Effective Date: November 6, 2025
Business Name: Maxx Out Tax
Contact: [email protected] | (832) 682-9861
Address: 15211 Fondren Rd Ste B

1. Purpose of This Policy

This Privacy Policy explains how we collect, use, and protect the personal information you provide to us during the client intake process and throughout your relationship with our office. We are committed to maintaining the confidentiality, integrity, and security of your personal and financial information.

2. Information We Collect

We may collect the following types of information from you:

Personal identifiers: Name, address, phone number, date of birth, Social Security number, and email address.

Tax-related information: Income documents (W-2s, 1099s, prior-year returns, dependent details, and deduction records).

Financial data: Bank account information for direct deposit or payment, investment and business income details.

Verification documents: Driver’s license, state ID, or other government-issued identification.

Digital interactions: IP address, device information, and communication preferences collected through our website, forms, or SMS/email systems.

We only collect information that is necessary to prepare and file your taxes, comply with legal obligations, and provide requested services.

3. How We Use Your Information

Your information is used strictly for:

Preparing, filing, and maintaining your tax returns.

Communicating with you regarding your tax matters.

Responding to IRS or state agency inquiries as authorized.

Providing related financial, business, or advisory services at your request.

Maintaining internal records for compliance and service quality.

Sending email or SMS messages related to your tax status, appointments, product updates, or special offers (with your consent).

We do not sell or share your information with non-affiliated third parties for marketing or unrelated purposes.

4. Email and SMS Marketing Communications

By providing your contact information (including phone number or email), you consent to receive transactional and promotional communications from Maxx Out Tax through email, text message, or automated systems.
We use these communications to:

Send important tax updates, reminders, or filing information.

Share promotions, educational content, and special offers related to our services.

Confirm appointments or request documentation.

You may opt out at any time by: Clicking the “Unsubscribe” link at the bottom of our emails.

Replying “STOP” to any SMS message. Contacting us directly at [email protected] to adjust your preferences. We will never share your phone number or email address with third-party marketers, and all messages comply with CAN-SPAM Act and Telephone Consumer Protection Act (TCPA) regulations.

5. Information Sharing and Disclosure

We may share your information only when necessary: With the IRS or state taxing authorities, as required by law. With service providers who assist in tax preparation, e-filing, secure data management, or marketing automation (under strict confidentiality agreements). When you authorize in writing the disclosure to a third party (e.g., banker, mortgage lender, or financial advisor). As required by court order, subpoena, or other legal process.

6. Data Security

We maintain physical, electronic, and procedural safeguards in accordance with federal law to protect your personal information.
This includes:

Encrypted file storage and transmission.

Secure password-protected systems and limited staff access.

Regular staff training on confidentiality and cybersecurity.

Secure document shredding and digital data deletion procedures.

7. Data Retention

Your records will be retained for a minimum of three (3) years after your tax return is filed, or longer if required by law. After that period, records are securely destroyed in compliance with IRS and FTC data disposal rules.

8. Your Rights

You have the right to:

Request a copy of the information we maintain about you.

Request corrections to inaccurate or incomplete information.

Withdraw consent for certain data uses (except where required by law).

Requests can be submitted to [email protected] or mailed to:
Maxx Out Tax
15211 Fondren Rd Ste B

9. Updates to This Policy

We may update this Privacy Policy from time to time. Any updates will be posted in our office and/or on our website with the revised effective date.

10. Contact Information

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

Maxx Out Tax
15211 Fondren Rd Ste B
📞 (832) 682-9861
📧 [email protected]