Privacy Policy

PRIVACY POLICY

Effective Date:   05/07/2026
Last Updated: 05/07/2026

Welcome to the Right Choice Tax App (“App”), operated by Right Choice Tax Solutions (“Company,” “we,” “our,” or “us”). Your privacy and the protection of your personal and financial information are extremely important to us.

This Privacy Policy explains how we collect, use, store, share, and protect information when you use the Right Choice Tax App, website, client portal, kiosk system, mobile application, and related services.

By accessing or using the App, you agree to the terms outlined in this Privacy Policy.

1. INFORMATION WE COLLECT

We may collect the following categories of information:

Personal Identification Information

• Full Name

• Address

• Phone Number

• Email Address

• Date of Birth

• Social Security Number

• Driver’s License or State ID

• IP Address

• Device Information

Tax and Financial Information

• W-2 Forms

• 1099 Forms

• Tax Returns

• Banking Information

• Income Information

• Business Financial Records

• IRS Notices

• Tax Documents and Attachments

Identity Verification Information

To comply with IRS requirements and fraud prevention standards, we may collect:

• Photo Identification

• Selfie Verification

• Electronic Signatures

• Authentication Data

Business Information

For business tax clients, we may collect:

• EIN Information

• Business Registration Documents

• Payroll Information

• Bookkeeping Records

• State Filing Information

Technical Information

We may automatically collect:

• Device Type

• Browser Type

• Operating System

• App Usage Data

• Crash Reports

• Login Activity

• Cookies and Session Data

2. HOW WE USE YOUR INFORMATION

We use collected information to:

• Prepare and file tax returns

• Provide tax-related services

• Verify your identity

• Communicate with you

• Process payments

• Deliver customer support

• Send appointment reminders

• Maintain client records

• Improve app performance

• Detect fraud or unauthorized activity

• Comply with IRS, state, and federal regulations

• Provide bookkeeping, consulting, credit, or business development services

We may also use information to:

• Automate workflows

• Deliver requested documents

• Improve user experience

• Monitor system security

• Prevent identity theft and tax fraud

3. DOCUMENT STORAGE AND SECURITY

Right Choice Tax Solutions uses commercially reasonable administrative, technical, and physical safeguards to help protect your information.

Security measures may include:

• Encrypted data transmission

• Secure cloud storage

• Password-protected systems

• Role-based access controls

• Multi-factor authentication

• Secure document portals

• Activity monitoring and logging

However, no method of electronic transmission or storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

4. NO GUARANTEE OF IRS ACCEPTANCE

Submission of information through the App does not guarantee:

• Tax return acceptance

• Refund approval

• Credit approval

• Loan approval

• IRS acceptance

• State acceptance

Users are responsible for reviewing submitted information for accuracy before filing.

5. SHARING OF INFORMATION

We do not sell your personal information.

We may share information with trusted third parties only when necessary to provide services, including:

• IRS and state tax agencies

• Tax software providers

• Banking partners

• Payment processors

• Identity verification providers

• Cloud storage providers

• Service contractors

• Compliance or legal authorities

Information may also be disclosed when required by law, subpoena, court order, or government investigation.

6. THIRD-PARTY SERVICES

Our App may integrate with third-party platforms including:

• Tax software providers

• Payment processors

• Scheduling systems

• Cloud storage services

• CRM systems

• Identity verification systems

• Google services

• GoHighLevel integrations

• Email and SMS providers

We are not responsible for the privacy practices of third-party services.

Users should review those providers’ privacy policies separately.

7. MOBILE APP PERMISSIONS

Depending on device settings, the App may request access to:

• Camera

• File Storage

• Photos

• Notifications

• Biometric Authentication

• GPS or Location Services (if enabled)

Permissions are used solely to improve functionality and client services.

Users may disable permissions within their device settings.

8. DATA RETENTION

We retain information for as long as necessary to:

• Provide services

• Meet IRS retention requirements

• Comply with legal obligations

• Resolve disputes

• Enforce agreements

Certain tax records may be retained for multiple years in accordance with federal and state regulations.

9. YOUR RIGHTS

Depending on your location and applicable laws, you may have the right to:

• Access your information

• Correct inaccurate information

• Request deletion of certain data

• Withdraw consent

• Request copies of records

• Limit certain processing activities

Requests may require identity verification before processing.

10. CHILDREN’S PRIVACY

Our services are not intended for children under 13 years of age.

We do not knowingly collect personal information from children without parental or legal guardian consent.

11. SMS, EMAIL, AND COMMUNICATION CONSENT

By providing your contact information, you consent to receive:

• Appointment reminders

• Tax updates

• Service notifications

• Document requests

• Billing communications

• SMS messages

• Emails

• Automated reminders

Message and data rates may apply.

You may opt out of marketing communications at any time.

12. KIOSK AND PUBLIC DEVICE USE

If using the Right Choice Tax Kiosk System:

• Users should not leave devices unattended while logged in.

• Sessions may automatically expire for security.

• Uploaded documents may be temporarily processed during transmission.

• Public Wi-Fi use is at the user’s own risk.

For security purposes, the system may disable autosave functions for sensitive tax data.

13. DISCLAIMERS

Right Choice Tax Solutions is not responsible for:

• User-entered errors

• Incorrect uploaded documentation

• Delayed refunds

• IRS processing delays

• Third-party outages

• Internet disruptions

• Unauthorized access caused by user negligence

Users are responsible for safeguarding their login credentials.

14. CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy periodically.

Changes become effective upon posting within the App or website.

Continued use of the services after updates constitutes acceptance of the revised policy.

15. CONTACT INFORMATION

Right Choice Tax Solutions
Website: www.rightchoicetaxsolutions.com
Email: tax@rightchoicetaxsolutions.com
Phone: 985-379-7435

If you have questions regarding this Privacy Policy or your personal information, please contact us directly.

16. CONSENT

By using the Right Choice Tax App, website, kiosk system, or client portal, you acknowledge that you have read, understood, and agreed to this Privacy Policy.