Privacy Policy

Tax Wellness LLC

Effective Date: June 2, 2026|2007 W Hedding St, Ste 211, San Jose, CA 95128|[email protected]

Tax Wellness LLC (“Tax Wellness,” “we,” “our,” or “us”) is committed to protecting the privacy and security of your personal, financial, and tax information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our websites, software applications, accounting and payroll platforms, tax tools, calculators, professional services, and related offerings (collectively, the “Services”).

Please read this policy carefully. By using our Services, you consent to the practices described below. If you do not agree with this policy, please discontinue use of our Services.

Quick SummaryWe collect personal, financial, and tax information to provide our Services. We do not sell your personal information. AI-generated outputs should be independently reviewed before being relied upon for legal, tax, or financial decisions.

Information We Collect

We collect information in the following categories, depending on which Services you use:

APersonal Information

Name, email address, phone number, and mailing address
Date of birth and government-issued identification
Taxpayer Identification Number (TIN), SSN, EIN, or ITIN
Business name, structure, and ownership information

BFinancial Information

Bank account and payment information
Transaction history and accounting records
Payroll data, employee compensation, and withholding information
Income, expense, and financial statement data

CTax and Payroll Information

Tax forms and filings (W-2s, 1099s, K-1s, payroll reports, etc.)
Dependent and household information
Historical and current tax return data

DTechnical and Usage Information

IP address, browser type, device type, and operating system
Log files, usage analytics, and session data
Cookies and similar tracking technologies (see Section 10)

EAI and User Inputs

Any information you enter into calculators, AI tools, accounting workflows, tax estimators, chat interfaces, or automation features may be collected and processed to provide those Services.

How We Collect Information

We collect information through the following methods:

Directly from you when you create an account, use our Services, or contact us
From connected financial institutions and payroll providers you authorize
From accounting software and third-party integrations you link to your account
Automatically through your use of the Services (e.g., cookies, log files, analytics tools)

Third-Party Financial Integrations

Our Services may integrate with third-party financial data providers, including Teller.io, Plaid, payroll processors, and financial institutions. By linking your accounts, you authorize these providers to access and transmit your financial data on your behalf.

Important: We do not control the privacy or security practices of third-party providers. Your use of these integrations is also governed by their respective privacy policies and terms of service, which we encourage you to review.

How We Use Your Information

We use the information we collect for the following purposes:

Providing, maintaining, and improving our Services
Performing accounting, payroll, bookkeeping, and tax preparation services
Preparing and filing tax returns and financial reports
Synchronizing financial transactions and processing payroll and tax payments
Authenticating users and maintaining account security
Detecting and preventing fraud and security incidents
Developing AI-powered features, analytics, and product improvements
Communicating with you about your account, services, and updates
Complying with legal and regulatory obligations
Enforcing our Terms and Conditions and other agreements

AI and Automated Processing

Some of our Services use artificial intelligence, machine learning, or automated systems to categorize transactions, generate financial insights, assist with tax calculations, identify anomalies, automate workflows, or provide recommendations.

Limitation of AI Outputs: AI-generated outputs may not always be accurate or complete. You should independently review all AI-generated results before relying on them for any legal, tax, payroll, or financial decisions. Tax Wellness is not liable for errors in AI-generated outputs that are not independently verified.

How We Share Your Information

We do not sell your personal information. We may share your information with the following categories of third parties only to the extent necessary to provide our Services or comply with applicable law:

Financial institutions, payroll processors, and tax authorities (as required to deliver Services)
Cloud hosting providers, analytics vendors, and identity verification services
Payment processors and professional advisors (e.g., attorneys, accountants)
Subcontractors and service providers who assist us in operating the Services

We may also disclose your information:

To comply with applicable law, regulation, or legal process
To respond to valid legal requests from government or law enforcement authorities
To protect the rights, safety, or property of Tax Wellness or our users
In connection with a merger, acquisition, or sale of business assets
With your explicit consent

Data Retention

We retain your information for as long as reasonably necessary to provide our Services, comply with legal and regulatory obligations (including applicable tax, payroll, and accounting record requirements), resolve disputes, and enforce our agreements. Specific retention periods vary based on the type of information and applicable legal requirements.

When information is no longer needed, we take reasonable steps to securely delete or de-identify it.

Security

We implement commercially reasonable administrative, technical, and organizational safeguards designed to protect your personal and financial information from unauthorized access, disclosure, alteration, or destruction.

Please Note: No system or method of electronic transmission or storage is completely secure. While we work hard to protect your information, we cannot guarantee absolute security. You acknowledge that providing personal and financial information to us involves inherent risk.

Your Responsibilities

You play an important role in keeping your information secure. You are responsible for:

Maintaining the confidentiality of your account credentials and not sharing them with others
Providing accurate and complete information when using our Services
Reviewing imported or synchronized transaction data for accuracy
Securing your devices and promptly notifying us of any unauthorized access to your account

Cookies and Analytics

We use cookies, web beacons, pixels, analytics tools, and similar technologies to improve platform functionality, analyze usage patterns, maintain user sessions, personalize your experience, and enhance security.

You may adjust your browser settings to limit or block cookies. However, doing so may affect the functionality of certain features of our Services.

Children's Privacy

Certain Tax Wellness Services, including tax preparation, payroll, benefits administration, and related financial services, may require collection of information relating to individuals under the age of 13 — for example, dependent information for tax reporting purposes.

Where such information is collected, it is done so solely:

At the direction of a parent, legal guardian, or authorized taxpayer
For legitimate tax, accounting, payroll, or legal compliance purposes
Only to the extent reasonably necessary to provide the requested Services

We do not knowingly collect personal information directly from children for marketing purposes, and we do not permit children to independently create accounts on our platform.

California Privacy Rights

If you are a California resident, you may have certain rights under the California Consumer Privacy Act (CCPA) and other applicable California privacy laws, including the right to:

Know what personal information we have collected about you and how it is used and shared
Request deletion of your personal information (subject to certain exceptions)
Correct inaccurate personal information we hold about you
Opt out of the sale or sharing of your personal information (we do not sell personal information)
Non-discrimination for exercising your privacy rights

To submit a request or learn more about exercising your rights, please contact us using the information in Section 16.

International Users

Our Services are intended for users in the United States. If you access our Services from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States or other jurisdictions where our service providers operate. Data protection laws in those jurisdictions may differ from those in your home country.

Third-Party Links and Services

Our Services may contain links to or integrations with third-party websites, applications, or services. We are not responsible for the privacy practices, security, or content of those third-party platforms. We encourage you to review the privacy policies of any third-party services you access through our platform.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make material changes, we will update the "Effective Date" at the top of this policy and, where appropriate, notify you via email or a notice within the Services.

Your continued use of the Services after any changes are posted constitutes your acceptance of the revised policy.

Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us:

Tax Wellness LLC

2007 W Hedding St, Ste 211

San Jose, CA 95128

Email: [email protected]

Website: https://www.taxwellness.com