PRIVACY POLICY
Last Updated: May 26, 2026
TaxObserve ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website taxobserve.com (the "Site") and use our assessment tools and services (collectively, the "Services").
Please read this Privacy Policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access the Site.
1. Information We Collect
We may collect information about you in a variety of ways when you interact with our Site:
Personal Data: Personally identifiable information, such as your name, email address, telephone number, and state of residence, that you voluntarily give to us when you choose to participate in our online assessment, request a consultation, or contact us.
Financial & Tax Information: To provide accurate matching services, our assessment tool may ask for general information regarding your tax status, estimated tax debt amount, and employment type. We do not collect sensitive financial data such as Social Security Numbers (SSN) or bank account details on our Site.
Derivative Data & Tracking: Information our servers automatically collect when you access the Site, such as your IP address, your browser type, your operating system, your access times, and the pages you have viewed directly before and after accessing the Site. We use tracking technologies, including the Meta (Facebook) Pixel and Google Analytics, to track conversions and optimize our advertising campaigns.
2. How We Use Your Information
Having accurate information about you permits us to provide you with a smooth, efficient, and customized experience. Specifically, we may use information collected about you via the Site to:
Evaluate your potential eligibility for various tax relief programs.
Match and connect you with independent, third-party tax resolution professionals and networks.
Deliver targeted advertising, newsletters, and promotional information regarding our Site and third-party offers.
Monitor and analyze usage and trends to improve your experience with the Site.
3. How We Share Your Information (IMPORTANT)
By using our assessment tool and submitting your information, you explicitly consent to the sharing of your data with our third-party partners.
Third-Party Tax Professionals & Networks: The primary purpose of our Service is to connect you with help. We will share your personal and assessment data with trusted third-party tax resolution firms, enrolled agents, or lead-generation networks (our "Partners"). These Partners may contact you directly via email, telephone, or SMS to offer their services.
Service Providers: We may share your information with third parties that perform services for us or on our behalf, including data analysis, email delivery, hosting services, and customer service.
By Law or to Protect Rights: If we believe the release of information about you is necessary to respond to legal process, to investigate or remedy potential violations of our policies, or to protect the rights, property, and safety of others, we may share your information as permitted or required by any applicable law.
4. Cookies and Web Beacons
We may use cookies, web beacons, tracking pixels, and other tracking technologies on the Site to help customize the Site and improve your experience. When you access the Site, your personal information is not collected through the use of tracking technology. Most browsers are set to accept cookies by default. You can remove or reject cookies, but be aware that such action could affect the availability and functionality of the Site.
5. California Privacy Rights (CCPA / CPRA)
If you are a California resident, the California Consumer Privacy Act (CCPA) provides you with specific rights regarding your personal information:
The Right to Know: You have the right to request that we disclose what personal information we collect, use, disclose, and sell.
The Right to Delete: You have the right to request the deletion of your personal information collected or maintained by us.
The Right to Opt-Out of the Sale of Personal Information: Because our business model involves transferring your contact information to third-party partners to provide the services you requested, this may be considered a "sale" under California law. You have the right to opt-out of this by contacting us at the email below.
6. Data Security
We use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other type of misuse.
7. Policy for Children
We do not knowingly solicit information from or market to children under the age of 18. If you become aware of any data we have collected from children under age 18, please contact us using the contact information provided below.
8. Contact Us
If you have questions or comments about this Privacy Policy, please contact us at:
Email: support@taxobserve.com
Website: taxobserve.com
