Updated: January 9, 2026
This Privacy Policy explains how GoodeTax, LLC (“we,” “our,” or “the firm”) collects, uses, protects, and secures information when you visit our website, schedule an appointment, communicate with us electronically, or use our services.
We are a professional tax preparation and bookkeeping firm, and we comply with applicable federal regulations related to the safeguarding of taxpayer information.
1. Information We Collect
We may collect personal and financial information necessary to provide tax preparation and bookkeeping services, including:
- Name, phone number, email address, and mailing address
- Tax documentation and financial records
- Identification and filing status information
- Appointment scheduling and communication preferences
- Information transmitted via secure portals
- Website usage and device data
We collect only what is necessary to fulfill our services and legal obligations.
2. How We Use Your Information
We use your information to:
- Prepare and file federal and state tax returns
- Provide bookkeeping and related services
- Verify identity for tax preparation purposes
- Schedule and manage appointments
- Send service-related communications and reminders
- Respond to inquiries and provide client support
- Maintain compliance with IRS and federal regulations
We do not sell or share taxpayer information for marketing purposes.
3. SMS/Text Messaging Policy
By submitting your phone number through our website, booking page, client portal, or intake forms, you consent to receive service-related text messages, including:
- Appointment confirmations and reminders
- Document upload requests and follow-ups
- Notifications related to tax return preparation
- E-file authorization or signature reminders
- Completion and filing status updates
We do not send promotional or marketing SMS messages.
Opt-Out: Reply STOP at any time to stop receiving SMS messages. Standard messaging rates may apply.
Sensitive documents should not be sent via SMS; clients should use the secure portal for uploads.
4. Electronic Signatures & E-Sign Act Compliance
We may use electronic signatures for certain tax documents, engagement agreements, and authorization forms in accordance with the U.S. Electronic Signatures in Global and National Commerce Act (E-Sign Act) and applicable IRS electronic signature guidelines.
By using our services and signing electronically through approved platforms, you consent to:
- Transact business electronically
- Receive records electronically
- Sign documents electronically
- Retain copies electronically
Electronic signatures executed through our designated systems are considered legally binding and equivalent to handwritten signatures, except where federal or IRS rules require otherwise.
IRS E-Signature Standards
For tax returns and related filings, we comply with IRS electronic signature requirements, including standards applicable to:
- Form 8879 (e-file authorization)
- Form 8878 (extension authorization)
- Remote taxpayer authentication procedures
- Approved e-file software systems
The IRS may require identity verification steps, knowledge-based authentication, IP logging, email verification, or comparable authentication procedures for certain electronically signed tax forms.
Right to Request Paper Documents
You may request paper copies of signed documents at no additional cost, and you may withdraw your consent to electronic signatures at any time by contacting us. Withdrawal may affect the speed of processing your return or services, depending on IRS requirements.
Hardware & Software Requirements
To access electronic documents and signature platforms, clients will need:
- A computer or mobile device
- Internet access
- A current web browser
- Ability to download or view PDF files
- An email address
Clients are responsible for maintaining equipment and software that meet these requirements.
5. IRS and Federal Data Security Compliance
We take the protection of taxpayer data seriously and comply with federal security regulations, including:
- IRS Publication 4557 – Safeguarding Taxpayer Data
- FTC Safeguards Rule (GLBA requirements)
- IRS e-Services and e-File Security Standards
- NIST cybersecurity considerations (where applicable)
Our security program includes:
- Secure, encrypted document portals
- Multi-factor authentication (MFA) for access to tax systems
- Restricted user access to taxpayer data
- Secure data storage and disposal practices
- Required written Information Security Plan (WISP)
- Training on safeguarding taxpayer information
- Incident detection and response procedures
- Anti-virus and firewall protections
- Physical security controls for printed taxpayer documents
We periodically review and update our systems to meet current IRS data security requirements for tax professionals.
6. Client Document Handling
To protect sensitive data, clients must upload documents through our secure portal.
We prohibit sending sensitive tax documents via email or SMS.
Documents containing personally identifiable information (PII), Social Security numbers, financial records, or IRS letters must be provided through approved secure channels.
7. Third-Party Services & Software
We may utilize trusted third-party service providers such as:
- Tax preparation software
- Secure document portals
- Scheduling and communication platforms
- E-signature tools
We only use vendors that meet applicable industry and data security standards. These platforms may have their own privacy policies and security practices.
8. Your Rights & Communication Preferences
Clients have the right to:
- Update or correct personal information
- Change communication preferences (email, phone, SMS)
- Request copies of records as permitted by law
- Opt out of SMS communications
- Request secure communication channels
- Request deletion of data (where legally permitted)
9. Updates to This Policy
We may update this policy periodically to reflect regulatory changes or improvements to our security program. The “Last Updated” date above will indicate changes.
10. Contact Us
For questions about privacy, communication preferences, SMS usage, or data security practices, contact:
GoodeTax, LLC
Email: info@goode.tax
Phone: (602) 253-6791
Website: http://www.goode.tax
