Last Updated: 01/01/2026

Protect the Refund™ (“we,” “us,” or “our”) is committed to protecting your privacy and safeguarding your personal and financial information. This Privacy Policy explains how we collect, use, store, and protect your information when you use our website, forms, services, and communication channels.

1. Information We Collect

We may collect the following types of information:

Personal Information

• Name, address, email address, phone number

• Date of birth

• Marital status and dependent information (limited to name and date of birth at intake)

Tax & Financial Information

• Income documents (W-2s, 1099s, etc.)

• Prior year tax returns

• Government-issued identification

• Other tax-related documents voluntarily provided

Technical Information

• IP address

• Browser type

• Device information

• Pages visited and form submissions

2. How We Use Your Information

Your information is used to:

• Prepare and file tax returns

• Communicate with you about your tax services

• Request additional information or documents

• Schedule appointments

• Comply with legal and regulatory requirements

• Improve our services and client experience

We do not sell or rent your personal or tax information.

3. How We Store and Protect Your Information

• Documents are collected through secure, encrypted online forms

• Access is restricted to authorized personnel only

• Files are attached to secure client records

• We do not request sensitive documents via email or text message

While no system is 100% secure, we use reasonable administrative, technical, and physical safeguards to protect your information.

Use of Tax Software & Third-Party Providers

Protect the Refund™ is an independent tax preparation service. In order to prepare and file tax returns, we may utilize third-party tax preparation software platforms, electronic filing providers, and service partners, including those made available through professional tax preparer networks such as Minority Tax Pros.

These providers may have access to limited information strictly necessary to facilitate tax preparation, electronic filing, compliance, and refund processing. All such providers are required to maintain appropriate safeguards to protect your information.

Protect the Refund™ does not control and is not responsible for the internal privacy practices, system availability, processing timelines, or security policies of third-party software providers, financial institutions, or taxing authorities.

4. Sharing of Information

We may share your information only:

• With authorized tax software providers

• When required by law or government authority

• With your consent

We do not share information for marketing by third parties.

5. Communication Consent

By submitting your information, you consent to receive:

• Emails

• SMS/text messages

• Phone calls

related to your tax services.
You may opt out of non-essential communications at any time by replying STOP to text messages or using the unsubscribe link in emails.

6. Your Responsibilities

You are responsible for providing accurate, complete, and truthful information. Failure to do so may affect the preparation or filing of your tax return.

7. Third-Party Links

Our website or forms may contain links to third-party services. We are not responsible for the privacy practices of those websites.

8. Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised “Last Updated” date.

9. Contact Us

If you have questions about this Privacy Policy, contact us at:

Protect the Refund™
Email: [email protected]
Phone: 901-286-3225