Privacy Policy

Effective Date: September 17, 2026

At 990 Taxes ("990 Taxes," "we," "our," or "us"), we value your privacy and are committed to protecting the personal, financial, and organizational information you share with us. This Privacy Policy explains what information we collect, how we use it, when it may be shared, and the choices you have regarding your information.

By accessing or using our website or services, you acknowledge that you have read this Privacy Policy.

Information We Collect

When you interact with 990 Taxes, we may collect information that you voluntarily provide, including your name, email address, phone number, mailing address, organization name, organization type, and information submitted through contact forms, questionnaires, assessments, appointment requests, or other forms on our website.

When you engage us for tax preparation, bookkeeping, or related services, we may also collect financial, accounting, tax, and organizational information necessary to provide those services.

We may automatically collect certain technical information when you visit our website, such as your IP address, browser type, device information, operating system, pages visited, referral sources, and general website usage data.

Tax and Financial Information

To provide tax preparation, bookkeeping, and related services, 990 Taxes may receive financial and tax-related information about your organization.

This information may include financial reports, accounting and bookkeeping records, prior tax filings, revenue and expense information, and other records or documentation necessary to prepare tax filings or provide requested services.

Clients may provide this information by completing questionnaires, granting us authorized access to their accounting or financial software, or sending reports and other documents by email.

We use tax and financial information only as necessary to provide requested services, maintain appropriate business records, comply with applicable legal and regulatory requirements, and otherwise as permitted or required by law.

How We Use Your Information

We may use the information we collect to respond to inquiries, determine potential filing requirements, schedule appointments, prepare tax filings, provide bookkeeping or related services, communicate with clients, process payments, maintain records, improve our website and services, comply with legal obligations, and protect the security and integrity of our systems.

We use personal, tax, and financial information only for legitimate business purposes and as permitted by applicable law.

Forms and Questionnaires

When you complete a form or questionnaire on our website, we collect the information you choose to provide so we can respond appropriately.

This may include your organization name, name, email address, organization type, and other information relevant to determining your nonprofit's potential filing or service needs.

Information submitted through our website may be stored and managed through our customer relationship management (CRM) platform and other service providers that support our operations.

Information provided through an online assessment or questionnaire is intended to help us understand your organization's circumstances and should not, by itself, be considered tax, legal, or financial advice.

Accounting Software and Financial Records

As part of providing bookkeeping, tax preparation, or related services, clients may authorize 990 Taxes to access accounting or financial software used by their organization.

Access is used only as reasonably necessary to review, organize, or work with financial information in connection with the services requested by the client.

We may also provide guidance regarding accounting and bookkeeping tools appropriate for nonprofit organizations. Any third-party software or platform used by a client is also subject to that provider's own terms, security practices, and privacy policies.

Payments

Payments for certain services may be processed through Stripe or other authorized payment processors.

Payment processors may collect information necessary to complete a transaction, such as payment card and billing information. Payment information processed directly by a third-party payment provider is subject to that provider's privacy and security practices.

990 Taxes does not sell payment information.

SMS Communications

If you provide your mobile phone number and choose to receive text messages from 990 Taxes, you consent to receive SMS communications related to your inquiry, appointments, requested services, filing matters, and relevant service updates.

Message frequency varies depending on your interactions with us, and message and data rates may apply according to your mobile carrier's plan.

You may opt out of receiving text messages at any time by replying STOP to any message. For assistance, reply HELP or contact us using the information provided at the end of this Privacy Policy.

Your consent to receive text messages is voluntary and is not required to receive our services.

Email Communications

We may use your email address to respond to inquiries, provide requested information, communicate about appointments or services, send filing or service-related reminders, and provide relevant updates.

If you receive promotional or marketing emails from us, you may unsubscribe using the unsubscribe link provided in those communications.

We may continue to send transactional or service-related communications when necessary to provide services you have requested or to communicate about an existing client relationship.

Cookies and Website Tracking

Our website may use cookies and similar technologies to support website functionality, understand website traffic, remember preferences, and improve the user experience.

We may use website and customer relationship management technology provided through GoHighLevel and related service providers to understand how visitors interact with our website and forms.

Information collected through these technologies may include browser information, device information, pages visited, referral sources, and general website activity.

How We Share Your Information

990 Taxes does not sell your personal information.

We may share information with trusted third-party service providers when necessary to operate our business and provide requested services. These may include customer relationship management platforms, website hosting providers, email and SMS communication providers, appointment scheduling services, payment processors, accounting or tax-related technology providers, cloud or document storage providers, and other vendors that support our operations.

Tax and financial information may be disclosed only as necessary to provide requested services or as otherwise permitted or required by applicable law.

We may also disclose information when required by law, regulation, legal process, or governmental request, or when reasonably necessary to protect our rights, prevent fraud, or safeguard our systems, clients, or others.

Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal, financial, and tax-related information from unauthorized access, disclosure, alteration, loss, or destruction.

Access to client information is limited to individuals and service providers who require access for legitimate business or service purposes.

Although we take reasonable steps to protect information, no method of transmitting information over the Internet, sending information by email, or storing information electronically can be guaranteed to be completely secure.

Clients should use appropriate care when transmitting sensitive financial or tax information electronically.

Data Retention

We retain personal, financial, tax, and organizational information for as long as reasonably necessary to provide our services, maintain required business and tax records, fulfill the purposes described in this Privacy Policy, resolve disputes, enforce agreements, or comply with applicable legal and regulatory requirements.

Retention periods may vary depending on the type of information and the services provided.

When information is no longer reasonably required, we may securely delete, destroy, or anonymize it as appropriate and subject to applicable record-retention requirements.

Your Privacy Rights

Depending on where you reside and applicable law, you may have certain rights regarding your personal information. These may include requesting access to information we maintain about you, requesting correction of inaccurate information, requesting deletion of certain information, or asking questions about how your information is collected, used, or disclosed.

Some information may need to be retained when required for tax, accounting, legal, regulatory, security, or other legitimate business purposes.

To exercise an applicable privacy right, please contact us using the information below.

Children's Privacy

Our website and services are intended for nonprofit organizations and adults seeking tax, bookkeeping, or related services. They are not directed to children under the age of 13.

We do not knowingly collect personal information from children under 13. If we become aware that such information has been collected, we will take reasonable steps to delete it.

Third-Party Websites and Services

Our website may contain links to third-party websites, accounting platforms, payment services, or other external resources.

990 Taxes is not responsible for the content, security, or privacy practices of third-party websites or services. We encourage you to review the applicable privacy policies and terms before providing information to a third party.

Do Not Track

Our website does not currently respond to browser "Do Not Track" signals.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our services, technologies, legal requirements, or business practices.

Any updates will be posted on this page with a revised Effective Date. Your continued use of our website after an updated Privacy Policy is posted constitutes your acknowledgment of the revised policy.

Contact Us

If you have questions about this Privacy Policy or would like to exercise applicable privacy rights, please contact us:

990 Taxes

Website: 990taxes.org

Email: [email protected]

Phone: +1 253-987-6987

Mailing Address: 3661 Sunset Ave, Rocky Mount, NC 28144, United States