Privacy Policy

Overview

This Privacy Policy explains how TaxFM handles information related to use of this website and the contact pathways made available through it. TaxFM provides tax preparation, planning, IRS representation, ITIN services, and compliance support through a remote practice.

Information You Voluntarily Provide

Visitors may choose to contact TaxFM by phone, email, scheduling a call through Calendly, or accessing the client portal through TaxDome if they are already an existing client with portal access. Information may include your name, contact information, scheduling details, and a general description of the assistance requested.

Please do not send Social Security numbers, tax returns, identification documents, financial account details, or other sensitive tax records through ordinary email. Sensitive tax documents should be exchanged only through an approved secure method provided by TaxFM when appropriate.

Scheduling, Portal, Phone, and Email

TaxFM uses Calendly for scheduling and TaxDome for existing-client portal access. These third-party services have their own privacy practices and policies. Phone and email communications may be used to respond to inquiries, coordinate consultations, provide administrative information, and discuss next steps.

Website Technical Information

Like most websites, this site may process basic technical information needed to load pages, maintain security, diagnose errors, and understand site performance. TaxFM is not currently adding analytics or advertising pixels to this website.

How Information May Be Used

Information may be used to respond to inquiries, schedule calls, evaluate whether TaxFM may be able to assist, provide services to engaged clients, maintain business records, improve website operation, and comply with applicable professional, legal, or administrative obligations.

Service Providers

TaxFM may use service providers for website hosting, scheduling, client portal access, communication, and related business operations. These providers may process information as needed to provide their services.

Information Security and Retention

TaxFM takes privacy and confidentiality seriously and uses organized processes for client communication and document exchange. No public website or ordinary email communication can be guaranteed to be completely secure. Information is retained only as reasonably needed for business, professional, administrative, and legal purposes.

No Sale of Personal Information

TaxFM does not sell personal information. TaxFM does not add advertising pixels or tracking scripts to this website at this time.

Third-Party Links

This website may link to third-party services, including Calendly and TaxDome. TaxFM is not responsible for the privacy practices, content, or security of third-party websites or services.

Children’s Privacy

This website is not directed to children. TaxFM does not knowingly collect information from children through this website.

Policy Changes

TaxFM may update this Privacy Policy from time to time. Updates will be posted on this page.

Contact

Questions about this Privacy Policy may be directed to info@taxfm.pro or 888-400-2-TAX.