--- title: Privacy Policy | Tax Boss description: How Tax Boss collects, uses and protects your information, including tax return data and text messages. We never sell your information. --- [Skip to content](https://taxboss.us/privacy-policy#main-content) [![Tax Boss logo](https://taxboss.us/hs-fs/hubfs/TaxBoss_V1.png?width=240&height=48&name=TaxBoss_V1.png)Homepage](https://taxboss.us/?hsLang=en) - [Pricing](https://taxboss.us/pricing-individual?hsLang=en) - [About](https://taxboss.us/about?hsLang=en) - [Contact](https://taxboss.us/contact?hsLang=en) [Start Your Return](https://taxboss.us/pricing-individual?hsLang=en#pricing-indiv) - [Pricing](https://taxboss.us/pricing-individual?hsLang=en) - [About](https://taxboss.us/about?hsLang=en) - [Contact](https://taxboss.us/contact?hsLang=en) [Start Your Return](https://taxboss.us/pricing-individual?hsLang=en#pricing-indiv) **Effective date:** OCTOBER 4, 2026 Tax Boss Advisors LLC (“Tax Boss,” “we,” “us”) is a tax preparation firm and an Authorized IRS e-file Provider. This Privacy Policy explains what information we collect, how we use and protect it, and the choices you have. It applies to our website, our client portal, and our emails and text messages. Two commitments underlie everything below: we never sell your information, and we never share your mobile phone number or text messaging consent with anyone for marketing. ## Information we collect ### Information you give us - **Contact details:** name, email address, mailing address and mobile phone number. - **Tax information:** Social Security or taxpayer identification numbers, dates of birth, income, deductions, dependents, prior-year returns, and the tax documents you upload, such as Forms W-2 and 1099. - **Payment and refund details:** bank account information you provide for direct deposit of refunds or payment of balances due, and payment information for our fees (processed by our payment provider). - **Signatures and consents:** your electronic signatures on our client agreement and IRS e-file authorization forms, and any consents you choose to give. ### Information from others, with your authorization With your permission, we may obtain information such as IRS account transcripts or records from your prior preparer. Identity verification services we use to confirm your identity for electronic signatures may also confirm information about you. ### Information collected automatically When you visit our website, we and our website platform collect standard technical information, such as browser type, device, IP address and pages visited, using cookies and similar technologies. Our client portal records sign-in activity, IP addresses and the actions you take, to keep your account secure and to maintain the records required for electronic signatures. ## How we use your information - To prepare, review and electronically file your tax returns, and to respond to tax notices on your behalf when you engage us to. - To communicate with you about your engagement, including appointments, document requests, and the status of your return. - To verify your identity, secure your account, and prevent fraud and identity theft. - To meet our legal, regulatory and recordkeeping obligations. - To improve our services, using information that does not identify you. Some of our tools use automated processing, including artificial intelligence, to help organize documents and prepare your return. We do not use your tax return information to train artificial intelligence models unless you give separate, written consent. ## Text messages (SMS) **How we use your mobile number.** If you provide your mobile phone number and agree to receive text messages, we use it to send you these kinds of service messages about your account and tax engagement: - Sign-in verification codes. - Security alerts, such as notice of a new sign-in or a change to your password or verification settings. - Appointment reminders. - Requests for documents or information. - Updates on the status of your return. - Requests to review and sign documents, including requests to a spouse or other co-signer on a joint return. We text a co-signer only at a mobile number that person has provided and agreed to receive texts at. **Marketing messages, only if you opt in.** If you separately agree to receive them, we may also send occasional marketing text messages, such as tax tips, filing deadline reminders, and offers for our services. Marketing texts require their own consent, given separately from your consent to service messages, and we never send them to a number that has not opted in to marketing. **Consent is optional.** Agreeing to receive service or marketing text messages is not a condition of using our services. You can choose email instead at any time. **Frequency and cost.** Message frequency varies. Message and data rates may apply, depending on your mobile plan. **How to opt out.** Reply **STOP** to any text message from us to stop receiving all texts. To stop only marketing texts and keep service messages, email privacy@taxboss.us or call us. Reply **HELP** for help. You can also opt out by emailing privacy@taxboss.us or calling [862-829-2677](tel:+18628292677). If you opt out, you can still receive sign-in codes and security alerts by email or an authenticator app. Full program details are in our [Text messaging terms](https://taxboss.us/privacy-policy#text-messaging-terms) below. **We never share your mobile information for marketing.** No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties, excluding aggregators and providers of the text message services that deliver our messages to you. ## How we share your information We do not sell, rent or trade your information. Federal law, including Internal Revenue Code Section 7216, strictly limits how tax preparers may use and disclose tax return information, and we follow it. We disclose your information only: - **To tax authorities,** such as the IRS and state tax agencies, to file your returns and handle matters you engage us for. - **To service providers** that help us run our practice, such as tax preparation software, secure cloud hosting, electronic signature and identity verification, payment processing, and text message delivery. These providers may use your information only to perform services for us and are contractually required to protect it. - **When required by law,** such as in response to a valid subpoena or court order. - **With your consent.** If we ever ask to use or disclose your tax return information for any other purpose, we will request your written consent first, as Section 7216 requires. Giving that consent is always optional and is never required to become or remain a client. **Our affiliate, Financial Boss.** Tax Boss is affiliated with Financial Boss, a registered investment advisory firm. We do not share your tax return information with Financial Boss unless you give separate, written consent. All of the categories above exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the text message services. ## Text messaging terms These terms apply to Tax Boss text messages, including service messages and, for those who opt in, marketing messages. - **Who sends the messages:** Tax Boss Advisors LLC. - **What we send:** sign-in verification codes, security alerts, appointment reminders, document and information requests, return status updates, and requests to review and sign documents, including requests to a co-signer who has agreed to receive texts. If you separately opt in, we may also send marketing messages such as tax tips, deadline reminders and service offers. - **How you join:** by entering your mobile number and checking the text message consent box in our client portal. Marketing messages have their own, separate consent box. Neither consent is a condition of using our services. - **Frequency:** message frequency varies. - **Cost:** message and data rates may apply. - **Opting out:** reply **STOP** to any message to stop receiving all texts. You will receive one confirmation message and no further texts. To stop only marketing texts, email privacy@taxboss.us or call us. Reply **START** to resubscribe. - **Help:** reply **HELP**, email privacy@taxboss.us, or call [862-829-2677](tel:+18628292677). - **Carriers:** wireless carriers are not liable for delayed or undelivered messages. - **Privacy:** your mobile information is handled as described in this Privacy Policy and is never shared with third parties or affiliates for marketing or promotional purposes. ## Privacy notice under federal law As a tax preparer, we are a “financial institution” under the Gramm-Leach-Bliley Act. We do not share nonpublic personal information about current or former clients with nonaffiliated third parties, except as permitted by law, such as with the service providers described above. Because we do not share your information in ways that would require it, you do not need to take any action to limit our sharing. ## How we protect your information We maintain a written information security program designed to meet the FTC Safeguards Rule and IRS guidance for tax professionals. Our safeguards include encryption of your information in transit and at rest, multi-factor authentication for account access, access limited to people who need it to serve you, and monitoring of our systems. No system is perfectly secure, but if a breach affecting your information occurs, we will notify you and the appropriate authorities as the law requires. ## How long we keep your information We keep copies of your returns and supporting records for as long as federal and state law and professional standards require, and generally for at least three years after filing. When information is no longer needed, we delete or destroy it securely. ## Cookies and analytics Our website uses cookies to function and to understand how visitors use it. You can control non-essential cookies through our cookie banner or your browser settings. We do not use the tax documents or return information in your client portal for advertising. ## Your choices and rights - You can ask to see or correct the personal information we hold about you. - You can ask us to delete your information, subject to records we must keep by law. - You can unsubscribe from our emails using the link in any email, and opt out of texts by replying STOP. Depending on where you live, state law may give you additional rights. To make a request, contact us using the details below. We will need to verify your identity before acting on it. ## Children’s privacy Our website and services are not directed to children under 13, and we do not knowingly collect information from them online. We receive information about dependents only from their parents or guardians, and only to prepare their tax returns. ## Changes to this policy We may update this Privacy Policy from time to time. When we do, we will post the new version here and update the effective date. If we make a material change to how we use or share your information, we will notify current clients directly. ## Contact us Tax Boss Advisors LLC 100 Terminal Drive, Plainview, NY 11803 Email: [privacy@taxboss.us](mailto:privacy@taxboss.us) Phone: [862-829-2677](tel:+18628292677) (862-TAX-BOSS) [![Tax Boss logo](https://taxboss.us/hs-fs/hubfs/TaxBoss_V1.png?width=240&height=48&name=TaxBoss_V1.png "Tax Boss logo")](https://taxboss.us/?hsLang=en) - [Pricing](https://taxboss.us/pricing-individual?hsLang=en) - [About](https://taxboss.us/about?hsLang=en) - [Contact](https://taxboss.us/contact?hsLang=en) **Tax Boss Advisors LLC** · 100 Terminal Drive, Plainview, NY 11803 · [Map](https://maps.app.goo.gl/qF1voP2CYXL7R23Y8)· Main 862.829.2677 (862-TAX-BOSS) · Support support@taxboss.us --- [Privacy Policy](https://taxboss.us/privacy-policy) · [Legal](https://taxboss.us/terms?hsLang=en) · © 2025 Tax Boss Advisors LLC. 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