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Terms of  Service

Last Updated: August 13, 2026

Welcome to Taxulo! Taxulo ("Taxulo," "we," "us," or "our") respects your privacy. This Privacy Policy ("Policy") describes how we collect, use, protect, and disclose personal information in connection with your use of our website, including without limitation https://www.taxulo.com and any other website that includes a link to this Policy, along with the features, functionalities, and services available through those websites (collectively, our "Website"); your engagement of our accounting, tax, financial, and advisory services (collectively, our "Services"); and any other interactions we have with you in connection with our business operations, including through email, phone, in-person meetings, or client portals (collectively, our "Operations").

 

Please read this Policy carefully. By using or interacting with our Website, engaging our Services, or otherwise providing us with personal information, you acknowledge that you understand we may use your information as described in this Policy. If you have any questions about how we collect, use, protect, or disclose your personal information, please contact us at info@taxulo.com.

1. Personal Information We Collect

Our primary goals in collecting personal information are to provide and improve our Services, operate our Website, conduct our Operations, communicate with clients and prospective clients, and comply with our legal and professional obligations as an accounting and tax services provider.

 

Categories of Personal Information We Collect

Depending on how you access, use, or interact with our Website or Services, we may collect:

  • Identifiers and contact information, such as your name, email address, phone number, mailing address, and business name

  • Government identification numbers, such as your Social Security Number, Individual Taxpayer Identification Number, or Employer Identification Number, when required to prepare tax filings or provide accounting services

  • Financial information, such as bank account details, income records, investment statements, payroll data, tax filings, and other financial documentation you provide to us in connection with our Services

  • Transactional information, such as records of payments you make to us or invoices we issue to you

  • Business and organizational information, such as entity structure, formation documents, and ownership details for business or nonprofit clients

  • Communications, such as information contained in emails, phone calls, client portal messages, and newsletter sign-ups

  • Demographic and preference information you choose to share with us

  • Other information you voluntarily provide in connection with our Services

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Information We Collect Automatically ('Usage Data') When you visit our Website, we, or third parties acting on our behalf, may automatically collect certain information about the device you use and how you interact with our Website, including:

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  • IP address, general geographic location, browser type, and operating system

  • Pages viewed, links clicked, time spent on our Website, and referring URLs

  • Information collected through cookies, pixels, and similar tracking technologies

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Usage Data, by itself, generally does not identify a specific individual. If we link Usage Data with other personal information that could identify you, we will treat the linked information as personal information and use it as described in this Policy.

2. How We Collect Personal Information

Directly From You. Most of the personal information we collect comes directly from you — for example, when you complete our contact or newsletter sign-up form, engage us to provide accounting or tax services, upload documents to a client portal, or otherwise communicate with us. Some information we request is required for us to provide our Services; if you do not provide it, we may be unable to complete certain tax or accounting work.

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From Third Parties. We may also collect personal information about you from:

  • Financial institutions, payroll providers, and payment processors involved in your engagement

  • Government agencies, such as the IRS or state tax authorities, in connection with filings or inquiries related to your account

  • Service providers who support our Website and business operations (e.g., hosting, email, and practice-management platforms)

  • Other individuals at your business or organization who refer you to us or coordinate services on your behalf

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We may combine personal information we collect directly from you with information we receive from these third-party sources.

3. How We Collect Usage Data

  • Cookies. Cookies are small data files stored on your device when you visit our Website. We use first-party cookies to recognize returning visitors and improve site functionality, and may use third-party cookies from analytics or advertising partners. Most browsers let you manage or disable cookies through their settings, though disabling cookies may affect certain Website features.

  • Other Tracking Technologies. We may use web beacons, pixel tags, and similar technologies, including in emails we send, to understand engagement such as open rates and click rates.

  • Analytics Tools. We may use third-party analytics tools, such as Google Analytics, to help us understand how visitors use our Website. These tools may place cookies on your device and collect information such as your IP address and browsing activity on our site. You can learn about Google's data practices at https://policies.google.com/privacy and opt out of Google Analytics at https://tools.google.com/dlpage/gaoptout. We have not developed a response to browser "Do Not Track" signals and do not currently alter our data collection practices upon receiving such signals

4. How We Use Personal Information

Service Delivery Purposes. We use personal information to: ​

  • Prepare and file tax returns and related documents

  • Provide bookkeeping, accounting, and financial advisory services

  • Validate your identity and verify information necessary to complete an engagement

  • Communicate with you about your engagement, deadlines, and deliverables

  • Process payments and manage billing

  • Comply with legal, regulatory, and professional obligations, including IRS and state recordkeeping requirements

 

Marketing Purposes. With your consent where required, we may use your contact information to send our newsletter and information about our services. You may opt out at any time as described in Section 8.

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Website and Business Operations. We may also use information to operate, secure, and improve our Website, respond to inquiries submitted through our Contact Us form, detect and prevent fraud, and protect our legal rights.

 

We will not use personal information for materially different, unrelated, or incompatible purposes without providing notice.

5. How We Share Personal Information

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

  • Service providers who support our operations, such as practice-management software, cloud document storage, email, and payment processing providers, under confidentiality obligations

  • Government agencies and regulators, including the IRS and state tax authorities, when necessary to provide Services or comply with law

  • Professional advisors, such as our own legal counsel or liability insurers, when necessary 

  • Successor entities, in the event of a merger, acquisition, or sale of business assets, subject to this Policy or a successor policy of which you will be notified

  • Government or law enforcement, where required to comply with a subpoena, court order, or other legal process, or to protect our rights, property, or the safety of others

  • Any third party you direct us to share information with, such as a co-owner of your business or your financial advisor

 

We may also disclose aggregated or de-identified information that cannot reasonably be used to identify you for any lawful business purpose.

6. Third-Party Links and Content

Our Website may contain links to third-party websites or embedded content. We are not responsible for the privacy practices or content of those third parties, and we encourage you to review their privacy policies before providing them with personal information.

7. Protecting Your Personal Information

We maintain administrative, technical, and physical safeguards designed to protect personal and financial information from unauthorized access, disclosure, alteration, or destruction, consistent with our obligations as a provider of accounting and tax services. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security

8. How to Manage Your Personal Information

We offer several ways for you to manage your personal information:

  • Update your information. To update, correct, or ask questions about the personal information we hold, email us at info@taxulo.com.

  • Opt out of marketing emails. You may unsubscribe from our newsletter or promotional emails at any time using the unsubscribe link included in those emails. This will not affect service-related communications, such as messages about your active engagement.

  • Request deletion. Subject to our legal and professional recordkeeping obligations (including IRS rules requiring retention of certain tax records), you may request that we delete personal information we hold about you by emailing info@taxulo.com. We may need to verify your identity before completing your request, and we will explain if we are unable to fulfill it, in whole or in part, due to a legal retention requirement or other exception.

9. Children's Privacy

Our Website and Services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us at info@taxulo.com so we can address it.

10. California Privacy Rights

If you are a California resident, you may have rights under the California Consumer Privacy Act (CCPA), as amended, including the right to know what personal information we collect, request deletion of your personal information (subject to legal exceptions), and opt out of the sale or sharing of personal information. Taxulo does not sell personal information. To exercise these rights, contact us at info@taxulo.com.

11. Data Retention

We retain personal and financial information for as long as necessary to provide our Services, satisfy the purposes described in this Policy, and comply with applicable legal, tax, and professional recordkeeping requirements, after which it is securely deleted or de-identified.

12. International Users

Our Website and Services are directed to individuals and businesses located in the United States. If you access our Website or engage our Services from outside the United States, please be aware that your information will be transferred to, stored, and processed in the United States, which may not have the same data protection laws as your home jurisdiction.

13. Changes and Updates to This Policy

We may update this Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. Changes will be posted on this page with a revised "Last Updated" date. Your continued use of our Website or Services after changes become effective constitutes your acknowledgment that we may continue to use your personal information as described in the updated Policy

14. Contact Us

We welcome your questions, comments, and concerns about privacy. Please contact us:

 

Taxulo

4462 Lisa Drive

Union City, CA 94587

United States

Email: info@taxulo.com

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

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