Legal
Privacy Policy
How Meritline Tax collects, uses, and protects your personal information.
Last updated: September 29, 2026
This Privacy Policy explains how Meritline Tax ("we", "us") collects, uses, and protects the personal information you share with us when you use this website or engage our services.
Information we collect
- Information you provide: your name, email address, phone or WhatsApp number, country of residence, and details about your business and tax situation submitted through our intake form, by email, or by WhatsApp.
- Documents you send for an engagement: such as company formation documents, EIN letters, financial records, and identification required to prepare your filings.
- Basic technical information: such as browser type and pages visited, collected by our hosting provider or analytics tools to keep the website secure and understand how it is used.
How we use your information
- To respond to your inquiry and provide a quote.
- To prepare and file tax returns, state filings, and other documents you engage us to handle.
- To send reminders about deadlines and information related to your engagement.
- To meet our legal, regulatory, and record-keeping obligations.
How we share your information
We do not sell your personal information. We share it only as needed to deliver our services, including with the Internal Revenue Service, state tax agencies, and other government bodies when filing on your behalf, and with trusted service providers (such as email, document storage, and accounting software providers) that help us operate. We may also disclose information when required by law.
How we protect your information
We use reasonable administrative and technical measures to protect your information. Please do not send sensitive identification or account numbers through the website contact form; we will provide a secure method when documents are needed.
How long we keep your information
We keep engagement records for as long as needed to provide our services and to meet legal and professional record-keeping requirements, after which they are securely deleted.
Your choices
You may ask us to access, correct, or delete your personal information, or to stop sending you non-essential messages, by contacting us. Some records may need to be kept to meet legal obligations.
Changes to this policy
We may update this policy from time to time. The latest version will always be posted on this website with its updated date.
Contact us
For privacy questions, contact us at [Your Business Email].