This Privacy Policy explains how Taxley collects, uses, discloses, retains, and protects Personal Information when you visit or interact with Taxley’s websites, webpages, portals, forms, Accounts, communications, public programming, and Professional Services, collectively referred to as the “Site” and “Services.”
This Privacy Policy describes Taxley’s privacy practices. Where consent or a specific authorization is required by applicable law, professional standards, a Taxing Authority, or an applicable agreement, Taxley will request that consent or authorization through an appropriate notice, form, engagement document, taxpayer authorization, or other process.
If you do not want Taxley to collect or process information as described in this Privacy Policy, do not use the Site or voluntarily submit information to Taxley. Certain information is required for Taxley to evaluate an engagement request, establish an Account, provide Professional Services, process a transaction, or comply with legal and professional obligations. Taxley may be unable to provide the applicable Service when required information is not provided.
1. What this Privacy Policy Covers
This Privacy Policy applies to Personal Information Taxley collects through or in connection with:
Taxley.com and related websites, webpages, landing pages, and online resources;
consultation, registration, enrollment, intake, authorization, and information-request forms;
Taxley Accounts, portals, and Shared Workspaces;
Tax Resolution services;
Taxley Oversight & Guidance;
CentsableCEO™ Roundtables, workshops, webinars, public events, and other educational programming;
scheduling, electronic-signature, payment, billing, and renewal processes;
email, telephone, text-message, video-conference, portal, and other communications;
meetings, consultations, calls, transcripts, summaries, and recordings, where applicable;
tax-account investigation, transcript access, account oversight, and communications with Taxing Authorities;
information supplied by authorized individuals, professionals, representatives, and service providers; and
Taxley’s business, security, quality-assurance, documentation, analytics, and administrative activities.
This Privacy Policy applies to information collected from or relating to:
website visitors;
prospective clients;
clients;
Members;
represented taxpayers;
Jointly Filing Spouses;
business owners, officers, partners, members, and authorized representatives;
participants in Taxley programming;
payors and Financially Responsible Parties;
Authorized Users of Accounts and Shared Workspaces; and
other individuals who communicate or interact with Taxley.
This Privacy Policy does not govern the independent privacy practices of third-party websites, platforms, applications, Taxing Authorities, or service providers that are not controlled by Taxley. Those parties may collect and process information under their own terms and privacy policies.
2. Key Terms
For purposes of this Privacy Policy:
“Account” means a user account, registration record, portal workspace, Shared Workspace, profile, login credential, or other authenticated access established, issued, or authorized by Taxley.
“Authorized User” means a person whom Taxley has expressly authorized to access an Account or Shared Workspace.
“Client” means an individual or entity accepted by Taxley for Professional Services under the applicable Terms of Engagement and Service-Specific Terms.
“Content” means information and materials made available through the Site or Services, including text, graphics, photographs, videos, presentations, downloads, articles, newsletters, templates, forms, tools, assessments, checklists, worksheets, guides, examples, portal materials, software, branding, and related content.
“De-Identified Information” means information that has been aggregated, anonymized, de-identified, or otherwise modified so that it cannot reasonably be associated with an identifiable individual or business, subject to applicable law.
“Engagement Materials” means registration forms, enrollment materials, proposals, invoices, checkout disclosures, written scope confirmations, payment arrangements, continuation offers, renewal communications, portal confirmations, accepted amendments, and other written materials specifically issued to or accepted in connection with a Professional Service.
“Financially Responsible Party” means a person or entity that has expressly accepted responsibility for some or all payment obligations associated with a Professional Service through applicable Engagement Materials, Service-Specific Terms, or another written acceptance process approved by Taxley.
“Jointly Filing Spouse” means a spouse who is separately enrolled through Taxley’s Jointly Filing Spouse add-on and who files or expects to file a joint federal income-tax return with the applicable Taxley Oversight & Guidance Member.
“Member” means a person enrolled in Taxley Oversight & Guidance under the applicable Membership Terms and enrollment materials.
“Personal Information” means information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked with an identifiable individual or household. Depending upon applicable law, Personal Information may also include information associated with an identifiable business representative, sole proprietor, Account, device, or online activity.
“Professional Services” means Tax Resolution and Taxley Oversight & Guidance services accepted by Taxley and governed by the Terms of Engagement and applicable Service-Specific Terms.
“Sensitive Personal Information” means Personal Information that presents heightened privacy or security risks, including, where applicable:
Social Security numbers;
Employer Identification Numbers and other taxpayer-identification numbers;
government-issued identification information;
Account credentials;
taxpayer authorizations;
tax transcripts, returns, notices, balances, filing information, and account activity;
financial-account, payment, income, expense, asset, liability, and payroll information;
precise geolocation when collected;
contents of private communications;
information concerning health or personal circumstances when relevant to a Service; and
other information classified as sensitive under applicable law.
“Service-Specific Terms” means written terms governing a particular Professional Service, including the Taxley Tax Resolution Terms, the Taxley Oversight & Guidance Membership Terms, and other written terms Taxley expressly designates as governing a particular Professional Service.
“Services” means the Site, Accounts, Content, public programming, complimentary consultations, technology, and Professional Services made available by Taxley.
“Shared Workspace” means an Account or portal workspace that Taxley expressly establishes or authorizes for access by more than one Authorized User.
“Site” means Taxley’s websites, webpages, portals, forms, scheduling systems, registration systems, payment interfaces, applications, and related digital properties.
“Taxing Authority” means the Internal Revenue Service, a state or local department of taxation or revenue, or another governmental authority responsible for administering or enforcing a tax matter.
“User,” “you,” and “your” mean any individual or entity accessing or using the Site or Services.
3. Information We Collect
Taxley may collect Personal Information:
directly from you;
automatically through the Site and technology systems;
from Taxing Authorities and authorized tax-account systems;
from individuals or organizations authorized to provide information; and
from service providers and other lawful sources.
The information collected depends upon how you interact with Taxley, the Services requested, the scope of an accepted engagement, and applicable legal, professional, security, and operational requirements.
3.1 Information You Provide Directly. You may provide Taxley with:
Contact and identity information, including:
name;
email address;
telephone number;
mailing address;
date of birth;
Social Security number;
Employer Identification Number;
taxpayer-identification information;
government-issued identification;
identity-verification information; and
signatures and electronic acceptances.
Business and organizational information, including:
business name and contact information;
entity type;
ownership and management information;
organizational role or authority;
formation and registration information;
business operations;
locations and jurisdictions;
employees and independent contractors;
payroll and workforce information; and
related businesses, entities, owners, officers, partners, or responsible persons.
Tax and compliance information, including:
tax returns and filing information;
tax account transcripts;
notices and correspondence;
balances and assessments;
payments, deposits, penalties, and interest;
filing and payment history;
federal, state, and local tax matters;
payroll and employment-tax information;
sales or use tax information;
unfiled or amended return information;
audit, examination, Appeals, collection, lien, levy, garnishment, and enforcement information;
taxpayer authorizations;
information concerning existing or proposed resolution arrangements; and
communications with Taxing Authorities.
Financial information, including:
income and expenses;
assets and liabilities;
bank and financial-account information;
payment capacity;
cash flow;
property and ownership interests;
investment and retirement information;
loan and debt information;
business financial information;
payroll information;
bookkeeping and accounting information; and
other financial information relevant to the requested or accepted Services.
Engagement and participation information, including:
consultation requests;
registration and enrollment information;
intake responses;
eligibility and service-selection information;
goals and concerns;
engagement documents;
Membership selections and add-ons;
Covered Accounts, taxpayers, entities, jurisdictions, and tax types;
scheduling information;
workshop and Roundtable registrations;
attendance and participation information;
requests for support or review; and
feedback voluntarily provided to Taxley.
Payment and transaction information, including:
billing name and address;
payment method information;
transaction history;
invoices;
payment authorizations;
installment and renewal information;
refunds;
failed payments;
billing communications; and
chargeback or payment-dispute information.
Payment-card and bank-account information may be collected and processed directly by Taxley’s payment, invoicing, accounting, or financial service providers. Taxley may receive limited transaction information rather than complete payment credentials.
Communications and submitted materials, including:
emails;
text messages;
portal messages;
telephone communications;
consultation notes;
support requests;
documents uploaded or otherwise provided;
correspondence with third parties;
Client instructions and approvals;
complaints and dispute communications; and
other information communicated to Taxley.
You should submit sensitive tax, financial, identity, or business information only through communication methods designated or approved by Taxley. Taxley does not request prospective clients to send extensive taxpayer records or sensitive documents through public forms or unsecured channels.
Information voluntarily sent to Taxley before Taxley accepts a Professional Services engagement may be reviewed, retained, restricted, archived, or deleted in accordance with this Privacy Policy, Taxley’s security practices, applicable law, and legitimate business needs. Submission of information does not, by itself, establish a professional-client relationship or require Taxley to accept, investigate, preserve, or act upon the matter.
3.2 Meetings, Calls, Recordings, Transcripts, and Summaries. Taxley may record, transcribe, summarize, or otherwise document:
complimentary consultations;
Client and Member meetings;
video conferences;
telephone calls;
Tax Account Oversight Sessions;
workshops;
Roundtables;
internal meetings; and
other communications.
Taxley may use recordings, transcripts, summaries, notes, or related information for:
documentation;
quality assurance;
meeting summaries;
note generation;
preparation of follow-up communications;
professional recordkeeping;
training and internal operations;
service delivery;
dispute resolution;
security;
compliance; and
other legitimate business purposes.
Taxley may use technology-assisted transcription, summarization, or artificial-intelligence features provided through Taxley’s selected meeting, communications, productivity, or technology systems.
Where notice or consent to recording is required, Taxley will provide or obtain it through an appropriate meeting notice, platform notification, verbal disclosure, form, agreement, or other process.
Unless a longer period is reasonably necessary for legal, regulatory, professional, contractual, security, dispute-resolution, documentation, or other legitimate business purposes, Taxley generally intends to retain audio or video recordings for up to approximately six months after the recording date.
Transcripts, summaries, notes, action items, or information incorporated into Client, Member, business, compliance, or professional records may be retained separately and for a longer period under Section 7.
3.3 Information Collected Automatically. When you access or use the Site, Accounts, portals, emails, or other technology systems, Taxley and its service providers may automatically collect:
Internet Protocol address;
browser type;
device type and identifiers;
operating system;
language and time-zone settings;
referring and exit pages;
webpages and Content viewed;
dates, times, duration, and frequency of visits;
links, buttons, forms, and features used;
login, Account, and portal activity;
email-delivery and engagement information;
approximate location inferred from an Internet Protocol address;
cookie and similar-technology identifiers;
security, authentication, fraud-prevention, and diagnostic information;
system, performance, and error logs; and
other technical and usage information.
Taxley does not intentionally collect precise device geolocation unless a particular feature is enabled, the User provides permission, or the collection is otherwise disclosed.
Additional information concerning cookies, analytics, tags, affiliate tracking, and similar technologies appears in Section 8.
3.4 Information Received From Taxing Authorities and Authorized Tax Systems. When properly authorized or otherwise legally permitted, Taxley may obtain information from:
the Internal Revenue Service;
state and local Taxing Authorities;
IRS electronic services and practitioner systems;
practitioner telephone and correspondence services;
state taxpayer account systems;
transcript and tax-account technology providers;
tax resolution and professional workflow systems; and
other governmental or authorized tax-information sources.
This information may include:
tax account transcripts;
return and filing information;
balances and assessments;
payments, credits, offsets, penalties, and interest;
collection activity;
notices and correspondence;
authorization records;
audit or examination activity;
payroll or employment-tax account information;
resolution or compliance status;
Taxing Authority communications; and
other information relevant to the authorized matter.
Taxley obtains and uses taxpayer information only within the authority granted by the taxpayer, applicable law, Taxing Authority procedures, and the accepted scope of Professional Services.
3.5 Information Received From Authorized Individuals and Organizations. Taxley may receive information from another person or organization when the applicable individual or entity has provided written authorization, the source possesses lawful authority, or disclosure is otherwise permitted or required by law.
Authorized sources may include:
a spouse or Jointly Filing Spouse;
a Jointly Represented Client;
a business owner, officer, partner, member, fiduciary, or authorized representative;
an attorney;
an accountant or tax return preparer;
a bookkeeper;
a payroll provider;
a financial professional;
an employer;
a lender or financial institution;
another professional assisting with the matter; or
another person or entity expressly authorized by the Client or taxpayer.
Taxley may require written authorization, proof of authority, identity verification, or other documentation before requesting, receiving, relying upon, or disclosing information through another person.
Information provided by one Authorized User through a Shared Workspace may be accessible to other Authorized Users of that Shared Workspace according to the applicable Terms of Engagement, Service-Specific Terms, access authorization, and technology configuration.
3.6 Information Received From Service Providers and Other Sources. Taxley may receive information from service providers supporting:
website hosting and administration;
forms and customer-relationship management;
scheduling;
email and text-message communications;
video conferencing;
meeting recording, transcription, and summarization;
portals and document exchange;
cloud storage and productivity tools;
electronic signatures;
payment processing;
invoicing and accounting;
tax transcripts and tax-resolution workflows;
identity verification;
analytics, tags, and affiliate tracking;
information security;
fraud prevention;
artificial-intelligence and automation tools; and
other business and professional operations.
Taxley may also collect information from public records, governmental databases, professional directories, referral sources, or other lawful sources when reasonably relevant to evaluating or providing Services, verifying information, protecting Taxley’s rights, or complying with law.
3.7 Artificial Intelligence, Automation, and Technology-Assisted Processing. Taxley may use artificial-intelligence, machine-learning, transcription, summarization, drafting, document-analysis, spreadsheet, workflow, automation, and other technology-assisted tools to support:
meeting transcripts and summaries;
notes and documentation;
email and communication drafting;
document drafting and review;
organization and analysis of information;
preparation of internal work materials;
creation of website and educational Content;
spreadsheet and workflow development;
quality assurance;
administrative operations; and
professional work performed for Clients and Members.
Personal Information, including Client or taxpayer information, may be processed through service providers supporting those functions when reasonably necessary for the authorized purpose and subject to Taxley’s vendor-management, confidentiality, security, professional, and legal requirements.
Taxley applies human professional judgment to Client work and does not rely exclusively upon automated systems to make final professional decisions concerning a Client’s tax matter, recommended strategy, representation, or other material Professional Service.
4. How We Use Information
Taxley may use Personal Information for the purposes described below.
4.1 Deliver and Administer the Site and Services. Taxley may use Personal Information to:
operate and administer the Site and Services;
respond to inquiries and requests for information;
schedule and conduct complimentary consultations;
evaluate prospective engagement requests;
establish and administer Professional Services engagements;
provide Tax Resolution and Taxley Oversight & Guidance;
establish and administer Accounts and Shared Workspaces;
verify identity, authority, eligibility, and authorization;
communicate with prospective clients, Clients, Members, taxpayers, Authorized Users, and authorized representatives;
process payments, invoices, renewals, refunds, and related transactions;
schedule meetings, sessions, workshops, and public programming;
prepare analyses, summaries, correspondence, recommendations, documentation, and other work product;
maintain engagement, Membership, Account, and business records; and
otherwise provide and administer requested Services.
4.2 Professional Services Administration. When Taxley accepts a Professional Services engagement, Taxley may use Personal Information as reasonably necessary to administer and provide the applicable Services, including to:
evaluate information relevant to the engagement;
obtain information from Taxing Authorities and authorized tax-information systems;
communicate with Clients, Members, taxpayers, Authorized Users, and authorized third parties;
prepare professional work product;
maintain professional and administrative records;
perform quality assurance;
administer covered Accounts, taxpayers, entities, jurisdictions, and matters; and
carry out the purposes authorized by the applicable Client, taxpayer, agreement, or law.
This Section describes Taxley’s information-processing purposes. The scope, responsibilities, limitations, and operational requirements of Professional Services are governed by the applicable Terms of Engagement and Service-Specific Terms.
4.3 Internal Operations, Security, and Service Improvement. Taxley may use Personal Information to:
maintain, operate, evaluate, and improve the Site and Services;
improve workflows, systems, technology, and operational efficiency;
administer Accounts and access controls;
maintain quality assurance and professional records;
conduct internal reviews and business analysis;
detect, prevent, and investigate fraud, misuse, unauthorized access, and security incidents;
maintain system, security, audit, and activity records;
manage vendors and service providers;
protect Taxley’s rights, systems, property, Clients, Members, Users, and others;
comply with legal, regulatory, contractual, security, and professional obligations; and
support other legitimate business operations consistent with this Privacy Policy.
4.4 Artificial Intelligence, Automation, and Technology-Assisted Processing. Taxley may use artificial-intelligence, machine-learning, automation, transcription, summarization, drafting, document-analysis, spreadsheet, workflow, and other technology-assisted tools to support the purposes described in this Privacy Policy.
These purposes may include:
meeting transcription and summarization;
note generation and documentation;
drafting communications and documents;
organizing and analyzing information;
supporting professional work;
creating internal business materials;
quality assurance;
workflow development;
administrative operations; and
service improvement.
Personal Information may be processed by service providers supporting these functions when reasonably necessary for the authorized purpose and subject to applicable confidentiality, security, contractual, professional, and legal requirements.
Taxley applies human professional judgment to material Client work and does not rely exclusively upon automated systems to make final professional decisions concerning a Client’s tax matter, recommended strategy, representation, or other material Professional Service.
4.5 De-Identified and Aggregated Information. Taxley may create and use De-Identified Information for:
research;
analytics;
benchmarking;
internal reporting;
service improvement;
quality assurance;
operational planning;
training;
educational-content development;
case studies; and
other legitimate business purposes.
Taxley will not publicly identify a Client, Member, participant, taxpayer, prospective client, or business in connection with De-Identified Information, educational content, benchmarking, or case studies without appropriate authorization or as otherwise permitted by law.
4.6 Communications. Taxley may use Personal Information to send:
responses to inquiries;
consultation and appointment confirmations;
meeting and event reminders;
scheduling updates;
Account and portal notices;
engagement and Membership communications;
billing, payment, renewal, and transaction communications;
security and access notifications;
service and operational updates;
newsletters and educational communications;
information about CentsableCEO™ Roundtables, workshops, and other events;
promotional emails and text messages where permitted by law; and
legal or regulatory notices.
You may opt out of promotional communications using the unsubscribe method provided or by contacting Taxley.
Opting out of promotional communications does not prevent Taxley from sending transactional, operational, security, billing, engagement, Membership, or legally required communications.
4.7 Legal Compliance, Risk Management, and Enforcement. Taxley may use Personal Information to:
comply with applicable law, legal process, Taxing Authority requirements, and professional obligations;
respond to subpoenas, court orders, governmental requests, or regulatory inquiries;
establish, exercise, or defend legal claims;
enforce Taxley’s agreements, policies, and rights;
investigate suspected fraud, misconduct, misuse, security incidents, or unauthorized access;
prevent harm to Taxley, Clients, Members, Users, service providers, or others;
manage risk, insurance, disputes, complaints, and enforcement matters; and
cooperate with lawful governmental, regulatory, professional, or law-enforcement requests.
5. How We Disclose Information
Taxley may disclose Personal Information only as reasonably necessary for the purposes described in this Privacy Policy, as authorized by the applicable individual or entity, as permitted by an applicable agreement, or as otherwise permitted or required by law.
5.1 Service Providers. Taxley may disclose Personal Information to service providers that perform services on Taxley’s behalf or support Taxley’s operations, including providers supporting:
website hosting and administration;
forms and customer-relationship management;
scheduling and communications;
email and text messaging;
video conferencing;
meeting recording, transcription, and summarization;
portals and document exchange;
cloud storage and productivity tools;
electronic signatures;
payment processing;
invoicing and accounting;
tax-transcript access and tax-resolution workflows;
analytics, tags, and affiliate tracking;
artificial-intelligence and automation tools;
identity verification;
information security;
fraud prevention; and
other business and professional operations.
Taxley selects and manages service providers in accordance with applicable contractual, legal, security, and professional requirements and takes reasonable steps to require appropriate protection and authorized use of Personal Information.
5.2 Authorized Third Parties and Professional Advisors. Taxley may disclose Personal Information to another person or organization when:
the applicable Client, Member, taxpayer, or other authorized individual has provided written authorization;
the recipient possesses independent lawful authority to receive the information;
disclosure is expressly authorized by an applicable taxpayer authorization or other valid written authorization; or
disclosure is otherwise permitted or required by applicable law.
Recipients may include:
attorneys;
accountants;
tax return preparers;
enrolled agents;
bookkeepers;
payroll providers;
financial professionals;
lenders or financial institutions;
business owners, officers, partners, members, or fiduciaries;
consultants or contractors;
referral sources;
other professionals assisting with the matter; and
other persons expressly authorized by the applicable Client, Member, taxpayer, or authorized individual.
Taxley limits disclosures to information reasonably necessary for the authorized purpose.
5.3 Taxing Authorities and Governmental Agencies. Taxley may disclose Personal Information to:
the Internal Revenue Service;
state or local Taxing Authorities;
courts;
administrative agencies;
law-enforcement agencies; or
other governmental bodies.
Taxley may make such disclosures when they are within the authority granted by the applicable taxpayer or Client, reasonably necessary to provide authorized Professional Services, required by law, or otherwise permitted by applicable law.
This Section describes Taxley’s disclosure practices. The authority, scope, and operational requirements applicable to representation and communications with Taxing Authorities are governed by the Terms of Engagement, applicable Service-Specific Terms, taxpayer authorizations, and law.
5.4 Shared Workspaces and Jointly Authorized Access. When Taxley establishes or authorizes a Shared Workspace, information placed in that Shared Workspace may be accessible to each Authorized User of that Shared Workspace according to:
the applicable Terms of Engagement;
Service-Specific Terms;
written access authorizations;
the scope of the covered engagement or Service; and
the capabilities and configuration of Taxley’s selected technology.
An Authorized User may be able to view, download, upload, submit, or otherwise interact with information relating to the covered jointly filed, jointly represented, shared personal, or business matter.
Taxley may restrict, separate, reset, suspend, or terminate shared access when reasonably necessary for security, privacy, professional, conflict-management, administrative, or legal reasons.
5.5 Legal, Security, and Protective Disclosures. Taxley may disclose Personal Information when Taxley reasonably believes disclosure is necessary to:
comply with applicable law, regulation, subpoena, court order, or legal process;
respond to a lawful governmental, regulatory, professional, or law-enforcement request;
establish, exercise, or defend legal claims;
investigate fraud, misconduct, security incidents, misuse, or unauthorized access;
enforce Taxley’s agreements, policies, or rights;
protect the safety, rights, property, or security of Taxley, its Clients, Members, Users, service providers, or others; or
prevent or address unlawful, fraudulent, deceptive, harmful, or improper activity.
5.6 Business Transfers. If Taxley is involved in a merger, acquisition, financing, reorganization, sale of assets, business transfer, change of control, insolvency proceeding, or similar transaction, Personal Information may be disclosed to or transferred among:
prospective or actual purchasers;
successor organizations;
lenders;
investors;
professional advisors;
insurers;
transaction participants; and
other persons reasonably involved in the transaction.
Any such disclosure or transfer will remain subject to applicable law, professional obligations, and reasonable confidentiality or data-protection measures.
6. Sale of Personal Information, Targeted Advertising, and Cross-Context Behavioral Advertising
Taxley does not sell taxpayer information.
Taxley does not knowingly sell Personal Information for monetary consideration.
Taxley and its service providers may use cookies, analytics, tags, affiliate-tracking tools, advertising technologies, and similar technologies for purposes such as:
Site operations and functionality;
security and fraud prevention;
analytics and performance measurement;
referral and affiliate attribution;
campaign and event measurement;
understanding audiences and Site usage;
improving Content, Services, and user experience;
marketing and advertising; and
other purposes described in this Privacy Policy.
Depending upon the technology used, its configuration, the information processed, and applicable law, certain disclosures involving advertising or analytics providers may be considered a “sale,” “sharing,” targeted advertising, or cross-context behavioral advertising under some privacy laws.
To the extent applicable law treats Taxley’s activities as a sale, sharing, targeted advertising, or cross-context behavioral advertising, Taxley will provide any notices, consent mechanisms, opt-out methods, preference signals, or other choices required by that law.
Taxley’s use of cookies, analytics, tags, affiliate tracking, and similar technologies is described further in Section 8.
Taxley may update this Privacy Policy and any applicable privacy controls as its technology, advertising practices, or legal obligations change.
7. Data Retention
Taxley retains Personal Information only for as long as reasonably necessary for the purposes for which it was collected or processed, including to:
evaluate and administer engagement requests;
provide and administer Services;
maintain Accounts and Shared Workspaces;
maintain professional, tax, financial, business, payment, and transaction records;
comply with legal, Taxing Authority, regulatory, contractual, security, insurance, and professional obligations;
preserve taxpayer authorizations and engagement records;
resolve disputes and enforce agreements;
establish, exercise, or defend legal claims;
prevent fraud and protect information systems;
maintain business continuity and operational records; and
satisfy other legitimate business needs.
Retention periods vary depending upon:
the category, nature, and sensitivity of the information;
the Services requested or provided;
the duration of the relationship;
applicable professional and Taxing Authority requirements;
contractual obligations;
applicable limitation periods;
security and fraud-prevention needs;
legal holds, disputes, investigations, or claims;
the status of taxpayer authorizations;
technical and operational limitations; and
whether continued retention is otherwise permitted or required by law.
Taxley may retain records relating to tax matters, tax-account investigation, transcript access, account oversight, Professional Services, taxpayer authorizations, engagement administration, payments, communications, and professional work for periods required or permitted by applicable law, professional standards, Taxing Authority requirements, contractual obligations, dispute-resolution needs, risk-management purposes, or other legitimate business purposes.
Audio or video recordings are governed by Section 3.2. Transcripts, summaries, notes, action items, and information incorporated into Client, Member, business, compliance, or professional records may be retained separately and for longer periods.
When Taxley no longer reasonably needs Personal Information, Taxley may delete, destroy, anonymize, de-identify, or otherwise dispose of it, subject to applicable law, technical feasibility, and legitimate retention requirements.
A deletion request does not require Taxley to delete information that Taxley is permitted or required to retain.
8. Cookies, Analytics, Tags, Affiliate Tracking, and Similar Technologies
Taxley and its service providers may use cookies, pixels, tags, local storage, software-development kits, tracking links, and similar technologies to:
maintain login sessions;
authenticate Users;
support Account and portal functionality;
remember preferences;
operate forms and scheduling systems;
maintain Site security;
prevent fraud and unauthorized access;
measure Site traffic and usage;
understand how visitors interact with pages, forms, Content, and features;
evaluate email delivery and engagement;
attribute referrals and affiliate activity;
measure campaign and event effectiveness;
improve Site performance and usability;
diagnose technical problems; and
support other operational, analytical, and business purposes described in this Privacy Policy.
These technologies may collect information such as:
Internet Protocol address;
browser and device information;
cookie or device identifiers;
referring and exit pages;
webpages and Content viewed;
links, buttons, and forms used;
dates, times, and duration of visits;
approximate location;
referral or affiliate source; and
related usage and technical information.
You may be able to manage cookies through your browser settings, device settings, or any consent-management tool Taxley makes available.
Disabling cookies or similar technologies may limit the availability or functionality of certain Site, Account, portal, scheduling, form, or security features.
Taxley’s current practices concerning sale, targeted advertising, and cross-context behavioral advertising are described in Section 6.
9. Information Security and Incident Response
Taxley uses reasonable administrative, technical, and physical safeguards designed to protect Personal Information against unauthorized access, acquisition, use, disclosure, alteration, loss, or destruction.
Taxley’s safeguards may include measures relating to:
access controls;
authentication;
credential management;
system and vendor evaluation;
secure communications and document exchange;
data storage;
activity monitoring;
malware and threat protection;
backups;
incident response;
record disposal;
business continuity; and
other safeguards appropriate to Taxley’s size, operations, systems, and the sensitivity of the information involved.
No method of transmission, storage, or information security is completely secure. Taxley cannot guarantee that Personal Information will never be accessed, acquired, disclosed, altered, lost, or destroyed because of events beyond Taxley’s reasonable control.
You are responsible for protecting the devices, email accounts, telephone numbers, networks, passwords, credentials, and access methods under your control and for promptly notifying Taxley of suspected unauthorized access or security concerns.
If Taxley becomes aware of a security incident involving Personal Information under Taxley’s control, Taxley will take commercially reasonable steps to:
investigate the incident;
contain and remediate identified risks;
preserve relevant information;
cooperate with service providers, insurers, professionals, Taxing Authorities, regulators, or law enforcement where appropriate; and
provide notifications required by applicable law.
Any limitation of liability applicable to a Site-related data event is governed by the Terms of Use. Any limitation applicable to Professional Services is governed by the Terms of Engagement and applicable Service-Specific Terms.
10. Children’s Privacy
The public Site is not directed to children under thirteen years old, and Taxley does not knowingly collect Personal Information online from children under thirteen through the public Site.
Taxley’s Professional Services are generally intended for adults and entities represented by adults possessing appropriate legal authority.
If Taxley learns that it collected Personal Information from a child in a manner inconsistent with applicable law, Taxley will take reasonable steps to delete or otherwise address the information.
A parent or legal guardian who believes a child has provided Personal Information to Taxley may contact Taxley using the information in Section 14.
11. Privacy Choices and Rights
Privacy rights vary by jurisdiction and may be subject to exceptions, verification requirements, legal limitations, and Taxley’s lawful retention obligations.
Taxley will honor rights that apply to the requesting individual and Taxley under applicable law.
11.1 Marketing and Communication Choices. You may unsubscribe from promotional emails using the unsubscribe link provided in the message or by contacting Taxley.
You may opt out of promotional text messages by following the instructions provided in the message or by contacting Taxley.
Opting out of promotional communications does not prevent Taxley from sending:
transactional communications;
appointment and event reminders;
billing and payment communications;
Account or portal notices;
engagement and Membership communications;
security notifications;
responses to requests;
legally required communications; or
other nonpromotional messages reasonably necessary to administer the relationship.
11.2 Access, Correction, and Deletion Requests. Depending upon applicable law, you may request that Taxley:
provide access to certain Personal Information;
correct inaccurate Personal Information;
delete certain Personal Information; or
provide information concerning Taxley’s collection, use, or disclosure practices.
Taxley may deny, limit, or defer a request when permitted or required by law, including when information must be retained for:
Professional Services;
Taxing Authority requirements;
taxpayer authorizations;
legal or professional obligations;
security;
fraud prevention;
dispute resolution;
enforcement;
recordkeeping;
legal claims; or
another legitimate purpose permitted by law.
11.3 California Privacy Rights. To the extent the California Consumer Privacy Act, as amended, applies to Taxley and the requesting individual, a California resident may have rights to:
know or access categories and specific pieces of Personal Information;
request deletion;
request correction;
opt out of the sale or sharing of Personal Information, where applicable;
limit certain uses or disclosures of Sensitive Personal Information, where applicable;
receive information concerning categories of sources, purposes, and recipients; and
exercise applicable rights without unlawful discrimination.
Taxley’s current practices concerning sale and cross-context behavioral advertising are described in Section 6.
California rights may be subject to statutory exceptions, verification requirements, and limitations.
11.4 Other United States Privacy Rights. Residents of certain other states may possess additional privacy rights under applicable state law.
To the extent such law applies to Taxley and the requesting individual, Taxley will honor the rights and appeal procedures required by that law.
11.5 European Economic Area and United Kingdom. Taxley provides Professional Services concerning qualifying United States tax matters and does not provide foreign-country tax advice or representation.
If European Economic Area or United Kingdom data-protection law applies to Taxley’s processing of your Personal Information, Taxley will provide the additional disclosures and rights required by applicable law.
Depending upon the circumstances, those rights may include:
access;
correction;
deletion;
restriction;
objection;
data portability;
withdrawal of consent where processing is based on consent; and
the right to submit a complaint to an applicable supervisory authority.
Mere accessibility of the Site from another country does not establish that every foreign privacy law applies to Taxley.
11.6 Submitting a Privacy Request. Privacy requests may be submitted to:
Email: legal@taxley.com Mail: Taxley, LLC 7100 Foundry Row, Suite 288-81 Liberty Township, Ohio 45069
Taxley may request information reasonably necessary to verify:
your identity;
your authority to act for another person or entity;
your relationship to the Personal Information; and
the applicability of the requested right.
Taxley will use verification information only for verification, security, recordkeeping, and compliance purposes.
Where permitted by law, an authorized agent may submit a request on another person’s behalf. Taxley may require proof of the agent’s authority and direct verification from the individual.
Taxley will respond within the period required by applicable law.
12. International Access and Processing
Taxley is based in the United States and provides Professional Services concerning qualifying United States federal, state, and local tax matters.
Taxley does not provide foreign-country tax advice, foreign tax return preparation, foreign tax-account oversight, or representation before non-United States Taxing Authorities.
Individuals located outside the United States may engage Taxley only for qualifying United States tax matters within Taxley’s professional scope.
If you access the Site or Services from outside the United States, your Personal Information may be processed, stored, accessed, or transferred in the United States and in other jurisdictions where Taxley’s service providers operate.
Those jurisdictions may have data-protection laws that differ from the laws of your location.
Where applicable law requires a particular transfer mechanism, notice, contractual safeguard, or other protection, Taxley will implement the measure required under the circumstances.
13. Changes to this Privacy Policy
Taxley may update this Privacy Policy from time to time to reflect changes in:
Taxley’s Services;
information practices;
technology;
vendors;
legal or professional requirements;
security practices; or
business operations.
Taxley will revise the “Last Updated” date when this Privacy Policy changes.
Taxley may provide additional notice of material changes through the Site, email, an Account, a portal, an engagement communication, or another appropriate method when required by law or reasonably appropriate under the circumstances.
Revised practices will apply prospectively unless applicable law permits or requires otherwise.
Where consent or affirmative acceptance is required for a particular change, Taxley will request it through an appropriate process.
14. Contact
Questions, concerns, or privacy requests may be directed to:
Email: legal@taxley.com
Phone: 1.513.982.2800
Mailing: Taxley, LLC 7100 Foundry Row, Suite 288-81 Liberty Township, Ohio 45069
