Privacy Policy
Last updated: July 2026
Refund Harbor LLC, a Florida limited liability company, provides tax preparation and related services. This policy explains what information we collect, how we use it, and how we protect it. Protecting your information is not a side concern for us. It is the core of how this firm is built.
Information we collect
- Contact details you submit through our website, such as your name and email address.
- Tax information you provide through our secure client portal, including identification numbers, income documents, and other records needed to prepare your return.
- Basic technical information generated when you visit this website, such as browser type, limited to what is needed for the site to function.
How we use your information
- To prepare and file your tax returns and provide related services you request.
- To communicate with you about your engagement, deadlines, and documents.
- To comply with legal obligations that apply to paid tax return preparers.
What we never do
We never sell your information. We never share it for marketing purposes. Federal law, including Internal Revenue Code section 7216, strictly limits how tax return information may be used or disclosed, and we treat those limits as a floor, not a ceiling.
How we protect your information
- Tax documents move only through a professional client portal protected by 256-bit encryption and multi-factor authentication.
- We will never request your Social Security number or tax documents by email or text message. If you receive such a request appearing to come from us, do not respond, and contact us at the address below.
- We maintain a Written Information Security Plan as required of professional tax preparers under the FTC Safeguards Rule.
How long we keep your information
We retain copies of returns and supporting records for the period required by IRS regulations, generally a minimum of three years, and longer where law or professional standards require it. Records are kept encrypted for the full retention period.
Who we share information with
- The IRS and state tax agencies, as directed by you when we file your returns.
- Professional software providers that operate our tax preparation and portal systems, under confidentiality and security obligations.
- No one else, except where the law compels disclosure.
Your choices
You may request a copy of the tax information we hold for you at any time. You may also ask us to delete information we are not legally required to retain. Write to us at the address below and we will respond promptly.
Cookies
This website does not use advertising or tracking cookies. Our client portal, operated by our software provider, uses only the cookies necessary for secure login sessions.
Changes to this policy
If we update this policy, the new version will be posted on this page with a revised date. Material changes affecting current clients will be communicated directly.
Contact
Refund Harbor LLC, Florida, USA
refund@refundharbor.org