PRIVACY POLICY

1. Information We Collect

We may collect the following information when you visit our website, schedule an appointment, submit an inquiry, or engage our services:

• Personal information, including your name, address, telephone number, and email address.
• Tax-related information, including tax returns, IRS notices, tax transcripts, and financial documentation.
• Financial information necessary to evaluate and provide tax resolution services.
• Business information, including business names, identification numbers, and financial records.
• Appointment requests, contact forms, and communications.
• Website usage information, including IP addresses, browser types, cookies, and website activity.

We collect information that is reasonably necessary to respond to inquiries, evaluate your needs, and provide our professional services.

2. How We Use Your Information

OnPoint Tax Relief, Inc. may use collected information to:

• Provide tax resolution, IRS representation, and professional tax services.
• Review IRS notices, tax transcripts, and financial information.
• Communicate regarding appointments, service updates, and client matters.
• Process payments and administer client accounts.
• Respond to questions and service requests.
• Improve our website, customer experience, and business operations.
• Provide educational updates or marketing communications where legally permitted.
• Meet applicable legal, regulatory, and professional requirements.

We do not use confidential tax return information for unrelated marketing or other unauthorized purposes.

3. Confidentiality and Protection of Tax Information

As a professional tax services provider, OnPoint Tax Relief, Inc. recognizes the importance of maintaining strict confidentiality.

Tax return information is subject to applicable federal confidentiality requirements, including Internal Revenue Code Section 7216, when applicable.

We do not disclose confidential client tax information to unauthorized third parties without the client's consent unless disclosure is permitted or required by applicable law.

Where federal law requires specific written taxpayer consent, we will obtain that consent before using or disclosing protected tax return information.

4. Information Sharing

We do not sell or rent confidential client tax information to third parties.

We may share information only when reasonably necessary and legally permitted, including:

• With the Internal Revenue Service or other government agencies in connection with authorized representation or services.
• With service providers supporting our business operations, subject to applicable confidentiality and security requirements.
• With professional advisers or other parties when legally authorized.
• When required by law, court order, or applicable legal proceedings.
• When you provide the required authorization or consent.

Any disclosure of protected tax return information remains subject to applicable federal and state laws.

5. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal and confidential information against unauthorized access, disclosure, alteration, or misuse.

These safeguards may include access restrictions, secure document-sharing systems, authentication procedures, and appropriate electronic security measures.

Although we take reasonable precautions to protect your information, no electronic transmission or storage system can be guaranteed to be completely secure.

6. Website Cookies and Analytics

Our website may use cookies and similar technologies to improve functionality, understand visitor activity, and enhance the user experience.

Cookies may collect general browsing information, including device information, browser type, and website interactions.

You may adjust your browser settings to limit or disable cookies. Doing so may affect certain website functions.

7. Text Messages, Email, and Electronic Communications

By providing your contact information and requesting communication, you may receive appointment confirmations, service-related notifications, and other communications relevant to your inquiry or engagement.

Marketing emails and text messages will be sent only as permitted by applicable law and required consent.

You may opt out of marketing emails through the unsubscribe instructions provided or reply STOP to applicable marketing text messages.

Opting out of marketing communications does not necessarily prevent important communications related to an active professional engagement.

We encourage clients to use approved secure communication methods when transmitting sensitive tax or financial documents.

8. Third-Party Websites and Services

Our website may contain links to third-party websites, appointment scheduling platforms, payment processors, or client portals.

These third-party services may operate under their own privacy policies and security practices.

OnPoint Tax Relief, Inc. is not responsible for the privacy practices of independently operated third-party websites.

9. Data Retention

We retain personal, financial, and tax-related information for as long as reasonably necessary to provide services, fulfill contractual obligations, maintain professional records, and comply with applicable legal or regulatory requirements.

When information is no longer required, we take reasonable steps to securely dispose of or de-identify it, subject to applicable retention obligations.

10. Your Privacy Rights

Subject to applicable law and professional recordkeeping requirements, you may contact us to:

• Request information about personal data we maintain.
• Request corrections to inaccurate personal information.
• Request deletion of eligible personal information.
• Update your communication preferences.
• Withdraw consent where withdrawal is legally permitted.

Certain records may need to be retained to comply with tax laws, professional standards, legal obligations, or legitimate business requirements.

11. Children's Privacy

Our website and professional services are not directed toward children under the age of 13.

We do not knowingly collect personal information directly from children under 13 through our website without appropriate parental or legal authorization.

12. Changes to This Privacy Policy

OnPoint Tax Relief, Inc. reserves the right to update this Privacy Policy to reflect changes in our business practices, technology, or applicable laws.

Updates will be published on our website with a revised effective date.

Continued use of our website after changes are posted constitutes acknowledgment of the updated policy, to the extent permitted by law.

13. Contact Information

For questions regarding this Privacy Policy or the handling of your information, please contact:

OnPoint Tax Relief, Inc.

Riverview, Florida

Phone: 813-685-8400

Website: www.OnPointTaxRelief.com

Professional Services: IRS Representation | Tax Resolution | Audit Assistance | Tax Compliance