Privacy Policy

Effective Date: January 20, 2026

1. Introduction

Call Your Tax Pro (“we,” “us,” or “our”), located in Washington, DC, respects your privacy and is committed to protecting personal and confidential information. This Privacy Policy explains how we collect, use, disclose, and safeguard information obtained through our website and related communications.

We comply with applicable U.S. privacy laws, IRS data security requirements, and, where applicable, the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA/CPRA).

2. Information We Collect

We may collect the following categories of information:

A. Personal Information

  • Name

  • Email address

  • Phone number

  • Mailing address

B. Client-Provided Information

Information voluntarily submitted through:

  • Contact forms

  • Scheduling tools

  • Secure portals (if applicable)

C. Technical & Usage Information

  • IP address

  • Browser type

  • Device information

  • Website usage data (via cookies or analytics)

⚠️ Sensitive tax or financial information should not be submitted through this website unless you are directed to a secure system.

3. How We Use Information

We use collected information to:

  • Respond to inquiries and communicate with clients

  • Provide professional services

  • Schedule appointments

  • Improve website functionality

  • Comply with IRS and legal obligations

  • Protect against unauthorized access or misuse

4. IRS Data Protection & Safeguards

Call Your Tax Pro maintains administrative, technical, and physical safeguards designed to protect taxpayer and personal information, consistent with IRS requirements for safeguarding Federal Tax Information (FTI).

Detailed procedures are maintained in an internal Written Information Security Plan (WISP) and are not publicly disclosed.


5. Legal Basis for Processing (GDPR)

For individuals located in the EEA, processing is conducted under GDPR Article 6 based on consent, contractual necessity, legal obligation, or legitimate business interests.


6. Your Rights Under GDPR

You may request access, correction, deletion, restriction, portability, or withdrawal of consent and may lodge a complaint with a supervisory authority.


7. California Privacy Rights (CCPA/CPRA)

California residents may request disclosure or deletion of personal information and may opt out of the sale or sharing of personal information.

We do not sell or share personal information for advertising purposes.


8. Data Sharing & Disclosure

Information may be shared with service providers under confidentiality obligations or as required by law or IRS regulations.


9. Data Retention

Information is retained only as long as necessary to comply with IRS recordkeeping rules and legal requirements.


10. Cookies & Tracking

This website may use cookies. You may control cookies through your browser settings.


11. Third-Party Links

We are not responsible for third-party privacy practices.


12. Children’s Privacy

We do not knowingly collect information from children under age 13.


13. Contact Information

Call Your Tax Pro
Washington, DC
Email: [email protected]


14. Policy Updates

Updates will be posted with a revised effective date.


Circular 230 Compliance Notice

Website content is informational only and complies with Treasury Department Circular 230.