Privacy Policy

Privacy Policy for Tax Ninja LLC

Tax Ninja LLC, doing business as Tax Ninja USA, and offering certain educational programs, workshops, products, communities, and services under the name Tax Ninja Freedom ("Tax Ninja," "Company," "we," "us," or "our"), respects your privacy and is committed to protecting the personal information entrusted to us.

This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information when you interact with Tax Ninja USA or Tax Ninja Freedom.

This Policy applies when you:

• visit www.taxninjausa.com or one of our landing pages, registration pages, checkout pages, booking pages, client portals, or membership websites;
• register for a Tax Ninja Freedom webinar, workshop, Five-Day Intensive, training, course, event, community, or membership;
• purchase an ebook, workbook, downloadable resource, software product, digital product, service, or educational program;
• apply for or participate in the Tax Ninja Freedom Six-Month Private Program;
• schedule an appointment, consultation, qualification call, or support call;
• complete a survey, assessment, questionnaire, intake form, or application;
• communicate with us by email, telephone, text message, chat, social media, video conference, or another communication channel; or
• otherwise interact with Tax Ninja USA, Tax Ninja Freedom, our personnel, or our authorized service providers.

By using our websites, submitting information, registering for an event or program, purchasing a product or service, or otherwise interacting with us, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

We may collect personal information directly from you, automatically through your use of our websites and systems, or from authorized third parties.

A. Personal Information You Provide Directly

• First and last name, email address, mobile and other telephone numbers
• Mailing address, billing address, business name or organization name
• Job title or occupation, business website, social-media information
• Appointment and scheduling details
• Webinar, workshop, course, or event registration information
• Program application responses, survey and assessment responses
• Questions submitted during webinars, workshops, courses, or calls
• Account usernames, portal login information, and account preferences
• Support requests and correspondence
• Testimonial, review, or feedback information
• Communication preferences and records of consent or opt-out requests
• Other information you voluntarily provide

B. Business, Financial, Tax, and Service-Related Information

When you request or receive tax preparation, tax software, tax education, business advisory, planning support, or related services, we may collect information such as:

• Business structure, entity type, and ownership information
• Business financial information, revenue, expenses, payroll, and compensation
• Tax-return information, tax documents, and identification information
• Banking or payment-related information
• Accounting and bookkeeping records
• Insurance, retirement, investment, or real-estate information
• Information about your professional advisers
• Information contained in intake forms, uploaded documents, worksheets, or planning materials
• Other information reasonably necessary to provide the requested service

C. Payment Information

When you make a purchase, payment information may be collected and processed by our payment processors. We may receive limited transaction information such as purchaser name, billing contact information, transaction date, payment amount, payment status, partial payment-card details, subscription status, refund status, and transaction identifiers. We generally do not directly store complete payment-card numbers.

D. Information Collected Automatically

• Internet Protocol address, browser type, device type, and operating system
• Approximate geographic location and referring website
• Pages viewed, links clicked, time spent on pages, and time and date of access
• Registration or conversion activity, email opens and clicks, and login activity
• Cookie identifiers, advertising identifiers, and technical diagnostic or security information

E. Information from Third Parties

We may receive information from payment processors, scheduling providers, video-conferencing platforms, customer-relationship-management systems, email and SMS providers, advertising platforms, social-media platforms, referral partners, professional advisers, tax software providers, analytics providers, and other vendors supporting our operations. We may combine such information with information we already maintain.

2. Tax Ninja Freedom Webinars, Workshops, Programs, and Communities

When you register for or participate in a Tax Ninja Freedom webinar, workshop, Five-Day Intensive, Six-Month Private Program, membership, course, community, or related event, we may collect and use information to:

• Process your registration, confirm attendance, and provide event or program access
• Send login instructions, scheduling information, calendar invitations, and webinar or video-conference links
• Send reminders, program updates, and deliver course materials, workbooks, ebooks, templates, recordings, and other resources
• Track attendance and participation; provide access to membership portals or online communities
• Respond to questions and provide technical or customer support
• Administer assignments, surveys, assessments, and feedback
• Evaluate eligibility, process applications for the Six-Month Private Program, and facilitate qualification calls or enrollment
• Improve our curriculum, events, and participant experience; and communicate about related Tax Ninja USA and Tax Ninja Freedom offerings, subject to applicable consent and opt-out requirements

Participation in an educational webinar, workshop, or program does not by itself establish an accountant-client, tax-adviser-client, attorney-client, investment-adviser-client, or other licensed professional relationship. Any individualized professional engagement may require a separate written agreement.

3. Webinar and Workshop Recordings

Tax Ninja Freedom webinars, workshops, group calls, training sessions, community events, or educational programs may be recorded. Recordings may capture the presenter, participant names, profile images, chat messages, questions, audio, video, screen sharing, and other contributions made during the session.

When recording is planned, we will provide notice through the registration process, meeting platform, event materials, or at the beginning of the session. Participants who do not wish to appear in a recording should keep their camera off, remain muted, avoid submitting identifying information in public chat, use available private-question features where offered, or contact us before participating.

We may use recordings to provide replays to registered participants, include lessons in a membership portal, train or educate future participants, improve our programs, create excerpts or promotional materials where appropriate, and maintain internal records. We will not knowingly use a participant's identifiable testimonial or endorsement in advertising without obtaining appropriate authorization.

4. How We Use Personal Information

A. Provide Products, Programs, and Services

We use information to operate our websites and portals, register participants, fulfill purchases, provide digital downloads, deliver software or account access, provide courses, workshops, webinars, and memberships, process applications, conduct qualification reviews, provide tax or business-related services, maintain client and participant records, and respond to support requests.

B. Communicate With You

We use information to send registration confirmations, appointment confirmations, webinar and workshop reminders, login and access instructions, account and program updates, document requests, payment or transaction notices, administrative messages, and marketing communications where permitted.

C. Improve and Personalize Our Operations

We use information to understand how users interact with our websites and programs, improve content and user experience, develop new products and services, evaluate the effectiveness of marketing campaigns, personalize communications, conduct internal reporting and analytics, and identify operational or technical issues.

D. Maintain Security and Prevent Misuse

We use information to authenticate users, protect accounts, detect fraudulent or suspicious activity, prevent unauthorized access, investigate security incidents, enforce our agreements, and protect our rights, property, users, and third parties.

E. Comply With Legal and Regulatory Requirements

We use information to respond to lawful requests, comply with subpoenas, court orders, or legal proceedings, maintain required records, respond to regulatory inquiries, fulfill tax, accounting, or reporting requirements, and establish, exercise, or defend legal claims.

5. Email Communications

We may send email communications concerning webinar or workshop registration, appointment reminders, program access, course materials, account activity, support requests, products or services you purchased, Tax Ninja Freedom programs, Tax Ninja USA news, educational information, promotional offers, and related business communications.

You may unsubscribe from promotional emails by using the unsubscribe link included in the message or by contacting us. Unsubscribing from marketing emails may not stop transactional or administrative communications that are necessary to provide a product, program, service, account, appointment, or purchase.

6. SMS Privacy and Mobile Information

Message Types

When you expressly opt in to receive text messages, Tax Ninja USA may send SMS or text communications relating to:

• Tax preparation services, tax software services, and educational content
• Tax Ninja Freedom webinars, workshops, Five-Day Intensive, and Six-Month Private Program communications
• Registration confirmations, appointment reminders, event reminders, and program access
• Login instructions, document requests, client onboarding, and account updates
• Service notifications, customer support, and account-related messages
• Promotional or marketing communications where permitted by law

SMS Opt-Out and Assistance

You may opt out of SMS messages at any time by replying STOP. You may request assistance by replying HELP or by contacting us at [email protected] or (844) 366-1115.

Message frequency may vary. Message and data rates may apply. Opting out of text messages does not automatically unsubscribe you from email communications. You must separately unsubscribe from promotional email where applicable.

7. Cookies and Tracking Technologies

We and our service providers may use cookies, pixels, tags, scripts, local storage, analytics tools, and similar technologies to operate websites and portals, remember preferences, maintain login sessions, understand website activity, measure registrations and purchases, improve performance, detect technical issues, support security, measure advertising effectiveness, and personalize content or marketing.

You may be able to manage cookies through your browser settings. Disabling cookies may affect the availability or functionality of certain features, including logins, forms, checkouts, videos, or membership portals. Where required, we may provide additional cookie choices or consent tools.

8. How We Disclose Personal Information

A. Service Providers

We may disclose information to trusted vendors that perform services on our behalf, including website hosting, customer-relationship management, email and SMS delivery, payment processing, accounting, tax software, appointment scheduling, video conferencing, webinar hosting, cloud storage, membership and course hosting, analytics, advertising, cybersecurity, customer support, document processing, and professional consulting. These providers are authorized to use information only as necessary to perform services for us.

B. Professional Advisers

We may disclose information to accountants, attorneys, consultants, insurers, auditors, compliance professionals, or other advisers where reasonably necessary.

C. With Your Direction or Consent

We may disclose information when you instruct us to do so or provide consent for a specific disclosure.

D. Legal and Regulatory Purposes

We may disclose information when we believe disclosure is reasonably necessary to comply with applicable law, respond to a subpoena, warrant, court order, or regulatory request, protect legal rights, investigate fraud, address a security incident, protect the safety of individuals, enforce an agreement, or establish, exercise, or defend a legal claim.

E. Business Transfers

Information may be disclosed or transferred in connection with a merger, acquisition, financing, reorganization, sale of assets, change of control, bankruptcy, or similar business transaction. Where appropriate, we will require the recipient to handle the information consistently with applicable law and this Privacy Policy.

F. Aggregated or De-Identified Information

We may use or disclose information that has been aggregated or de-identified so that it cannot reasonably identify a particular person.

9. Information We Do Not Sell

Tax Ninja does not sell mobile opt-in information or SMS consent. Tax Ninja does not disclose mobile opt-in information to unrelated third parties for their own marketing or promotional purposes. To the extent applicable privacy laws define "sale" or "sharing" more broadly, including certain advertising or analytics practices, users may have additional rights described in Section 15.

10. Data Security

We maintain administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, loss, misuse, alteration, disclosure, destruction, and other security threats. Our safeguards may include access controls, password requirements, multifactor authentication, encryption where appropriate, secure storage, employee training, vendor oversight, security monitoring, backup procedures, incident-response procedures, and written information-security policies.

No method of storage, transmission, or security is completely infallible. We therefore cannot guarantee absolute security. Tax professionals are expected to maintain a written information security plan tailored to the size and complexity of the practice and the sensitivity of the information handled.

11. Data Retention

We retain personal information only for as long as reasonably necessary to provide products or services, maintain accounts, fulfill purchases, administer programs, comply with legal, tax, accounting, and recordkeeping obligations, resolve disputes, enforce agreements, prevent fraud, maintain security, and support legitimate business operations. Retention periods may vary based on the type of information, the nature of the relationship, legal requirements, contractual obligations, professional standards, dispute or litigation needs, and security considerations. When information is no longer reasonably required, we may delete, destroy, de-identify, or archive it in accordance with our policies and applicable law.

12. Third-Party Websites and Services

Our websites, emails, portals, courses, or communications may contain links to third-party websites or services, including Zoom, GoHighLevel or LeadConnector, Stripe, Canva, social-media platforms, scheduling services, video-hosting services, payment providers, cloud-storage providers, and other external resources. We do not control the privacy, security, content, or business practices of independent third parties. Your interaction with a third-party service is governed by that provider's own policies and terms. We encourage you to review those policies before submitting personal information.

13. Social Media and Public Communities

Information you post in public or shared areas — including community groups, membership forums, webinar chat, workshop chat, course discussions, social-media comments, group coaching calls, or shared participant spaces — may be visible to other users. Do not post confidential tax information, Social Security numbers, complete financial-account information, passwords, or other sensitive information in a public or group area. We are not responsible for how other participants use information you voluntarily disclose publicly.

14. Children's Privacy

Our websites, services, workshops, webinars, and programs are intended for adults and business owners. They are not directed to children under 13. We do not knowingly collect personal information from children under 13 without appropriate authorization. If you believe a child has provided personal information to us, contact us so that we may review and address the matter.

15. Privacy Rights and Choices

Depending on your location and applicable law, you may have the right to request that we confirm whether we process your personal information, provide access to certain personal information, correct inaccurate information, delete certain information, provide a portable copy of certain information, restrict or object to certain processing, limit certain uses of sensitive information, opt you out of certain advertising, sale, or sharing activities, or withdraw consent where processing depends on consent.

These rights may be subject to identity verification, legal exceptions, record-retention duties, security considerations, contractual obligations, and professional or regulatory requirements.

To submit a privacy request, contact us at [email protected]. Please include your full name, the email address or telephone number associated with your request, the nature of your request, and enough information for us to reasonably verify and process it. We will not discriminate against you for exercising an applicable privacy right.

16. Marketing Choices

Email: Use the unsubscribe link contained in a promotional email or contact us.
SMS: Reply STOP to a text message.
Cookies: Use available cookie controls or browser settings.
Advertising platforms: Use the privacy and advertising controls provided by the applicable platform.

Your opt-out may take a reasonable period to process. Opting out of promotional communications will not prevent us from sending necessary administrative, transactional, legal, security, or service-related messages.

17. State-Specific Privacy Disclosures

Residents of certain U.S. states may have additional privacy rights under applicable state law. Where required, we will provide information about the categories of personal information collected, the purposes for which the information is used, categories of recipients, available consumer rights, instructions for submitting requests, and applicable appeal procedures. Because privacy laws change, this section may be updated as additional requirements apply to our operations.

18. International Visitors

Tax Ninja is based in the United States. If you access our websites or services from outside the United States, your information may be transferred to, stored in, and processed in the United States or other locations where our service providers operate. Those locations may have data-protection laws that differ from the laws in your jurisdiction. Where required, we will use appropriate measures for cross-border transfers.

19. Data Breach and Security-Incident Response

If we determine that personal information has been affected by a security incident, we may investigate the incident, take containment and remediation measures, notify affected individuals, notify regulators or law enforcement, notify service providers, require password resets, provide protective recommendations, and take other actions required by applicable law.

20. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our business, new products or programs, changes in technology, changes in legal requirements, changes in service providers, or changes in our privacy practices. The updated policy will be posted with a revised "Last Updated" date. Material changes may also be communicated through email, website notice, account notice, or another appropriate method. Your continued use of our websites, products, programs, or services after an updated policy becomes effective constitutes acknowledgment of the revised policy to the extent permitted by law.

21. Contact Information

Questions, concerns, opt-out requests, or privacy requests may be directed to:

Fulfillment Policy for Tax Software

Order and Delivery

• Order Processing: Orders are processed within 1–3 business days following payment confirmation.
• Delivery Methods: Our tax software products are delivered electronically via download links or through access to online accounts.

Software Activation and Support

• License Activation: Activation codes are provided with purchases. Detailed instructions are available to facilitate the activation process.
• Customer Support: Our support team is available to assist with product delivery, activation, and usage inquiries via email, phone, or live chat during business hours.

Refunds and Returns

• Refund Policy: Refunds are available within 30 days of purchase for unopened and unused software, subject to verification. Refunds are processed within 10 business days upon approval of the refund request.
• Digital Products: For digital products, specific conditions for refunds and returns apply, reflecting the nature of these goods. See our Terms and Conditions for full details.

Maintenance and Updates

• Updates: Customers are entitled to software updates and maintenance releases during the license period. Notifications about updates and new features are provided.

License Transfer

• Transfer Conditions: License transfer is permissible under certain conditions, such as hardware changes, subject to our transfer policy's terms.

Your engagement with Tax Ninja LLC and use of our tax software products signify acceptance of these terms. We strive to ensure a seamless and satisfactory customer experience.