Privacy Policy

Last Updated: October 14, 2026

At Core Tax LLC. (“our,” “we” or “us”) we are committed to safeguarding your privacy as we help you resolve your tax challenges. This Privacy Policy explains how we collect, use, share, and protect your personal information when you engage with our tax services, and we strive to comply with all applicable privacy laws, including those specific to California residents. Please read this policy carefully to understand your rights and our practices.

1. Information We Collect

 We collect the following personal information to provide tailored tax solutions:

• Personal Identifiers: Your name, mailing address, email address and phone number.

• Financial Information: Details of your tax debt, income, expenses, bank account details, and payment history.

• Interaction Data: Records of consultations, emails, phone calls, and activity within our client portal or website.

• Technical Information: IP addresses, browser types, device identifiers, and other data from your website visits.

2. How We Collect Your Information

We obtain your data through various channels:

• Directly from You: Through intake forms, consultation discussions, or payment information you provide during our tax resolution process.

• Website Usage: When you submit contact forms, access our client portal, or navigate our site.

• Automated Collection: Via cookies, web beacons, and analytics tools to track your preferences and site activity.

• Third-Party Sources: Credit reports or IRS data (with your consent) to assess your tax obligations accurately.

3. How We Use Your Information

We utilize your information to:

• Evaluate your eligibility for tax resolution options, such as installment agreements or Offers in Compromise.

• Negotiate with the IRS or state tax authorities to resolve your tax debt.

• Send updates on your case, payment reminders, or marketing communications (with your consent).

• Ensure compliance with IRS regulations and legal standards.

4. Sharing Your Information

We may share your personal information with:

• Service Providers: Third-party vendors for payment processing, legal assistance, or IT support, all under strict confidentiality agreements.

• Tax Authorities: The IRS or state agencies, as necessary to settle your tax issues.

• Legal or Regulatory Entities: In response to court orders, subpoenas, or government requests.

• Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the new entity.

We do not sell your personal information to third parties for marketing purposes.

Text messaging (SMS). No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent will not be shared with any third parties. Information may be shared with subcontractors that provide support services, such as customer service.

5. Your Privacy Rights

As a client or website visitor, you have the following rights:

• Access: Request a copy of the personal information we hold about you.

• Correction: Ask us to update or correct inaccurate data.

• Deletion: Request removal of your information, subject to legal or service-related retention needs.

• Opt-Out: Decline marketing emails or non-essential data sharing by contacting us.

• Non-Discrimination: We will not penalize you for exercising these rights, such as by denying services or offering different rates.

To exercise these rights, email privacy@coretax.us or call (833) 899-0099. We’ll verify your identity and respond within 30 days.

6. Data Security

We prioritize your data’s safety with the following measures:

• Encryption of sensitive information using SSL technology during transmission and storage.

• Secure, access-controlled servers with limited staff authorization.

• Regular security audits and employee training to prevent breaches.

• Prompt notification of any data breach affecting you, as required by law, with steps to mitigate harm.

7. Cookies and Tracking Technologies

We and our service providers use cookies, web beacons, and similar analytics tools when you visit our website. We use them to:

• Keep the site working, such as remembering what you’ve entered in a form and keeping your client portal session secure.

• Understand how visitors use the site, such as which pages are viewed and how long visits last, so we can improve it.

• Measure how well our advertising works, including whether a visit came from one of our ads.

Cookies are small text files your browser stores. Web beacons are small images or pieces of code that tell us when a page or email was viewed. Some of these tools come from third parties, such as analytics and advertising platforms, which may collect information about your visit under their own privacy policies.

Your choices. You can set your browser to block or delete cookies. Some parts of the site, such as forms and the client portal, may not work properly without them. Website activity data is kept for up to 24 months, as described in Section 10.

8. Children’s Privacy

CoreTax does not knowingly collect personal information from individuals under 13. If we inadvertently receive such data, we will delete it immediately upon discovery.

9. International Data Handling

Your personal information is processed in the United States. If you access our services from outside the U.S., your data may be transferred here, where privacy laws may differ. By using our services, you consent to this transfer.

10. Data Retention

We retain your information only as long as necessary for our services or legal compliance:

• Client Records: Up to 7 years after case closure to meet IRS audit requirements.

• Website Activity Data: Stored for 24 months for analytics and improvement.

• Marketing Data: Kept until you opt out or request deletion.

• Legal Data: Retained as required by law or to resolve disputes.

11. Changes to This Policy

We may update this Privacy Policy to reflect changes in our practices or legal requirements. Updates will be posted on our website with a new effective date, and we will notify you via email for significant changes. Please review this policy regularly.

12. Contact Us

For questions, concerns, or to exercise your privacy rights, please reach out to:

• Email: privacy@coretax.us

• Phone: (833) 899-0099

• Mailing Address: 18600 MacArthur Blvd, Suite 220, Irvine, CA 92612