Privacy Policy

At Tax Members Corporation, we take your privacy seriously. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information in compliance with applicable laws, including the Gramm-Leach-Bliley Act (GLBA), IRS Publication 4557 (Safeguarding Taxpayer Data), and other federal and state regulations.

By using our services, you consent to the collection and use of information in accordance with this policy.

Personal Information

• Name, address, phone number, and email address
• Social Security Number (SSN) or Taxpayer Identification Number (TIN)
• Date of birth
• Financial information (income, deductions, credits, etc.)
• Tax documents (W-2s, 1099s, receipts, etc.)
• Payment information (processed securely through Stripe)

Automatically Collected Information

• IP address and location data (for security and compliance purposes)
• Browser type and version
• Device information
• Usage data and access logs (required by IRS regulations)
• Cookies and similar tracking technologies

We use your information to:

• Prepare and file your tax returns
• Provide accounting and financial services
• Process payments and manage billing
• Communicate with you about your account and services
• Comply with legal obligations, including IRS requirements
• Prevent fraud and ensure security
• Improve our services and user experience

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

• Encryption: All data is encrypted in transit (TLS/SSL) and at rest (AES-256)
• Access Controls: Only authorized personnel can access your information
• Secure Storage: Documents stored in encrypted Google Drive and Supabase databases
• Audit Logging: All access and modifications are logged for security and compliance
• Regular Security Audits: We conduct regular security assessments
• Employee Training: Staff are trained on data protection and privacy

In compliance with IRS Publication 4557, we maintain a Written Information Security Plan (WISP) and designate a security officer responsible for data protection.

We retain your information in accordance with legal requirements:

• Tax Returns: 7 years from filing date (IRS Publication 552)
• Supporting Documents: 7 years
• Audit Records: 7 years
• Client Information: 7 years from last service date
• Payment Records: 7 years (IRS requirement)

After the retention period, we securely dispose of your information in compliance with IRS guidelines.

You have the right to:

• Access your personal information
• Request corrections to inaccurate information
• Request deletion of your information (subject to legal retention requirements)
• Opt-out of marketing communications
• File a complaint with regulatory authorities

To exercise these rights, please contact us at the information provided below.

We comply with:

• IRS Publication 4557: Safeguarding Taxpayer Data
• GLBA: Gramm-Leach-Bliley Act (financial privacy)
• IRS Publication 552: Recordkeeping for Individuals
• State Privacy Laws: Applicable state regulations

If you have questions about this Privacy Policy or wish to exercise your rights, please contact us:

Tax Members Corporation

Email: privacy@taxmembers.net

Phone: [Your Contact Number]