1:1 Tax Pros - Privacy Policy

Effective Date: June 4, 2026

1. What does this Policy cover?

Welcome to the Privacy Policy for 1:1 Tax Pros ("we," "us," or "our"). This Policy tells you how we collect, use, and share your personal data (also known as personal information) when you visit our website and use our services to find tax professionals. It also informs you about how we strive to keep your data safe and the choices you may have.

2. Our Role as a Connection Service

Please note that 1:1 Tax Pros operates strictly as an introductory connection and lead-generation service. We are not a tax preparation firm, an accounting firm, or a financial advisor. We do not provide tax, legal, or financial advice.

Our sole purpose is to connect you with highly qualified, independent tax professionals. We are not a party to, nor are we personally involved in, any subsequent transactions, agreements, or services rendered between you and the tax professionals you choose to hire.

3. What data do we collect and use?

When you use our website to request a connection with a tax professional, we collect the data needed for our legitimate business purposes. This includes:

Personal Identifiers: Such as your name, email address, phone number, and ZIP code.
Commercial Information / Service Requirements: Basic information regarding your tax situation or the type of services you are seeking so we can properly match you with the right professionals.
Internet or Network Activity Information: Such as your IP address and browsing behavior collected automatically as you use our Services to help us ensure security and improve user experience.

We use this data to verify your request, connect you with appropriate partners, personalize your experience, and secure our business.

4. How do we share your data?

Because our service is designed to connect you with professionals who can help you, sharing your data is essential to fulfilling your request. By submitting your personal information on our website, you expressly consent and agree that we will share your data with up to three (3) trusted third-party tax professionals or tax firms ("Partners").

These Partners will receive your contact details and service requirements so they can reach out to you directly to offer their services, provide consultations, or supply quotes.

Other Disclosures: We may also share data with service providers who help run our business (e.g., database hosting), or when required to comply with legal obligations and defend our interests. We do not sell your personal data to third parties for money.

5. Consent to Contact

By submitting your information, you authorize 1:1 Tax Pros and our designated Partners to contact you via phone call, text message (SMS), or email using the contact information you provided. You understand that your consent to be contacted is not a condition of purchasing any goods or services, and you may opt out of communications at any time by notifying the respective sender.

6. How do we keep your data safe?

We take the protection of your data seriously. We maintain reasonable administrative, technical, and physical safeguards to help keep your data safe from unauthorized access or disclosure. However, no internet transmission is ever completely secure, and sharing data is done at your own risk.

7. How long do we keep your data?

We keep your data for as long as it is needed to provide you with our Services and to comply with our business and legal obligations. When we no longer need your data for our stated purposes, we securely delete or de-identify it.

8. How can you control your data?

You have choices about your data and how we communicate with you:

Promotional Communications: You may opt out of future marketing emails from us by clicking the "unsubscribe" link. To stop communications from our Partners, you must contact them directly or follow their specific opt-out instructions.
Data Rights: Depending on your jurisdiction, you may request access to, correction of, or deletion of the personal data we hold about you by contacting us.

9. Changes to this Policy

Sometimes we need to make changes to how we collect, use, and protect your data. When we do, we will let you know by updating this page and the "Effective Date" above.

10. How can you contact us?

If you have any questions about this Policy or how we handle your information, please contact us at: Email: jordan@whalefarm.co