Privacy Policy

Tax Nationwide, LLC (“Company,” “we,” “our,” or “us”) values your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website at tax-nationwide.com, submit information through our online evaluation forms, or communicate with us via email, phone, or SMS text messaging.

1. Information We Collect

We may collect personal information that you voluntarily provide to us when expressing an interest in obtaining information about our tax resolution, preparation, or consulting services:

• Contact Information: First name, last name, email address, telephone/mobile number, and physical mailing address.
• Tax & Financial Details: Unfiled tax years, estimated tax liability, filing status, state of residence, and related documentation necessary for tax consultation.
• Communication Data: Inquiries, call records, SMS message logs, appointment notes, and customer support communications.

2. How We Use Your Information

We use the information collected to:

• Evaluate your tax situation and connect you with qualified tax consultants.
• Provide tax preparation, resolution, and filing services.
• Deliver customer service, case updates, appointment reminders, and requested information.
• Send marketing offers, promotional messages, and educational updates if you have opted in to receive them.
• Maintain accurate compliance and verification records.

3. Mobile Information and SMS Communications (TCR & CTIA Compliance)

When you submit your mobile telephone number on our forms and affirmatively check the optional SMS consent checkbox, you agree to receive marketing offers, promotional messages, and customer-care text messages from Tax Nationwide, LLC.

Mandatory Non-Sharing Clause:
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Text-messaging originator opt-in data and consent are strictly confidential and will not be sold, rented, leased, traded, or shared with third parties, external lead generators, or affiliates under any circumstances. We share data only with aggregators and service providers strictly as necessary to deliver text-messaging services on our behalf, under contractual terms that prohibit them from using your data for any other purpose.

You can revoke your consent and unsubscribe from SMS text messages at any time by replying STOP. For assistance, reply HELP, call 833-688-7013, or email info@tax-nationwide.com.

4. Information Sharing and Disclosure

We do not sell your personal data. We only share information with licensed tax professionals, contracted customer relationship management platforms, and essential technology vendors strictly necessary to deliver our services, enforce our Terms & Conditions, or comply with legal requirements.

5. Data Security & Retention

We implement administrative, technical, and physical security measures designed to protect your sensitive personal and tax information against unauthorized access, loss, or alteration. We retain records in accordance with federal and state regulatory retention requirements (typically 3–7 years for tax-related records).

6. Your Privacy Rights

Depending on your state of residence (including California CCPA/CPRA rights), you may have the right to request access to, correction of, or deletion of your personal information. To exercise your rights, please contact us using the information below.

7. Contact Information

If you have questions or concerns about this Privacy Policy, please contact us at:

Tax Nationwide, LLC
2531 South 150 East, Bountiful, Utah 84010
Phone: 833-688-7013
Email: info@tax-nationwide.com
Website: https://tax-nationwide.com