TaxScan.ai

Privacy Policy

Effective Date: January 1, 2026 | Last Updated: April 23, 2026

1. Introduction

Advanced Tax Group (“we,” “us,” or “our”) operates the TaxScan.ai platform. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our services, including our AI-powered tax return analysis tools.

2. Information We Collect

Personal Information: Name, email address, phone number, and other contact details you provide during registration or through our tax planning questionnaire.

Financial Information: Tax returns, W-2s, 1099s, K-1s, and other financial documents you upload for analysis. This may include Social Security numbers, income data, deduction details, and employer information.

Usage Data: IP address, browser type, pages visited, and interactions with our platform.

Payment Information: Processed by Stripe. We do not store credit card numbers on our servers.

3. How We Use Your Information

  • Provide AI-powered tax return analysis and generate findings reports
  • Process payments and manage your account
  • Send transactional emails (account verification, finding notifications, payment receipts)
  • Improve our AI models and platform accuracy (anonymized, aggregated data only)
  • Comply with legal and regulatory obligations

4. Information Sharing

We do not sell your personal or financial information. We share data only with:

  • Service Providers: Supabase (database), Anthropic (AI analysis), Stripe (payments), Resend (email), Vercel (hosting)
  • Tax Professionals: Licensed CPAs within our firm who review AI-generated findings
  • Legal Requirements: When required by law, subpoena, or government request

5. Data Security

We implement industry-standard security measures including encryption at rest and in transit, row-level security in our database, role-based access control, and regular security audits.

6. Data Retention

Tax documents and analysis reports are retained for 7 years in accordance with IRS record-keeping requirements (IRC §6501). You may request deletion of your account and non-regulatory data at any time.

7. Your Rights

You have the right to access, correct, or delete your personal information. California residents have additional rights under the CCPA. Contact us at privacy@advancedtaxgroup.com to exercise these rights.

8. Contact Us

Advanced Tax Group
Email: privacy@advancedtaxgroup.com