Privacy Policy

1. Information We Collect

Depending on how you interact with us, we may collect the following information.

Personal and Contact Information

This may include your name, mailing address, email address, telephone or mobile number, date of birth, and government identification information when reasonably necessary.

When necessary to provide tax-related services, we may also collect Social Security numbers, taxpayer identification numbers, or similar identifying information.

Tax and Financial Information

We may collect information concerning:

• Federal and state tax liabilities;
• Tax years involved;
• Tax returns and transcripts;
• IRS or state tax notices;
• Filing history;
• Income and expenses;
• Employment information;
• Business ownership and business tax information;
• Assets and liabilities;
• Financial-account information;
• Real-estate information;
• Payroll information;
• Tax liens;
• Tax levies;
• Wage garnishments;
• Collection activity; and
• Other financial or tax information reasonably necessary to evaluate or service your matter.

Communications

We may collect and retain communications between you and Delta Tax Group, including:

• Telephone communications;
• Call recordings where permitted by law;
• Text messages;
• Emails;
• Website inquiries;
• Chat communications;
• Documents you provide; and
• Notes concerning our communications with you.

Website and Device Information

When you visit our website, we or our service providers may automatically collect information such as:

• IP address;
• Browser type;
• Device type;
• Operating system;
• Pages visited;
• Referring website or source;
• Website interactions;
• Cookies and similar technologies;
• Advertising and campaign identifiers; and
• Conversion information.

2. How We Collect Information

We may obtain information:

• Directly from you;
• Through our website and online forms;
• During telephone, text, email, or chat communications;
• From documents you provide;
• From representatives you authorize;
• From government agencies when properly authorized;
• From service providers;
• From advertising or lead-generation sources;
• From publicly available information; and
• Through cookies and similar technologies.

3. How We Use Information

We may use information to:

• Respond to inquiries;
• Schedule consultations;
• Evaluate tax situations;
• Determine services or potential tax-resolution options;
• Provide services for which we are retained;
• Establish and maintain client files;
• Obtain tax information when properly authorized;
• Communicate with taxing authorities when properly authorized;
• Prepare documents and filings;
• Process transactions and payments;
• Communicate regarding appointments, documents, accounts, or cases;
• Provide customer service;
• Maintain business and compliance records;
• Protect against fraud and unauthorized activity;
• Secure our systems;
• Comply with legal and regulatory requirements;
• Improve our website and services;
• Measure advertising and marketing performance; and
• Conduct marketing where permitted by law and consistent with applicable consent requirements and communication preferences.

4. Tax Return Information

Tax-return information may receive additional protection under federal law.

Where Internal Revenue Code Section 7216 and related regulations apply, Delta Tax Group will handle tax-return information in accordance with those requirements.

Where separate taxpayer consent is legally required for a particular disclosure or use of tax-return information, acceptance of this Privacy Policy does not replace that separate consent.

5. How We May Disclose Information

We may disclose information when reasonably necessary to operate our business or provide requested services, including to:

• Tax professionals working on a client’s matter;
• Attorneys, CPAs, enrolled agents, tax preparers, and other professionals where appropriate;
• The Internal Revenue Service;
• State and local taxing authorities;
• Technology and website providers;
• Customer relationship management providers;
• Telephone, email, and text-message providers;
• Document-management and electronic-signature providers;
• Payment processors;
• Cybersecurity providers;
• Accountants, auditors, insurers, and legal counsel; and
• Other service providers performing legitimate services on our behalf.

We may also disclose information when required or permitted by law.

6. Telephone and Text (SMS) Communications

If you provide your telephone number and appropriate consent, Delta Tax Group may communicate with you by telephone or text regarding your inquiry, consultation, appointments, requested information, services, account, or other permitted matters.

SMS opt-in

You opt in to receive text messages from Delta Tax Group by providing your mobile number and checking the SMS consent box on our consultation form, or by otherwise expressly agreeing to receive texts. When you opt in, we collect your mobile number and a record of your consent, including the date, time and method of opt-in.

We use your mobile number and opt-in information only to send the messages you agreed to receive, such as replies to your inquiry, appointment reminders, requests for information and case updates, and, where separately authorized, marketing messages. You must be 18 or older to opt in.

Consent to receive marketing calls or text messages is not a condition of purchasing services. Message frequency may vary. Message and data rates may apply.

You may reply STOP to any text message to opt out and HELP for assistance. Full program terms are in our Terms & Conditions.

No sharing of SMS opt-in information

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Mobile telephone numbers, SMS opt-in information, and SMS consent information are not sold, rented or shared with third parties or affiliates for their marketing or promotional purposes. Service providers that deliver messages on our behalf, such as our messaging platform and wireless carriers, process this information only to send and administer the messages you requested.

7. Call Recording

Telephone calls with Delta Tax Group may be monitored or recorded for quality assurance, training, documentation, security, customer service, and compliance purposes.

Recording will be conducted subject to applicable law and required notice or consent.

8. Cookies, Analytics and Advertising

Our website may use cookies, pixels, tags, and similar technologies to:

• Operate and secure our website;
• Remember preferences;
• Understand website traffic;
• Measure website performance;
• Determine how visitors reached our website;
• Measure advertising campaigns; and
• Improve our website and services.

Third-party analytics and advertising providers may receive information such as IP addresses, browser or device identifiers, website interactions, referring sources, advertising identifiers, and conversion information.

We do not intentionally provide Social Security numbers, complete financial-account information, tax-return contents, tax transcripts, or similarly sensitive tax information to advertising platforms for advertising purposes.

Where required by applicable law, users will be provided appropriate controls concerning optional cookies, advertising technologies, or certain uses of personal information.

9. Sale or Sharing of Personal Information

Delta Tax Group does not sell personal information for money.

Certain advertising or analytics technologies may nevertheless constitute “selling” or “sharing” under particular state privacy laws even when money is not exchanged.

Where applicable law gives you the right to opt out of such activity, Delta Tax Group will provide an appropriate method for exercising that right.

10. California Notice at Collection

For California residents, the categories of personal information we may collect include:

• Identifiers and contact information;
• Customer and financial information;
• Tax information;
• Commercial information;
• Internet or electronic activity;
• Communications;
• Professional or employment information; and
• Sensitive personal information when reasonably necessary to provide requested services.

We collect and use these categories for the purposes described in this Privacy Policy, including responding to inquiries, evaluating tax matters, providing services, processing transactions, communicating with clients and prospective clients, maintaining security, complying with legal obligations, and measuring business and marketing activities.

We retain personal information for as long as reasonably necessary for the purposes for which it was collected and to satisfy applicable legal, professional, tax, accounting, regulatory, fraud-prevention, and dispute-resolution requirements.

This section is intended to provide our California Notice at Collection where applicable. Delta Tax Group may also provide shorter notices or links at the point where personal information is collected.

11. California and Other State Privacy Rights

Depending upon your state of residence and applicable law, you may have rights to:

• Know or access certain personal information;
• Correct inaccurate personal information;
• Request deletion of certain personal information;
• Obtain information regarding collection, use, or disclosure of personal information;
• Obtain a portable copy of certain information;
• Opt out of certain sale or sharing of personal information;
• Limit certain uses or disclosures of sensitive personal information where applicable; and
• Exercise applicable privacy rights without unlawful discrimination.

These rights are subject to applicable legal exceptions.

For example, we may need to retain information to provide services, comply with legal requirements, maintain tax or business records, prevent fraud, resolve disputes, or protect legal rights.

12. Your Privacy Choices

You have the following choices about your information:

• Unsubscribe from text messages at any time by replying STOP to any message.
• Unsubscribe from marketing emails by using the unsubscribe link in the email or contacting us.
• Opt out of marketing calls by telling us during a call or contacting us.
• Update or correct your information, such as your name, phone number, email or mailing address, by contacting us.
• Request access to or deletion of your information, subject to legal and tax record-keeping requirements.

To exercise an applicable privacy right, contact:

You may also write to:

Please identify your communication as a Privacy Request.

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

Where required by applicable law, we will also recognize qualifying opt-out preference signals.

13. Information Security

Delta Tax Group uses administrative, technical, and physical safeguards designed to protect personal and tax information against unauthorized access, disclosure, alteration, loss, misuse, or destruction.

No electronic system or transmission method can be guaranteed to be completely secure.

When Delta Tax Group provides a secure method for transmitting sensitive tax or financial documents, clients should use that method rather than ordinary email.

14. Data Retention

We retain personal information for as long as reasonably necessary to:

• Provide services;
• Maintain client and business records;
• Satisfy legal, tax, accounting, professional, and regulatory requirements;
• Resolve disputes;
• Prevent fraud;
• Enforce agreements; and
• Protect legitimate business interests.

Retention periods vary depending upon the nature of the information and applicable requirements.

15. Children’s Privacy

Our website and services are intended for adults and are not directed toward children under 13.

We do not knowingly collect personal information online from children under 13 in violation of applicable law.

16. Third-Party Websites

Our website may contain links to third-party websites or services.

Delta Tax Group does not control those websites and is not responsible for their privacy, security, or content practices.

17. Legal and Business Disclosures

We may preserve or disclose information when reasonably necessary to comply with applicable law, respond to lawful governmental requests, investigate fraud or security incidents, enforce agreements, protect legal rights, or in connection with a merger, acquisition, financing, restructuring, or sale of business assets.

18. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our business, services, technology, or legal requirements.

When changes are made, the “Last Updated” date above will be revised. Additional notice will be provided where required by applicable law.

19. Contact Delta Tax Group

Questions regarding this Privacy Policy or privacy requests may be directed to: