Privacy Policy

Last updated: November 10, 2026

1. Who we are

This policy describes how EzziTax (“EzziTax,” “we,” “us,” or “our”), operated by [LEGAL BUSINESS NAME], collects, uses, and shares information in connection with ezzitax.com and related pages (the “Site”). EzziTax is a lead-generation service. We are not a law firm, certified public accounting firm, or enrolled agent practice, and we do not provide tax, legal, or financial advice. We connect consumers with independent tax resolution providers.

Contact for privacy questions: [PRIVACY CONTACT EMAIL], [MAILING ADDRESS].

2. Information we collect

We may collect:

Contact information you submit, such as first name, last name, phone number, email address, and state, and your preferred time to be called.
Information about your tax situation that you choose to provide, such as an estimated amount owed, whether the tax is federal and/or state, whether you have unfiled returns, the type of tax problem (for example, letters, garnishment, levy, lien, or audit), and employment or income type.
Consent records, including that you agreed to be contacted, the exact consent language shown to you, a consent version identifier, the page URL, the date and time, your IP address, and your browser user agent. We keep this information to document consent to communications.
Technical and usage information, such as IP address, device and browser type, pages viewed, referring URL, and approximate location derived from IP address. We may use cookies or similar technologies that are necessary to operate the Site or, if later added, for analytics.

We do not ask you to submit Social Security numbers, IRS account transcripts, or payment card numbers on this Site.

3. How we use information

We use information to:

Evaluate, at a high level, whether you may be a candidate for a tax relief review.
Respond to you and connect you with independent tax resolution partners.
Contact you by phone, text, or email as described in the consent you provide.
Operate, secure, and improve the Site, prevent fraud and spam, and keep records.
Comply with law and enforce our terms.

4. How we share information

If you submit the eligibility form and provide consent, we may share your information, including contact details and the tax-situation answers you provided, with one or more independent tax resolution partners so they can contact you about possible representation or other services. Those partners are separate businesses. Their use of your information is also subject to their own policies and applicable law.

We may also share information:

With service providers who host the Site, store data, or help us operate the service, under contracts that require appropriate care of the data.
If required by law, legal process, or to protect rights, safety, or security.
In connection with a business transaction such as a merger, sale, or financing, subject to appropriate safeguards.
In de-identified or aggregated form that does not reasonably identify you.

We do not sell your information for money in the ordinary retail sense. Depending on state law, sharing personal information with marketing or lead partners may be considered a “sale” or “sharing” for cross-context advertising. See the state-rights section below.

5. Phone, text, and email communications

If you check the consent box and submit the form, you agree that EzziTax and its tax resolution partners may contact you by telephone, text message, and email, including via automated technology, at the number and email you provided. Consent is not a condition of purchase. Message and data rates may apply. You may opt out of text messages by replying STOP, and request help by replying HELP. You may also contact us at [PRIVACY CONTACT EMAIL] to request that we stop certain communications from EzziTax. Opting out of one channel may not automatically stop all others, and partners who already received your information may need to be contacted separately if required.

6. Cookies and analytics

The Site may use strictly necessary cookies, such as those used to keep an administrator signed in to a private lead inbox. If we later use analytics or advertising cookies, we will update this policy and, where required, provide a notice or choice mechanism.

7. How long we keep information

We keep lead and consent records for as long as reasonably needed to provide the service, document consent, resolve disputes, and meet legal and recordkeeping obligations, then delete or de-identify them when appropriate. [CONFIRM RETENTION PERIOD WITH COUNSEL.]

8. Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information. No method of transmission or storage is completely secure.

9. Your choices and state privacy rights

You may request access to, correction of, or deletion of personal information we hold about you, or inquire about our sharing practices, by emailing [PRIVACY CONTACT EMAIL]. We will verify requests as required and will not discriminate against you for exercising rights available under law. Some states, including California and others, provide additional rights to know, delete, correct, or opt out of certain sales or sharing of personal information. If those laws apply to you and to us, you may exercise those rights through the same contact method. [COUNSEL SHOULD CONFIRM WHETHER CPRA, VCDPA, or similar statutes apply and add any required notices, metrics, or “Do Not Sell or Share” links.]

10. Children

The Site is intended for adults. We do not knowingly collect personal information from children under 18.

11. Changes

We may update this policy from time to time. The “Last updated” date will change when we do. Continued use of the Site after an update means you should review the revised policy.