Privacy notice · Effective November 7, 2026
Scope and contact. This notice covers the Taxmetry Inc. website, Ask Taxmetry service guidance, and initial contact inquiries. For privacy questions or requests, email [email protected]. Please include only your inquiry reference and the nature of your request, not tax documents or identification numbers.
Information collected. If you submit an inquiry, we collect your name, email address, optional phone number, chosen service and online or human preference, Pacific time-zone setting, inquiry reference, submission time, contact permission, and the version of this notice shown. The site also processes a temporary session identifier and technical request information needed to deliver and protect the service. Fields marked optional may be left blank. Do not submit Social Security numbers, tax figures, account numbers, tax notices, returns, passwords, or payment details.
Purpose. Taxmetry uses inquiry details to understand the requested service, respond by email or an optional phone number you provide, maintain an inquiry record, and coordinate follow-up. Submitting an inquiry does not subscribe you to marketing, authorize a charge, create a professional engagement, confirm an appointment, or authorize filing or representation.
Service providers and access. Resend delivers internal new-inquiry notifications to Taxmetry staff. These emails contain an inquiry reference and a private CRM link, without client names, email addresses, phone numbers, or tax documents. Cloudflare delivers this website and routes requests to the intake application. Render hosts the intake application and its database. Google Workspace stores the inquiry tracking sheet and associated private client folder and supports business email. Authorized Taxmetry personnel and these providers process information as needed to operate and protect the service. The client folder is internal storage, not a public upload link. We may also disclose information when required by law or to protect legal rights and the security of the service.
Ask Taxmetry and AI. Your typed service question reaches the Taxmetry application on Render. The application maps supported questions to a fixed general service topic; only that topic and public Taxmetry service facts are sent to OpenAI. The application does not send your raw question, contact form details, inquiry record, or documents to OpenAI. Unsupported or personal questions receive a local handoff response. Questions are not saved in the inquiry database. Provider operational logs may be retained under their own policies. AI answers can be inaccurate and are general service guidance, not individualized professional advice.
Booking. Choosing a consultation opens Google Calendar, which collects the information needed to schedule and sends booking confirmations. Your appointment is confirmed only through that separate booking process. Google’s applicable privacy terms govern its service. Enter only scheduling details there.
Cookies, tracking and choices. We use a necessary secure session cookie with a one-hour lifetime for intake security. An unfinished form and its confirmation remain in this open page; refreshing clears that on-page state. This site does not add advertising pixels or third-party analytics, sell inquiry information, or share it for cross-context behavioral advertising. We do not use cross-site tracking and do not change this behavior in response to Do Not Track or Global Privacy Control signals. External sites you choose to visit operate under their own policies.
Retention. Inquiry records and associated Google Workspace records are retained for follow-up, business administration, security, and applicable legal obligations. A fixed automatic deletion period is not currently configured. You may request deletion or withdraw permission for further inquiry contact at [email protected]. We review requests and retain information where required or reasonably necessary for legal, security, or recordkeeping purposes. A later accepted engagement has separate recordkeeping requirements.
Access and correction. You may request access to or correction of the information you submitted, or ask about deletion and applicable privacy rights, by emailing [email protected]. We may need to verify your identity before acting. We will explain any applicable limits; this notice does not waive rights provided by law. Please do not send identity documents by ordinary email.
Security and sensitive information. Access is restricted and connections use HTTPS, but no system can guarantee absolute security. This public intake accepts contact inquiries only. Document uploads, payment checkout, taxpayer consent signing, tax-return preparation and e-filing are not enabled through this intake. This privacy notice and contact permission are not IRC § 7216 taxpayer consent. Any applicable use or disclosure of tax-return information requires an authorized legal basis and, where required, a separate compliant consent.
Audience and changes. This service is intended for adults seeking professional services, not children under 13. If you believe a child submitted information, contact us. We will publish material changes on this page and update its effective date; additional notice or permission will be provided where required.