Privacy Policy

Effective Date: Monday January 13, 2025

Welcome to First Refund LTD. Your privacy is critically important to us, and this Privacy Policy outlines how we collect, use, and protect your personal information. By using our services, you agree to the terms of this policy.

1. Information We Collect

We may collect the following types of information:

• Personal Information: Name, address, email, phone number, Social Security Number, tax identification numbers, and other tax-related details.
• Financial Information: Income details, bank account information, and other relevant financial data for tax preparation purposes.
• Device Information: Information about the device you use to access our services, such as IP address, browser type, and operating system.
• Uploaded Documents: Any tax documents or other files submitted through our secure mobile app or online portals.

2. How We Use Your Information

We use your information for the following purposes:

• To prepare and file your tax returns.
• To communicate with you regarding your account or our services.
• To comply with legal requirements and protect against fraud or unauthorized transactions.
• To improve our services, including troubleshooting technical issues and analyzing user feedback.

3. How We Protect Your Information

Your security is our priority. We employ industry-standard security measures to protect your data, including:

• Encryption: Secure encryption protocols for data transmission and storage.
• Access Controls: Restricted access to your information to authorized personnel only.
• Regular Audits: Routine checks to ensure our security measures are effective.

4. Sharing of Information

We do not sell or rent your personal information to third parties. We may share your data only in the following situations:

• With Your Consent: When you authorize us to share your information with specific parties.
• Service Providers: With trusted third-party providers who assist us in delivering our services, subject to strict confidentiality agreements.
• Legal Obligations: When required by law, regulation, or court order.

5. Your Rights and Choices

You have the right to:

• Access your personal information and request corrections if needed.
• Request the deletion of your personal data, subject to legal and contractual obligations.
• Opt-out of non-essential communications by updating your preferences with us.

6. Retention of Information

We retain your personal information only as long as necessary to fulfill the purposes outlined in this policy or to comply with legal and regulatory requirements.

7. Use of Mobile Apps

If you use our secure mobile app, TaxesToGo, please note:

• Your uploaded documents are stored securely and accessible only by authorized personnel.
• We recommend keeping your app updated to ensure maximum security.

8. Cookies and Tracking

Our website may use cookies to enhance your browsing experience. Cookies help us understand user preferences and improve our services. You can disable cookies in your browser settings, but some website features may be unavailable.

9. Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. Updates will be posted on our website with the effective date noted at the top.

10. Contact Us

If you have any questions or concerns about this Privacy Policy or how your information is handled, please contact us:

• Phone: 1-888-829-7579
• Email: [email protected]
• Address: PO Box 347 Reynoldsburg, OH 43068

Thank you for trusting First Refund LTD with your tax preparation needs. Your privacy is our priority!