Privacy Policy

Last Updated: January 14, 2026

1. Introduction

Highlight Tax Services ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our tax preparation and consulting services, including our website and mobile applications.

By using our services, you agree to the collection and use of information in accordance with this policy. If you do not agree with our policies and practices, do not use our services.

2. Information We Collect

2.1 Personal Information

We collect information that identifies you as an individual, including but not limited to:

  • Full name, date of birth, and Social Security Number (SSN)
  • Contact information (email address, phone number, mailing address)
  • Financial information (income, employment details, bank account information)
  • Tax identification numbers (EIN, ITIN, etc.)
  • Government-issued identification documents
  • Tax return information and supporting documentation

2.2 Automatically Collected Information

When you access our services, we automatically collect:

  • IP address and device information
  • Browser type and version
  • Usage data and analytics
  • Cookies and similar tracking technologies

2.3 Information from Third Parties

We may receive information from third-party services such as the IRS, state tax authorities, financial institutions, and identity verification services to provide and improve our services.

3. How We Use Your Information

We use your information for the following purposes:

  • Preparing and filing federal and state tax returns
  • Providing tax planning, consulting, and advisory services
  • Communicating with you about your tax matters and our services
  • Verifying your identity and preventing fraud
  • Complying with legal obligations and responding to government requests
  • Improving our services and developing new features
  • Sending administrative information and service updates
  • Protecting our legal rights and preventing misuse of our services

4. Information Sharing and Disclosure

4.1 Service Providers

We may share your information with third-party service providers who perform services on our behalf, including payment processors, cloud storage providers, identity verification services, and software vendors. These providers are contractually obligated to protect your information and use it only for the purposes we specify.

4.2 Legal Requirements

We may disclose your information when required by law, including:

  • To comply with a subpoena, court order, or other legal process
  • To respond to lawful requests from government authorities
  • To enforce our Terms of Service or protect our legal rights
  • To protect the safety and security of our users and the public

4.3 IRS Regulations

Under IRS Circular 230 and federal law, we may be required to disclose certain taxpayer information to the IRS and state tax authorities. We will not disclose your tax return information without your consent except as required by law.

4.4 Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred to the acquiring entity. We will provide notice before your information becomes subject to a different privacy policy.

4.5 With Your Consent

We may share your information with third parties when you provide explicit consent, such as when you authorize us to communicate with your attorney, financial advisor, or other representatives.

5. Data Security

We implement industry-standard security measures to protect your information, including:

  • Encryption of data in transit and at rest using AES-256 encryption
  • Secure Socket Layer (SSL) technology for data transmission
  • Multi-factor authentication for account access
  • Regular security audits and vulnerability assessments
  • Restricted access to personal information on a need-to-know basis
  • Employee training on data protection and confidentiality

While we strive to protect your information, no method of transmission or storage is 100% secure. We cannot guarantee absolute security of your data.

6. Data Retention

We retain your information for as long as necessary to provide our services and comply with legal obligations. Under IRS regulations and state laws, we are required to retain tax records for a minimum of seven (7) years. After this period, we will securely delete or anonymize your information unless a longer retention period is required by law or necessary to resolve disputes.

7. Your Privacy Rights

7.1 Access and Correction

You have the right to access, review, and correct your personal information. You may request a copy of your information by contacting us at the information provided below.

7.2 Deletion

You may request deletion of your information, subject to our legal obligations to retain certain records. Please note that we must maintain tax records for the required retention period under federal and state law.

7.3 Marketing Communications

You may opt out of receiving marketing communications by following the unsubscribe instructions in our emails or contacting us directly. Please note that you cannot opt out of service-related communications necessary for providing our services.

7.4 State-Specific Rights

If you are a resident of California, Virginia, Colorado, Connecticut, or other states with comprehensive privacy laws, you may have additional rights including the right to know what information we collect, the right to delete information, and the right to opt out of certain data sharing practices. To exercise these rights, please contact us using the information below.

8. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If you are a parent or guardian and believe your child has provided us with personal information, please contact us immediately.

9. International Data Transfers

Your information may be transferred to and processed in the United States or other countries where our service providers operate. By using our services, you consent to the transfer of your information to countries that may have different data protection laws than your country of residence.

10. Cookies and Tracking Technologies

We use cookies, web beacons, and similar technologies to enhance your experience, analyze usage patterns, and deliver personalized content. You can control cookies through your browser settings, but disabling cookies may limit your ability to use certain features of our services.

11. Third-Party Links

Our services may contain links to third-party websites and services. We are not responsible for the privacy practices of these third parties. We encourage you to review their privacy policies before providing any information to them.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of material changes by posting the updated policy on our website and updating the "Last Updated" date. Your continued use of our services after changes are posted constitutes acceptance of the updated policy.

13. Professional Standards

As tax professionals, we are bound by professional standards and ethical obligations, including those established by the IRS, state boards of accountancy, and professional organizations. We maintain the confidentiality of client information in accordance with these professional standards.

14. Contact Information

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:

Highlight Tax Services

Privacy Officer

Email: servicestaxx@gmail.com

Phone: +19172574554

15. Gramm-Leach-Bliley Act Notice

As a financial service provider, we are required to comply with the Gramm-Leach-Bliley Act (GLBA). We are committed to protecting the confidentiality and security of your nonpublic personal information. We do not sell your information to third parties for marketing purposes.

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