Privacy Policy

Who we are and what this covers

This Privacy Policy explains how Right Now Taxes and its affiliate partners ("Right Now Taxes," "we," "us," or "our") collect, use, share, and protect personal information through our website, forms, funnels, back office, emails, text messages, tax preparation services, and preparer partnership program.

As a tax return preparer, we follow federal rules that protect your tax information, including Internal Revenue Code section 7216 and the Gramm-Leach-Bliley Act and FTC Safeguards Rule.

Information we collect

Information you give us

• Contact and form details: name, email address, phone number, and anything you enter in our forms, booking requests, or messages.
• Tax clients: W-2s and 1099s, photo ID, Social Security numbers and cards, birth certificates for dependents, proof of residence, prior-year tax returns, bank account information for direct deposit, receipts and records for deductions, and other information needed to prepare your return or apply for a cash advance.
• Preparer partners: PTIN, identity details, mailing address, tax identification information for payroll and tax reporting, direct deposit bank information, training progress, and returns you prepare.

Information collected automatically

Our website, forms, emails, and back office are run with the help of affiliate partners and third parties. When you visit or interact with them, they may automatically collect information such as:

• Your IP address, browser, device type, operating system, and the page that referred you.
• Pages and steps you visit, forms you submit, and bookings you make.
• Whether you open our emails and which links you click.
• Training and course activity in the back office.
• Website traffic and security information used to deliver the site and protect it from attacks, fraud, and bots.

Cookies and similar technologies

We and our affiliate partners and third parties use cookies, pixels, and similar technologies to keep you signed in, remember form entries, track referrals, keep the website secure, measure activity, and show you our ads on other websites, apps, and social media. Some of these collect information about your visits and actions on our website, such as pages viewed and forms submitted. These tools are never used on pages where you submit tax documents, and tax return information is never sent to advertising partners.

How we use information

• Provide our services: respond to requests, schedule consultations, prepare and file returns, process cash advance applications you request, run the partnership program, and pay partners.
• Communicate with you about your request, return, account, or partnership.
• Marketing: send emails and, with your consent, text messages about our tax preparation services, the preparer partnership opportunity, deadlines, and promotions; build audiences and show ads on social media and search platforms; and measure how our marketing performs.
• Improve our website, funnels, and training.
• Protect our website, clients, and partners, prevent fraud and identity theft, and keep our systems secure.
• Comply with laws, including IRS recordkeeping and preparer rules, and respond to lawful requests.

How we protect your tax return information

• We use your tax return information to prepare and file your return and as otherwise allowed by law.
• We will not use or disclose your tax return information to market products or services other than tax return preparation, or share it with anyone outside our tax practice for marketing, without your prior written consent in the form required by the IRS.
• Applying for a cash advance loan requires your separate written consent to share your tax return information with the bank.
• Your tax return information is stored with providers in the United States. We do not send it outside the United States without your prior written consent.
• You may decline or revoke consent at any time. Declining will not affect our preparation of your return, except where the consent is needed for a service you request, such as a cash advance.

Contact information you give us (such as your name, email, and phone number) may be used to tell you about our tax preparation services, as federal rules allow.

How we share information

We share personal information only as described here:

• Affiliate partners: Right Now Taxes works with affiliate partners, including the preparers who partner with us. If a partner prepares your return, they receive the information needed to do so and must protect it under the same rules.
• Third parties that help us run our business: such as website hosting and security, forms and email, back office, tax preparation and e-file software, payroll and direct deposit, text messaging, and secure document storage. They may use your information only to provide services to us.
• Banks: partner banks for refund transfers and cash advance loans, only with your consent.
• Taxing authorities: the IRS and state agencies when we file your return or as required by law.
• Advertising partners: limited website activity data (never tax return information) through the cookies and pixels described above.
• Legal and safety: when required by law, subpoena, or court order, or to protect rights and safety.
• Business changes: as part of a merger, sale, or transfer of our business, subject to this policy.

Email and text message marketing

• You can unsubscribe from marketing emails at any time using the link in any email.
• By providing your phone number and opting in, you agree to receive recurring automated marketing and informational text messages from Right Now Taxes at that number. Consent is not a condition of any purchase or service. Message and data rates may apply. Message frequency varies. Reply STOP to opt out or HELP for help.
• We do not sell or share your phone number or text messaging consent with third parties for their own marketing.
• Even if you opt out of marketing, we may still contact you about your return, account, or partnership.

Cookies and your choices

• You can set your browser to block or delete cookies. Some security cookies are needed for the website to work, and blocking some cookies may affect forms and sign-in.
• You can limit personalized ads through the ad settings on the social media and search platforms you use, and through your device settings.
• Where required by law, we honor browser opt-out signals such as Global Privacy Control.

How we keep information secure

We maintain a written information security plan as required by the FTC Safeguards Rule. We use administrative, technical, and physical safeguards, such as access controls, multi-factor authentication, and encryption in transit, and we require our service providers and partners to protect your information. No system is completely secure, so please send documents only through the secure methods we provide.

How long we keep information

We keep information as long as needed for the purposes above and as required by law. Tax records are kept for at least as long as federal and state rules require; for example, preparers must keep copies or a record of returns they prepare for at least three years. Marketing contact information is kept until you unsubscribe or ask us to delete it.

Your privacy rights

Depending on where you live, you may have the right to:

• Know what personal information we collect and how we use and share it.
• Access or get a copy of your personal information.
• Correct inaccurate information.
• Delete your personal information, subject to records we must keep by law.
• Opt out of marketing, targeted advertising, and any "sale" or "sharing" of personal information as defined by state law.

To make a request, contact us using the details below. We will verify your identity before responding and will not discriminate against you for using your rights.

Children

Our website is not directed to children under 13, and we do not knowingly collect personal information directly from them. We collect information about dependents only from their parent or guardian as needed to prepare a tax return.

Changes to this policy

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a new effective date. If changes are significant, we will let you know by email or a notice on our website.

Contact us

Right Now Taxes and affiliate partners
Email: contact@rightnowtaxes.com