Privacy Policy

We collect the following categories of personal and financial information to provide tax preparation and filing services:

• Identity Information: Full legal name, date of birth, Social Security Number (SSN), Individual Taxpayer Identification Number (ITIN), passport and visa details.
• Contact Information: Email address, phone number, mailing and physical address.
• Financial Information: W-2s, 1099 forms, bank account details for refund direct deposit, investment records, business income/expense records.
• Tax Records: Prior-year tax returns, amended returns, IRS notices, correspondence.
• Business Information: EIN, entity structure, K-1 schedules, officer information for corporate clients.
• Technical Data: IP address, browser type, session data, access logs, and cookies for platform security and analytics.

We use collected information exclusively for the following purposes:

• Preparing, reviewing, and filing federal and state tax returns on your behalf
• Communicating with you about your filing status, required documents, and deadlines
• Verifying your identity and preventing fraud
• Processing payments and issuing invoices
• Complying with IRS regulations, subpoenas, and lawful government requests
• Improving our platform's security and user experience

We do not sell, rent, or trade your personal information to third parties for marketing or commercial purposes.

We implement industry-leading security measures to protect your data:

• Encryption at Rest: SSNs, ITINs, EINs, and bank account numbers are encrypted using AES-256 encryption
• Encryption in Transit: All data transmitted between your browser and our servers is protected by TLS 1.3
• Access Controls: Role-based access controls ensure only authorized staff can view sensitive information
• Session Security: Automatic session timeout after 30 minutes of inactivity
• Audit Logging: All data access and modifications are logged to an append-only audit trail
• Infrastructure: Data is hosted on SOC 2 Type II certified infrastructure

We retain your tax records and personal information for a minimum of 7 years from the date of filing, in accordance with IRS recordkeeping requirements and applicable state laws. After this period, records are securely deleted or anonymized unless otherwise required by law.

We share limited information with trusted service providers who assist in delivering our services, under strict confidentiality agreements:

• Payment Processing: Stripe, Inc. — for invoice payments (PCI-DSS compliant)
• Cloud Storage: Amazon Web Services — for secure document storage
• E-Signature: DocuSign — for electronic signatures on returns and engagement letters
• Email Delivery: Resend — for transactional notification emails

You have the following rights regarding your personal data:

• Access: Request a copy of the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete data
• Deletion: Request deletion of your data (subject to legal retention requirements)
• Portability: Receive your data in a structured, machine-readable format
• Opt-Out: Withdraw consent for non-essential data processing at any time

To exercise any of these rights, contact us at contact@mytaxgenii.com.

As an Authorized IRS e-file Provider, MyTaxGenii adheres to the IRS Publication 4557 (Safeguarding Taxpayer Data) requirements. Our staff undergoes annual security training, and our systems are audited for compliance with the IRS Safeguards Program.

We use strictly necessary cookies to maintain your login session and platform functionality. We do not use third-party advertising or behavioral tracking cookies. You may disable cookies in your browser, but this may affect platform functionality.

Our services are not directed to individuals under 18. We do not knowingly collect personal information from minors. Dependent information (for qualifying children) is collected solely for tax preparation purposes on behalf of the adult taxpayer.

We may update this Privacy Policy periodically. We will notify you by email and by posting a prominent notice on our platform at least 30 days before significant changes take effect.

For privacy inquiries, data requests, or to report a security concern: