Mytaxreprepresentation
A California corp
Mytaxreprepresentation
A California corp

Privacy Policy

Last Updated: January 2026

My Tax Representation
Website: https://mytaxrepresentation.com


Introduction

My Tax Representation (“we,” “our,” or “us”) is committed to protecting your privacy and safeguarding your personal and financial information. This Privacy Policy explains how we collect, use, store, protect, and disclose information when you visit our website, communicate with us, or use our tax representation and related services.

This policy applies to information collected online, offline, verbally, in writing, and through electronic communications, including SMS text messaging.


Information We Collect

Personal Information

  • Full name
  • Phone number
  • Email address
  • Mailing address


Financial and Tax Information

  • Social Security number or Tax      Identification Number
  • Income and employment      information
  • Tax returns, IRS notices, and      correspondence
  • Bank account, credit card, or      payment information


Technical and Usage Information

  • IP address
  • Browser type and operating      system
  • Pages viewed and links      clicked
  • Date, time, and referring      source

  

How We Collect Information

We collect information when you:

  • Complete website contact or intake forms
  • Request consultations or services
  • Communicate with us by phone,      email, or SMS
  • Upload documents
  • Make payments
  • Interact with our website

We also collect certain information automatically through cookies, analytics tools, and similar technologies.


How We Use Your Information

We use your information for legitimate business and legal purposes, including:

  • Providing tax representation and related services
  • Communicating about your tax      case
  • Scheduling and confirming      appointments
  • Requesting, receiving, and      reviewing documents
  • Billing and payment  processing
  • Customer service and support
  • Security, fraud prevention, and record-keeping
  • Compliance with legal and      regulatory obligations


SMS Messaging & Mobile Consent

If you provide your mobile phone number and opt in, you consent to receive conversational and customer care text messages from My Tax Representation. These messages may include case updates, appointment reminders, document requests, billing notifications, and customer service communications.


Website Form SMS Consent Language

When consent is collected through our website, the following disclosure is used:

☐   I consent to receive conversational and customer care SMS messages from My Tax Representation related to tax and

IRS services, including case updates, appointment confirmations, document requests, responses to inquiries, and

account support at the phone number provided above. Message frequency may vary. Message and data rates may

apply. Reply STOP to opt out at any time. Reply HELP for assistance. Please review our Privacy Policy, and Terms &

Conditions.


SMS Disclosures

  • Messaging frequency may vary
  • Message and data rates may      apply
  • You may opt out at any time      by texting STOP
  • For assistance, text HELP     or visit our website


No mobile opt-in or text message consent will be shared with third parties or affiliates.


Sample SMS Messages

The following examples illustrate the types of SMS messages we may send in compliance with carrier and TCR requirements. All messages include our brand name and opt-out instructions.


Conversational / Customer Care

My Tax Representation: We received your documents and your case is now under review. We’ll follow up shortly if anything else is needed. Reply STOP to opt out.


Appointment Reminder

My Tax Representation reminder: You have a scheduled consultation tomorrow at 2:00 PM. Reply STOP to opt out. Reply HELP for support.


Opt-In Confirmation

Thank you for opting into SMS messaging from My Tax Representation. Message frequency varies. To opt out, text STOP. For assistance, text HELP or visit mytaxrepresentation.com. Message & data rates may apply.


Opt-Out Confirmation

You will no longer receive messages from My Tax Representation. To opt back in at any time reply START.


Help Confirmation

Thank you for contacting My Tax Representation. For assistance:

call us at (800) 351-8526,

email us at kwhite@mytaxrepresentation.com,

or visit our support page at https://mytaxrepresentation.com/.


Case Status Update

My Tax Representation: Your tax case has progressed to the next review stage. We will contact you if additional information is needed. Reply STOP to opt out. Reply HELP for support.


Document Request

My Tax Representation: We need additional documents to continue working on your tax case. Please check your email or portal for details. Reply STOPto opt out. Reply HELP for support.


How We Share Information

We do not sell your personal information.

We may share information only when necessary:

  • With trusted service      providers who assist in operating our business
  • To complete transactions you      request
  • To comply with legal,      regulatory, or governmental requirements
  • To protect our rights,      property, or safety

All service providers are required to safeguard your information and may only use it for authorized purposes.


Cookies & Tracking Technologies

We use cookies, web beacons, and analytics tools to understand website usage, improve functionality, and enhance user experience. You can manage or disable cookies through your browser settings. Disabling cookies may affect certain site features.

  

Data Security

We use administrative, technical, and physical safeguards designed to protect your information, including secure systems, restricted access, and encrypted communications where appropriate. No method of transmission or storage is completely secure.

  

Data Retention

We retain personal and financial information only as long as necessary to provide services, meet legal and regulatory requirements, resolve disputes, and enforce agreements.

  

Children’s Privacy

Our website and services are not intended for children under the age of 13. We do not knowingly collect personal information from children under 13. If such information is discovered, it will be deleted.

  

Your Rights & Choices

You may request access to, correction of, or deletion of your personal information, subject to legal and regulatory obligations. You may opt out of SMS communications at any time by texting STOP.

  

External Links

Our website may contain links to third-party websites. We are not responsible for the content or privacy practices of those sites.

  

Changes to This Privacy Policy

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised “Last Updated” date. Continued use of our website constitutes acceptance of the updated policy.


If you have questions about this Privacy Policy or our data practices, contact us at:

My Tax Representation
Website: https://mytaxrepresentation.com
Phone: (800) 351-8526
Email: kwhite@mytaxrepresentation.com

  

Compliance Statement

This Privacy Policy is designed to comply with IRS data handling expectations, GLBA financial privacy principles, CTIA guidelines, mobile carrier requirements, and TCR (The Campaign Registry) standards.



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