Quick File Tax Group Privacy Policy

Last updated: September 1, 2026

Quick File Tax Group ("QFTG," "we," "us," or "our") respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit or use our website (the "Site"), purchase a product or service, communicate with us, or otherwise interact with QFTG.

Contact Us

If you have questions about this Privacy Policy, our privacy practices, or a request concerning your personal information, email us or write us at:

Mailing address: 206 W. 14th Street, Suite B, Greenville, NC 27834, United States

Personal Information We Collect

The personal information we collect depends on how you interact with QFTG and may include:

Website and device information

• Internet Protocol (IP) address;

• browser type and version;

• device type and operating system;

• time zone and approximate location;

• cookie and similar technology identifiers;

• pages, products, or services viewed;

• search terms, referring pages, and interactions with the Site; and

• diagnostic, performance, and usage information.

We generally collect this information automatically through cookies, log files, pixels, tags, web beacons, and similar technologies. We use it to operate the Site, maintain security, understand Site usage, improve performance, and support marketing activities where permitted by law.

Purchase, payment, and service information

When you purchase or request a product or service, we may collect:

• your name;

• billing and mailing address;

• email address and telephone number;

• payment and transaction information;

• the products or services requested or purchased; and

• information needed to provide the requested service, issue confirmations or invoices, communicate with you, and screen transactions for fraud or other security risks.

Payment information may be collected and processed by our payment processors. QFTG may not directly receive or store complete payment-card numbers.

Tax-preparation and financial information

When you engage QFTG for tax-related services, we may collect information necessary to evaluate, prepare, file, support, or communicate about your tax matter. Depending on the service, this may include:

• Social Security numbers or other taxpayer identification numbers;

• dates of birth and information about dependents;

• income, employment, banking, investment, business, and expense information;

• tax forms, prior-year returns, identity documents, and supporting records; and

• any other information you provide in connection with a requested tax or financial service.

We use and disclose tax return information only as permitted by applicable law and, when required, with your consent.

Customer-support and communications information

If you contact us, we may collect your contact information, the content of your message, attachments, and any other information you choose to provide. We use this information to respond to you, provide support, maintain records, and improve our services.

How We Use Personal Information

We may use personal information to:

• provide, administer, and improve our products and services;

• prepare, process, or support tax-related services you request;

• process payments and transactions;

• create and manage customer accounts;

• communicate with you about appointments, services, transactions, updates, and support requests;

• personalize your experience and remember your preferences;

• operate, analyze, secure, and improve the Site;

• detect and prevent fraud, misuse, security incidents, and other harmful activity;

• send marketing communications where permitted by law and consistent with your preferences;

• comply with legal, regulatory, professional, and recordkeeping obligations; and

• establish, exercise, or defend legal claims and protect the rights, safety, and property of QFTG, our customers, and others.

How We Disclose Personal Information

We may disclose personal information to:

• Service providers: Companies that help us operate our business, such as website-hosting, payment-processing, analytics, communications, document-management, security, and professional-service providers.

• Tax-service providers and government authorities: Authorized tax software providers, financial institutions, the Internal Revenue Service, state or local taxing authorities, and other parties when necessary to provide a requested service or as permitted by law.

• Business and professional advisers: Accountants, attorneys, insurers, auditors, consultants, and similar advisers who require access to perform services for us.

• Legal and safety recipients: Courts, regulators, law-enforcement authorities, or other parties when disclosure is required or permitted by law or reasonably necessary to protect rights, safety, property, or the integrity of our services.

• Business-transaction recipients: Relevant parties in connection with an actual or proposed merger, sale, financing, reorganization, acquisition, bankruptcy, or transfer of all or part of our business, subject to appropriate confidentiality protections.

• Other recipients at your direction: Parties you authorize or direct us to contact or share information with.

Our Site may be powered by Shopify. Information processed through Shopify is also subject to Shopify's privacy practices, available at Shopify Privacy Policy.

Targeted Advertising and Analytics

We may use analytics and advertising services, including Google Analytics and advertising platforms, to understand Site activity and measure or personalize marketing. These providers may collect information about your activity over time and across different websites or services using cookies and similar technologies.

You may review Google's privacy practices at Google Privacy Policy and use the Google Analytics Opt-out Browser Add-on.

You may also manage advertising preferences through:

• Meta Ad Preferences

• Google Ad Settings

• Microsoft Personalized Ads

• Digital Advertising Alliance Opt-Out Portal

QFTG does not sell personal information in exchange for money. However, some state privacy laws may define certain analytics or targeted-advertising disclosures as a "sale," "sharing," or "targeted advertising." Where applicable, you may contact us using the information above to exercise an opt-out right.

Cookies and Similar Technologies

Cookies are small files downloaded to your browser or device. We and our service providers may use cookies and similar technologies to:

• operate essential Site features;

• keep the Site secure;

• remember preferences and account selections;

• support shopping-cart, checkout, and customer-login functions;

• measure Site performance and usage; and

• support advertising and marketing activities where permitted.

Cookies may be session cookies, which expire when you close your browser, or persistent cookies, which remain until they expire or you delete them. The specific cookies used may vary as the Site and its service providers change.

Most browsers accept cookies automatically. You can adjust your browser settings to block or delete cookies, but doing so may prevent some Site features from working properly. Where a cookie-consent tool is available on the Site, you may also use it to manage nonessential cookies.

Because there is not yet a universally accepted standard for browser-based "Do Not Track" signals, the Site may not respond to those signals. We will honor legally recognized opt-out preference signals where required by applicable law.

Data Retention

We retain personal information for as long as reasonably necessary to provide services, complete transactions, maintain business and tax records, comply with legal and professional obligations, resolve disputes, enforce agreements, and protect against fraud or other misuse. Retention periods vary based on the type of information, the purpose for which it was collected, and applicable legal requirements.

Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

Children and Minors

The Site is not directed to children under 13, and we do not knowingly collect personal information directly from children under 13 through the Site. Individuals under 18 should use our services only with the involvement and authorization of a parent, guardian, or other person legally authorized to represent their financial affairs. If you believe a child provided personal information to us without appropriate authorization, contact us to request its deletion.

Your Privacy Rights

Depending on where you live and subject to applicable exceptions, you may have the right to:

• request access to or a copy of certain personal information;

• request correction of inaccurate information;

• request deletion of certain information;

• request information about how we collect, use, or disclose information;

• opt out of certain targeted advertising, sales, or sharing of personal information;

• withdraw consent where processing is based on consent; and

• appeal a decision concerning a privacy request, where applicable.

To submit a request, contact us using the information in the Contact Us section. We may need to verify your identity before completing a request. You may use an authorized agent where permitted by law, but we may request proof of the agent's authority and verification of your identity. We will not unlawfully discriminate against you for exercising an applicable privacy right.

Certain information may be exempt from a request, including information we must retain to meet legal, tax, professional, security, or recordkeeping obligations. Rights concerning tax return information may also be governed by specific federal and state tax laws.

International Visitors

If you access the Site from outside the United States, your information may be processed and stored in the United States and in other countries where our service providers operate. Those countries may have privacy laws that differ from the laws where you live. Where required, we use appropriate safeguards for international transfers.

Third-Party Links

The Site may link to websites, platforms, or services operated by other parties. QFTG is not responsible for the privacy or security practices of those third parties. Review their policies before providing personal information.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technology, services, or legal obligations. The revised version will be posted with an updated "Last updated" date.

Complaints

If you have a concern about our privacy practices, contact us using the information above. Depending on where you live, you may also have the right to submit a complaint to an applicable privacy or data-protection authority.