Privacy Policy

Introduction

At Evergreen Tax Filer, we take your privacy seriously. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our tax preparation services. Please read this privacy policy carefully.

We collect information that you provide directly to us, including:

• Personal identification information (name, address, Social Security number, date of birth)
• Financial information (income, deductions, tax documents, bank account details)
• Contact information (email address, phone number)
• Account credentials (username, password)
• Payment information (processed securely through Stripe)

We use the information we collect to:

• Prepare and file your tax returns
• Provide customer support and respond to your inquiries
• Process payments and prevent fraud
• Send you important updates about your tax return and our services
• Improve our services and develop new features
• Comply with legal obligations and IRS requirements

We implement industry-standard security measures to protect your personal information, including:

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

• With the IRS and state tax authorities to file your tax returns
• With service providers who assist in our operations (e.g., payment processors, cloud hosting)
• When required by law or to protect our legal rights
• With your explicit consent

Your Rights

You have the right to:

• Access and review your personal information
• Request corrections to inaccurate information
• Request deletion of your data (subject to legal retention requirements)
• Opt-out of marketing communications
• Export your data in a portable format

We retain your tax information for 7 years as required by IRS regulations. After this period, we securely delete your data unless you request otherwise or we are legally required to retain it longer.