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Privacy Policy

Last updated: October 2026

What we collect

The information you give us, such as your name, email, phone number, business details, and the tax and financial documents you upload.

How we use it

We use your information only to prepare your returns, keep your books, run payroll, provide the services you ask for, and contact you about your account. We do not sell your information.

Who we share it with

We share information only as needed to deliver your services, for example with the IRS and state tax agencies when we file, and with ADP when we run your payroll.

How we protect it

Documents are sent over encrypted connections and only the team working on your account can see them. We follow IRS requirements for safeguarding taxpayer information.

Your choices

You can ask to see, correct or delete your information by emailing hello@taxmize.com or calling (800) 829-1769.

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