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Taxulo Privacy Policy

Last Updated: August 13, 2026

Taxulo respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or otherwise interact with us. By using our website or services, you agree to the terms of this Privacy Policy. ​

1. Information We Collect

Personal Information You Provide to Us

  • Name, email address, phone number, and mailing address

  • Financial and tax information you share with us for accounting, tax, or financial services

  • Social Security Number or Employer Identification Number, when required to provide tax or accounting services

  • Business information, including entity name, structure, and financial records

  • Communications you send us, including newsletter sign-ups and contact form submissions

Information Collected Automatically

  • IP address, browser type, and device information

  • Pages visited, time spent on our site, and referring URLs

  • Cookies and similar tracking technologies (see Section 6)

Information from Third Parties

  • Information from financial institutions, payment processors, or government agencies as needed to provide our services

2. How We Use Your Information

We use the information we collect to:

  • Provide accounting, tax, and financial services

  • Prepare and file tax returns and related documents

  • Communicate with you about your account or services

  • Send our newsletter and marketing communications (with your consent)

  • Respond to inquiries submitted through our Contact Us form

  • Improve our website, services, and client experience

  • Comply with legal, regulatory, and professional obligations

  • Detect and prevent fraud or unauthorized activity

3. How We Share Your Information

We do not sell your personal information. We may share your information with:

  • Service providers who help us operate our business (e.g., IT support, payment processors, cloud storage providers), under confidentiality obligations

  • Government agencies and regulators, such as the IRS or state tax authorities, when required to provide services or comply with law

  • Professional advisors, such as auditors or legal counsel, when necessary

  • Successors, in the event of a merger, acquisition, or sale of business assets

  • As required by law, such as in response to a subpoena, court order, or legal process

4. Data Security

We implement administrative, technical, and physical safeguards designed to protect your personal and financial information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

5. Data Retention

We retain personal and financial information for as long as necessary to provide our services, comply with legal and regulatory requirements (including IRS recordkeeping rules), resolve disputes, and enforce our agreements.

6. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to:

  • Remember your preferences

  • Analyze site traffic and usage patterns

  • Improve website functionality

You can control cookies through your browser settings. Disabling cookies may affect certain features of our website

7. Your Privacy Rights

Depending on your location, you may have the right to: 

  • Access the personal information we hold about you

  • Request correction of inaccurate information

  • Request deletion of your information, subject to legal recordkeeping requirements

  • Opt out of marketing communications at any time

  • Request a copy of your information in a portable format

To exercise these rights, contact us using the information in Section 10.

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California Residents: If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA), including the right to know, delete, and opt out of the sale/sharing of personal information. Taxulo does not sell personal information.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.

9. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

10. Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact us:

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Taxulo

4462 Lisa Drive

Union City, CA 94587

United States

Email: info@taxulo.com

Phone: 855-4-Taxulo (855-482-9856)

11. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised "Last Updated" date. We encourage you to review this policy periodically.

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