TaxTherapist.ai
Effective Date: January 1, 2026

1. Introduction

TaxTherapist.ai (“Company”, “we”, “our”, or “us”) provides AI-powered tax analysis, personalized tax calculations, projections, and document processing tools.

Because our platform may process sensitive financial and tax information, we are committed to maintaining strict privacy and security standards.

By accessing or using our Service, you agree to this Privacy Policy.

1. Information We Collect

1. Information You Provide

• Name
• Email address
• Account credentials
• Tax-related questions
• Uploaded documents (including but not limited to W-2s, 1099s, prior returns, financial statements)
• Financial figures and tax numbers
• Payment information (processed via secure third-party providers)

1. Automatically Collected Information

• IP address
• Device information
• Browser type
• Log data
• Usage analytics
• Cookies and similar technologies

1. AI Interaction and Document Processing Data
   We may store prompts, AI outputs, structured tax data, and uploaded documents in order to:

• Generate personalized calculations
• Improve system performance
• Maintain audit logs
• Detect fraud or misuse
• Comply with legal obligations

1. Nature of AI-Based Calculations

TaxTherapist.ai uses automated systems and artificial intelligence to generate personalized tax estimates and projections.

AI-generated calculations:

• Are based solely on user-provided information
• May rely on simplified assumptions
• May not reflect full tax code complexity
• Are not guaranteed to be accurate or complete

Users are solely responsible for verifying all outputs with a licensed CPA or tax professional before filing tax returns or making financial decisions.

1. How We Use Information

We use collected information to:

• Provide tax calculations and projections
• Process uploaded documents
• Improve AI systems
• Process payments
• Ensure compliance with applicable laws
• Prevent fraud and abuse

We do not sell personal information.

1. Data Sharing

We may share information with:

• Cloud hosting providers
• Secure document storage vendors
• Payment processors
• Analytics providers
• Legal authorities when required by law

All service providers are contractually obligated to maintain confidentiality and appropriate security measures.

1. Data Security

We implement commercially reasonable safeguards, including:

• Encryption in transit (TLS 1.2 or higher)
• Encryption at rest
• Role-based access controls
• Secure cloud infrastructure
• Audit logging

However, no system can guarantee absolute security.

1. Data Retention

We retain user data and uploaded documents:

• While accounts remain active
• As required for legal compliance
• As necessary to resolve disputes

Users may request deletion of their data by contacting info@taxtherapist.ai.
Deletion requests may be subject to legal retention requirements.

1. User Responsibilities

You agree:

• Not to upload fraudulent or unlawful documents
• Not to upload documents belonging to others without authorization
• To ensure accuracy of submitted tax information

1. State Privacy Rights

Depending on your jurisdiction (including California under CCPA/CPRA), you may have rights to:

• Access your personal data
• Correct inaccurate data
• Request deletion
• Request data portability

To exercise these rights, contact info@taxtherapist.ai.

1. Children

The Service is not intended for individuals under 18 years of age.

1. Changes

We may update this Privacy Policy periodically. Continued use of the Service constitutes acceptance of the revised policy.