Your data, with a clear purpose.
This notice explains what our contact form receives and how we use that information.
Information we receive
The contact form receives your name, email, optional phone number, language, general service, preferred contact method and consent. If you use a preparer’s link, it also records that referral so your request can be assigned correctly.
How we use your contact details
We use this information to respond, assign your request to the appropriate team member and manage administrative follow-up. Access is limited to authorized personnel and the technology providers needed to host, protect and operate the service. Consent does not subscribe you to marketing, and we do not sell your contact information.
Tax documents
Documents and confidential tax information are handled exclusively in the authorized secure tax portal. The public form, CRM, academy, regular email and artificial intelligence tools must not receive that information.
Internal access and progress
For invited staff access, we receive a name, email, acceptance date, access status and internal training progress. We retain records of past transactions, if any, for reconciliation and applicable obligations.
Retention and requests
We keep contact information while handling the request and retain internal records for as long as reasonably necessary for access, accounting, disputes, security and applicable obligations. You may email info@taxtopiagroup.com to request access, correction or deletion, subject to applicable obligations. This site does not include advertising pixels or third-party analytics added by us.