📜 Privacy Policy
Effective Date: 09/01/2025
Last Updated: 09/01/2025
Prosperity Tax Solutions ("PTS," "we," "our," or "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard information when you visit our website, use our mobile tools, or engage with our tax preparation and recruiting services.
1. Information We Collect
We may collect the following types of information:
- Personal Information: Name, email address, phone number, mailing address, date of birth, Social Security Number, tax and financial information, or other identifiers you provide when using our tax services.
- Non-Personal Information: Browser type, device information, IP address, cookies, and general usage data to help us improve our website and services.
- Recruiting & Business Opportunity Information: If you inquire about becoming a tax preparer, we may collect information related to your business goals, experience, and any documents required for training or onboarding.
2. How We Use Your Information
We use the information we collect for the following purposes:
- To provide accurate and secure tax preparation services.
- To process refund advances, bank products, and related services at your request.
- To communicate with you about your return, your account, or our services.
- To provide information about joining Prosperity Tax Solutions as a preparer or affiliate.
- To improve our website, marketing, and training programs.
- To comply with IRS, state, and banking regulations.
3. How We Share Your Information
We do not sell your personal information. We may share information in the following ways:
- With trusted third-party providers who assist with software, banking products, or technology.
- With government agencies, as required by law (e.g., IRS, state tax authorities).
- With financial institutions if you apply for a refund advance or bank product.
- With affiliates and team members you are directly connected to for training and support.
4. Data Security
We use industry-standard security measures to protect your data, including encryption, firewalls, and secure servers. While we take all reasonable precautions, no method of data transmission or storage is 100% secure, and we cannot guarantee absolute security.
5. Your Choices & Rights
You have the right to:
- Access and update your personal information.
- Request deletion of your information, subject to legal retention requirements.
- Opt out of promotional emails or marketing communications at any time.
6. Cookies & Tracking
Our website may use cookies and similar technologies to improve your browsing experience, track usage, and deliver targeted content. You can disable cookies in your browser settings, but some site features may not function properly.
7. Third-Party Links
Our website may contain links to third-party sites. We are not responsible for the privacy practices of those websites and encourage you to review their policies.
8. Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect information from children.
9. Changes to This Policy
We may update this Privacy Policy periodically. Updates will be posted on this page with a revised "Effective Date."
10. Contact Us
If you have questions or concerns about this Privacy Policy or how your information is handled, please contact us at: