Effective Date: May 26, 2026
Last Updated: May 26, 2026
The Tax Academy, LLC (“The Tax Academy,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, store, protect, disclose, and otherwise process information when you visit https://thetaxacademy.com, use our online dashboard, enroll in or access our courses, submit intake forms, purchase products or services, pay renewal or license fees, request plan documents, use forms or templates, communicate with us, or otherwise interact with our services.
This Privacy Policy is intended to apply to our website, online services, educational materials, client portal or dashboard, document preparation services, self-directed retirement plan support services, IRA and 401(k) document support services, statutory agent renewal services, forms, payment pages, communications, and related products and services, whether accessed online, by phone, by email, or through another method.
By using our website or services, you agree to the collection, use, and disclosure of information as described in this Privacy Policy. If you do not agree with this Privacy Policy, do not use our website or services.
01. Important Role and Service Limitations
The Tax Academy provides retirement plan document preparation, document maintenance, administrative support, educational materials, forms, and related services for self-directed retirement plans, including certain IRA and 401(k) plan-related services. We may help prepare, amend, restate, maintain, organize, or provide access to plan documents and administrative forms.
Unless we separately agree in writing, The Tax Academy does not act as your attorney, CPA, tax advisor, investment advisor, financial planner, custodian, trustee, bank, broker, fiduciary, plan administrator under ERISA, or plan asset manager. We do not hold, manage, custody, invest, direct, or control plan assets.
We may coordinate with attorneys, tax professionals, banks, custodians, trustees, financial institutions, government agencies, payment processors, software providers, and other service providers when reasonably necessary to provide our services, process transactions, maintain plan documentation, support compliance updates, or carry out your instructions.
02.Information We Collect
We collect information directly from you, automatically through technology, from service providers, and from third parties when necessary to provide our services.
We may collect your name, mailing address, billing address, email address, phone number, business name, entity name, username, password or account credentials, communication preferences, and other information you provide when contacting us, creating an account, using a dashboard, enrolling in a course, or requesting services.
Because our services may involve retirement plan documentation, IRA and 401(k) support, entity compliance, statutory agent renewals, and administrative forms, we may collect sensitive information, including:
We may collect billing details, payment history, product or service purchases, annual license fees, renewal fees, statutory agent renewal payments, invoice details, account balances, refund information, and transaction records.
Payment card information may be collected and processed by third-party payment processors, such as Square or other payment providers. We do not intend to store full credit card numbers on our own systems when payments are processed by third-party payment processors.
If you access a course, dashboard, client portal, renewal status page, form library, document center, or other online service, we may collect information about your account activity, login activity, course progress, documents accessed, forms submitted, dashboard status, renewal status, service requests, support tickets, uploaded files, signatures, acknowledgments, and communications.
We may collect information you provide when you email, call, text, submit a website form, complete an intake form, respond to a survey, schedule a call, request support, or otherwise communicate with us. We may keep records of those communications.
When you use our website or online services, we may automatically collect information such as IP address, device type, browser type, operating system, referring pages, pages viewed, links clicked, time spent on pages, access times, approximate location derived from IP address, cookies, pixels, and similar technologies.
We may receive information from banks, custodians, trustees, attorneys, CPAs, financial advisors, payment processors, software platforms, government agencies, business partners, referral sources, or other third parties when necessary to provide services, process payments, verify information, complete documents, support compliance, or carry out your instructions.
03. How We Use Information
We may use information for the following purposes:
04. How We Disclose Information
We do not sell your personal information. We do not disclose your personal information to unrelated third parties for their own independent marketing purposes.
We may disclose information in the following limited circumstances:
We may disclose information to vendors and service providers who help us operate our business, website, dashboard, courses, document systems, payment processing, email, hosting, cloud storage, customer support, analytics, security, accounting, compliance, or administrative functions.
We may disclose information to attorneys, CPAs, enrolled agents, tax professionals, financial advisors, consultants, or other professional advisors when necessary to provide services, obtain professional assistance, prepare or review documents, support plan maintenance, respond to issues, or carry out your instructions.
We may disclose information to banks, custodians, trustees, financial institutions, plan sponsors, plan trustees, plan administrators, recordkeepers, or related parties when needed to establish, maintain, amend, restate, operate, or terminate a plan, prepare documents, process forms, support account opening or maintenance, or carry out your instructions.
We may disclose information to the IRS, Department of Labor, state agencies, courts, regulators, law enforcement, taxing authorities, or other governmental bodies when required or permitted by law, subpoena, court order, audit, examination, reporting requirement, compliance obligation, legal process, or to protect our rights or the rights of others.
We may disclose payment and transaction information to payment processors, banks, card networks, fraud prevention providers, and related financial service providers to process payments, refunds, chargebacks, invoices, and renewals.
If we are involved in a merger, acquisition, sale of assets, financing, reorganization, bankruptcy, transfer of business operations, or similar transaction, information may be disclosed or transferred as part of that transaction, subject to appropriate confidentiality protections where required.
We may disclose information with your consent, at your direction, or as otherwise necessary to fulfill the purpose for which you provided the information.
05. No Sale of Personal Information
The Tax Academy does not sell personal information for money. We do not sell or release client information to data brokers, advertisers, unrelated marketers, or other third parties for their own independent use.
Some privacy laws define “sale,” “sharing,” or “targeted advertising” broadly. To the extent our website uses cookies, analytics, pixels, advertising tools, or similar technologies that may be considered a “sale,” “sharing,” or targeted advertising under applicable law, we will provide any required opt-out rights and notices.
06. Cookies, Analytics, and Online Tracking
We may use cookies, pixels, analytics tools, log files, and similar technologies to operate our website, remember preferences, secure accounts, understand website usage, improve services, measure marketing effectiveness, and troubleshoot technical issues.
You can usually adjust your browser settings to refuse or delete cookies. Some features may not function properly if cookies are disabled.
We may use third-party analytics or advertising tools. These providers may collect information about your use of our website and other websites over time. Where required by law, we will provide notices and choices regarding these technologies.
07. How We Protect Information
We use administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, disclosure, alteration, or destruction. These safeguards may include access controls, password protections, secure storage, vendor controls, encryption where appropriate, secure payment processors, employee or contractor confidentiality obligations, and reasonable security procedures.
No method of transmission or storage is completely secure. We cannot guarantee absolute security. You are responsible for maintaining the confidentiality of your login credentials and for notifying us promptly if you believe your account or information has been compromised.
Because we may handle sensitive tax, identity, and retirement-plan-related information, we may maintain internal security policies and procedures, including a written information security program or plan where required or appropriate.
08. Data Retention
We retain information for as long as reasonably necessary to provide services, maintain plan and account records, comply with legal, tax, accounting, regulatory, contractual, and recordkeeping obligations, resolve disputes, enforce agreements, protect against fraud, support business operations, and maintain accurate historical documentation.
Because retirement plan documents, amendments, restatements, forms, elections, plan histories, payment records, compliance updates, and related information may need to be retained for extended periods, we may retain certain records for a long period of time unless deletion is required by applicable law and no exception applies.
09. Your Choices and Rights
Depending on where you live, you may have rights regarding your personal information, including the right to request access, correction, deletion, portability, restriction, objection, or opt-out of certain processing. These rights may be subject to exceptions, verification requirements, and legal limitations.
To make a privacy request, contact us using the information in the “Contact Us” section below. We may need to verify your identity before responding. We may deny or limit requests where permitted by law, including when information must be retained for legal, tax, accounting, regulatory, contractual, fraud prevention, dispute resolution, plan documentation, or service-related reasons.
You may opt out of marketing emails by using the unsubscribe link in the email or contacting us. We may still send non-marketing communications, including account, payment, renewal, document, compliance, security, and service-related messages.
10. State Privacy Notices
Certain state privacy laws may provide additional rights to residents of those states, including California, Colorado, Connecticut, Virginia, Utah, Texas, Oregon, Montana, Delaware, Iowa, Tennessee, Indiana, and other states with applicable consumer privacy laws.
Depending on the law that applies to you and our business, you may have rights to know or confirm whether we process your personal information, access your information, correct inaccuracies, delete information, obtain a copy of information, opt out of sale, sharing, targeted advertising, profiling, or certain uses of sensitive information, and appeal a denied request.
We do not sell personal information for money. We do not knowingly sell or share personal information of children under 16.
If a state privacy law applies to your information and to our business, we will honor applicable rights as required by that law.
11. California Privacy Notice
This section applies only to California residents to the extent the California Consumer Privacy Act, as amended by the California Privacy Rights Act, applies to The Tax Academy.
Categories of Personal Information We May Collect
In the past 12 months, we may have collected the following categories of personal information:
Sources of Personal Information
We may collect personal information from you, your representatives, your business, your plan, your advisors, financial institutions, banks, custodians, trustees, payment processors, software platforms, referral sources, government agencies, and automatically through our website and online services.
Purposes for Collection, Use, and Disclosure
We collect, use, and disclose personal information for the business and commercial purposes described in this Privacy Policy, including providing services, preparing and maintaining documents, processing payments, communicating with you, securing our systems, complying with law, and improving our services.
Categories of Third Parties to Whom Information May Be Disclosed
We may disclose information to service providers, payment processors, attorneys, tax professionals, banks, custodians, trustees, financial institutions, software providers, government agencies, regulators, legal authorities, and other parties as described in this Privacy Policy.
Sale or Sharing
We do not sell personal information for money. We do not knowingly sell or share personal information of consumers under 16. If any website analytics, advertising, or tracking technology is considered a “sale” or “sharing” under California law, California residents may have the right to opt out.
Sensitive Personal Information
We use sensitive personal information only for purposes reasonably necessary to provide requested services, process payments, verify identity, maintain security, comply with law, manage documents, prevent fraud, and perform related business functions, unless otherwise permitted by law or authorized by you.
California Rights
California residents may have the right to request access, deletion, correction, portability, information about categories of personal information collected and disclosed, and to opt out of sale or sharing where applicable. California residents also have the right not to be discriminated against for exercising privacy rights.
To exercise California privacy rights, contact us using the information below.
12. Children’s Privacy
Our website and services are not directed to children under 13. We do not knowingly collect personal information from children under 13. If we learn that we collected personal information from a child under 13 without appropriate consent, we will take reasonable steps to delete it.
13. Third-Party Websites and Services
Our website or communications may link to third-party websites, payment pages, banks, custodians, government agencies, educational platforms, video platforms, software tools, or other services. We are not responsible for the privacy practices, security, content, or policies of third parties. You should review the privacy policies of any third-party service you use.
14. Payments
Payments may be processed by third-party payment processors, including Square or other providers. Payment processors may collect and process payment card information, billing details, transaction information, fraud prevention data, and related information under their own terms and privacy policies.
We do not intend to store full credit card numbers on our own systems when payments are handled through a third-party payment processor.
15. Communications by Email, Phone, and Text
By providing your contact information, you authorize us to contact you about your account, services, documents, renewals, payments, forms, courses, dashboard, deadlines, and related matters. Communications may occur by email, phone, text message, mail, or other methods, subject to applicable law.
Do not send highly sensitive information by unencrypted email unless you accept the risks of doing so. We may provide secure upload or portal options when available.
16. Legal Holds, Disputes, and Compliance
We may preserve and disclose information when we believe it is reasonably necessary to comply with law, respond to legal process, cooperate with regulators or government agencies, enforce agreements, collect amounts owed, defend against claims, investigate fraud or misuse, protect the rights, property, or safety of The Tax Academy, our clients, or others, or maintain records relevant to retirement plan documentation and compliance.
17. International Users
Our services are intended primarily for users in the United States. If you access our website or services from outside the United States, you understand that your information may be processed in the United States, where privacy laws may differ from those in your jurisdiction.
18. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. The updated version will be posted on our website with a revised “Last Updated” date. Changes are effective when posted unless otherwise stated. Your continued use of our website or services after changes are posted means you accept the updated Privacy Policy.
19. Contact Us
If you have questions about this Privacy Policy or want to make a privacy request, contact us at:
The Tax Academy, LLC
2473 S Higley Rd, Ste. 104-117
Gilbert, AZ 85295
Phone: 480-466-0401
Email: [email protected]