Legal

Privacy Policy

TaxJet LLC, taxjet.co

Effective Date: May 19, 2026 Last Updated: May 19, 2026

1. Who We Are

TaxJet LLC (“TaxJet,” “we,” “us,” or “our”) is a U.S. international tax preparation and advisory firm registered in the State of Washington. Our principal place of business is Washington State.

We provide U.S. federal and state tax preparation, FBAR compliance, W-8BEN advisory services, and related international tax services to individuals and entities worldwide.

For questions about this Privacy Policy, contact us at: privacy@taxjet.co

2. Scope of This Policy

This Privacy Policy applies to:

  • All visitors to taxjet.co and any related subdomains

  • All clients and prospective clients who engage our services

  • All individuals who submit information through our intake forms, email, or other channels

  • All government agency personnel or contractors who contact us in connection with procurement or services

This Policy covers information collected online and offline in connection with our services.

3. Information We Collect

3.1 Information You Provide Directly

Identity and contact information:

  • Full legal name, date of birth, marital status

  • Home address, mailing address, country of residence

  • Email address, phone number

  • Passport or government-issued ID information

  • Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)

  • Foreign tax identification numbers

Financial and tax information:

  • Income information (wages, self-employment, foreign income, investment income)

  • Foreign bank account information and balances (for FBAR compliance)

  • Foreign asset information

  • Prior year tax returns and tax transcripts

  • Business ownership information

  • Trust and estate information

  • Employer information

Spouse and dependent information (where applicable for joint returns): all of the above categories for a spouse or dependents.

W-8BEN and withholding information (for foreign contractor clients):

  • Country of citizenship and tax residency

  • Foreign tax identification number

  • U.S. payer information

  • Income type and source

Communication and engagement information:

  • Messages and emails sent to us

  • Calendly scheduling information

  • Preferred communication method

  • Notes from consultations

3.2 Information Collected Automatically

When you visit taxjet.co, we automatically collect:

  • IP address and approximate geographic location

  • Browser type and version

  • Device type and operating system

  • Pages visited, time spent, and referring URL

  • Cookies and similar tracking technologies (see Section 9)

3.3 Information from Third Parties

  • Referral partners (attorneys, CPAs, financial advisors) who refer you to us, limited to your name and contact information

  • Government procurement portals (SAM.gov) in connection with contract bids

  • Publicly available sources for identity verification purposes

4. How We Use Your Information

4.1 Tax Preparation and Advisory Services (Primary Purpose)

  • Preparing federal and state income tax returns

  • Preparing FBAR (FinCEN Form 114) filings

  • Completing and advising on W-8BEN and related withholding forms

  • Communicating with you about your returns and our services

  • Storing your documents and work product

  • Responding to IRS or other government agency inquiries on your behalf (with your authorization)

4.2 Legal and Regulatory Compliance

  • Complying with IRS regulations and Treasury Department requirements

  • Responding to valid legal process (court orders, subpoenas, government investigations)

  • Fulfilling mandatory reporting obligations

  • Maintaining required records under IRS retention rules (minimum 3 years from filing date)

  • Complying with anti-money laundering and know-your-customer requirements where applicable

4.3 Business Operations

  • Sending invoices and processing payments

  • Scheduling appointments

  • Maintaining client records

  • Quality review of our own work product

  • Improving our services

4.4 Marketing (Limited, Consent Required)

Federal law under IRC §7216 strictly limits our ability to use your tax return information for marketing. We may use your name and contact information to send you general tax education materials and information about our services without your consent. We will not use your specific tax return information for any marketing purpose without your explicit written consent.

You may opt out of non-essential communications at any time by emailing privacy@taxjet.co.

5. IRC §7216: Federal Tax Preparer Confidentiality

As a tax return preparer, we are subject to Internal Revenue Code §7216 and Treasury Regulation §301.7216, which impose strict federal criminal and civil penalties for unauthorized disclosure or use of your tax return information.

What this means for you:

  • We are prohibited from disclosing your tax return information to any third party without your consent, except as expressly permitted by law.

  • We may not use your tax return information to market non-tax services to you without your prior written consent.

  • Violations of §7216 are federal crimes subject to fines of up to $1,000 and imprisonment of up to one year per violation, plus civil penalties of $250 per unauthorized disclosure under §6713.

Permitted disclosures without your consent (under Treas. Reg. §301.7216-2) include:

  • Disclosure to the IRS or state tax authorities

  • Disclosure pursuant to a valid court order or subpoena

  • Disclosure to our contractors who assist in return preparation (bound by confidentiality)

  • Disclosure to our attorney for legal advice

  • Disclosure to you or your authorized representative

  • Quality or peer review of our work (reviewers are bound by the same confidentiality rules)

Any other disclosure requires your signed consent. We will never condition your engagement of our services on your consent to any non-required disclosure.

6. How We Share Your Information

We do not sell your personal information. We do not share your information with advertisers. We share your information only in the following circumstances:

6.1 Service Providers (Third-Party Tools)

Service Provider
Purpose
Data Processed
Location

Google Workspace (Google LLC)
Email, file storage, video calls, document management
All client documents and communications
USA

HubSpot, Inc.
Client relationship management, automated communications
Name, contact info, engagement history
USA

Stripe, Inc.
Payment processing
Name, email, payment card information
USA

Xero Limited
Invoicing and accounting
Name, contact info, payment amounts
USA/NZ

Jotform Inc.
Client intake forms (HIPAA-compliant plan)
All intake questionnaire responses
USA

Zapier Inc.
Workflow automation between tools
Data passed between above tools
USA

Calendly LLC
Appointment scheduling
Name, email, scheduling preferences
USA

PandaDoc / DocuSign
Electronic signatures
Name, email, signed documents
USA

Google Analytics (Google LLC)
Website analytics
IP address, browsing behavior (anonymized)
USA

All U.S.-based providers are subject to U.S. law. Where providers process data internationally, we rely on Standard Contractual Clauses or equivalent transfer mechanisms.

6.2 Legal Requirements

We may disclose your information when required by law, court order, or valid legal process. Where permitted by law, we will notify you before making such a disclosure.

6.3 Government Contracting

If TaxJet provides services under a federal, state, or local government contract, we comply with all applicable government data handling requirements, including but not limited to FAR clauses governing contractor data, applicable agency-specific privacy requirements, and the Privacy Act of 1974 where applicable. Government agency clients will be provided with supplementary data handling terms as required by their contract.

6.4 Business Transfer

In the event of a sale, merger, or transfer of our business, client information may be transferred as part of that transaction, subject to the confidentiality requirements of IRC §7216, which require a written confidentiality agreement prohibiting the buyer from using client information for any purpose other than evaluating the purchase prior to closing.

7. International Data Transfers and GDPR

7.1 International Clients

TaxJet serves clients located worldwide. If you are located outside the United States, your information will be transferred to and processed in the United States. U.S. privacy law differs from the laws of your home country. By engaging our services, you acknowledge this transfer.

7.2 European Union and United Kingdom Clients (GDPR)

If you are located in the European Economic Area (EEA) or United Kingdom, the following applies:

Legal basis for processing:

  • Contract performance: processing necessary to provide the tax services you have engaged us for

  • Legal obligation: processing required by IRS regulations, FBAR requirements, and applicable law

  • Legitimate interests: limited processing for business operations, fraud prevention, and service improvement

  • Consent: where we rely on consent (e.g., marketing communications), you may withdraw it at any time

Your rights under GDPR:

  • Right of access to your personal data

  • Right to rectification of inaccurate data

  • Right to erasure (subject to our legal retention obligations)

  • Right to restriction of processing

  • Right to data portability

  • Right to object to processing

  • Right to lodge a complaint with your local supervisory authority

Note: Our legal retention obligations under IRS regulations (minimum 3 years) and other applicable law may limit our ability to erase certain data on request.

To exercise any of these rights, contact us at privacy@taxjet.co.

7.3 Other International Privacy Laws

  • Canada: Personal Information Protection and Electronic Documents Act (PIPEDA)

  • Australia: Privacy Act 1988 and Australian Privacy Principles

  • Other applicable national and regional privacy laws based on client location

8. U.S. State Privacy Rights

Residents of certain U.S. states have additional rights under their state privacy laws. As of the effective date of this Policy, the following states have enacted comprehensive privacy laws that may apply: California (CCPA/CPRA), Virginia (VCDPA), Colorado (CPA), Connecticut (CTDPA), Utah (UCPA), Texas (TDPSA), Florida (FDBR), Oregon (OCPA), Montana (MCDPA), Washington (MYWPA), and others.

Generally, these laws provide you with rights to:

  • Know what personal information we collect and how we use it

  • Access your personal information

  • Correct inaccurate personal information

  • Delete your personal information (subject to legal retention requirements)

  • Opt out of the sale or sharing of personal information (we do not sell your information)

  • Non-discrimination for exercising your privacy rights

Note on exemptions: Many state privacy laws include exemptions for information regulated by federal financial privacy laws or information collected in the context of professional tax services. We will respond to all privacy rights requests in good faith and notify you of any applicable exemptions.

To submit a privacy rights request, email privacy@taxjet.co with your name, state of residence, and the right you wish to exercise. We will respond within 45 days as required by most state laws.

9. Cookies and Tracking

Essential cookies: Required for the website to function. Cannot be disabled.

Analytics cookies: Google Analytics 4, used to understand how visitors use our site. We have configured GA4 to anonymize IP addresses. You may opt out of Google Analytics by installing the Google Analytics Opt-Out Browser Add-on.

No advertising or third-party tracking cookies are used on taxjet.co. We do not allow advertisers to track visitors to our site.

You may control cookies through your browser settings. Note that disabling essential cookies may affect website functionality.

10. Data Security

Technical safeguards:

  • All data transmitted to and from taxjet.co is encrypted using TLS/SSL

  • Client documents are stored in Google Drive with restricted access controls

  • Two-factor authentication is required for all accounts with access to client data

  • Payment information is processed by Stripe and is never stored on our servers

Administrative safeguards:

  • Access to client information is limited to personnel who need it to perform their work

  • All contractors and service providers with access to client data are bound by confidentiality agreements

  • We conduct periodic reviews of our data handling practices

Physical safeguards:

  • Client documents are not stored in paper form except as temporarily necessary for work in progress

  • Physical devices with access to client data are secured and encrypted

Breach notification: In the event of a data breach that affects your personal information, we will notify you as required by applicable law, including applicable state breach notification laws and, where applicable, GDPR Article 33/34 requirements.

11. Data Retention

Data Type
Retention Period
Legal Basis

Signed Form 8879 (e-file authorization)
3 years from return due date or filing date
IRS requirement (mandatory)

Tax return workpapers and source documents
7 years from filing date
IRS audit statute + best practice

FBAR records
6 years
FinCEN requirement

W-8BEN forms
3 years from expiration of form validity
IRS withholding agent requirements

Engagement letters and contracts
7 years
State contract law

Payment and invoice records
7 years
Tax and accounting requirements

Website analytics data
26 months
GA4 default, configurable

Marketing communications
Until opt-out or 3 years of inactivity
Legitimate interest

When retention periods expire, we securely delete or anonymize your information.

12. Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If a child’s information is included in a family tax return, that information is handled solely for the purpose of preparing that return and is protected under the same policies described here.

13. Links to Third-Party Sites

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites. We encourage you to review the privacy policies of any third-party sites you visit.

14. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated Policy on taxjet.co with a new “Last Updated” date, and sending an email notification to active clients.

Your continued use of our services after the effective date of any update constitutes acceptance of the revised Policy.

15. Contact Us and How to Complain

TaxJet LLC, Attn: Privacy, Email: hello@taxjet.co

Response time: We will acknowledge your request within 5 business days and respond fully within 30 days (or as required by applicable law).

If you are not satisfied with our response, you have the right to lodge a complaint with:

  • Your state Attorney General’s office (U.S. residents)

  • Your local data protection supervisory authority (EU/UK residents)

  • The Office of the Privacy Commissioner (Canadian residents)

  • The Office of the Australian Information Commissioner (Australian residents)