Privacy Policy
This For My Tax Privacy Policy describes how For My Tax uses personal information collected through:
- Our Office location, website, and online tax preparation services;
- The services and Products offered through ForMyTax.Com and
- Our mobile application that incorporates this Notice.
You can jump to particular topics by clicking on the headings below:
Information We Collect
How We Use Information
How We Share Information
Your Choices
How We Protect And Retain Information
Transmission Of Information To Other Countries
Changes To This Privacy Notice
Contact Information
Additional Information For California Residents
Information We Collect
We collect information about you in a variety of ways depending on how you interact with us and our online tax preparation services, including:
- Directly from you when you provide it to us, such as when you register for a For My Tax account, sign up to receive communications from us, request information or services from us, post information in publicly accessible blogs or community forums that may be offered on our websites, or contact us by phone, email, or otherwise.
- Automatically use various technologies such as cookies, server logs, pixels, or similar technologies when interacting with our websites, online products and services, mobile applications, advertisements, and emails.
- From other sources, for example, select business partners, service providers, online social media networks (e.g., post a message on one of our social media pages), government entities (e.g., the IRS), and other third parties (including credit reporting agencies), or from publicly available sources. For example, we may conduct a background check if you submit a job application or become an employee.
The following provides examples of the type of information that we collect and how we may use that information. If you choose not to provide certain information we request, we may be unable to serve you as our products, services, calculators, and/or other tools may rely upon this information.
Context | Types of Personal Information | Primary Purpose for Collection and Use of Personal Information |
Tax Preparation Products and Services | When you use our tax preparation products and services, we may collect information about you, your spouse, your dependents, other individuals, or your business. This information may include contact information (e.g., name, phone number, and email address), Social Security Number and other government identification numbers (e.g., EIN, Driver’s License Number, and ITIN), date of birth, financial information (e.g., income, revenue, assets, credits, deductions, expenses, and bank account information), payment information (e.g., checking, debit, and credit card account numbers, balances, assets, and payment history), health information (e.g., health insurance status and financial information related to payment for healthcare services), unique device identifiers, and Internet Protocol (“IP”) address (a number that is automatically assigned to a computer when the internet is used). | We collect this information to deliver the products and services you request, including as part of preparing your tax return, electronically filing your tax return, and applying for or purchasing a product or service. We also collect some of this information because the Internal Revenue Service (“IRS”) or state taxing authorities may require that we collect personal and system information (such as name, Social Security Number, IP address and device identifiers) in connection with preparing or electronically filing your tax return. To improve the security of our services and to protect your information, we may verify your personal information by matching the information you provide against other publicly available information that we obtain from identification verification companies. As permitted by applicable law, we may use information to improve or market our products or services and to otherwise support the maintenance and operations of our business. |
Cookies and Similar Tracking Technologies | We use, and allow third parties to use, technologies, such as cookies, pixels, media tags, and similar tracking technologies (collectively, “tracking technologies”). Tracking technologies may collect certain types of information when you interact with our websites, mobile applications, and online products and services. For example, they may collect data about your interactions with our website, device, browser, or operating system, and/or it may store or transmit identifiers that are unique to you or your browser. | We use tracking technologies for a variety of reasons, including to manage content on our websites better, to help us understand usage patterns, track your preferences and understand your interests, fix issues, improve our products and services, remember you, and personalize your online experience. Third parties working on our behalf or we use tracking technologies to report analytics to us or provide advertising about products and services tailored to your interests. Some of these technologies might collect information over time and across different websites to serve ads on our website or other websites (“behavioral advertising”). You may opt out of the use of tracking technologies on our site for the purpose of behavioral advertising by clicking ”Customize Settings.” |
Calculators and Other Tools | When you use our calculators and other tools, we may collect the number of people who use a particular tool. Some calculators and other tools may require registration or ask for your contact information. We may also set cookies or clear GIFs based on your use. | For our calculators and other tools that require registration or ask for your contact information, we may use the contact information you provide to contact you directly with relevant services and offers. |
Geolocation Information | When you use our website or mobile application, we may collect your location from your device’s GPS, Wi-Fi, and/or cellular technology. | We collect this information to understand our users and provide tailored services, including information regarding nearby office locations. In some contexts, our use is also based upon your consent to provide us with geolocation information. You may revoke your consent to our collection of geolocation from your mobile device by turning off location tracking at the device level and/or not using our office locator. |
Email Interconnectivity | If you receive an email from us, we use certain tracking technologies, such as cookies, to capture data related to when you open our message or click any links. | We collect this information to understand how you interact with our communications and gauge the effectiveness of our marketing campaigns. |
Job Applicants | If you apply for a job posting or become an employee, we collect the information necessary to process your application or to retain you as an employee. This may include, among other things, your Social Security Number. Providing this information is required for employment. | We use information about job applicants to review and process their applications for employment, including conducting a background check. |
Mobile Devices | We collect information from your mobile device such as unique identifying information broadcast from your device (e.g., Apple IDFA and other general device characteristics and device IDs) when you visit our website or use our mobile application. Subject to your control, our mobile services may request permission to dial a phone number, access your camera or photo library, access the internet, access your calendar, send you push notifications, or authorize in-app purchases. | We collect this information to track your appointments, enable you to upload documents to your For My Tax account, identify unique visitors to our websites and users of our mobile applications, and understand how website visitors and mobile app users interact with us on their mobile devices. |
Mobile Analytics | We use mobile analytics software that may record information such as how often you use our mobile applications, the events that occur within the application, aggregated usage data, performance data, and from where the application was downloaded. | We collect this information to better understand the functionality of our mobile software on your mobile device. |
Product or Service Purchases | When you purchase a product or service, we collect your name, billing address, shipping address, email address, phone number, and payment information. | We use your information to provide you with and process your payment for the products or services you purchase. |
Website Interactions | We use technology to monitor how you interact with our website. This may include how you arrived on our website, which pages you visit, which links you click on, your mouse movements, your scrolling activity, device type, browser type, operating system, language, screen resolution, referring URL, any unique identifier we may assign when you use our services, etc. | We collect this information to understand how you interact with our websites to improve them and our products and services, to understand your preferences and interests to select offerings that you might find most valuable, and to otherwise customize your experience with us and better serve you. We also collect this information to help detect and prevent fraud. |
Web Logs | We collect information, including your browser type, operating system, IP address, internet service provider, unique device ID, domain name, click-activity, referring website, and/or a date/time stamp when you use our services. | We collect this information to monitor our networks the visitors to our website and users of our mobile application. It helps us analyze trends, administer our website and mobile application, gather broad demographic information for aggregate use, and understand the most popular services. It also may be used for security or fraud detection purposes. |
How We Use Information
In addition to the other purposes and uses described above, we may use information in the following ways, subject to applicable laws:
- To provide you with the products and services you request.
- To contact you about products and services offered by us.
- To service and report on your account.
- To provide customer and tax support, including through artificial intelligence.
- To identify you when you visit our websites or use our mobile applications.
- To improve our services and products.
- To communicate with you.
- To send marketing and promotional materials, including newsletters, publications, or other information about our products, services, sales, or promotions.
- To market to individuals who are not using but may be interested in our products and services.
- To detect and protect against malicious, deceptive, fraudulent, or illegal activity, including violation of our policies and terms and conditions, security incidents, and harm to the rights, property, or safety of our company and our users, employees, or others, or to otherwise improve the security of our services.
- To debug, identify, and repair errors that impair the existing intended functionality of our website and services.
- To comply with our legal or regulatory obligations, to establish or exercise our rights, and to defend against a legal claim.
- For internal administrative purposes, as well as to manage our relationships.
- For other purposes as permitted by law or that you consent to.
How We Disclose Information
In addition to the specific situations discussed elsewhere in this Notice, we may disclose personal information in the following situations as permitted by applicable law:
- Persons Who Acquire Our Assets or Business. If another company acquires or plans to acquire our company, business, or assets, we will disclose information to that company, including at the negotiation stage.
- IRS and State Taxing Authorities. The IRS and state taxing authorities may require or request that we disclose certain information to them. This information may include but is not limited to, your name, Social Security Number, IP addresses, unique device identifiers, bank account numbers, and tax return preparation user activity metrics (e.g., time to complete the tax return).
- Other Disclosures Without Your Consent. We may disclose information to nonaffiliated third parties in response to subpoenas, warrants, or court orders in connection with any legal process or to comply with relevant laws. We may also share your information to establish or exercise our rights, to defend against a legal claim, to investigate, prevent, or take action regarding possible illegal activities, suspected fraud, safety of person or property, or a violation of our policies, for our everyday business purposes (such as to process transactions or maintain accounts), or to comply with your request for the provision of products or services by a third-party intermediary.
- Public. Our website and Social Media accounts may allow you to post comments or reviews in a public forum. If you decide to submit information on these pages, that information may be publicly available.
- Marketing Arrangements. We may disclose the information we collect in connection with providing you with our tax preparation products and services to companies with whom we have a joint marketing arrangement.
- Offerings by Our Partners through Our Services. We may offer products or services of our business partners (such as bank partners that offer the Refund Transfer product) through our services. We may disclose information related to such transactions with that business partner. This Notice does not apply to products or services our business partners offer on or through our services.
- Service Providers. We may disclose your information with service providers. Among other things, service providers may help us administer our website, provide technical support, process payments, analyze and process data, and send marketing materials to you on our behalf.
- Other Disclosures With Your Consent. We may disclose your information to other third parties with your consent or direction.
Your Choices
You may make the following requests regarding your personal information; however, please note the choices described in this Notice are not always available. We may limit or deny a request because the law permits or requires us to do so, the laws of the jurisdiction in which you reside do not provide you with one of the choices identified below, or we cannot adequately verify your identity. We will not discriminate against individuals who exercise their privacy rights under applicable law.
- Access to Your Personal Information. You may request access to your personal information or confirmation that we have your information. In certain circumstances, you may also request access to your data in a portable, machine-readable format.
- Changes to Your Personal Information. You may request that we correct information that is inaccurate or incomplete. We may keep historical information in our backup files as law permits.
- Deletion of Your Personal Information. You may request that we delete your personal information. If required by law, we will grant a request to delete information. Still, you should note that in many situations, we must keep your personal information to comply with our legal obligations, resolve disputes, enforce our agreements, or for other business purposes.
- Opt-out of Targeted Advertising. You may opt out of browser-based targeted advertising (e.g., behavioral advertising cookies) by clicking the “Your Privacy Choices” link on our homepage, following the instructions, or clicking Customize Settings. We do not currently recognize the “Do Not Track” signal. Note that if you change browsers or computers or clear your browser’s cache, you may need to follow the instructions again to apply your preferences. Residents of certain states may also opt out of other forms of targeted advertising (i.e., those without browser-based tracking technologies) by clicking that link.
- Limiting Sharing with Nonaffiliated Third Parties. In certain circumstances, you may request that we limit sharing your information with non-affiliated third parties or other companies by clicking here. Our ability to offer you certain products and services may be affected by your choice to limit the sharing of your information.
- Promotional Emails. You can stop receiving promotional emails by clicking here. If you decide not to receive promotional emails, we may still send you service-related communications. Please note that this paragraph applies only to personal information obtained through your use of our services covered by this Notice.
Submitting Requests
You can submit requests relating to your personal information here.
If have a For My Tax account, you may access, update, or delete some of your information from within your account.
We will request your personal information, such as your name, address, state of residence, email address, phone number, last four digits of your social security number, and birth year, to verify your identity to process your request.
If you are a California resident, you may designate an authorized agent to submit a request on your behalf. To have an authorized agent submit a request on your behalf, we require you to submit a form that verifies your identity and that you have authorized the agent to act on your behalf. You may access that form here.
How We Protect And Retain Information
We use reasonable administrative, technical, and physical efforts to protect your personal information from unauthorized access, use, or disclosure. If we are required by law to inform you of a breach of your personal information, we may notify you electronically, in writing, or by telephone if permitted to do so by law.
You are responsible for maintaining the confidentiality of your For My Tax account’s password, and you are responsible for any access to or use of your account by someone else who has obtained your password, whether or not you have authorized such access or use. You should notify us of any unauthorized use of your password or account. If an unauthorized profile has been created about you, please get in touch with us by clicking here to request to delete it.
We retain your personal information for only as long as necessary to comply with applicable laws or regulatory requirements, serve you, maintain your account, operate our business, improve our offerings, or develop new ones, or otherwise fulfill the purposes outlined in this Notice, including satisfying any legal, accounting, or reporting requirements, unless a more extended retention period is required or permitted by law. To determine the appropriate retention period for personal information, we consider the amount, nature, and sensitivity of the information, the potential risk of harm from unauthorized use or disclosure of the information, the purposes for which we obtained the information, and whether we can achieve those purposes through other means, as well as applicable legal or regulatory requirements.
Transmission Of Information To Other Countries
Subject to applicable laws, your information may be processed in a foreign country where privacy laws may be less stringent than the laws in your country. Nonetheless, where possible, we take steps to treat personal information using the same privacy principles that apply under the law of the country where we first received your information. Subject to applicable laws, by submitting your personal information to us, you agree to the transfer, store, and process your information in a country other than your country of residence including, but not necessarily limited to, the United States.
Third-Party Applications/Websites
For your convenience, we may provide links to websites and other third-party content or services that we do not own or operate. The websites and third-party content we link may have separate privacy notices or policies. Please note that we have no direct control over the privacy practices, websites, or services that we do not own. We encourage you to review the privacy policies of any third-party website or application for details about such third-party privacy practices.
Changes To This Privacy Notice
We may change our privacy notice and practices over time. To the extent that our policy changes in a material way, the policy that was in place when you submitted personal information to us will govern that information unless we receive your consent to the new privacy policy. You can check the “Effective Date” legend at the bottom of this page to see when this Notice was last revised.
Contact Information
If you have any questions, comments, or complaints concerning our privacy practices, or if you need to access this Notice in an alternative format, please get in touch with us by clicking here. We will attempt to respond to your requests and provide additional privacy-related information.
If you have an unresolved privacy or data use concern that we have not addressed satisfactorily, please get in touch with our U.S.-based third-party dispute resolution provider (free of charge) at https://feedback-form.truste.com/watchdog/request.
Additional Information For California Residents
California law requires us to disclose additional information related to our privacy practices. If you are a California resident, the following privacy disclosures apply to you in addition to the rest of the Notice.
- California Shine the Light. If you would like more information concerning the categories of personal information (if any) we share with third parties for those parties to use for direct marketing, please submit a written request to us using the information in the Contact Information section above.
- Categories of Personal Information Collected and Disclosed. California law requires organizations to disclose whether certain categories of personal information are collected or disclosed for an organization’s “business purpose,” “sold,” and/or “shared” for purposes of cross-context behavioral advertising (as those terms are defined under California law). The following table describes the categories of personal information we collect, disclose for business purposes, and “share.” Please note that besides the recipients identified below, we may disclose any of the categories of personal information we collect to government entities, as may be needed to comply with the law or prevent illegal activity, or professional services organizations, such as auditors and law firms. We do not “sell” your personal information for money. As discussed in this Notice, we use cookies and similar tracking technologies for targeted advertising. For more information, please see the Information We Collect section of this Notice.
Categories of Personal Information Collected | Categories of Recipients | ||
Disclosures for Business Purposes | Sharing for Cross-Context Behavioral Advertising | ||
Identifiers include name, postal address, unique personal identifier, online identifier, email address, account name, or other similar identifiers. |
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Additional categories of personal information described in the California Customer Records statute (Cal. Civ. Code § 1798.80(e)) – this may include signature, physical characteristics, or description |
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Government Issued Identification – such as Social Security Number or other government identification number (e.g., EIN and TIN) |
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Financial Information – such as bank account number, credit card number, debit card number, and other financial information. |
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Commercial information – such as information about products or services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies. |
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Internet or other electronic network activity information – such as browsing history, search history, and information regarding an individual’s interaction with an Internet website, application, or advertisement. |
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Geolocation data |
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Audio, electronic, visual, thermal, olfactory, or similar information – such as call recordings or video surveillance. |
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Professional or employment-related information |
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Inferences drawn from any of the information listed above |
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- California Sensitive Information Disclosure. Some of the personal information we collect is considered “sensitive personal information” under California law. We may collect the following categories of sensitive personal information (as defined under California law): social security number, driver’s license, state identification card, or passport number; and account log-in, financial account, debit card, or credit card number in combination with any required security or access code, password, or credentials allowing access to an account. This information is collected in order to process transactions, comply with laws, manage our business, or provide you with products and services. Note that we do not use such information for any purposes not identified within the California Privacy Rights Act Section 1798.121. We do not “sell” or “share” sensitive personal information for purposes of cross-context behavioral advertising.
- Effective Date
This Notice was last updated and is effective January 11, 2024.