Privacy Policy

The Tax Control Group
Effective Date: August 10, 2026
Website: taxcontrolgroup.com
Email: [email protected]

1. INTRODUCTION

The Tax Control Group (“Tax Control Group,” “we,” “us,” or “our”) respects your privacy and recognizes the importance of protecting the personal, financial, business, and tax-related information entrusted to us.

This Privacy Policy explains how we may collect, use, disclose, retain, and protect information when you:

visit taxcontrolgroup.com or our related webpages;
submit an online form;
request a Tax Control Priority Review™;
request a consultation or other service;
purchase a product, service, membership, subscription, or educational resource;
subscribe to an email newsletter or other communication;
participate in a course, program, membership, or educational offering;
schedule an appointment;
communicate with us by email, telephone, video conference, portal, or other method;
upload documents through an approved secure document system; or
otherwise interact with The Tax Control Group.

Please read this Privacy Policy carefully.

By using our website or voluntarily providing information to us, you acknowledge the practices described in this Privacy Policy.

This Privacy Policy does not replace any separate engagement agreement, consent, disclosure, tax-preparation agreement, service agreement, or other contractual document that may apply to a particular service.

2. INFORMATION WE MAY COLLECT

The information we collect depends on how you interact with The Tax Control Group and the services you request.

A. Contact Information

We may collect information such as:

first and last name;
email address;
telephone number;
mailing address;
business name; and
preferred contact information.

B. Business and Tax-Related Information

When relevant to a service you request, we may collect information concerning:

business structure or entity type;
business activities;
business revenue;
tax-filing history;
estimated-tax practices;
bookkeeping practices;
business expenses;
tax balances;
tax years or periods;
tax notices or correspondence;
filing or reporting issues;
financial records;
tax-planning information; and
other information you voluntarily provide for the requested service.

C. Sensitive Tax and Financial Information

Certain services may require access to sensitive information contained in tax or financial records.

Depending on the service and information necessary to perform it, this could include information contained in:

tax returns;
IRS or state tax notices;
tax transcripts;
financial statements;
bookkeeping reports;
payment records;
payroll information;
business records;
identification documents; and
other tax or financial documentation.

We seek to collect sensitive information only when reasonably necessary for the applicable business or professional purpose.

When we provide a designated secure document-upload method, sensitive tax or financial documents should be submitted through that method rather than ordinary email or general website forms.

D. Priority Review Information

If you request a Tax Control Priority Review™, we may collect information concerning:

the taxing authority that contacted you;
notice or letter type;
notice date;
applicable tax year or period;
amounts appearing on the communication;
dates or deadlines appearing on the communication;
prior responses or actions;
additional correspondence;
the complete notice or communication submitted for review; and
other information reasonably necessary to perform the requested review.

E. Transaction Information

When you purchase a service, product, membership, subscription, course, or other offering, information related to the transaction may be processed by our payment-processing and technology providers.

We may receive transaction-related information such as:

product or service purchased;
transaction date;
payment status;
billing information;
subscription status; and
limited payment-related information supplied by the payment processor.

Payment-card information may be processed directly by third-party payment processors rather than stored directly by The Tax Control Group.

F. Website and Technical Information

When you use our website or digital services, certain information may be collected automatically, including:

Internet Protocol address;
browser type;
device type;
operating system;
pages visited;
referring pages or websites;
approximate geographic information derived from technical data;
date and time of access;
interactions with webpages or emails; and
cookie or similar technology information.

3. HOW WE COLLECT INFORMATION

We may collect information:

Directly from you

For example, when you:

complete a form;
create an account;
purchase an offering;
request a service;
schedule an appointment;
upload a document;
communicate with us;
subscribe to communications; or
participate in one of our programs.

Automatically

Certain information may be collected through cookies, analytics tools, server logs, pixels, and similar technologies when you use our website or interact with certain electronic communications.

Through service providers

Information may also be processed through third-party platforms that assist us with website hosting, forms, scheduling, payments, email delivery, document management, communications, analytics, or other business functions.

4. HOW WE USE INFORMATION

We may use information for legitimate business and professional purposes, including to:

respond to inquiries;
provide requested information;
determine which Tax Control pathway or service may be relevant;
perform services you have requested;
conduct a Tax Control Priority Review™;
evaluate requested next-step options;
prepare for consultations;
communicate about an engagement;
process purchases and payments;
administer memberships, subscriptions, courses, or programs;
provide educational materials;
deliver requested downloads or resources;
send transactional and service-related communications;
send newsletters or marketing communications where permitted;
schedule appointments;
maintain client and customer records;
improve our services and customer experience;
maintain and protect our website and systems;
detect or address fraud, misuse, or security threats;
comply with legal, regulatory, professional, tax, accounting, or recordkeeping requirements; and
establish, exercise, or defend legal rights.

We do not use information for purposes materially inconsistent with the reason it was collected without an appropriate legal or business basis.

5. TAX INFORMATION AND CONFIDENTIALITY

Tax and financial information may be particularly sensitive.

The Tax Control Group seeks to limit access to such information to individuals and service providers who have a legitimate business or professional need for access.

Information obtained in connection with tax-related services may also be subject to additional federal or state confidentiality, disclosure, professional, or tax-practice requirements depending on the service being provided and the circumstances involved.

Nothing in this Privacy Policy is intended to reduce any confidentiality protection that otherwise applies under applicable law or a separate engagement agreement.

6. DOCUMENT UPLOADS AND SENSITIVE INFORMATION

Please do not submit highly sensitive tax or financial documents through ordinary contact forms unless we specifically instruct you to do so.

When The Tax Control Group provides a designated secure upload method, use that method for documents such as:

complete tax notices;
tax returns;
tax transcripts;
financial statements;
identification documents;
payroll records;
bookkeeping records; or
other sensitive tax or financial documents.

Do not include Social Security numbers, bank-account numbers, payment-card numbers, passwords, or similar sensitive information in general website message fields unless specifically requested through an appropriate method.

7. HOW WE MAY DISCLOSE INFORMATION

We do not disclose personal information indiscriminately.

Information may be disclosed when reasonably necessary for legitimate business or professional purposes, including to the categories described below.

A. Service Providers

We may use third parties to perform functions such as:

website hosting;
customer relationship management;
email delivery;
payment processing;
scheduling;
secure document storage or transfer;
video conferencing;
electronic signatures;
analytics;
information technology;
cybersecurity;
accounting; and
other operational services.

These providers may process information as necessary to perform services for us, subject to applicable contractual and legal requirements.

B. Professional and Business Advisors

Where appropriate and legally permitted, information may be disclosed to attorneys, accountants, consultants, insurers, cybersecurity professionals, or other advisors assisting The Tax Control Group.

C. Legal and Regulatory Requirements

We may disclose information when we reasonably believe disclosure is necessary or appropriate to:

comply with applicable law;
comply with a subpoena, court order, or other lawful process;
respond to a lawful governmental request;
protect our rights or property;
investigate fraud, security incidents, or misuse;
protect the safety or rights of clients, customers, our organization, or others; or
meet applicable professional or regulatory obligations.

D. Business Transactions

If The Tax Control Group is involved in a merger, acquisition, restructuring, financing, sale of assets, or similar business transaction, information may be transferred or disclosed as part of that transaction, subject to applicable law and appropriate protections.

8. WE DO NOT SELL TAXPAYER INFORMATION AS A BUSINESS PRACTICE

The Tax Control Group does not sell client tax-return information or sensitive taxpayer information as a business practice.

We also do not disclose such information to unrelated third parties for their independent marketing purposes merely because an individual requested tax-related services from us.

Certain website technologies and advertising or analytics services, if used, may be treated differently under particular state privacy laws. Where legally required, applicable choices or disclosures will be provided.

9. EMAIL AND MARKETING COMMUNICATIONS

We may send two general categories of electronic communications.

Transactional and Service Communications

These may include:

appointment confirmations;
document requests;
Priority Review updates;
payment confirmations;
account notices;
service instructions;
deadline-related communications; and
other messages reasonably necessary to provide a requested service.

These communications are different from promotional marketing messages.

Marketing and Educational Communications

If you subscribe or otherwise consent where required, we may send:

newsletters;
Tax Control educational information;
announcements;
program information;
invitations;
promotional offers; and
information about relevant Tax Control Group services.

You may unsubscribe from marketing emails using the unsubscribe mechanism provided in the communication.

Unsubscribing from marketing communications may not stop communications necessary to administer a service, transaction, account, or existing engagement.

10. COOKIES AND SIMILAR TECHNOLOGIES

Our website and technology providers may use cookies and similar technologies to:

operate website functionality;
remember preferences;
understand website usage;
measure performance;
improve user experience;
maintain security; and
support analytics or marketing functions.

Your browser may allow you to block or delete certain cookies.

Disabling cookies may affect the functionality of portions of the website.

Where required by applicable law, additional choices or consent mechanisms may be provided.

11. THIRD-PARTY PLATFORMS AND LINKS

The Tax Control Group may use or link to third-party services for functions such as:

payments;
scheduling;
secure document exchange;
email;
video conferencing;
courses;
memberships; and
other business services.

When you interact directly with a third-party platform, that provider may process information according to its own privacy policy and terms.

The Tax Control Group is not responsible for the independent privacy practices of third-party websites or services that we do not control.

We encourage you to review the applicable privacy policies before providing information to third parties.

12. DATA SECURITY

The Tax Control Group recognizes the importance of protecting personal and taxpayer information.

We maintain administrative, technical, and physical safeguards designed to protect information appropriate to the nature and sensitivity of the information involved and the circumstances of our operations.

However, no method of Internet transmission, electronic communication, or electronic storage can be guaranteed to be completely secure.

Accordingly, we cannot guarantee absolute security.

If you believe information associated with your interaction with The Tax Control Group may have been compromised, please contact us promptly at:

[email protected]

13. DATA RETENTION

We retain information for periods reasonably necessary to:

provide requested services;
maintain business and client records;
administer accounts and transactions;
comply with applicable tax, legal, professional, contractual, insurance, or regulatory requirements;
resolve disputes;
enforce agreements; and
protect legitimate business interests.

Retention periods may differ depending on the nature of the information and service involved.

When information is no longer reasonably required, we may delete, destroy, anonymize, or otherwise dispose of it in accordance with applicable requirements and our record-retention practices.

14. YOUR PRIVACY CHOICES AND RIGHTS

Depending on where you reside and the laws applicable to The Tax Control Group, you may have certain rights concerning your personal information.

These may include rights to request:

access to certain personal information;
correction of inaccurate information;
deletion of certain information;
information concerning certain disclosures or processing activities; or
other rights provided under applicable law.

These rights are not absolute and may be subject to exceptions, including requirements to maintain tax, accounting, transaction, legal, professional, security, or client records.

To make a privacy-related request, contact:

[email protected]

We may need to verify your identity before fulfilling certain requests.

15. CHILDREN'S PRIVACY

The Tax Control Group's website and services are not directed to children under 13.

We do not knowingly use our website to solicit personal information directly from children under 13.

If we learn that personal information has been collected from a child in circumstances requiring parental consent and such consent was not obtained, we will take appropriate steps consistent with applicable law.

Information concerning dependents or children may, however, appear in tax records provided by an adult client when relevant to legitimate tax services.

16. DO NOT SEND CONFIDENTIAL INFORMATION THROUGH UNAPPROVED CHANNELS

Ordinary email and general website forms may not be appropriate for transmitting highly sensitive information.

Unless specifically instructed otherwise, do not use ordinary email or general message fields to send:

Social Security numbers;
complete tax returns;
bank-account credentials;
passwords;
complete payment-card information;
identity documents; or
other highly sensitive tax or financial records.

When a secure submission method is provided, please use it.

17. DATA BREACHES AND SECURITY INCIDENTS

If The Tax Control Group becomes aware of a security incident involving personal information, we will evaluate the circumstances and take actions we determine appropriate and as required by applicable law.

Those actions may include investigation, containment, remediation, coordination with appropriate service providers or authorities, and legally required notifications.

18. INTERNATIONAL USERS

The Tax Control Group is based in the United States and its services are primarily intended for U.S.-based tax and business matters.

If you access our website from outside the United States, information you provide may be processed or stored in the United States or other locations used by our service providers, subject to applicable law.

19. CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy periodically to reflect changes in:

our services;
our technology;
our business practices;
applicable laws or regulations; or
other operational requirements.

When we update the policy, we will revise the effective date displayed at the top.

Material changes may also be communicated through additional means where appropriate or legally required.

Your continued use of the website following an updated policy is subject to applicable law.

20. CONTACT US

Questions, concerns, or requests regarding this Privacy Policy or our privacy practices may be directed to:

The Tax Control Group
Website: taxcontrolgroup.com
Email: [email protected]

Please do not include Social Security numbers, tax returns, bank information, or other sensitive taxpayer information in a general privacy inquiry email.

21. TAX AND PROFESSIONAL SERVICES NOTICE

This Privacy Policy governs privacy practices and does not itself create an accountant-client, tax-advisor-client, representative-client, attorney-client, fiduciary, or other professional relationship.

Submitting a website form, Priority Review request, Resolution Options request, consultation request, or document does not by itself establish representation before the Internal Revenue Service, a state taxing authority, or any other government agency.

The scope of any professional engagement is governed by the applicable service agreement, engagement letter, authorization, or other written agreement.