Privacy Policy

Draft for review · Updated October 20, 2026

This policy describes how information may be handled when you visit a Zip Refund-branded preparer website. Each office's contact details are shown on its own website. This page is a draft and must be reviewed against actual practices before public reliance.

Information you choose to share

This website does not currently provide a contact form or document upload feature. If you contact an office by email or telephone, the information you share may be used to answer your questions, arrange appointments, and provide requested services. Clicking an email link opens your own email application; it does not submit information through this website.

Website and technical information

Hosting providers and other technical services may process IP addresses, browser and device information, request times, and security or diagnostic logs to deliver and protect the website. The actual providers, retention practices, and any analytics or tracking technologies must be confirmed before this policy is finalized.

Tax documents and sensitive information

Do not send Social Security numbers, bank information, copies of identification, or tax documents through ordinary email. Ask your preparer about approved secure methods for sharing sensitive information.

Sharing and retention

Information sent directly to a preparer may be handled by that office and service providers needed to respond or provide services, subject to applicable law. Office-specific privacy practices, retention periods, and any required tax-preparer notices should be provided separately where applicable. This website policy does not replace notices governing tax return information.

Your questions

For questions about information shared with a particular preparer, use the contact information on that office's website. For questions about the shared website platform, contact Zip Refund through its official business website.

Before publication: verify the responsible legal entities, hosting and analytics configuration, retention, applicable state privacy requirements, and tax-return-information safeguards.