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Privacy Notice

Protecting your personal information is important to us across all Amadiz Tax services. Learn about it in our privacy notices below, which include choices available to you regarding the use of, your access to, and how to update and correct your personal information.

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The following guidelines set forth our general privacy practices and principles that apply to information we collect through the following services, which are owned or operated by Amadiz Tax Services, Inc., or companies related by common ownership or control (collectively, “we,” “us,” or “our”):

  • Our online and software tax preparation services;

  • Our websites and the services offered through those websites (including www.amadiztaxes.com; and

  • Our mobile applications that incorporate this privacy notice

If you enter into another business relationship with us, or an AMBR Tax Services, Inc. independent contractor, including through our nationwide network of preparers, we will make you aware of the privacy practices and principles that apply to that particular business or relationship. 

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Note to parents: Because of the nature of the services we provide, we do not market our services to minors under the age of 18, nor do we knowingly collect information from minors under the age of 18.

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Privacy inquiries

 

We utilize administrative, technical, and physical safeguards to protect your information. We protect information submitted to us, both during transmission and once we receive it.  If you have questions or comments regarding our privacy practices or security of our services, please contact us at privacy@amadiztaxes.com.

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What information do we collect?

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As part of providing services to you, we may collect information, including personal information, about you, your spouse, your dependents, or your business when you use our services.

Personal information is data that can be used to identify a person individually. The information we may collect includes, but is not limited to:

  • Contact Information (e.g., name, phone number, address, and email address);

  • Social Security Number and other government identification numbers (e.g., EIN, Driver’s License Number, and ITIN);

  • Date of Birth;

  • Financial Information (e.g., income, revenue, assets, credits, deductions, expenses, and bank account information);

  • Payment Data (e.g., checking, debit and credit card account numbers, balances, and payment history);

  • Health Information (e.g., health insurance status and financial information related to payment for healthcare services);

  • Geo-Location Information;

  • Website, Mobile Application, and Email Usage Data (e.g., interaction with a website, application, or advertisement);

  • Device Information (e.g., internet protocol [IP] address, device type, unique identifier, app version, operating system, network data, and phone state);

  • Login Information;

  • Demographic Information;

  • Professional or Employment-Related Information; and

  • Education Information.

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Where do we collect this information?

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You provide most of the information we collect. We also receive information through certain digital technologies when you interact with us. Finally, other companies and government entities may share information with us.

 

We collect information directly from you.

To deliver the services you request, customize your experience, and better serve you, we collect information you voluntarily provide as part of using or requesting our services. This information includes information you provide as part of preparing your tax return, electronically filing your tax return, setting up an online account, authenticating your identity, etc. It also includes information from documents you choose to upload to your account. If you choose not to provide certain information we request, we may be unable to serve you as our services, tools, or calculators may rely upon this information.

 

Our websites may offer publicly accessible blogs or community forums. You should be aware that any information you provide in these areas may be read, collected, and used by others who access them. To request removal of your personal information (e.g., name and city) from our blog or community forum, you can contact us here. In some cases, we may not be able to remove your personal information, in which case we will let you know if we are unable to do so and why.

 

We collect information when you use our services.

We collect certain information and usage data whenever you interact with us, whether online, through a mobile application, or through an email. This data may include which websites you visit, what you click on, and when you performed those actions. These activities may be performed by us or a service provider acting on our behalf.

 

We utilize certain web and wireless technologies to collect this information. These technologies include cookies and web beacons. 

 

The Internal Revenue Service (IRS) or state taxing authorities may require we collect certain personal and system information in connection with preparing or electronically filing your tax return. This may include your name, social security number, IP addresses, and unique device identifiers.

 

We collect information from other companies and government entities.

In accordance with their privacy notices, our business partners, and unrelated third-parties (including the IRS and credit reporting agencies) may share certain information about you with us.

 

We also collect information when you request services or information from us or companies with whom we have a business relationship, enter contests or sweepstakes, or complete surveys or polls.

 

To improve the security of our services, to protect your identity, and to protect your information, we may verify your personal information by matching the information you provide against other publicly available information that we obtain from identification verification companies.

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How do we use your information?

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We use your information to provide you the services you request. We may also use your information, as permitted by law, including: to service and report on your account; offer you relevant information or services; and enhance our services. These activities may be performed by us or a service provider acting on our behalf.

  • Offer you products and services. We may use your information to contact you about services offered by us or another Amadiz company. Amadiz companies are those related to us by common ownership or control. This may include delivery of newsletters or publications. We may also use aggregated information to offer our services.

  • Geo-Location Uses. We may use your location to provide you a list of nearby Tax preparers, assess the level of interest in our services in a particular area, and enhance the services we are providing you and other clients. You may at any time revoke our collection of this information by turning this off at the device level and declining all cookies.

  • Mobile Devices. Subject to your control, our mobile services may request permission to dial a phone number, access your camera or photo library, access the internet, access your calendar, send you push notifications, wake/lock your mobile device, or authorize in-app purchases.

  • Amadiz Tax Services Account. We may use your information to set up an online account or authenticate your identity when you request certain services from us. We may use your email address as your online username. When you add documents to your Amadiz Tax Services account, Amadiz Tax Services might access them to assist you with tax preparation or enhance its services. We may retain your Amadiz Tax Services documents as allowed or required by law.

  • Security Enhancements. We may use your information to improve the security of our services, protect your identity, and protect your information.

  • Unique Identifiers. We may assign you a unique identifier when you use our services. This unique identifier allows us to match information collected through our other various services. Generally, we use this information to help us better understand your use of our services and to customize your experience and better serve you.

  • Calculators and Tools. When you use our calculators and other tools, we may collect non-identifiable data, such as the number of people that use a certain tool. We may also set cookies or clear gifs based upon your use so you do not have to re-enter your information in a later visit and to help us customize offers and tools to your particular interests. For our calculators and other tools that require registration or ask for your contact information, we may contact you directly with relevant services and offers.

  • Referrals. If you choose to use one of our referral services, we may ask for your friend’s name and contact information, including email address. Depending on the particular referral service, we may contact your friend inviting him or her to visit our website, meet one-on-one for tax preparation, or use video technology for tax preparation. We do not store or use this information except as part of our referral programs. Your friend may contact us here to request that we remove your friend’s information from our systems.

  • Automated Decision Making. We do not use automated decision making with respect to your information.

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Who do we share your information with?

The privacy and security of your information is important to us. We do not sell or rent your information (including your social security number). We may disclose your information as permitted by law or with your consent to other Amadiz companies or to third parties with whom we have a written contract limiting the use and disclosure of your information. We may share your information to support the services you request or provide you information on services that may benefit you.

For example:

  • Amadiz Companies. We may provide information to Amadiz companies related by common ownership or control. These Amadiz companies may use this information to support the services you request or market additional services to you. These activities may include providing customer service, processing transactions, or offering other services. If you do not want us to share your personal information with Amadiz companies for marketing, contact us here.

  • Business Partners. We work closely with a variety of business partners that are not Amadiz companies (e.g., our bank partners that offer the Refund Anticipation Loan and Refund Anticipation Checks). We may offer services jointly with our business partners. You will be able to recognize when a business partner is associated with your transaction when its logo appears or is shown with our logo. We may share information that is related to such transactions with that business partner. Pursuant to our vendor management program, we require all business partners to have written contracts with us that require them to safeguard your information and prohibit them from selling, retaining, using or disclosing your personal information for any purpose other than for the specific purpose of performing the contract.

  • Service Providers. We may disclose your personal information to service providers who perform business functions on our behalf, such as data processing and analysis and direct mail or email production. We may also share your personal information, and a record of any transactions you conduct on our websites or offline with us with a third-party advertising partner and its service providers to deliver advertising tailored to your interests when you visit certain other websites. Data shared for tailored advertising is made pseudonymous. Pursuant to our vendor management program, we require all service providers to have written contracts with us that require them to safeguard your information and prohibit them from selling, retaining, using or disclosing your information for any purpose other than for the specific purpose of performing the contract.

  • Marketing Arrangements. We may provide information to companies with whom we have a joint marketing arrangement. Pursuant to our vendor management program, we require all marketing service providers to have written contracts with us that require them to safeguard your information and prohibits them from selling, retaining, using or disclosing your information for any purpose other than for the specific purpose of performing the contract. We do not share your personal information with third parties for their marketing purposes without your consent or without providing you the opportunity to opt-out of such sharing.

  • Independent Contractors. Certain Amadiz Tax Service services are provided via a network of independent contractors. In order to serve you, we may share your information with these tax professionals.

  • Communications with the IRS and State Taxing Authorities. The IRS and state taxing authorities may require or request we disclose certain personal and system information in order to process or electronically file your tax return. This information may include, but is not limited to, your name, social security number, IP addresses, unique device identifiers, bank account numbers, and tax return preparation user activity metrics (e.g., time to complete the tax return).

  • Persons Who Acquire Our Assets or Business. If we sell or transfer any of our business or assets, certain information about our clients may be a part of that sale or transfer. In the event such sale or transfer results in a material change to this Privacy Notice, we will notify you. The notification procedure will be the same as the procedure we use to notify you of a change to this Privacy Notice as described below.

  • Responses to Legal Requests. We may disclose your information when we have a good faith belief that such disclosure is required or permitted by law pursuant to a legal request. This may occur in connection with a court order, legal process, or other judicial, administrative or investigative proceeding that produces a request for information from us. In certain situations, we may be required to disclose personal information in response to lawful requests by public authorities, including to meet national security or law enforcement requirements.

  • Protection of Amadiz Tax Services and Others. We may disclose your information when we believe that disclosure is necessary to protect your rights and safety, the rights and safety of others, or our rights and safety. We may disclose your information to proper federal, state, or local officials in order to, and only to the extent necessary, inform the official of activities that may constitute, or may have constituted, a violation of any criminal law or to assist the official in investigating or prosecuting a violation of criminal law. As permitted by law, we may disclose your information to the IRS and Information Sharing and Analysis Centers (ISACs) for the prevention of stolen identity refund fraud (SIRF) and as related to potential cyber security threats.

  • Aggregate Data. We may use or disclose aggregate information compiled using information that does not identify you individually or personally. This may include, for example, the total number of visitors from a particular state or the average user age.

  • Third-Party Online Advertisements. We may allow third parties to place advertisements for their products or services on our website. If you interact with these advertisements you must disclose your personal information (e.g., IP address) to these advertisers. If you click on a third-party advertisement you will be directed to their website and your interactions with them will be governed by their privacy notice.

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What types of web and wireless technologies (including cookies) do we use?

 

We, and our service providers, use commonly-used technologies, such as cookies or similar technologies, to remember you and to personalize your experience with features and advertisements. We, and our service providers, use these technologies to help us know your usage patterns, track your preferences, and analyze how you use our services. We may receive reports on an individual or aggregate basis based on these technologies. You may opt-out of some of these technologies.

  • Cookies. Cookies are a commonly-used software technology that allow us to customize our websites for you by placing small files on your computer or mobile device as you visit various components of our websites. The purpose of cookies is to make your experience more convenient and personal. For example, knowing what services interest you helps us tailor your experience to meet your needs.

    Cookies are small alphanumeric identifiers that a web server transfers to your computer via your Internet browser. When your Internet browser visits a web page, a cookie is set with a unique number. This number is recorded in a small text file that is transmitted to your computer and stored in the cookie directory of your hard drive. Then, when you visit each webpage on which the cookie technology is enabled, the website can recognize your browser as a unique user.

    We or Service Providers acting on our behalf may use cookies and similar tracking technologies to collect information and infer your interests for interest-based advertising purposes. If you would prefer to not receive personalized ads based on your browser or device usage, you may generally express your opt-out preference to no longer receive tailored advertisements. Please note that you will continue to see advertisements, but they will no longer be tailored to your interests.

    To opt-out of interest-based advertising by participating companies in the following consumer choice mechanisms, please visit the Digital Advertising Alliance (DAA)’s self-regulatory opt-out page and the mobile application-based AppChoices download page, the European Interactive Digital Advertising Alliance (EDAA)’s consumer opt-out page, or the Network Advertising Initiative (NAI)’s self-regulatory opt-out page.

    In the mobile environment, most mobile operating systems offer device-based opt-out choices that are transmitted to companies providing interest-based advertising. To set an opt-out preference for a mobile device identifier (such as Apple’s IDFA or Android’s GAID), visit the device manufacturer’s current choice instructions pages, or read more about sending signals to limit ad tracking for your operating system here.

    Please note that these settings must be performed on each device (including each web browser on each device) for which you wish to opt-out, and if you clear your cookies or if you use a different browser or device, you will need to renew your opt-out preferences.

    You may also adjust your browser settings to accept or deny all cookies, or to request your permission each time a site attempts to set a cookie. Although cookies are not required for some parts of our services, our services may not work properly if you disable cookies entirely. Clearing cookies from your web browser may revoke a prior opt-out you have selected.

  • Local Storage Objects (HTML5). We, and third parties with whom we partner to provide certain features on our website or to display advertising based upon your web browsing activity, use HTML5 to collect and store information. Various browsers may offer their own management tools for removing HTML5.

  • Clear GIFs or Web Beacons. We employ a software technology called clear gifs (also known as pixel tags or web beacons), that help us better manage content on our websites by allowing us to understand usage patterns, fix issues, and improve the services offered to you on our websites. We may use clear gifs in our emails to let us know which emails have been opened by recipients. This allows us to gauge the effectiveness of certain communications and the effectiveness of our marketing campaigns. These activities may be performed by us or a service provider acting on our behalf.

  • Log Files. Like most websites, we use log files. Information collected in log files may include IP addresses, unique device IDs, browser type, Internet Service Provider (ISP), referring/exit pages, the files viewed on our site (e.g., HTML pages, graphics, etc.), platform type, date/time stamp, and number of clicks. We utilize this information to analyze trends, administer the site or mobile application, track user’s movement in the aggregate, and gather broad demographic information for aggregate use. When you use certain online tax services, IP addresses and unique device IDs may be tied to personal information to enable users to file or transmit tax returns to the IRS.

  • Traffic Data. We collect information relating to traffic on our website. We may collect and record information on pages visited, mouse movements and clicks, scrolling activity, keystroke data that you voluntarily enter on our website, HTML data on a page visited, IP address or information your browser provides to our web server, such as, browser type, operating system, language, screen resolution, referring URL, etc. Our collection of website traffic information is anonymized and does not include personally identifiable information. We utilize this data to improve our website and the services offered to you.

  • Online Behavioral Advertising. We allow third-party companies, such as Google DoubleClick Campaign Manager, to serve ads and collect certain pseudonymous information when you visit our websites. These companies may use this information (e.g., click stream information, browser information, time and date, device ID, geo-location, IP address, or subject of advertisements clicked or scrolled over), during your visits to our websites in order to provide advertisements about goods and services likely to be of interest to you and to enhance your consumer experience across the different devices that you use. These companies typically use a cookie or third-party web beacon to collect this information. We may engage different providers to provide similar services from time to time. To opt-out of this type of advertising you may refuse to accept cookies or by visiting the Network Advertising Initiative’s opt-out page. Options you select are browser and device specific. You may also opt out of this kind of advertising by adjusting the browser settings on your device. Some browsers have a “do not track” feature that lets you tell websites that you do not want to have your online activities tracked.

  • Mobile Device Information. We may record data from your mobile device such as Apple IDFA, general characteristics of your device and other device IDs.

  • Mobile Analytics. We use mobile analytics software to allow us to better understand the functionality of our mobile software on your phone. This software may record information such as how often you use the application, the events that occur within the application, aggregated usage, performance data, and where the application was downloaded from. We do not link the information we store within the analytics software to any personal information you submit within the mobile application.

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How do we respond to web browser "do not track" signals?

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We treat the data of everyone who comes to our websites in accordance with this Privacy Notice, whatever their “do not track” setting. While we do not respond to web browser “do not track” signals, we give you choices about receiving promotional offers from us or third-parties. You can exercise your choices as described in this Privacy Notice.

If you are located in California, you may prevent us from storing cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts by declining cookies in the cookie banner presented to you when you visit our website.

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How do we secure your information?

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The security of your personal information is important to us. We utilize administrative, technical, and physical safeguards to protect your information. If you have any questions about the security of our services, you can contact us here.

We protect information submitted to us, both during transmission and once we receive it. Nevertheless, no method of transmission over the Internet, or method of electronic storage, is 100% secure. Therefore, we cannot guarantee its absolute security.

We maintain administrative, technical, and physical safeguards that comply with applicable law and federal standards and that are designed to restrict access to your information. These safeguards include programs and specifications for physical security and records retention and disposal; computer and communication security measures reflected in system design, password protection, and data management practices; and other measures to restrict access to the data we hold in physical and electronic forms.

If we collect sensitive information (such as your Social Security Number), we will encrypt the transmission of that information using secure socket layer technology (SSL).

If we share your information with our service providers, we require all service providers to have written contracts with us that require them to safeguard your information and prohibit them from selling, retaining, using, or disclosing your information for any purpose other than for the specific purpose of performing the contract.

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How do we keep your information?

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In accordance with applicable laws, we keep your information for as long as needed to serve you, maintain your account, as needed to operate our business, or to improve our offerings or develop new ones.

We retain your information (including geo-location data) for as long as your account is active or as needed to provide you services. We may retain or use your information as necessary to comply with our policies, legal obligations, resolve disputes, and enforce our agreements.

The IRS requires us to retain filed tax returns for a period of at least three years.

For more information, please see the “How do I update or delete my information?” section of this Privacy Notice.

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Does this notice apply to business partners' products and services, including social media features?

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This Privacy Notice does not apply to products or services offered by our business partners on or through our services (such as bank partners who offer Refund Anticipation Loans or Refund Anticipation Checks). You will be able to recognize when a business partner is associated with your transaction when its logo appears or is shown with our logo. You should carefully read the privacy notices and any terms and conditions applicable to such business partner’s products or services. When you request products or services from such companies, you give us permission to provide these business partners with information about you necessary to fulfill or process your request.

 

Our services may contain links to business partners’ websites or offers for services from business partners. This Privacy Notice does not apply to these products or services. You should carefully read the privacy notices of the business partners providing such products or services and any terms and conditions applicable to such products or services.

 

Your use of social media features may use scripting or may require us to share your IP address and which page you are visiting to enable the feature to function properly. Social media features and widgets are either hosted by a business partner or hosted directly on our site, and your interactions with these features are governed by the privacy notice of the company providing it. Examples of these features are the Facebook “Like” button, the “Share This” button, and interactive mini-programs that run on our services.

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How do I update or delete my information?

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You may contact us regarding your information by emailing privacy@amadiztaxes.com or support@amadiztaxes.com. If you are a member of our online website, you may access your information through those services and, where available, update that information.

You can delete your Amadiz Tax Services account through the “Manage Account” and “Account Settings” screens. The types of information that you can access and update may change over time. Remember, some of the information we collect does not identify you personally or is not stored in an online accessible format and thus, may not be accessible through your Amadiz Tax Services account.

When you update or delete your information, we may maintain a copy of the information in our records. Additionally, if you request we permanently delete your account or information, we may still retain and use your information as necessary to comply with our legal obligations.

If an unauthorized profile has been created about you, please contact us here to request to have it deleted. We will respond to requests within a reasonable timeframe.

The profile you create on our Community page will be publicly accessible unless otherwise indicated. You may change the privacy settings of your profile through your account portal. If you have become a member of our Community page and would like to request deletion or deactivation of your profile, you may contact us here. We will respond to requests within a reasonable timeframe.

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How do I opt out?

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You may choose to limit our use or our ability to share your information in certain circumstances. Our ability to offer you certain services and your experience may be affected by your choice. To opt out of electronic communications contact us here. To opt out of all other communications email us at optout@amadiztaxes.com. You may, however, continue to receive email communications related directly to the services you purchase, such as payment receipts and e-file status notifications.

Where permitted by law, we may use your information (subject to your consent, where required) to communicate with you about services available through Amadiz Tax Services or our business partners. If at any time you wish to limit your receipt of such communications, you may email us here. At your request and subject to the limitations below, we will make reasonable efforts to limit all such marketing communications to you. We will also provide you the ability to stop receiving marketing emails by following the unsubscribe instructions included in each marketing communication. We will respond to requests within a reasonable timeframe.

You may not opt-out of the sharing of information that does not identify you personally.

The above paragraphs only apply to personal information we obtain through your use of our services covered by this Privacy Notice. You may still receive offers from us, other Amadiz companies, or Amadiz independent contractors where they obtain your contact information through other sources. In order to opt-out from communications from our partners, you must contact each partner in accordance with their policies.

Please see “What types of web and wireless technologies (including cookies) do we use?” for information on how to opt-out of various web and wireless technologies we use.

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What if I'm accessing services outside the United States?

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We process your information to provide the services you request and for our legitimate business interests, including marketing and tax preparation fraud prevention.

Our services are hosted on servers located in the United States. We also use service providers located in the United States to provide you with our services. The transfer of your information to the United States is necessary to deliver our services. Please be aware that the laws in the United States may not provide the same level of protection to your personal information as another country.

If you are accessing our services from the European Union, you have certain rights regarding the processing of your personal data. For instance, if the information you provide contains special categories of personal data, we will only process it with your explicit consent, which can be withdrawn at any time. You have the following additional rights:

 

  • You have the right to access and correct your information.

  • You have the right to obtain erasure of your information, object to or restrict processing activities related to your information, or withdraw your consent to the processing of your information after you have provided it.

  • You have the right to obtain a copy of your information in a structured, commonly-used, machine-readable format.

  • You have the right to lodge a complaint with your local supervisory authority regarding our processing of your information.

 

If you are accessing our services from Brazil, you have certain rights regarding the processing of your personal information.

You have the right to confirm if we are processing your information; to access your data; to correct incomplete, inaccurate or out-of-date data; to anonymize, block, or delete unnecessary or excessive data or data that is not being processed in compliance with Brazilian law; to the portability of data to another service or product provider, by means of an express request; to delete personal data processed with the consent of the data subject; to information about public and private entities with which the controller has shared data; to information about the possibility of denying consent and the consequences of such denial; and to revoke consent.

To exercise your rights, or if you otherwise have questions about the processing of your personal data, you may submit a request to exercise your rights here.

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What if I'm accessing services as a California resident?

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If you are a California resident, you may have the following rights over your information:

 

  • For the period covering the 12 months preceding your request, you may request that we disclose to you the categories and specific pieces of information collected about you, the categories of sources from which we collected that information, and the purposes for which your information was collected.

  • You may also request that we delete information we collected from you.

  • You have the right not to be discriminated against for exercising your rights over your information.

 

You may submit a request to exercise your rights here. We will contact you and request personal information from you, such as your name, address, and last four digits of your Social Security Number, to verify your identity in order to process your request.

You may also prevent us from storing cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts by declining cookies in the cookie banner presented to you when you visit our website.

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If you have questions or concerns regarding this privacy notice, contact us here.

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We may update this privacy notice to reflect changes to our information practices. If we make a material change to this privacy notice, including a material change in the way we use any personal information collected, we will notify you by using one of the following methods at least thirty (30) days prior to the effective date of such change: (1) we will post a notice on our website describing the change; or (2) we will send you an email notifying you of the change.

 

This Privacy Notice is effective January 1, 2022.

 

©2022-2024 Amadiz Tax Services, Inc. All rights reserved.

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