Privacy Policy
Last updated: October 18, 2026
1. Overview
This Privacy Policy explains what information remote1040 ("we," "us," "our") collects, how we use it, and the choices you have. Tax files contain some of the most sensitive information you have, and we treat them that way.
2. Information we collect
- Contact details you give us when you request a call: your first and last name, phone number, and email address.
- Website usage information collected automatically when you visit, such as the pages you view, how you got to our site, your device and browser type, and your general location (city or region). See section 6.
Please don't send us your Social Security number or account numbers through the request form, email, or text. We'll never ask for them that way.
3. How we use your information
We use your information to respond to requests, contact you to schedule your call, prepare and file returns, provide tax planning, communicate with you, and meet legal and professional obligations.
4. We do not sell your information
We do not sell your tax information. We do not use or share it for anything else without your written consent, except as required by law.
5. Sharing
We share information only with the tax authorities and the service providers needed to deliver our services (for example filing software), and as required by law.
When you submit the request form on our website, your name, phone number, and email address are processed by Web3Forms, a third-party form service that delivers your request to us by email. We use this information only to respond to your request.
We use Google Analytics to measure how our website is used, as described in section 6.
6. Analytics and cookies
We use Google Analytics, a service provided by Google, to understand how visitors use our website so we can improve it. Google Analytics uses cookies and similar technologies to collect website usage information, such as pages viewed, time spent on the site, the website that referred you, your device and browser type, and your approximate location. Google Analytics 4 does not log or store IP addresses. We look at this information in aggregate; we do not use it to identify you, and we do not send your name, email, phone number, or other booking form details to Google Analytics. When the request form is submitted, we record only that a request was made and in which language (English or Spanish).
You can learn how Google uses this information at How Google uses information from sites that use its services. You can opt out of Google Analytics by installing the Google Analytics Opt-out Browser Add-on or by blocking cookies in your browser settings. If your browser sends a Global Privacy Control (GPC) or Do Not Track (DNT) signal, we honor it and do not load Google Analytics.
We have turned off Google Analytics features used for advertising (Google signals and ad personalization), and we do not use advertising cookies or tracking pixels from social media or ad networks. Google, as our analytics provider, may collect information about your online activities over time and across different websites that use its services, as described in Google's policy linked above.
7. Your California privacy rights
We do not sell your personal information, and we do not share it for cross-context behavioral advertising. We do not disclose personal information to third parties for their own direct marketing purposes.
You may ask us to review, correct, or delete the information you've given us through this website. To make a request, contact us as described in section 11. We will not treat you differently for making a request.
8. Children's privacy
Our website is not directed to children under 13, and we do not knowingly collect personal information from them through this website.
9. Retention
We keep records for as long as required by law and professional standards, then securely dispose of them.
10. Changes
We may update this policy from time to time. When we do, we will post the updated policy on this page and change the "Last updated" date above. Please check this page periodically.
11. Contact us
To reach us, book a free call.