Privacy Policy

Important Non-Affiliation Disclaimer

EZTAXACT LLC is a private business and is not affiliated with the Internal Revenue Service, the U.S. Department of Treasury, or any government agency. We are an IRS-authorized Certifying Acceptance Agent and provide private tax consulting, preparation, filing, and ITIN-related support services to our clients.

Identity Verification Documents

For ITIN application and Certifying Acceptance Agent services, we may request sensitive identity documents to verify your identity and foreign status.

• Passport copies or passport verification information
• National identification documents
• Foreign government-issued identity documents
• Visa, immigration, or entry-related information, when applicable
• Supporting documents required for Form W-7 processing

Tax and Filing Information

We may collect tax-related information needed to prepare, review, or submit federal and state tax filings.

• Tax forms, income records, and filing documents
• Business ownership and entity information
• Prior-year tax filing details, when provided
• IRS notices or correspondence shared by the client
• Information needed for ITIN, EIN, or tax compliance services

Contact and Communication Details

We collect basic contact details so we can communicate with you about your service request, documents, filings, and case status.

• Full legal name
• Email address and phone number
• Mailing address or business address
• Client messages, forms, and service inquiries
• Appointment or video verification information

Payment and Service Records

We may maintain limited payment and service records for billing, accounting, client support, and business recordkeeping.

• Invoices and payment confirmations
• Service package or engagement details
• Transaction-related communication
• Refund or billing support records, when applicable

Special Notice About Sensitive Identity Documents

Because EZTAXACT LLC provides ITIN-related services as an IRS-authorized Certifying Acceptance Agent, clients may be required to provide sensitive documents such as passports, national IDs, and other identity verification records. These documents are collected only for legitimate tax, ITIN, verification, and IRS filing purposes.

ITIN Application and Form W-7 Support

We use identity and supporting documents to assist with Form W-7 ITIN applications, verify identity and foreign status where applicable, and complete the documentation required for IRS submission.

IRS Submission and Verification

Information may be used to prepare, review, and submit IRS-related documents, including ITIN applications, tax returns, and supporting forms required as part of the official filing process.

Tax Preparation and Compliance Services

We may use your information to prepare federal or state tax filings, review tax documents, support business compliance filings, respond to tax-related questions, and maintain service records.

Client Communication and Case Updates

We use contact information to communicate with clients about document requests, missing information, appointment scheduling, ITIN verification steps, filing status, IRS correspondence, and service completion.

Internal Recordkeeping and Quality Review

Limited information may be retained for billing, engagement tracking, professional review, fraud prevention, client support, and business recordkeeping purposes consistent with our services.

Purpose Limitation

We do not use your sensitive identity documents for unrelated marketing, resale, or unauthorized purposes. Passport copies, national IDs, and similar documents are used only when necessary for ITIN verification, IRS filing, or related tax service requirements.

IRS Filing Purposes

Client information may be shared with the Internal Revenue Service only as required for official filings, including Form W-7 ITIN applications and supporting tax documents.

Form W-7 Process

Identity documents and tax information may be used and submitted as part of the official Form W-7 ITIN application and related IRS verification process.

Service Completion

Limited information may be used with secure service systems or professional tools needed to complete tax preparation, client communication, billing, or document handling.

When Information May Be Shared

• To submit ITIN applications and supporting documents to the
• To prepare or file federal and state tax documents requested by the client
• To respond to IRS correspondence or filing-related requests with client authorization
• To comply with applicable legal, regulatory, or professional requirements

What We Do Not Do

• We do not sell personal information to third parties
• We do not sell passport or national ID documents
• We do not share identity documents for unrelated marketing purposes
• We do not allow unauthorized access to client tax or ITIN files

No Sale of Client Data

EZTAXACT LLC never sells your personal information, tax information, passport copies, national IDs, or ITIN application records to third parties. Information is shared only when needed for the service you requested, including IRS submission as part of the official Form W-7 filing process.

Active Case Period

Documents may be retained while your ITIN application, tax filing, IRS response, or related service request is active and still requires review, verification, or submission.

IRS Approval Stage

For ITIN services, identity documents may be retained until the IRS completes the application review and approval process, or until additional action is no longer required.

Secure Removal

After the required service purpose is completed, unnecessary sensitive identity documents are removed from active document storage according to our deletion process.

Records We May Retain

• Engagement records and service history
• Invoices and payment-related records
• Final tax forms or filing confirmations, when applicable
• Client communications related to completed services
• Records required for legal, tax, or professional compliance

Automatic Deletion of Identity Documents

Passport copies, national IDs, and other sensitive identity documents collected for ITIN verification are auto-deleted after IRS approval, unless continued retention is required by law, professional obligation, fraud prevention, dispute resolution, or a client-authorized follow-up service.

Bank-Grade Encryption

Sensitive client files and identity documents are protected using bank-grade encryption and secure handling procedures designed to reduce unauthorized access risks.

TLS 1.3 Transport Security

When information is transmitted through secure online systems, we use TLS 1.3 transport security where supported to help protect data during transmission.

Restricted Access Controls

Access to sensitive documents is limited to authorized personnel who need the information to complete ITIN verification, tax preparation, IRS filing, or client support services.

Secure Document Workflow

Passport copies, national IDs, and ITIN-related documents are handled through controlled document workflows and are not used for unrelated marketing, resale, or unauthorized purposes.

Important Security Notice

No electronic transmission or storage system can be guaranteed to be 100% secure. However, EZTAXACT LLC takes reasonable and appropriate safeguards to protect sensitive client information and reduce the risk of unauthorized access, misuse, disclosure, alteration, or loss.

Your Rights Regarding Your Information

Subject to applicable law, IRS filing requirements, professional obligations, and service limitations, you may contact us regarding your personal information and documents.

• Access: You may request information about the personal or tax-related records we maintain for your service file.
• Correction: You may request correction of inaccurate contact, identity, tax, or filing information.
• Deletion: You may request deletion of documents where legally and professionally permitted.
• Withdrawal of Consent: You may withdraw consent for future use of your information; however, this may limit or prevent us from completing your requested service.
• Document Handling Questions: You may contact us with questions about how your passport, national ID, or ITIN-related documents are handled.

Contact EZTAXACT LLC

For privacy-related questions, document handling concerns, or requests regarding your information, please contact us directly.

Final Policy Notice

This Privacy Policy applies to information collected and used by EZTAXACT LLC in connection with our private tax consulting, tax preparation, filing, ITIN application, and IRS-authorized Certifying Acceptance Agent services. EZTAXACT LLC is not the IRS and is not affiliated with any government agency.