Legal
Hello Taxes Privacy Policy
Effective date: October 8, 2026
This Privacy Policy explains how Hello Taxes ("we," "us," or "our") collects, uses, sells, shares, and protects personal information when you use hellotaxes.net or any page that links to this policy (the "Services").
Hello Taxes connects people who need tax help with independent tax professionals, including CPAs, enrolled agents, and tax attorneys. We are not a tax preparer, law firm, accounting firm, or agent of the IRS.
Please read Section 3 carefully. Hello Taxes earns its revenue from tax professionals who pay us for the inquiries you submit. When you submit a form, we sell your information to a tax professional who will contact you. You can opt out of future sales at any time at hellotaxes.net/do-not-sell, and you can request access to or deletion of your information at hellotaxes.net/privacy-request.
1. Information we collect
What we collect depends on which part of the Services you use.
| Source | What we collect |
|---|---|
| Tax debt inquiry form | Name, email, phone, state, ZIP code, estimated tax debt range, unfiled years, employment status, federal or state debt, whether you received IRS or state notices, and your consent to be contacted |
| Tax preparation inquiry form | Name, email, phone, state, ZIP code, filing type, years to file, employment, income range, preferred timeline, and whether you have business, investment, real estate, multi-state, or dependent situations, plus your consent to be contacted |
| Phone calls to our numbers | Your phone number, call date, time, and duration, and a link to the call recording held by our call-tracking provider |
| Tax professional accounts | Name, email, phone, business name, website, ZIP code and location, time zone, PTIN, license number and state, years of experience, specialties, languages, bio, profile photo, availability, hourly rate, credential documents you upload, and payment account identifiers held by our payment processor |
| Business inquiry form (for companies that buy leads) | Name, company, business email, phone, website, your answers to qualifying questions, and the IP address you submit from |
| Automatically, when you visit | Pages visited, the page that referred you, campaign tags in the link you followed (UTM parameters), browser and device type, and advertising cookie identifiers described in Section 6 |
| Consent recording | A record and replay of your session on our inquiry forms, described in Section 4 |
We do not collect your Social Security number, tax returns, or bank account information through the inquiry forms. Do not enter that information in any free-text field.
We also keep a record of which version of our consent language you saw when you submitted a form, and whether your browser sent a Global Privacy Control signal.
2. How we use information
We use personal information to:
- Match your inquiry with a tax professional who serves your state and situation, and deliver your information to that professional
- Send you a confirmation email about your inquiry, including who you were matched with
- Run, secure, and improve the Services, including preventing fraud, spam, and duplicate submissions
- Measure and improve our advertising, as described in Section 6
- Keep records that prove you consented to be contacted
- Operate tax professional accounts, charge for leads, and process payments
- Respond to privacy requests and honor opt-outs
- Comply with law and protect our legal rights
3. How we sell, share, and disclose information
We sell the information you submit through our inquiry forms and phone lines to tax professionals. When you submit a form, we match your inquiry with one independent tax professional who serves your state. In most cases that professional pays us for your information. In some cases we deliver it at no charge. Either way, the professional receives your name, phone, email, location, and the details of your tax situation, and will contact you.
Each inquiry goes to one professional. We do not currently resell inquiries to lead brokers or other companies. If that changes, we will update this policy before it takes effect.
The professional who receives your information is an independent business, not our employee or agent. They use it under their own privacy policy and professional obligations. We are not responsible for their services or their handling of your information after delivery.
Service providers. We also disclose personal information to companies that perform services for us under contracts that limit how they use it:
| Provider | What they do for us |
|---|---|
| Convex | Database and application backend |
| Vercel | Website hosting and site analytics |
| Resend | Sending email, including your confirmation and lead delivery emails to professionals |
| ActiveProspect (TrustedForm) | Recording and certifying your consent on our forms (Section 4) |
| Ringba | Call tracking and call recording for our phone lines |
| Clerk | Account sign-in for tax professionals |
| Stripe | Payment processing for tax professionals |
| sent.dm | Text message alerts to tax professionals (contains no consumer contact details) |
Advertising partners. We share limited information with Meta (Facebook and Instagram) to measure and improve our ads, as described in Section 6. Under California law this counts as "sharing" for cross-context behavioral advertising.
Other disclosures. We may disclose information to comply with law, a subpoena, or a court order; to protect the rights, safety, or property of Hello Taxes, our users, or others; or as part of a merger, acquisition, financing, or sale of all or part of our business, in which case the acquirer may use it as this policy describes.
4. Consent certificates and session recording
Our inquiry forms use TrustedForm, a service from ActiveProspect, to create an independent record that you agreed to be contacted. While you fill out a form, TrustedForm records your interactions with the page, including the pages you view, what you type, mouse movements, and clicks, along with your IP address, approximate location, browser, and the exact consent language shown to you.
TrustedForm turns that recording into a certificate with a unique web address. We store that address with your inquiry and pass it to the professional who receives it, so they can verify your consent. The certificate is held by ActiveProspect and is deleted after a short period unless we or the receiving professional choose to keep it.
We use these certificates to prove consent, prevent fraud, and defend against claims. We do not use them for advertising.
5. Calls, texts, and email
When you check the consent box and submit an inquiry form, you agree that Hello Taxes and its network of licensed tax professionals and affiliates may contact you about your inquiry and for related marketing purposes at the phone number and email you entered, including by calls, text messages (SMS), and email, using automated dialing technology and prerecorded or artificial voice messages. Consent is not a condition of purchase. Message and data rates may apply, and message frequency varies.
How to stop contact. Reply STOP to any text message to stop texts from that sender, or reply HELP for help. Tell any caller you no longer want to be called, and they must add you to their internal do-not-call list. Because the professional who receives your inquiry is an independent business, you need to tell them directly to stop their calls and texts.
To keep your information from being sent to any professional in the future, submit an opt-out at hellotaxes.net/do-not-sell. We check every future inquiry against that list. If you want us to ask a professional who already received your information to stop contacting you, email support@hellotaxes.net and we will forward your request.
Email. After you submit an inquiry, we send you a confirmation email. That message relates to your request and is not marketing. Any marketing email we send includes an unsubscribe link.
Calls to our numbers. Calls to Hello Taxes phone numbers may be recorded for quality, training, and consent records.
6. Cookies, pixels, analytics, and Global Privacy Control
Meta Pixel and Conversions API. We use Meta's tracking pixel and server-to-server Conversions API to measure which ads lead to inquiries and to improve ad targeting. The pixel places cookies in your browser and reports which pages you view and whether you submitted a form. When you submit a form, we also send Meta your email, phone number, first and last name, state, ZIP code, and country in hashed (scrambled) form, along with Meta's cookie identifiers and your browser type. Meta may combine this with information it already has about you. You can manage ad preferences in your Facebook and Instagram settings.
Site analytics. We use Vercel Analytics to count page views and measure site performance.
Global Privacy Control. If your browser sends a Global Privacy Control (GPC) signal, we treat it as a request to opt out of sharing for advertising. We do not load the Meta Pixel, and we do not send your information to Meta's Conversions API. If you then submit an inquiry form, we still deliver your inquiry to a tax professional, because you directly asked us to connect you with one. To opt out of that too, do not submit the form, or submit an opt-out at hellotaxes.net/do-not-sell.
Do Not Track. Browsers' older "Do Not Track" setting has no common standard, and we do not respond to it. We honor GPC instead.
7. Data retention
We keep personal information only as long as we need it for the purposes in this policy:
| Information | How long we keep it |
|---|---|
| Inquiries, consent records, and consent certificate links | 5 years after submission |
| Tax professional account information | While the account is open, then 5 years after it closes |
| Business inquiry form sessions | 90 days |
| Profile view activity | 400 days |
| Opt-out (suppression) records | As long as needed to keep honoring your opt-out |
When you ask us to delete your information, we remove your name, contact details, and the details of your inquiry from our systems. We keep the minimum record needed to prove you consented, to show we honored your request, and to keep your contact details on our opt-out list so you are not sold again.
8. Security
We use reasonable administrative, technical, and physical safeguards, including encrypted connections, access controls on administrative tools, and limits on what information each part of our system can see. No method of transmission or storage is completely secure, and we cannot guarantee the security of your information.
9. Your privacy rights
Depending on where you live, including California, Colorado, Connecticut, Oregon, Texas, Virginia, and other states with consumer privacy laws, you have the right to:
- Know and access the personal information we hold about you and how we collected, used, sold, and shared it
- Delete personal information we collected from you
- Correct inaccurate personal information
- Opt out of the sale or sharing of your personal information, including sharing for targeted advertising
- Not be discriminated against for exercising these rights
We do not use sensitive personal information for any purpose that would give you a right to limit it, and we do not use your information for profiling that produces legal or similarly significant effects.
How to exercise your rights.
- To opt out of sale or sharing: hellotaxes.net/do-not-sell, the "Do Not Sell or Share My Personal Information" link in our website footer, or a Global Privacy Control signal (Section 6)
- To access, delete, or correct: hellotaxes.net/privacy-request or email support@hellotaxes.net
We verify requests by matching the email address or phone number you provide against our records, and we may contact you there to confirm. We respond within 45 days, and may extend that by another 45 days if we tell you why. You may use an authorized agent; we may ask the agent for your signed permission and ask you to confirm your identity directly.
Opting out stops future sales. It does not recall information already delivered to a professional before your request. If you want us to ask that professional to stop, say so in your request.
Appeals. If we deny your request, you can appeal by emailing support@hellotaxes.net with "Privacy Appeal" in the subject line. We respond within the time your state's law requires. If you disagree with the outcome, you can contact your state attorney general.
What we collected, sold, and shared in the past 12 months. This table uses the categories defined by California law.
| Category | Examples | Sold to | Shared for advertising with | Disclosed for business purposes to |
|---|---|---|---|---|
| Identifiers | Name, email, phone, IP address, cookie IDs | Tax professionals | Meta (hashed email, phone, name; cookie IDs) | Service providers in Section 3 |
| Customer records | Name, phone, email, ZIP code | Tax professionals | Meta (hashed) | Service providers |
| Financial information | Tax debt range, income range, employment status | Tax professionals | None | Convex, Resend |
| Commercial information | The tax help you asked about, inquiry details | Tax professionals | None | Convex, Resend |
| Internet or electronic activity | Pages viewed, referring page, form session recording | None | Meta (page views, form submission) | ActiveProspect, Vercel |
| Geolocation (approximate) | State, ZIP code, location estimated from IP | Tax professionals (state and ZIP) | Meta (state and ZIP, hashed) | ActiveProspect |
| Audio | Recordings of calls to our numbers | None | None | Ringba |
| Professional information | Professional accounts: PTIN, license, business name | None | None | Clerk, Stripe, Convex |
We do not knowingly sell or share the personal information of anyone under 16.
10. Children
The Services are for adults. We do not knowingly collect personal information from anyone under 18. If you believe a minor submitted information, email support@hellotaxes.net and we will delete it.
11. Third-party links
The Services may link to websites we do not operate, including professionals' own sites. Their privacy practices are their own.
12. Changes to this policy
We will post any change here and update the effective date. If we make a material change, such as selling information to new kinds of buyers, we will post a notice on the site before the change applies to information you submitted.
13. Contact us
Hello Taxes
Email: support@hellotaxes.net
Privacy requests: hellotaxes.net/privacy-request
Opt out of sale or sharing: hellotaxes.net/do-not-sell
See also our Terms of Service.