Privacy Page | Tax Now 1040

Privacy Notice

Tax Now 1040 Tax Biz Digital Privacy Notice

Protecting your personal information is important to us. The following guidelines set.

forth our general privacy practices and principles that apply to information we collect

through the following products and services, which are owned or operated by Tax Now 1040 A Tax Biz Corporation, or companies related by common ownership or control (collectively, “we,”

“Us,” or “our”):

• our online and software tax preparation products and services.

• our websites and the products and services offered through those websites including www.ataxnow1040.com, and

• our mobile applications that incorporate this privacy notice.

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. Please see “How do we secure your information?” for more information. If you have

any questions about the security of our services, you can contact us by clicking here.

This privacy notice also details choices available to you regarding the use of, your

access to, and how to update and correct your personal information.

If you enter into another business relationship with us, or a Tax Now 1040 Tax Biz independently owned and operated franchisee, including through our nationwide network of offices, we

will make you aware of the privacy practices and principles that apply to that particular

business or relationship. If you transact in a Tax Now 1040 Tax Biz or retail office,

you can find copies of our retail privacy notices at the following links:

• Company-Owned Retail Office Privacy Notice

• Company-Owned Retail Office Privacy Notice (California)

• Franchise-Owned Retail Office Privacy Notice

• Franchise-Owned Retail Office Privacy Notice (California) Block Advisors Privacy

Notice

• Block Advisors Privacy Notice (California)

• Franchise-Owned Retail Office (located outside the United States) Privacy Notice

This privacy notice does not apply to products or services offered by Tax Now 1040 Tax Biz

Personalized Services, each of which has its own,

policies. You should carefully read the privacy policies and any terms and conditions,

applicable to such products or services.

Special Note to Parents: Because of the nature of the services we provide, we do not,

market our services to children under the age of 13, nor do we knowingly collect,

information from children under the age of 13.

If you have questions or complaints regarding our privacy practices or principles, please,

What information do we collect?

In brief:

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

As part of providing products and 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., interactions 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.

Where do we get this information?

In brief:

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. 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 products and services you request, customize your experience, and better serve you, we collect information you voluntarily provide as part of using or requesting our products and 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, applying for or purchasing a product or service, or applying for employment. It also includes information from documents you choose to upload to your Tax Portal Account. If you choose not to provide certain information we request, we may be unable to serve you as our products, 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 by clicking 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. Please see “What types of web and wireless

technologies (including cookies) do we use?” for an in-depth discussion of these technologies and how to opt-out. 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, Tax Now 1040 Tax Biz franchisees, 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.

How do we use your information?

In brief:

We use your information products and 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, products, or services; and enhance We use your information to provide you the products and 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, products, or services; and enhance our products and 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 products and

services offered by us or another Tax Now 1040 Tax Biz company. Tax Now 1040 Tax Biz companies are those related to us by common ownership or control. This may include delivery of newsletters or publications. We

our products and services. These activities may be performed by us or a service provider acting on our behalf. may also use aggregated information to offer our products and services.

• Geo-Location Uses. We may use your location to

provide you a list of nearby Tax Now 1040 Tax Biz offices,

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 not using our office

locator.

• 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.

• TAX NOW PORTAL 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 TAX NOW PORTAL account, Tax Now 1040 Tax Biz might access them to assist you with tax preparation or enhance its services. We may retain your TAX NOW PORTAL 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 products and services.

Generally, we use this information to help us better understand your use of our products and services

and to customize your experience and better serve you.

• Calculators and Tools. When you use our calculators and other tools, we may collect nonidentifiable 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 reenter 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.

• Send a Friend Program. 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, come in for tax preparation, sign up for bookkeeping services, or take our

income tax training course. We do not store or use this information except as part of our referral

programs. You can visit our Send a Friend website to view full program rules. Your friend may contact

us at clicking here to request that we remove your friend’s information from our systems. If you are a

California resident, please see the California Notice of Financial Incentive of this privacy notice.

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

information. Who do we share your information with?

In brief:

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 Tax Now 1040 Tax Biz

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 TAX NOW 1040 TAX BIZ 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 products and services you request or provide you information on products and services that may benefit you.

For example:

• Tax Now 1040 Tax Biz Companies. We may provide information to Tax Now 1040 Tax Biz companies related by

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 products and

services you request or

provide you information

on products and

services that may benefit

you.

common ownership or control. These Tax Now 1040 Tax Biz

companies may use this information to support the

products and services you request or market

additional products and services to you. These

activities may include providing customer service,

processing transactions, or offering products like

Tax Identity Shield®. If you do not want us to share

your personal information with Tax Now 1040 Tax Biz

companies for marketing, contact us by clicking

here.

• Business Partners. We work closely with a variety

of business partners that are not Tax Now 1040 Tax Biz

companies (e.g., our bank partners that offer the

Refund Transfer product and Savings Accounts). We may

offer products 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, contest supervision, 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

information with third parties for their marketing

purposes without your consent or without providing

you the opportunity to opt-out of such sharing.

• Franchisees. Certain Tax Now 1040 Tax Biz products and

services are provided via a system of retail offices

operated directly by independently owned and

operated franchisees. In order to serve you, we may

share your information with these franchisees.

• 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 require