Privacy Policy

PRIVACY POLICY FOR REFUND 4 TAX

Effective Date: June 11, 2026

Refund 4 Tax (“we,” “us,” or “our”) respects your privacy and is committed to protecting your personal data. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, utilize our tax refund estimation and filing software services, or interact with us through digital communications.

By using our website or services, you agree to the terms of this Privacy Policy.

1. Information We Collect

We collect several types of information from and about users of our website, including:

  • Identifiers & Contact Information: Name, mailing address, email address, telephone number, Social Security Number (SSN), and taxpayer identification numbers necessary for tax processing.

  • Financial & Tax Information: Income statements, W-2 forms, 1099 forms, filing history, bank account details for direct deposit, and other data relevant to your tax preparation.

  • Technical Data: Internet protocol (IP) address, browser type and version, time zone setting, operating system, and platform via cookies and analytical tracking tools.

2. How We Use and Share Your Information

We use the information we collect to provide and optimize our tax services, process refunds, and communicate with you.

Affiliate Sharing & Multi-Product Marketing

To provide you with comprehensive financial and protection planning, Refund 4 Tax shares the personal data and contact information we collect with our corporate affiliates and partner agencies.

By submitting your information, you acknowledge and agree that your data may be shared with and used by these affiliated entities to market, quote, and offer products and services including, but not limited to:

  • Health Insurance (including Marketplace/ACA plans and private carriers)

  • Life Insurance

  • Property & Casualty (P&C) Insurance (e.g., auto, home, commercial insurance)

3. TCPA & Communications Disclosure (SMS & Email)

We take compliance with consumer protection laws seriously, including the Telephone Consumer Protection Act (TCPA) and the CAN-SPAM Act.

Prior Express Written Consent

By providing your phone number and email address on our website forms and checking the explicit opt-in box, you provide your prior express written consent to receive marketing, promotional, and informational communications from Refund 4 Tax and our authorized insurance affiliates.

Important Disclosures:

  • Automated Systems: Communications may be delivered via automatic telephone dialing systems (ATDS), artificial or prerecorded voices, predictive dialers, and automated text/SMS platform technologies.

  • No Condition of Purchase: Consenting to receive marketing texts or emails is not a condition of purchasing any goods or services from Refund 4 Tax or its insurance affiliates. You can utilize our services without opting into marketing communications.

  • Frequency & Rates: Message frequency varies based on your interactions. Standard message and data rates applied by your mobile carrier may apply.

Opting Out & Revocation of Consent

You have the right to revoke your consent to receive communications at any time.

  • SMS/Text Opt-Out: You may opt out of text messages at any time by replying STOP, QUIT, END, CANCEL, or UNSUBSCRIBE to any text message received. We honor text opt-outs immediately through our automated platform and will send a one-time text confirming your opt-out.

  • Email Opt-Out: You can unsubscribe from marketing emails at any time by clicking the “Unsubscribe” link located at the bottom of our emails.

  • General Revocation: You may request systemic removal of your preferences by contacting our privacy compliance team directly. We process and honor all valid opt-out and Do-Not-Call requests across our affiliate infrastructure within ten (10) business days.

4. Data Security and Retention

We implement industry-standard administrative, technical, and physical security controls (including data encryption) designed to safeguard your sensitive tax and personal information. We retain your personal data only as long as necessary to fulfill the tax processing purposes for which it was collected or to comply with legal, regulatory, Internal Revenue Service (IRS), or reporting requirements.

5. Your State Privacy Rights

Depending on your state of residence (such as California, Florida, or Texas), you may possess specific statutory rights regarding your personal data, including the right to request access to, correction of, or deletion of the personal information we maintain. To exercise any consumer privacy rights, please submit a request through our dedicated compliance channel below.

6. Contact Information

To ask questions, express concerns, or submit requests regarding this Privacy Policy and our privacy practices, contact us at:

  • Email: compliance@refund4tax.com (Replace with your actual business email)

  • Mailing Address: Refund 4 Tax, Attn: Privacy Compliance Division