privacy policy of any third-party service you use.

Changes to this policy

We may update this Privacy Policy from time to time. Changes become effective when posted on this page. The “Last updated” date identifies the most recent revision.

Contact us

Questions or requests concerning this Privacy Policy may be submitted through the contact or scheduling options on taxdadllc.com.