Introduction
662 Tax ("we," "us," or "our") operates 662tax.com and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard information you provide when you use our website or contact us for tax services.
Please read this policy carefully. By using our website or submitting an inquiry, you agree to the practices described here.
Information We Collect
We collect information you voluntarily provide, including:
- Name and email address (from our inquiry form)
- Phone number (if you provide it when contacting us or opt in to receive text messages)
- Tax-related details you share as part of your service request (income type, tax year, etc.)
- Documents you upload as part of the tax preparation process
We also automatically collect limited technical data when you visit our site, such as browser type, device type, and pages visited. This data is used only for site improvement and is not linked to your identity.
How We Use Your Information
We use the information you provide to:
- Respond to your inquiry and provide tax preparation services
- Communicate with you about the status of your return or service request
- Send appointment reminders, document requests, and service-related updates
- Comply with applicable laws and IRS requirements
Text Messaging (SMS)
By providing your phone number and consenting to receive text messages, you agree to receive SMS messages from 662 Tax related to your service inquiry, document requests, return status updates, and important reminders.
Message frequency varies based on the status of your service request. Standard message and data rates may apply depending on your mobile carrier and plan.
How to opt out: You may opt out of receiving text messages at any time by replying STOP to any message we send. You may also reply HELP for assistance. Once you opt out, we will send one final confirmation message and will not send further texts unless you re-enroll.
No sharing for marketing: Your phone number and consent to receive texts will never be sold, rented, or shared with third parties for their own marketing purposes. Mobile opt-in consent is never shared with third parties.
For questions about our text messaging program, contact us at the address below.
How We Share Your Information
We do not sell your personal information. We may share information only in the following limited circumstances:
- Service providers: We use trusted third-party vendors (such as secure file transfer and form processing tools) solely to deliver our services. These parties are contractually prohibited from using your data for any other purpose.
- Legal compliance: We may disclose information when required by law, court order, or to protect the rights and safety of our clients or the public.
- IRS and tax authorities: We submit your tax information to the IRS and applicable state agencies as part of the e-filing process, with your authorization.
Data Security
We implement reasonable technical and administrative safeguards to protect your information. Documents you send us are handled through encrypted file transfer tools. However, no electronic transmission or storage is 100% secure. We encourage you not to send sensitive information (such as Social Security numbers) via unencrypted email.
Retention
We retain your tax records and related documents for a minimum of seven years in accordance with IRS guidance and professional standards. You may request deletion of non-essential contact data at any time.
Your Rights
You may contact us at any time to:
- Request a copy of the information we hold about you
- Correct inaccurate information
- Request deletion of personal data (subject to legal retention requirements)
- Opt out of text messages (reply STOP to any text, or contact us below)
Children's Privacy
Our services are intended for adults. We do not knowingly collect personal information from anyone under the age of 13. If you believe we have inadvertently collected such information, please contact us immediately.
Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated date. Continued use of our services after changes are posted constitutes acceptance of the revised policy.
Contact Us
If you have questions about this Privacy Policy or wish to exercise any of your rights, please contact us:
662 Tax
PO Box 279
Pickwick Dam, TN 38365
Phone: 844-744-4TAX (844-744-4829)