Privacy Policy

Agreement to This Privacy Policy

By using this Site, you consent to this Privacy Policy, including your consent to our use and disclosure of information about you in the manner described herein. We take our ethical responsibilities and your privacy seriously. We are committed to providing excellent service and to transparency about how we handle your information.

Browsing

This website does not collect personally identifiable information from your computer when you browse the Site and request pages from our servers unless you voluntarily and knowingly provide us with such information. We may use IP addresses, browser types, and access times to analyze trends, administer the Site, improve Site performance, and gather broad demographic information for aggregate use.

Information We Collect and Its Uses

We collect your personal information when you retain our services, complete a contact or intake form, subscribe to communications, or otherwise transact business with us. Information we may collect includes, but is not limited to:

• Name, address, email address, and telephone number
• Date of birth and Social Security Number
• Credit card and financial account details
• Employment, income, and tax liability data
• IRS account data and correspondence obtained pursuant to a signed authorization

This information is used to:

• Fulfill service requests and manage client accounts
• Provide client support and respond to inquiries
• Prepare and file required IRS and state tax forms on your behalf
• Improve our services and internal operations
• Send service-related and transactional communications

We do not use or share mobile phone numbers or SMS consent data for marketing purposes. We may share aggregated, anonymized data for analytics or reporting purposes.

Disclosure of Information to Third Parties

We may disclose your personally identifiable information only:

• To fulfill requested services or satisfy contractual obligations
• To service providers assisting with internal operations, including payment processing, customer service, and document management
• As required by law, regulation, court order, or governmental request

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. We may share end-user opt-in data with our subcontractors or outsourced service providers solely to fulfill the services we render to you. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

SMS and Text Messaging

If you voluntarily provide your mobile phone number and explicitly opt in to text messaging from Refresh Tax Relief, LLC, you agree to receive SMS and MMS messages from us. Messages may include case status updates, appointment reminders, document requests, and other communications directly related to your engagement.

• Message frequency varies based on your case activity.
• Message and data rates may apply.
• To opt out at any time, reply STOP to any message. You will receive a confirmation and no further messages will be sent.
• To request help, reply HELP. You will receive contact information and instructions.
• Consent to receive text messages is not a condition of purchasing or receiving services.
• Mobile opt-in data and consent will not be shared with any third parties for marketing or promotional purposes.

For assistance, contact us at support@refreshtaxrelief.com or the number listed on our website.

Choice and Opt-Out

We offer options to opt out of non-transactional emails or newsletters. You may unsubscribe by following the instructions included in any such communication or by contacting us directly. To opt out of SMS messages, reply STOP to any text message from us.

Service Providers

We may use third-party vendors for operational support, including secure document processing, data storage, CRM management, and communication services. These service providers are given access only to the information necessary to perform their designated functions and are strictly prohibited from using personal or mobile information for any marketing purpose.

Security

We employ SSL encryption, secure servers, and firewall protection to protect data during transmission and storage. We maintain reasonable technical, administrative, and physical safeguards to protect your information from unauthorized access, disclosure, or misuse. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

Log Files, Cookies, and Tracking

We may use cookies and log files to understand visitor behavior and improve the user experience on our Site. Third-party analytics providers may place cookies on our Site, but we do not permit the use of personally identifiable or mobile data for marketing purposes in connection with any such services.

Links to Other Sites

This website may contain links to external websites. We are not responsible for the content, accuracy, security, or privacy practices of any third-party site. We encourage you to review the privacy policies of any site you visit.

Access to Your Information

If you wish to correct, update, or request deletion of information we hold about you, please contact us at the information provided below. We will respond to all reasonable requests in a timely manner.

Customer Communications

All communications with our team, including telephone calls, emails, and written correspondence, may be stored for record-keeping, quality assurance, and regulatory compliance purposes.

Legal Disclosure

We may disclose personal information to comply with applicable law, respond to valid legal process, satisfy governmental or regulatory requests, or as necessary to protect the rights, property, or safety of RTR, our clients, or others.

Business Transitions

If Refresh Tax Relief, LLC undergoes a merger, acquisition, reorganization, or sale of substantially all its assets, personal data may be included in the transferred assets. We will notify affected users of any such change in ownership or control of personal data.

Do Not Track

We do not track individual user behavior across unaffiliated websites and do not currently respond to browser Do Not Track signals.

Notice to California Residents

Refresh Tax Relief, LLC complies with the California Consumer Privacy Act (CCPA) and California Civil Code § 1798.82. California residents have the right to request disclosure of categories of personal information collected, the purposes for which it is used, and any third parties with whom it is shared. California residents are treated as having opted out of third-party data sharing for marketing purposes by default. To exercise your rights, contact us at the information below.

Data Breach Notification

In the event of a security breach involving your personal information, we will notify you at your last known email or mailing address no later than thirty (30) days after discovery of the breach, in compliance with California Civil Code § 1798.82. The notification will describe the nature of the breach, the categories of information involved, and our response.

Protecting Children's Privacy

Our Site is not directed at children under the age of 13. We do not knowingly collect personally identifiable information from children under 13. If we discover that we have inadvertently collected such information, we will promptly delete it.

Changes to This Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time. Material changes will be posted prominently on the Site. Your continued use of the Site following any change constitutes your acceptance of the updated Policy. We encourage you to review this Policy periodically.