Privacy Policy

Effective Date: September 6, 2026
Last Updated: September 6, 2026

Privacy Policy

Redeemed Tax and Financials (“Redeemed Tax and Financials,” “Redeemed,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal, financial, and taxpayer information entrusted to us.

This Privacy Policy explains how we collect, use, disclose, protect, and retain information when you visit RedeemedTax.com, contact our office, submit information through our website, use our secure client portal, communicate with us, or engage Redeemed Tax and Financials for tax preparation services.

Redeemed Tax and Financials is located in Brea, California and provides tax preparation services to clients in California and throughout the United States.

This Privacy Policy applies to information collected through our public website and in connection with our tax preparation services. Information processed through third-party platforms such as Drake Portals/SecureFilePro may also be subject to the privacy and security practices of those service providers.

1. Technology Used by Redeemed Tax and Financials

Redeemed Tax and Financials currently uses technology including:

• WordPress to operate and manage RedeemedTax.com
• Elementor to design and provide website functionality
• Drake Software for professional tax preparation and electronic filing
• Drake Portals/SecureFilePro for secure client document exchange
• Email and telephone systems for client communications
• Federal and state electronic filing systems for submission of tax returns

We may update or replace technology providers as our business changes. When a change materially affects our privacy practices, we may update this Privacy Policy.

2. Information We Collect

The information we collect depends on how you interact with us.

Website Contact Information

If you communicate with us through RedeemedTax.com, we may collect information such as:

• Name
• Email address
• Telephone number, if provided
• Subject of your inquiry
• Message or other information you voluntarily provide
• Appointment-related information

Our public contact forms are intended for general communications.

Do not submit Social Security numbers, tax returns, bank account information, driver’s licenses, government identification documents, or other sensitive taxpayer information through a general website contact form.

Clients should use the secure Drake Portals/SecureFilePro portal provided by Redeemed Tax and Financials for sensitive tax documents.

Tax Preparation Information

When you engage us to prepare a tax return, we may collect information including:

• Full legal name
• Mailing address
• Email address
• Telephone number
• Date of birth
• Social Security number
• Individual Taxpayer Identification Number
• Employer Identification Number
• Driver’s license or government identification information
• Filing status
• Dependent information
• W-2 forms
• 1099 forms
• K-1 forms
• Income information
• Employment information
• Self-employment information
• Business income and expenses
• Investment income
• Retirement income
• Real estate and rental property information
• Mortgage information
• Educational expenses
• Tax deductions and credits
• Health insurance tax information
• Bank account and routing information used for tax refunds or payments
• Prior-year tax returns
• Amended-return information
• IRS correspondence
• State tax agency correspondence
• Supporting tax documentation
• Electronic signatures and filing authorizations
• Other information necessary to prepare, review, or file a tax return

Tax information frequently contains sensitive personal and financial information and is handled subject to applicable federal and state requirements.

3. Information Collected Automatically

When you visit RedeemedTax.com, our website platform and supporting technology may automatically process limited technical information necessary to deliver and protect the website.

This may include:

• IP address
• Browser type and version
• Device type
• Operating system
• Date and time of access
• Requested pages
• Referring website
• General interaction information
• Cookie or local-storage information
• Technical logs
• Security-related information
• Approximate location derived from an IP address

We may use this information for website functionality, security, troubleshooting, fraud prevention, performance, and administration.

4. WordPress and Elementor

RedeemedTax.com is operated using WordPress and Elementor.

WordPress and Elementor may process technical information necessary to load website content, provide functionality, manage sessions, display forms, maintain site preferences, prevent abuse, and support website administration.

Elementor or related Elementor services may process certain visitor or technical information through its systems or subprocessors where features requiring those services are enabled.

We do not intentionally use WordPress or Elementor website forms to collect complete tax returns or other highly sensitive tax documentation.

Sensitive tax information should be submitted through the secure client portal described below.

5. Drake Tax

Redeemed Tax and Financials uses professional tax preparation software provided by Drake Software.

When we prepare your tax return, information may be entered into, processed by, transmitted through, or stored using Drake Software systems.

Information processed through Drake may include taxpayer identity information, Social Security numbers, income records, financial information, tax forms, deductions, credits, dependents, banking information related to tax filing, and other information required for tax preparation or electronic filing.

Drake Software maintains its own privacy, security, and data-handling policies applicable to information processed through its services.

6. Drake Portals / SecureFilePro

Redeemed Tax and Financials uses Drake Portals/SecureFilePro as our secure client document-exchange platform.

Clients may use the portal to:

• Upload tax documents
• Download tax documents
• Exchange confidential files
• Review document requests
• Complete certain questionnaires
• Electronically sign eligible documents
• Access completed tax documents
• Communicate or exchange information with our tax preparation team

Information uploaded to the secure portal may be stored or processed through systems operated by Drake Software or its authorized service providers.

Clients are responsible for protecting their portal username, password, email account, authentication credentials, and devices used to access the portal.

If you believe your portal credentials have been compromised, contact Redeemed Tax and Financials promptly.

7. How We Use Personal Information

We may use personal information to:

• Respond to inquiries
• Schedule appointments
• Provide tax preparation services
• Prepare federal tax returns
• Prepare state tax returns
• Prepare individual tax returns
• Prepare business tax returns
• Prepare amended returns
• Prepare prior-year returns
• Review tax documents
• Verify taxpayer information
• Request missing documentation
• Calculate tax liability or refunds
• Electronically file tax returns
• Communicate regarding your tax return
• Maintain client records
• Authenticate portal access
• Provide customer support
• Process payments
• Detect and prevent fraud
• Protect against identity theft
• Maintain website and information security
• Comply with federal and state laws
• Maintain required business and tax records
• Respond to legal or governmental requests
• Establish, exercise, or defend legal rights

We do not use tax-return information for unrelated purposes except as authorized or permitted by applicable law.

8. Tax Return Information and IRC §7216

Tax-return information is subject to special federal protections.

Redeemed Tax and Financials does not knowingly or recklessly use or disclose tax-return information for unauthorized purposes.

Tax-return information may be used or disclosed where permitted by applicable law, including when necessary to prepare or file your tax return, provide an authorized service, comply with legal requirements, or where the taxpayer has provided any consent required by law.

Certain uses or disclosures may require a separate written taxpayer consent.

This Privacy Policy does not replace any taxpayer consent required under federal tax law.

9. Electronic Filing and Tax Authorities

When authorized to electronically file a tax return, taxpayer information may be transmitted to applicable government authorities, including the Internal Revenue Service and applicable state tax agencies.

Information transmitted may include taxpayer identifiers, tax-return information, electronic filing information, refund information, payment information, signatures or authorizations, and information required by the receiving tax authority.

Government agencies maintain their own information systems and privacy practices.

10. How We Disclose Information

We may disclose information when reasonably necessary to provide requested services or operate our business.

Recipients may include:

Drake Software

For tax preparation, electronic filing, secure document exchange, and related services.

Federal and State Tax Authorities

For authorized filing, processing, verification, or compliance activities.

Technology and Security Providers

Service providers may assist us with hosting, website management, cybersecurity, data storage, backups, communications, technical support, and related operations.

Payment Providers

If electronic payments are accepted through a third-party payment service, payment information may be processed by that provider.

Professional Advisors

Information may be disclosed to attorneys, accountants, consultants, insurers, or other professional advisors where reasonably necessary and legally permitted.

Government and Legal Authorities

We may disclose information where required or permitted by law, including in response to subpoenas, court orders, governmental requests, regulatory obligations, fraud investigations, or security incidents.

Tax-return information remains subject to applicable restrictions even when other disclosure provisions apply.

11. Sale of Personal Information

Redeemed Tax and Financials does not sell tax-return information.

We do not sell Social Security numbers, tax returns, taxpayer documents, banking information submitted for tax preparation, or other taxpayer return information.

We do not provide tax-return information to unrelated businesses for their independent advertising purposes.

12. Advertising and Tracking

Redeemed Tax and Financials does not intentionally place information obtained from a client’s tax return or SecureFilePro documents into behavioral advertising platforms.

Website cookies and similar technologies are described separately in our Cookie Policy.

If RedeemedTax.com later implements new analytics, advertising, remarketing, or tracking technologies that materially change our practices, we will update our disclosures and applicable privacy controls.

13. Cookies and Similar Technologies

RedeemedTax.com may use cookies, local storage, scripts, and similar technologies associated with WordPress, Elementor, website functionality, security, and visitor preferences.

Cookies may support functions such as:

• Website operation
• Security
• Session management
• Login functionality for administrators
• User preferences
• Form functionality
• Cookie-consent preferences, if enabled

For additional information, please review our Cookie Policy.

14. Email Communications

Redeemed Tax and Financials uses email to communicate with clients and prospective clients.

Email communications may concern:

• Appointments
• Document requests
• Tax-return preparation
• Filing status
• Missing information
• Client portal notices
• Deadlines
• General customer service
• Tax-related information
• Business announcements

Ordinary email should not be treated as a substitute for our secure client portal when transmitting highly sensitive tax documents.

Where marketing communications are sent, recipients may use any available unsubscribe mechanism to opt out of promotional messages.

Service-related, security, filing, or other transactional messages may still be sent when necessary.

15. Promotions and Giveaways

If Redeemed Tax and Financials operates a giveaway, promotion, drawing, or similar program, we may collect information necessary to administer the promotion.

This may include name, contact information, eligibility information, entry information, and information necessary to deliver a prize.

Any additional rules or disclosures provided with a particular promotion will also apply.

16. Data Security

Redeemed Tax and Financials maintains administrative, technical, and physical safeguards designed to protect personal and taxpayer information from unauthorized access, use, disclosure, alteration, or destruction.

Safeguards may include access controls, secure portals, authentication measures, password controls, encryption, security software, restricted access, secure storage, backup procedures, security monitoring, secure disposal, and employee security practices.

No electronic system can be guaranteed to be completely secure.

Clients should use the secure Drake Portals/SecureFilePro system when transmitting sensitive tax documents.

17. Data Retention

We retain information for periods reasonably necessary to:

• Provide services
• Maintain tax and business records
• Meet professional obligations
• Comply with legal requirements
• Respond to audits or governmental inquiries
• Prevent fraud
• Resolve disputes
• Protect our legal rights
• Maintain security

Different categories of information may have different retention periods.

We may delete, destroy, anonymize, or otherwise securely dispose of information when it is no longer reasonably required.

18. Your Privacy Choices

Depending on applicable law, you may have rights concerning personal information maintained by Redeemed Tax and Financials.

These may include rights to request access, correction, deletion, or information regarding our privacy practices.

Not all requests can be granted. For example, we may retain information where necessary to comply with tax laws, recordkeeping requirements, fraud-prevention requirements, legal obligations, or professional responsibilities.

California residents should also review our California Privacy Notice.

19. Children and Dependents

RedeemedTax.com is not directed to children under 13.

We do not knowingly collect personal information directly from children for independent marketing purposes.

Taxpayers may nevertheless provide information regarding minor dependents where such information is necessary for legitimate tax preparation.

Dependent information may include names, dates of birth, Social Security numbers, childcare information, education information, and other information necessary for a tax return.

Such information is treated as taxpayer information.

20. Third-Party Websites

RedeemedTax.com may contain links to external services, including the Drake Portals/SecureFilePro client portal and government websites.

When you access a third-party website, that website’s own privacy policy, security practices, and terms may apply.

Redeemed Tax and Financials does not control independent third-party websites.

21. Nationwide Clients

Redeemed Tax and Financials is located in California but serves tax preparation clients throughout the United States.

Residents of other states may have privacy rights under applicable state law.

Where such laws apply to Redeemed Tax and Financials and to the information involved, we will process applicable requests as required by law.

22. Security Incidents

If we become aware of a security incident involving personal information, we will investigate and take reasonable steps appropriate to the nature and circumstances of the incident.

Where notification is required by law, affected individuals and applicable government or regulatory authorities will be notified as required.

23. Changes to This Privacy Policy

We may update this Privacy Policy when our practices, technology, legal requirements, or service providers change.

The Last Updated date at the top of the policy will indicate the most recent revision.

24. Contact Us

Questions, privacy inquiries, or privacy requests may be directed to:

Redeemed Tax and Financials
411 W. Lambert Rd. Suite #409
Brea, CA 92821
Phone: (626) 678-0068
Email: redeemedtax@gmail.com
Website: RedeemedTax.com

For privacy-related correspondence, please use the subject:

Privacy Request – Redeemed Tax and Financials

We may need to verify your identity before providing access to or making changes involving personal or taxpayer information.