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Privacy Policy

We have designed our business practices to safeguard your privacy

This privacy policy applies to your information that we collect and receive; it does not apply to practices of businesses that we do not own or control or to people we do not employ. Therefore, we are not responsible for the privacy practices or the content of such other businesses.

You can visit Tax Identity Solutions without revealing who you are or providing any personal information about yourself. By using this site, you agree to the terms of this privacy policy.

Collection of Data

There will be times, such as when you communicate with us by e-mail, provide Tax and or Know Your Customer (KYC) information via the on-line interview, when we will need to obtain personally identifiable information from you or about you. Such personally identifiable information may include your name, home address, e-mail address, date of birth, telephone number, tax identification number etc. The information we receive about you or from you may be used by us or shared by us with other third parties to help process your request or complete a transaction; to comply with any law, regulation or audit. We may also combine information you provide us with information about you that is available to us internally or from other sources.

You should be aware that we do not collect usage information about you when you visit our site.

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications on our website or other forms

  • Information about your transactions with us, our partners, or others

  • Information about you we may receive from credit reporting agencies.

Personal Data Protection

We safeguard your personal data during electronic transmission from you to us using known encryption, security standards and procedures. We restrict access to non-public personal information about you only to those employees who need to know that information in order to provide products or services to you. We maintain physical, electronic and other procedural safeguards to comply with applicable privacy laws to guard your nonpublic personal information. We also assess new technology for protecting sensitive customer information on an ongoing basis. However, if your information is forwarded to a third party provider, your information will be transmitted according to the security and privacy policies of that third party provider whose privacy practices may differ from ours. Your information as shared with outside providers will become subject to those different privacy policies.

How long we keep personal information

We have a Records Retention Schedule that is based upon a classification scheme consisting of Business Functions, Record Classes, and Record Types. We retain personal information for as long as we reasonably require it for legal or business purposes. In determining data retention periods, Tax Identity takes into consideration local laws, contractual obligations, and the expectations and requirements of our customers. When we no longer need personal information, we securely delete or destroy it.

Your right to access and correct your personal information

We respect your right to access and control your information, and we will respond to requests for information and, where applicable, will correct, amend, or delete your personal information.

  • Access to personal information: If you request access to your personal information, we will gladly comply, subject to any relevant legal requirements and exemptions, including identity verification procedures. Before providing data to you, we will ask for proof of identity and sufficient information about your interaction with us so that we can locate any relevant data. We may also charge you a fee for providing you with a copy of your data (except where this is not permissible under local law).

  • Correction and deletion: In some jurisdictions, you have the right to correct or amend your personal information if it is inaccurate or requires updating. You may also have the right to request deletion of your personal information; however, this is not always possible due to legal requirements and other obligations and factors, which include statutory retention periods for Taxation and Financial regulations. Remember that you can update your account information by using the “Contact Us” option.

Please contact Tax Identity with any requests related to your personal information.


A cookie is a small data file that certain websites write to your hard drive when you visit them. The only personal information a cookie can obtain is information supplied by the user. A cookie cannot read data from your hard disk or read cookie files created by other sites.

Our site depends on the use of a ''session" cookie. If you refuse to allow the cookie from our site, you may not be able to complete the tax interview. Most browsers are defaulted to accept and maintain cookies and you can set your browser to notify you when you receive a cookie, giving you the chance to decide whether to accept it or not.

We do not store any personal information about you within these cookies.

Third Party Advertising

We do not use third-party advertising companies to serve ads when you visit our website.

Trademark and Copyright Information

Everything on our website is copyrighted (unless otherwise noted) and may not be used except with our express written consent. Use of these images by you or other third parties is prohibited and may violate the copyright laws, trademark laws, privacy laws and other laws and regulations. Nothing contained on this site may be construed as granting any license or right to use any of our trademarks or service marks without our prior written consent. 

Privacy Policy Questions

Please be aware that we may change our Privacy Policy from time to time. If we do, we will update this Privacy Policy at our website, so be sure to check back here frequently.

If you have any questions about our Privacy Policy, please feel free to e-mail your questions to us at