Privacy Policy

Effective Date: October 19, 2026

SwiftTax ("SwiftTax," "we," "us," or "our") respects your privacy and is committed to protecting the personal and financial information you entrust to us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our website and tax-related services (collectively, the "Services"). Because we provide financial services, our handling of your information is also governed by applicable United States federal and state laws, including the Gramm-Leach-Bliley Act (GLBA) and its implementing regulations.

Please read this Privacy Policy carefully. By accessing or using our Services, you acknowledge that you have read and understood this Privacy Policy.

1. Our Commitment: Your Information Stays Private

Everything you submit to us is private. We do not sell your personal information, financial data, or any other information to third parties for any purpose. We do not rent, trade, or otherwise monetize your data. Your personal information is protected and used only to provide the Services you request and to comply with our legal obligations.

2. Information We Collect

To provide our Services, we may collect the following categories of information:

• Personal identifiers: name, mailing address, email address, telephone number, date of birth, and government-issued identification numbers such as a Social Security Number or Taxpayer Identification Number.
• Financial information: income, wages, investment, bank account, and other tax-related financial details necessary to prepare or support your filings.
• Documents you upload: tax forms, statements, receipts, and supporting materials you choose to provide.
• Technical and usage data: IP address, browser type, device information, and interactions with our website collected through cookies and similar technologies.

3. How We Use Your Information

We use the information we collect solely for legitimate business purposes, including to:

• Prepare, review, and file your tax returns and related documents;
• Provide, maintain, and improve our Services;
• Communicate with you about your account, appointments, and filings;
• Verify your identity and prevent fraud; and
• Comply with applicable legal, regulatory, and recordkeeping requirements.

4. How We Share Information

We do not sell or share your personal information for marketing purposes. We may disclose your information only in the following limited circumstances:

• With your consent: when you direct us to share information, for example with a taxing authority or another party you designate.
• Service providers: with trusted vendors who perform services on our behalf (such as secure hosting), who are contractually obligated to protect your information and use it only as instructed.
• Legal requirements: when required by law, subpoena, court order, or to comply with the Internal Revenue Service or other governmental authorities.
• Protection of rights: to protect the rights, property, or safety of SwiftTax, our clients, or others, and to detect or prevent fraud.

5. How We Protect Your Information

We maintain administrative, technical, and physical safeguards designed to protect your personal and financial information against unauthorized access, disclosure, alteration, and destruction. These measures include encryption of sensitive data in transit, access controls, and ongoing monitoring. While we strive to use commercially acceptable means to protect your information, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

6. Data Retention

We retain your information for as long as necessary to provide the Services and to comply with applicable legal, tax, and regulatory recordkeeping obligations. When information is no longer required, we securely dispose of it in accordance with applicable law.

7. Your Privacy Rights

Depending on your state of residence, you may have rights regarding your personal information, including the right to access, correct, or request deletion of certain information, and the right to know how your information is used. Residents of states such as California may have additional rights under applicable state privacy laws. Because we do not sell personal information, we do not offer a sale "opt-out," but you may contact us to exercise any rights available to you.

8. Cookies and Tracking Technologies

We use cookies and similar technologies to operate our website, remember your preferences, and understand how our Services are used. You can manage cookies through your browser settings; disabling some cookies may affect site functionality.

9. Children's Privacy

Our Services are not directed to children under the age of 13, and we do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so we can delete it.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Effective Date" above. Your continued use of the Services after any changes indicates your acceptance of the updated Privacy Policy.

11. Contact Us

If you have questions or concerns about this Privacy Policy or our privacy practices, or if you wish to exercise your privacy rights, please contact us:

SwiftTax
Phone: 954-773-1587
Hours: Monday – Friday, 9:00 AM – 6:00 PM EST

This Privacy Policy is provided for general informational purposes and does not constitute legal advice. We recommend consulting qualified legal counsel to confirm compliance with all laws applicable to your business.