Privacy Policy

Account Information

When you create or use an account, we may collect:

• Your name;
• Email address;
• Phone number, if you choose to provide it;
• If you sign in with Google or Apple, the name and email address that service shares with us;
• Password hash and authentication information;
• Account preferences;
• Subscription information; and
• Communications or requests you send to us.

We do not store your account password in readable form. We store a password hash and other information necessary to authenticate and secure your account.

Projection Information

When you use TaxAhead, we collect the information you enter or upload for a projection, which may include:

• Filing status;
• Age;
• State of residence;
• Dependents;
• Income;
• Deductions;
• Credits;
• Withholding;
• Estimated tax payments;
• Other tax information requested by the Service; and
• Information about other individuals that you are authorized to provide.

Projection information may be sensitive financial or personal information. It is used to calculate, display, save, and update your projection.

Payment and Subscription Information

Payments are processed by Stripe or another payment processor identified at checkout.

TaxAhead does not store complete payment-card numbers. We may receive or retain limited payment-related information, such as:

• Transaction identifiers;
• Subscription and plan information;
• Billing status;
• Payment status;
• Invoice information;
• Billing email address;
• Limited card information, such as card brand or last four digits; and
• Records of failed, disputed, refunded, or reversed payments.

Stripe’s handling of payment information is also subject to Stripe’s privacy practices.

Technical and Usage Information

We may collect technical and usage information automatically when you access or use the Service, including:

• IP address;
• Browser type and version;
• Device type and operating system;
• Date and time of access;
• Login and authentication events;
• Session information;
• Pages or features viewed;
• Question-progress information;
• Cookies and similar technologies;
• Error reports;
• Security logs; and
• Information about how you interact with the Service.

Professional-Review Information

If you request a professional review, we collect and share the information necessary to provide that review. This may include projection information, tax questions, communications, documents, and other information you choose to provide.

Information from Other Sources

We may receive information from service providers that help us operate the Service, such as payment processors, hosting providers, email providers, fraud-prevention providers, and customer-support providers.

We use personal information to:

• Create, calculate, display, save, and update tax projections;
• Operate and administer your account;
• Authenticate users and protect account security;
• Process payments, subscriptions, renewals, refunds, and billing issues;
• Provide customer support;
• Send account, security, billing, password-reset, verification, and other service communications;
• Send quarterly estimated-payment reminders if you have an annual plan and have not turned them off;
• Send optional marketing communications where permitted by applicable law and authorized by you;
• Provide a professional review when you request one;
• Maintain, troubleshoot, monitor, and improve the Service;
• Detect, investigate, and prevent fraud, abuse, unauthorized access, and security incidents;
• Enforce our Terms of Service;
• Comply with legal obligations; and
• Protect the rights, property, safety, and security of TaxAhead, our users, and others.

We do not use tax projection information to select or determine the marketing communications sent to you.

We do not sell your personal information. We do not share your tax projection information for cross-context behavioral advertising.

We do not use your tax projection information to train generative artificial-intelligence models or other machine-learning models.

When you create an account, marketing communications are not enabled unless you affirmatively select the applicable marketing option or activate marketing through your account.

You may withdraw marketing consent at any time through your account settings or by using the unsubscribe link in a marketing email.

Unsubscribing from marketing communications does not stop account, security, billing, password-reset, receipt, or other necessary service communications.

Quarterly estimated-payment reminders are included with an annual plan and are turned on by default. You may turn them off through your account settings or by contacting support@gettaxahead.com.

We may share information in the following circumstances.

Service Providers

We share information with service providers that process information on our behalf and help us operate the Service. These providers may include:

• Stripe, for payment processing, subscription billing, refunds, and payment-related fraud prevention;
• SendGrid, for email delivery, including account, service, reminder, and marketing emails;
• Google and Apple, if you choose to sign in with them, to confirm your identity and share your name and email address with us;
• Google Ads, to measure whether our advertisements lead to purchases, as described in “Cookies and Similar Technologies” below;
• Render, for hosting the TaxAhead application and database; and
• Other providers used for security, error monitoring, customer support, communications, data storage, or related business functions.

These providers are authorized to use information only as necessary to provide services to TaxAhead, comply with law, maintain security, or perform other authorized functions.

Professional Review

If you request a professional review, we may share the information you choose to provide with the tax professional conducting the review.

Legal and Safety Reasons

We may disclose information if reasonably necessary to:

• Comply with a subpoena, court order, legal process, or governmental request;
• Comply with applicable law or regulation;
• Enforce our Terms of Service;
• Investigate fraud, abuse, security incidents, or unauthorized activity;
• Protect the rights, property, safety, or security of TaxAhead, our users, or others; or
• Establish, exercise, or defend legal claims.

Business Transactions

We may disclose information in connection with a merger, acquisition, financing, reorganization, bankruptcy, sale of assets, or similar transaction, subject to applicable law.

We do not disclose personal information to third parties for their own advertising purposes.

TaxAhead uses cookies and similar technologies that are necessary to operate the Service. These may include cookies used to:

• Keep you signed in;
• Maintain session security;
• Remember your progress through the projection questions;
• Preserve account preferences; and
• Detect unauthorized activity or abuse.

These cookies are intended to support the operation and security of the Service.

TaxAhead also uses Google Ads conversion measurement so that we can tell whether a visit that began from one of our advertisements led to a purchase. It sets a cookie that records the advertisement you arrived from. Google receives standard browser information, such as your IP address and the address of the TaxAhead page you are viewing, and, when you make a purchase, the purchase amount and a transaction reference. Through this measurement Google does not receive your tax projection information, your answers to the projection questions, or your email address, and we do not use it to build advertising audiences or to show you personalized advertisements. If your browser sends a Global Privacy Control signal, we do not load it.

TaxAhead does not use any other advertising cookies or cross-site tracking cookies on the TaxAhead application.

Payment pages, embedded services, or third-party websites may use their own cookies or similar technologies under the applicable provider’s privacy policy.

You may be able to control cookies through your browser settings. Disabling essential cookies may prevent portions of the Service from functioning properly.

We use reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, use, alteration, disclosure, or destruction.

Our safeguards may include:

• Encryption of information transmitted to and from the Service;
• Password hashing;
• Restricted access to production systems and databases;
• Session expiration and automatic sign-out after inactivity;
• Access controls based on business need;
• Security monitoring and logging; and
• Administrative and technical measures designed to prevent unauthorized access.

No website, application, database, or transmission method is completely secure. We cannot guarantee the security of information against every possible threat.

We retain information only for as long as reasonably necessary for the purposes described in this Privacy Policy, including providing the Service, maintaining business and financial records, preventing fraud, resolving disputes, enforcing agreements, and complying with legal obligations.

Our general retention practices are:

• Account information and saved projections: Retained while your account remains open or until you request deletion, subject to legal, security, and operational exceptions.
• Deleted-account information: Removed from active systems within 30 days after a deletion request, subject to information that must be retained.
• Backups: Deleted information may remain in protected backups for up to 90 days before being securely overwritten or deleted.
• Payment and accounting records: Retained for 4 years or the period required by applicable tax, accounting, legal, or financial-recordkeeping requirements.
• Security and fraud-prevention logs: Retained for up to 1 year, or longer when necessary to investigate an incident or comply with law.
• Customer-support communications: Retained for 2 years after the support matter is closed.
• Professional-review records: Retained according to TaxAhead’s legal, professional, and business requirements.

When information is no longer required, we delete it, de-identify it, or securely dispose of it in accordance with our policies and applicable law.

You may:

• View and update projection information through your account;
• Update account information and preferences;
• Turn marketing communications on or off;
• Turn quarterly estimated-payment reminders on or off;
• Request access to personal information we maintain about you;
• Request correction of inaccurate or incomplete information;
• Request a copy or export of your information;
• Request deletion of your account and personal information; and
• Withdraw consent for optional marketing communications.

Depending on where you live and whether applicable legal requirements apply, you may have additional rights, including rights to:

• Know or access personal information collected about you;
• Correct inaccurate personal information;
• Delete personal information;
• Obtain personal information in a portable format;
• Opt out of certain sales, sharing, targeted-advertising, or profiling activities;
• Restrict or object to certain processing; and
• Appeal a decision concerning a privacy request.

To submit a privacy request, contact support@gettaxahead.com. We may request information reasonably necessary to verify your identity and protect your account. We will respond within the time required by applicable law.

If we deny a request where applicable law provides an appeal right, our response will explain how to appeal.

You may also unsubscribe from marketing communications by using the unsubscribe link in any marketing email.

If you ask us to delete your account, we will delete or de-identify your personal information from active systems, subject to information that we must retain or may retain for legitimate purposes, including:

• Payment, tax, accounting, or financial records;
• Security, fraud-prevention, and abuse-prevention records;
• Information necessary to comply with legal obligations;
• Information needed to establish, exercise, or defend legal claims;
• Records of your deletion request; and
• Information contained in protected backups until those backups are overwritten in the ordinary course.

Deletion of your account may prevent you from accessing saved projections and other account features.

The Service is intended for individuals who are at least 18 years old, or the age of majority in their jurisdiction.

We do not knowingly collect personal information directly from children under 13. If we learn that we have collected personal information from a child under 13 without appropriate authorization, we will take reasonable steps to delete it.

TaxAhead and its service providers may process and store information in the United States and other jurisdictions where TaxAhead or its service providers operate.

Those jurisdictions may have data-protection laws different from the laws where you live. We use reasonable measures designed to protect personal information when it is processed or transferred.

TaxAhead’s application and database are hosted in the United States.

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised “Last updated” date.

If we make a material change, we will provide additional notice when required by law or when reasonably appropriate, such as by email or through the Service.

Your continued use of the Service after the effective date of an updated Privacy Policy means that you acknowledge the updated policy.

Questions, privacy requests, and concerns about this Privacy Policy may be sent to: