Current State
This website's calculators and forms (including the Compliance Assessment form) operate entirely in your browser and, where you choose to submit them, open a pre-filled email in your own email application. No files or answers are uploaded to a server by this website.
Do Not Send Sensitive Documents Through This Site
Please do not send SSNs, ITINs, passports, W-2s, bank statements, or other sensitive tax documents through this website's forms, WhatsApp, or ordinary email. We will provide secure instructions for exchanging documents once your engagement is confirmed.
Access to Client Files
Once an engagement begins and documents are shared through an agreed channel, access is limited to the staff directly working on your return.
Payment Information
We do not collect or store payment card details on our own systems.
Reporting a Concern
If you suspect a security issue involving your information, contact us immediately at help@taxacepro.com.