PRIVACY POLICY

1. Introduction

NLH Tax Pros ("we", "our", or "us"), also operating as NLH Taxes, respects your privacy and is dedicated to safeguarding the personal and financial information entrusted to us by independent tax offices, tax professionals, and their clients. This Privacy Policy describes how we collect, use, process, and protect information collected through our tax software platforms, client mobile applications, and Service Bureau administrative services.

2. Information We Collect

We collect information in several ways when providing our services:

• Tax Office Registration Information: Principal preparer name, EFIN, PTIN, business address, phone number, and banking details for rebate disbursements.
• Tax Return Data: Taxpayer financial records, W-2/1099 figures, dependent data, and identification numbers required for statutory IRS tax preparation and e-file transmission.
• Technical & Usage Metrics: IP addresses, browser types, session logs, and authentication credentials utilized to prevent unauthorized system access and ensure Section 7216 compliance.

3. Internal Revenue Code Section 7216 Compliance

We strictly abide by IRC § 7216 regulations governing the disclosure or use of tax return information. We will never sell, rent, disclose, or use tax return information for any purpose other than the preparation and transmission of tax returns or the authorized administration of integrated bank refund products requested by the taxpayer.

4. Sharing Information With Third Parties

We disclose information only to authorized entities under strict confidentiality:

• The Internal Revenue Service (IRS) and state taxing authorities for electronic filing.
• Integrated settlement banks (such as Refund Advantage and Santa Barbara TPG) solely to process taxpayer-elected refund transfers and cash advances.
• Secure cloud infrastructure and telecom providers who assist in SMS notifications and database hosting under binding data processing agreements.

5. Security & Data Protection

We employ bank-grade 256-bit encryption for all data in transit and at rest. Access to preparer and taxpayer records is restricted through multi-factor authentication (MFA), role-based access controls, and ongoing vulnerability testing.

6. Your Rights

Tax office operators and clients may request access to, correction of, or deletion of their account records where permitted by statutory IRS data retention requirements.

7. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on our website. You are advised to review this Privacy Policy periodically for any changes.