Privacy Notice

Last updated August 9, 2026.

Filing Karma is a tax return preparation practice, and as such is treated as a "financial institution" under the Gramm-Leach-Bliley Act (GLBA). This notice explains what information we collect, how we use and share it, and the choices available to you. This notice applies whether you are a current client, a prospective client submitting information through this website, or someone who has otherwise shared information with us.

Information We Collect

In the course of providing tax preparation and related services, we may collect:

Information you provide directly: name, address, phone number, email, Social Security number, and similar identifying information.
Income and financial information needed to prepare a return: W-2s, 1099s, K-1s, bank and brokerage statements, prior-year returns, and similar records.
Information about your transactions with us, such as services requested and fees paid.
Limited technical information collected automatically through this website (see the "Website Information" section below).

How We Use Your Information

We use client tax return information to prepare, review, and file the return(s) you engage us to prepare, to communicate with you about your engagement, and to comply with our recordkeeping and professional obligations.

Federal law (Internal Revenue Code Section 7216) separately and specifically restricts our ability to use or disclose your tax return information for any purpose other than preparing your return, unless you provide affirmative, informed written consent. See our Tax Information Use & Disclosure Notice for details on how that consent process works.

How We Share Your Information

We do not sell client information. We may share information in the following limited circumstances:

With your consent. If you separately authorize us, in writing, to share your tax return information for a purpose other than preparing that return, such as with our affiliated firm, accountingkarma, for bookkeeping or advisory services.
Service providers. With vendors who help us operate securely, such as secure document-upload, e-file transmission, and payment-processing providers, under confidentiality obligations.
As required by law. When required to comply with a subpoena, court order, or other legal process, or to prevent fraud.

Your Right to Limit Sharing

We do not share your nonpublic personal information with unaffiliated third parties for their own marketing purposes. To the extent we ever propose to use or share your tax return information beyond preparing your return, we will ask for your separate written consent first, and you always have the right to decline that consent without affecting your ability to have your return prepared. If you have questions about a specific sharing practice or want to withdraw a consent you previously gave, contact us at [email protected] or (949) 246-7277.

How We Protect Your Information

We maintain administrative, technical, and physical safeguards designed to protect client information, consistent with our obligations under the FTC Safeguards Rule. Documents are collected through a secure upload process rather than unencrypted email attachments, and access to client files is limited to personnel who need it to perform the engagement.

Website Information

Do not submit tax documents, Social Security numbers, banking information, or other confidential tax information through the general contact form on this website; that form is for general inquiries only. Website vendors may process limited technical information necessary to operate, secure, and measure the website.

Changes to This Notice

We will post any material changes to this notice on this page with an updated effective date.