Privacy Policy

Legendary Tax Pro
Effective Date: 2/20/2026
Website: https://legendarytaxpro.com
Contact Email: info@legendarytaxpro.com

Legendary Tax Pro (“Company,” “we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of our clients and website visitors. As a tax preparation business, we are required to safeguard sensitive financial and personal information in compliance with federal and state regulations, including IRS privacy standards.

This Privacy Policy explains how we collect, use, share, and protect your information.

We may collect the following types of information:

• Full legal name
   
• Social Security Number (when required for tax services)
   
• Date of birth
   
• Mailing address
   
• Email address
   
• Phone number
   

• Income documentation (W-2s, 1099s, etc.)
   
• Bank account information (for direct deposit or payment)
   
• Prior year tax returns
   
• Dependent information
   
• Business financial records
   

Payments are processed securely through Stripe. We do not store full credit card numbers on our servers.

• IP address
   
• Browser type
   
• Device information
   
• Website usage activity
   

We use your information to:

• Prepare and file tax returns
   
• Provide tax consultation and related services
   
• Process payments
   
• Communicate service updates
   
• Send appointment reminders
   
• Respond to IRS notices and compliance matters
   
• Maintain required tax records
   
• Improve our services
   

With your consent, we may also use your contact information to:

• Send educational materials
   
• Send email marketing
   
• Send SMS notifications and promotions
   
• Share information about services offered by Legendary Tax Pro or affiliated businesses operated by the same owner
   

We do not sell your personal information.

Legendary Tax Pro operates alongside affiliated businesses under common ownership. Your contact information (such as name, email, and phone number) may be used to inform you about relevant services offered by affiliated brands.

Sensitive tax data (including Social Security numbers, tax documents, and financial records) is not shared across businesses for marketing purposes and remains protected under strict confidentiality standards.

You may opt out of marketing communications at any time.

We use Mailchimp to manage email and SMS marketing communications.

If you opt in, you may receive:

• Tax filing reminders
   
• Service updates
   
• Business announcements
   
• Promotional offers
   

Message frequency varies. Message and data rates may apply.

You may opt out at any time by:

• Replying STOP to SMS messages
   
• Clicking “Unsubscribe” in emails
   
• Contacting us directly
   

We do not share SMS opt-in data or phone numbers with third parties for their marketing purposes.

Payments are processed through Stripe, a secure third-party payment processor. Stripe handles payment data in accordance with its own privacy and security standards. Legendary Tax Pro does not store full credit card details.

Our website is hosted through GoDaddy. GoDaddy may collect technical data such as IP address and browsing activity for security and performance monitoring.

As a tax preparation company, we implement reasonable safeguards including:

• Encrypted document transmission
   
• Secure client portals
   
• Password-protected systems
   
• Restricted employee access
   
• Compliance with IRS Publication 4557 (Safeguarding Taxpayer Data)
   

We maintain appropriate administrative, technical, and physical safeguards to protect sensitive taxpayer information.

We may disclose information when required by:

• Federal or state law
   
• IRS regulations
   
• Court orders or legal process
   

We may also disclose information to authorized third-party service providers necessary to deliver services (such as payment processors or secure software platforms).

Tax records are retained in accordance with IRS and state regulatory requirements. Marketing data is retained until a customer opts out or requests deletion, subject to legal retention obligations.

You may:

• Request access to your personal data
   
• Request correction of inaccurate information
   
• Withdraw consent for marketing communications
   
• Request deletion of marketing data (subject to legal requirements)
   

To make a request, contact us at: tax@legendarytaxpro.com

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date.

Legendary Tax Pro
5215 N Ironwood Rd, Ste 202

Milwaukee, WI 53217
info@legendarytaxpro.com
678-466-0203