Privacy Policy

Privacy Policy for Tax City Melbourne

Last Updated: 12/09/25

Tax City Melbourne (“we,” “our,” or “us”) is committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, protect, and share your data when you use our website, client portal, scheduling tools, or any of our services.

By using our website or submitting information to us, you agree to the terms of this Privacy Policy.

1. Information We Collect

We collect information directly from you, automatically through our systems, and from authorized third parties.

A. Personal Information Provided by You

This may include:

  • Full name

  • Phone number

  • Email address

  • Mailing address

  • Date of birth

  • Social Security number

  • Driver’s license or state ID

  • Bank account information (for deposits or tax purposes)

  • Tax documents (W-2, 1099, 1040, Schedule forms, etc.)

  • Business documents (EIN, LLC paperwork, operating agreements, etc.)

  • Credit reports and financial history (with your authorization)

  • Uploaded documents

  • Appointment details and service selections

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the Text Message services

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

B. Sensitive Documents

Through our secure portals, we collect:

  • Government-issued IDs

  • Social Security cards

  • Proof of income

  • Proof of address

  • Financial statements

  • Credit reports

  • Funding approval documents

  • Tax documents required for preparation and filing

C. Automatically Collected Information

When you visit our website or interact with our services, we may collect:

  • Device information

  • IP address

  • Browser type

  • Pages viewed

  • Cookies and tracking data

  • Interaction with emails or SMS links

2. How We Use Your Information

We use your information for the following purposes:

  • Preparing and filing tax returns

  • Providing credit repair and analysis services

  • Evaluating business funding eligibility

  • Offering financial and business consultations

  • Verifying identity

  • Completing compliance checks

  • Facilitating payments, invoices, and receipts

  • Sending appointment reminders and updates

  • Sending marketing communications via email, SMS, or phone

  • Improving our services and website functionality

  • Maintaining legal and regulatory compliance

3. Platforms and Service Providers

Tax City Melbourne uses trusted third-party systems to securely manage and process your data, including:

Tax Software

  • TaxWise for tax preparation and secure transmission of IRS/State filings.

CRM & Client Communication

  • Go High Level (GHL) for client management, marketing, SMS, email, and automation.

  • GHL Calendar for appointments and scheduling.

Payment Processors

We may process payments through:

  • Stripe

  • Square

  • PayPal

  • Cash App

Analytics & Marketing Tools

  • Facebook/Instagram tracking pixel

  • Google Analytics

These tools may collect anonymous or behavioral data to help improve service and marketing performance.

4. Marketing Communications (SMS, Email & Calls)

By providing your contact information, you consent to receive:

  • SMS/text messages

  • Email updates

  • Promotional offers

  • Appointment reminders

  • Follow-up calls

Opt-Out Options

  • Reply STOP to any SMS message

  • Click unsubscribe in any marketing email

  • Contact us directly to update your communication preferences

Message and data rates may apply.

5. How We Protect Your Information

We take strong measures to safeguard your data, including:

  • SSL encryption on all web forms and portals

  • Secure document upload portals

  • Encrypted storage through TaxWise & GHL

  • Limited staff access to sensitive documents

  • Compliance with IRS Publication 4557 data protection guidelines

  • Firewalls, monitoring, and secure login systems

However, no system can guarantee 100% security, and users submit data at their own risk.

6. Sharing of Information

We do not sell your personal information.

We may share information only when necessary:

A. Authorized Service Providers

To perform services such as tax filing, payment processing, document storage, marketing, or analytics.

B. Legal Requirements

We may disclose information if required to:

  • Comply with the IRS, state agencies, or legal subpoenas

  • Prevent fraud or unauthorized activity

  • Protect our rights or client safety

C. With Your Consent

We may share information with funding partners, credit bureaus, or business lenders only when you authorize us to do so.

7. Your Rights

You have the right to:

  • Request access to the information we hold

  • Request corrections to inaccurate data

  • Request deletion of certain personal data (unless restricted by law)

  • Withdraw marketing consent at any time

To submit a request, contact us at taxcity321@gmail.com.

8. Data Retention

We retain information for as long as legally required for:

  • IRS audit protection

  • Tax preparation records

  • Credit repair documentation

  • Payment and transaction records

  • Legal and regulatory compliance

Tax records are typically retained for a minimum of 3–7 years depending on the filing type.

9. Cookies and Tracking

We use cookies and tracking tools for:

  • Website functionality

  • Analytics

  • Advertising performance

  • Retargeting ads

You may disable cookies in your browser, though some features may stop working properly.

10. Children’s Privacy

We do not knowingly collect data from children under 13. If discovered, the information will be deleted immediately.

11. Third-Party Links

Our website may contain third-party links. We are not responsible for their privacy practices and encourage users to review their policies.

12. Updates to This Privacy Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with a new revision date.

Your continued use of our services means you accept the updated terms.

13. Contact Us

For questions or privacy-related requests, contact us at:

Tax City Melbourne

2239 S Babcock St

Melbourne, FL 32901

📞 321-372-6125

📧 taxcity321@gmail.com