Privacy Policy

• Information you give us. When you contact us, request a consultation or subscribe, we collect what you submit — typically your name, email address, phone number and whatever you describe about your situation. When you book an appointment on our site, we also note the page you booked from and how you first found our site (see Cookies).
• Newsletter email. If you subscribe, we store your email address so we can send updates.
• Usage and analytics. We use Google Analytics to see how visitors use this website: which pages are viewed, the type of device, the approximate location, and which website or search sent them. We also keep aggregate counts of how often articles are viewed.

We do not show advertising on this site or use advertising cookies, and we do not sell personal information.

When you use the app, we collect:

• Your account. Your name, email address and phone number, and a password we store only in hashed form. If you sign in with Apple or Google, they share your name and email address with us; we do not receive your Apple or Google password.
• Your tax profile and client portal. Your taxpayer type, filing type, business name, preferred language, the documents and notice photos you choose to upload, your secure messages with USTAXX staff, and your appointment bookings.
• Purchases. USTAXX Premium is sold through the Apple App Store and Google Play, which process your payment. We use RevenueCat to confirm your subscription status. We never receive your card details.
• Your device. The app opens your camera or photo library only when you choose to attach a document. Face ID, fingerprint and passcode checks happen on your device; we never receive biometric data. Deadline reminders are notifications scheduled on your phone.

The app contains no third-party advertising or analytics trackers, and we do not sell personal information.

USTAXX AI answers general tax and business questions. Its answers are written by OpenAI, the AI provider we use. Before your first question, the app asks for your permission and nothing is sent unless you agree.

• What is sent to OpenAI: your question, the recent turns of that conversation and, only if personalized answers are on, your taxpayer type, filing type and preferred language.
• What we remove first: names you introduce, email addresses, phone numbers, street addresses, dates of birth, Social Security, ITIN and EIN numbers, and long account or reference numbers. A message containing a Social Security, bank or card number is not sent at all.
• What is never sent: your uploaded documents and notices, your account name, email and phone number, your business name, and your secure messages with USTAXX staff.
• How OpenAI handles it: OpenAI processes the request only to generate the answer, under its API terms. It does not use API data to train its models and may keep it for up to 30 days to detect abuse before deleting it.
• Your controls: In the app, under AI history & privacy, you can turn personalized answers off, stop saving conversations, and delete your saved AI conversations. You can also use every other part of the app without USTAXX AI.

The tax notice scanner does not send notices to an AI provider; uploaded notices are reviewed by USTAXX staff. AI answers are general education, not individualized tax advice.

To answer your enquiry, provide the services you ask for, send updates you subscribed to, meet our legal and professional obligations as a tax preparer, and improve our content.

We do not sell your information. We share it only with service providers that operate parts of our business, including:

• tax preparation and e-filing software, to prepare and transmit your returns;
• Square, for appointment booking;
• SFDIFY Partners, which runs our referral program: when you book an appointment, it receives your name, the service and time you booked and, if a partner referred you, that partner’s referral code, so referring partners can be credited;
• Google, for website analytics (Google Analytics) and for the maps on our contact and Naperville pages (Google Maps), which receive your device’s IP address when a map loads and any place you type into one;
• OpenAI, to generate USTAXX AI answers as described above;
• Apple, Google and RevenueCat, to sign you in if you choose and to process and confirm app subscriptions;
• hosting, database and email/SMS providers that run this website and our communications;
• the IRS and state tax authorities, where filing on your behalf requires it.

We may also disclose information where the law requires it.

We publish educational tax and business content to our own accounts on Instagram, Facebook, LinkedIn and TikTok. So that this is transparent:

• Our posts are produced with the help of automated tools and AI assistance. Each one is sent to a member of our team for review before it goes out, and we can and do stop posts that should not publish. Posts we do not stop are published automatically at a scheduled time.
• We publish only our own original content to our own accounts. We do not post on behalf of clients or other businesses, and we do not access other users’ personal data through those platforms.
• Social posts are general education, never individualized tax advice — the same as everything else we publish.
• We may reply to public comments and direct messages. Replies are drafted with AI assistance and reviewed by a person before sending. Please do not send Social Security numbers, tax documents or other sensitive information through social media — use our secure portal or call us instead.
• Anything you post or send on those platforms is also governed by that platform’s own privacy policy and terms. We do not use social interactions for advertising targeting.

You can unsubscribe from emails at any time using the link in the message or by contacting us. You may ask us what personal information we hold about you, and ask us to correct or delete it — write to info@ustaxx.com. Records we are required to retain as a tax preparer are kept for as long as the law requires.

We use industry-standard measures to protect information, including encrypted transmission and a dedicated secure client portal that USTAXX operates, with two-factor sign-in required on every login. No system is perfectly secure, so please use the portal rather than email or social media for anything sensitive.

We use a few cookies and similar browser storage. Some make the site work: they remember your language choice and keep staff signed in to staff-only areas. Google Analytics sets its own cookies to measure visits. If you arrive through a partner’s link, we keep that partner’s referral code in a cookie for 90 days. We also remember the first page you visited and the website that sent you, for up to 90 days, so that if you book an appointment we know which page helped you find us.

We do not use advertising cookies. You can block or delete cookies in your browser settings, and the public site still works without them. Services we link out to, such as social platforms and WhatsApp, set their own cookies under their own policies once you are on their site.

Our services are for adults and businesses. We do not knowingly collect information from children under 13.

We will update this page as our practices change, and revise the date above. Questions: info@ustaxx.com or +1 (847) 773-7070. See also our Terms of Service.