Privacy Policy – ReFundIQ LLC
RefundIQ LLC (“RefundIQ,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information.
This Privacy Policy describes how we collect, use, and protect your information when you use our website and services.
1. Information We Collect
We may collect the following information:
- Name
- Phone number
- Email address
- Tax and financial information provided for tax preparation services
- Documents uploaded through secure portals
- Communication preferences
2. How We Use Your Information
We use your information to:
- Prepare and file tax returns
- Communicate regarding your tax return
- Request required documentation
- Provide appointment reminders
- Send IRS acceptance or rejection notifications
- Provide refund status updates
- Respond to support inquiries
We do not sell or rent your personal information.
3. SMS & Text Messaging Policy
By providing your phone number and consenting to receive text messages, you agree to receive transactional and service-related SMS messages from RefundIQ LLC.
These messages may include:
- Document upload reminders
- Appointment confirmations
- Tax return status updates
- IRS acceptance notifications
- Refund updates
- Account-related communications
Message frequency varies but is typically 2–6 messages per return during tax season.
Message and data rates may apply.
You may opt out at any time by replying:
- STOP to unsubscribe
- HELP for assistance
We do not send promotional marketing messages without separate explicit consent.
4. Information Security
We implement appropriate technical and organizational safeguards to protect your personal and tax-related information.
Sensitive tax documents are transmitted through secure portals and encrypted systems.
5. Information Sharing
We may share information only as necessary to:
- File tax returns with federal and state authorities
- Comply with legal obligations
- Work with authorized banking partners for refund processing
We do not share your information for marketing purposes.
6. Cookies & Tracking
Our website may use cookies and tracking technologies to improve user experience and analyze website performance.
7. Your Rights
You may request:
- Access to your personal information
- Corrections to inaccurate information
- Deletion where legally permitted
8. Contact Information
RefundIQ LLC
Boca Raton, Florida
Email: info@myrefundiq.com
Website: https://myrefundiq.com