Legal Document

Privacy Policy

Ommtax (“we,” “us,” or “our”) is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our tax preparation services at ommtax.com.

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1. Information We Collect

We collect information you provide directly when you create an account or use our services, including:

• Personal Identifiers: Full name, email address, phone number, mailing address, date of birth, and Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) — required for tax preparation.
• Financial Information: Income documents (W-2s, 1099s), bank account details for refund deposits, prior year tax returns, and other tax-relevant financial records.
• Account Information: Username, password, and account preferences.
• Communications: Messages, support requests, and feedback you send us.
• Device & Usage Data: IP address, browser type, pages visited, and timestamps, collected automatically when you use our website.

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2. How We Use Your Information

We use the information we collect to:

• Prepare, review, and file your tax returns with the IRS and applicable state agencies.
• Create and manage your Ommtax account.
• Send you automated SMS status notifications about your tax filing progress (only if you have opted in).
• Communicate with you via email regarding your account, service updates, and support.
• Process payments for our tax preparation services.
• Comply with legal obligations, including IRS regulations and tax laws.
• Improve and maintain the security of our platform.

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3. SMS Communications

If you opt in to SMS notifications, you may receive messages such as:

• Confirmation that your tax documents have been received.
• Notification that your initial tax draft is ready for review.
• Confirmation that your return has been submitted to the IRS.
• Payment and service completion confirmations.

Message Frequency: Message frequency varies based on the status of your tax filing (typically 3–6 messages per tax filing cycle).

Message & Data Rates: Standard message and data rates from your mobile carrier may apply.

To Opt Out: Reply STOP at any time to unsubscribe. You will receive a single confirmation message and no further SMS messages will be sent.

For Help: Reply HELP or contact us at ommtax@ommtax.com.

We do not sell or share your phone number or SMS consent data with third parties for their own marketing purposes.

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4. Sharing Your Information

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

• IRS and Tax Authorities: We submit your tax return information to the IRS and applicable state tax agencies as part of our filing services, with your authorization.
• Service Providers: We work with trusted third-party providers (e.g., cloud hosting, payment processors, SMS delivery via Twilio) who assist us in operating our platform. These providers are contractually obligated to protect your data and may only use it to perform services on our behalf.
• Legal Requirements: We may disclose information if required by law, court order, or government authority.
• Business Transfers: In the event of a merger or acquisition, your information may be transferred as part of that transaction.

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5. Data Security

We implement industry-standard security measures, including SSL/TLS encryption, secure servers, and access controls to protect your personal and financial information. However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security.

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6. Data Retention

We retain your personal information for as long as your account is active or as needed to provide services, comply with legal obligations (IRS regulations may require retention of tax records for up to 7 years), resolve disputes, and enforce our agreements.

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7. Your Rights

Depending on your location, you may have the right to:

• Access the personal information we hold about you.
• Request correction of inaccurate data.
• Request deletion of your data (subject to legal retention obligations).
• Withdraw consent for SMS communications at any time by replying STOP.
• Lodge a complaint with your local data protection authority.

To exercise these rights, contact us at ommtax@ommtax.com.

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8. Cookies

Our website uses cookies and similar tracking technologies to improve user experience, analyze site traffic, and remember your preferences. You can control cookie settings through your browser. Disabling cookies may affect the functionality of some features on our site.

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9. Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe a minor has provided us with personal data, please contact us and we will delete it promptly.

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10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the new policy on this page with an updated effective date. Continued use of our services after changes constitutes your acceptance of the revised policy.

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11. Contact Us