What this policy covers
This policy explains how RightTaxMate, Inc. handles personal information on its public website. For information about your account, tax documents, payments, or professional services, see the Privacy Policy in the RightTaxMate Client Portal.
Information we collect and use
If you contact us, we use the contact details and message you provide to respond and follow up. Trellio hosts the embedded contact form. If you schedule a consultation, Microsoft Bookings processes the details you provide to schedule and manage your appointment.
Our hosting and website services may receive technical information such as your IP address, browser type, and request details to deliver, maintain, and secure the site. We use Elfsight to display Google reviews and Google Fonts to display site typography. Those services may receive technical information when their content loads. Their features may use cookies or similar technologies, which you can manage in your browser settings.
Please use the secure client portal to share tax documents, Social Security numbers, or bank information.
Sharing and retention
We share information as needed with providers that support hosting, inquiries, appointments, and website content, and when required by law. We retain inquiry information as needed to respond, follow up, and meet applicable obligations.
Privacy questions and requests
Depending on where you live, you may have rights to access, correct, delete, or receive a copy of certain personal information. To make a request or appeal a decision about one, email info@righttaxmate.com or call (844) 298-1040. We may verify your identity before acting on a request.