Privacy Policy

Effective Date:1/21/2026 Tax Brainiac LLC (“Tax Brainiac,” “we,” “us,” or “our”) is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, protect, and disclose your information when you visit our website, use our services, or communicate with us, including via text message.

1. Information We Collect We may collect personal information such as your name, address, email address, phone number, date of birth, Social Security number or Taxpayer Identification Number, financial and tax-related information, and documents you voluntarily provide. We may also collect technical information such as IP address, browser type, device information, and website usage data.

2. How We Use Your Information We use your information to prepare and file tax returns, provide tax and financial services, communicate with you regarding your account, send service-related text messages with your consent, comply with legal and IRS requirements, and provide customer support.

3. Data Sharing Customer data is not shared with third parties for promotional or marketing purposes. Mobile opt-in and consent information is never shared with anyone for any purpose. Any information sharing mentioned elsewhere in this policy excludes mobile opt-in data.

4. Messaging Terms and Conditions (SMS) By providing your phone number and agreeing to receive text messages, you consent to receive informational and customer care text messages from Tax Brainiac LLC. Messages may be sent from: • Local number: 972-204-5806 • Toll-free number: +1-877-407-2257 Message frequency varies and may include customer care. Message and data rates may apply. You may reply STOP to unsubscribe at any time or HELP for assistance. Consent to receive text messages is not a condition of purchase.

5. SMS Keyword Opt-In If you would like to receive informational text message communications from Tax Brainiac LLC, you may opt in by texting a designated keyword to our toll-free number. Opt-In Instructions: If you would like to receive informational text message communications from Tax Brainiac LLC from +1-877 407-2257, you can sign up by texting [RACKS] to +1-877-407-2257. Message frequency varies and may include customer care. Message and data rates may apply. Reply STOP to opt out at any time. Reply HELP for assistance. See this Privacy Policy for details on how we handle your information.

6. How We Obtain SMS Consent We collect SMS consent through website forms, keyword-based opt-in by texting a keyword, and paper forms. Verbal consent may be used only for customer care messages. Marketing or promotional messages are not sent when consent is obtained verbally.

7. Data Security We use reasonable administrative, technical, and physical safeguards to protect your personal information. No system can be guaranteed 100% secure.

8. Your Rights and Choices You may request access to or correction of your information, withdraw SMS consent, or ask questions about our data practices by contacting us.

9. Third-Party Links Our website may contain links to third-party websites. We are not responsible for their privacy practices.

10. Changes to This Privacy Policy We may update this policy periodically. Changes will be posted with an updated effective date.

11. Contact Us Tax Brainiac LLC Phone: 972-204-5806 Email: info@taxbrainiac.comht is an easy-to-read font, with tall and narrow letters, that works well on almost every site.