1. Who we are
Evotax is a tax preparation service for individuals and small businesses, serving clients across all 50 states and U.S. expats abroad. In this policy, "Evotax," "we," "us," and "our" refer to Evotax and the tax preparers working with us. "You" means anyone who visits evotax.us or uses our forms.
2. Information we collect
We only collect what you choose to give us through the forms on our website. Depending on the form, that can include:
| Form | What it collects |
|---|---|
| Tax document submission | Name, email, phone number and mobile carrier, mailing address, filing status, number of dependents and qualifying children, tax year, the preparer assisting you, who referred you, your message, your electronic signature, and the tax documents you upload. |
| Tax preparer job application | Name, email, phone number, social media links (optional), and your resume. |
| Contact form | Name, email, and your message. |
| Credit repair and business funding requests (when offered) | Name, email, phone number, details about your credit or business, supporting documents you upload, and your electronic signature. |
Tax documents can contain highly sensitive information, such as Social Security numbers, income, and bank details. Please only upload documents needed for your return.
Information collected automatically
We do not use advertising trackers or analytics tools on evotax.us. Like any website, the service providers that host and deliver our site (see section 5) receive basic technical information, such as your IP address and browser type, when your browser loads the page.
3. Information saved before you submit
On our tax document form and contact form, your name and phone number or email are saved as soon as you type them and move to the next field, even if you do not finish or submit the form.
We do this so we can follow up if you had trouble finishing or have questions about getting started. No other fields, documents, or signatures are saved until you submit. If you would rather we not contact you, or would like this information deleted, email us at team@evotax.us.
4. How we use your information
- To prepare and file your tax returns and provide the services you request.
- To review job applications and contact applicants.
- To respond to your questions and messages.
- To follow up on forms you started but did not finish (see section 3).
- To meet our legal, regulatory, and IRS record-keeping obligations.
- To protect our clients, our business, and our website against fraud and misuse.
We do not sell your personal information, and we do not use it for advertising.
6. How we protect your information
- All information is sent to us over an encrypted (HTTPS) connection.
- Uploaded documents, resumes, and signatures are kept in private storage that the public cannot access.
- Only authorized Evotax staff can view submissions, and only after signing in. Each tax preparer can open only the submissions and documents of the clients assigned to them; Evotax managers can access all submissions to oversee our work.
- Links to documents used inside our team are temporary and expire.
No method of transmission or storage is completely secure, but we work to protect your information and will notify you if a breach affects your information, as required by law.
7. How long we keep it
We keep your information for as long as we need it to provide our services and to meet our legal obligations. Federal law requires tax preparers to keep a copy or record of each return they prepare for at least three years, so tax records are kept for at least that long. When information is no longer needed, we delete it.
8. How we contact you
We may contact you by phone, text message, or email about your submission, application, or question. If you receive a text message from us, you can reply STOP at any time to stop receiving them. Message and data rates may apply.
9. Your choices
You can email us at team@evotax.us to:
- Ask what information we have about you.
- Correct information that is wrong or out of date.
- Ask us to delete your information, except records we are legally required to keep.
- Stop receiving calls, texts, or emails from us.
We may need to confirm your identity before acting on a request.
10. Links to other sites
Our website links to other services, including the IRS refund tracker, WhatsApp, Instagram, and Google Calendar for booking appointments. Those services have their own privacy policies, and we are not responsible for how they handle your information.
11. Children
Our website is not directed to children under 13, and we do not knowingly collect personal information from them through it. If you are a parent filing a return that includes your children as dependents, their information is handled under this policy as part of your return.
12. Changes to this policy
We may update this policy as our services change. When we do, we will change the "last updated" date at the top of this page. Significant changes will be posted on our website before they take effect.
13. Contact us
If you have questions about this policy or how we handle your information, contact us: