Privacy Policy
Effective Date: January 1, 2026 Last Updated: January 23, 2026
Midwest Tax Service LLC ("Midwest Tax Service," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or engage with us for tax preparation and related services.
1. Information We Collect We may collect the following categories of information:
a. Personal Information • • • • • • • • • Full name Mailing address Email address Phone number Date of birth Social Security number or Individual Taxpayer Identification Number (ITIN) Government-issued identification Tax-related information (income, deductions, dependents, prior returns) Banking information (for refunds or bank products)
b. Automatically Collected Information When you visit our website, we may automatically collect: • • • • • IP address Browser type Device information Pages visited, and time spent on the site Referring URLs
c. Cookies and Tracking Technologies We may use cookies and similar technologies to improve website functionality and user experience. You may control cookie preferences through your browser settings. 1
2. How We Use Your Information We use your information to: • • • • • • • • Prepare, file, and manage federal and state tax returns Verify your identity Communicate with you regarding services Process payments and refunds Offer bank-related products and services through our banking partners Comply with IRS, state, and federal regulations Improve our website and services Prevent fraud and unauthorized access
3. How We Share Your Information We may share your information only as necessary and as permitted by law, including with: • • • • • • • The Internal Revenue Service (IRS) State and local tax authorities Authorized tax software providers Banking partners for refund-related products and services Payment processors Service providers who assist with business operations Government authorities when required by law We do not sell your personal information.
4. Bank Products and Third-Party Services Bank products and services are offered by Pathward®, N.A., Member FDIC. All deposit accounts through Pathward®, N.A. are FDIC insured. Midwest Tax Service LLC is not a bank. Third-party service providers are contractually required to safeguard your information and use it only for authorized purposes.
5. Data Security We implement administrative, technical, and physical safeguards designed to protect your personal information. However, no method of transmission over the internet or electronic storage is completely secure. While we strive to protect your information, we cannot guarantee absolute security. 2
6. Data Retention We retain personal information only as long as necessary to: • • • Provide services Meet legal, regulatory, and IRS recordkeeping requirements Resolve disputes and enforce agreements
7. Your Privacy Rights Depending on your location, you may have the right to: • • • • Request access to your personal information Request corrections to inaccurate information Request deletion of certain information (subject to legal requirements) Opt out of certain communications To exercise your rights, please contact us using the information below.
8. Children’s Privacy Our services are not directed to children under the age of 13. We do not knowingly collect personal information from children.
9. Third-Party Links Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. We encourage you to review their privacy policies.
10. Changes to This Privacy Policy We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date. Continued use of our services constitutes acceptance of the updated policy.
11. Contact Information If you have questions about this Privacy Policy or our privacy practices, please contact us: 3 Midwest Tax Service LLC Email: taxpro@midwesttaxservice.info Phone: 18336439829 Service Area: Michigan and surrounding areas. All 50 states © 2022–2026 Midwest Tax Service LLC. All Rights Reserved.