Privacy Policy

This privacy notice discloses what information we gather, how we use it, and how you may correct or change the information we have, whether we acquire that information electronically or in other ways. 

Privacy Policy

Last Updated January 2026

This Privacy Policy explains how Evolved, LLC ("Evolved Tax," "we," "us," or "our") collects, uses, discloses, and safeguards personal information (as defined under applicable privacy laws) when you visit our website at www.evolvedtax.com (the "Website") or otherwise engage with our services. 

Please read this Privacy Policy carefully. By accessing or using our Website, you acknowledge that you have read, understood, and agree to be bound by this Privacy Policy and consent to our collection, use, and disclosure of your personal information as described herein. If you do not agree with our policies and practices, you may not access or use our Website. 

​​Scope and Applicability: This Privacy Policy applies to personal information collected through our Website and through your general interactions with Evolved, LLC. 

Professional Services Exception: If you are a client receiving professional services, the use and confidentiality of your personal information and financial data (including tax returns and sensitive financial documents) provided to us by you for the provision of such professional services are governed by your engagement letter and related agreements. To the extent that the terms of your engagement letter conflict with this Privacy Policy regarding your client data, the engagement letter shall control. 

Supplemental Notices: In certain circumstances, we may provide supplemental privacy notices for specific activities (such as specific promotions, partnerships, or for employees). To the extent those supplemental notices conflict with this Privacy Policy, the supplemental notice will control for that specific activity. 

Your use of the Website is also governed by our ​​Terms and Conditions, which are incorporated into this Privacy Policy by reference.  

  1. PERSONAL INFORMATION WE COLLECT

We collect various types of personal information from and about users of our Website. The specific personal information we collect depends on how you interact with our Website and whether you engage our professional services. We collect personal information in three primary ways: personal information you provide to us voluntarily, personal information we collect automatically through technology, and personal information we receive from third-party sources. 

1.1 Personal Information You Provide Directly 

We collect personal information that you voluntarily provide to us when you access or use our Website, register for an account, request information about our services, communicate with us, or engage us for professional services. The categories of personal information we may collect directly from you include: 

Contact and Identification Information 

We may collect your name, address (including current and previous addresses), email address, telephone number, date of birth, and government-issued identification information such as Social Security number, driver's license number, or passport number. This personal information is essential for identity verification, communication, and the provision of tax and related services. We may also collect your digital or physical signature. 

Account and Credential Information 

If you create an account on our Website or access our secure client portal, we collect your chosen username, password, security questions and answers, and any other authentication credentials you establish. You are responsible for maintaining the confidentiality of this information. 

Financial and Tax-Related Information 

When you engage us for tax and related professional services, we collect a variety of personal, financial, and business-related information necessary to accurately prepare tax returns and provide financial consulting. This may include government-issued identification (such as Social Security numbers), comprehensive financial records (including income, banking, and investment data), employment and business details, family and dependent information, and relevant health or insurance documentation required for tax compliance. We may also collect payment information, such as banking and credit card information, to process payments.  

Communications and Correspondence 

We retain the content of communications you send to us, including email messages, contact form submissions, chat messages through our Website, audio and visual information, such as recorded telephone calls or video conferencing sessions, and associated automated note-taking, where permitted by law and with appropriate notice, and any documents or attachments you provide. This personal information helps us respond to your inquiries, provide services, and maintain records of our professional relationship. We may also collect any other information you submit through interactive features like surveys, contests, and promotions. 

Commercial and Transaction Information 

We may collect details about services you have purchased, requested, or inquired about. 

Demographic information 

We may also collect demographic information such as age, gender, and citizenship when necessary for compliance or service purposes. 

Professional and Employment-Related Information 

We may collect information about your professional background, including your current employment, professional degrees, certifications, educational background, and salary, when relevant to the services you are requesting or ​if you apply for a job with us. 

 

1.2 Personal Information Collected Automatically 

When you access, browse, or otherwise use our Website, we automatically collect certain personal information about your device, browsing actions, and usage patterns. This personal information is collected through various technologies, including cookies, web beacons, and similar tracking technologies. The categories of automatically collected personal information include: 

Device and Connection Information 

We collect your Internet Protocol (IP) address, which may reveal your approximate geographic location; your Internet Service Provider (ISP); the type and version of web browser you use; your device's operating system and version; unique device identifiers; mobile network information if accessing via mobile device; and other information about your internet connection. 

Usage and Behavioral Information 

We track how you interact with our Website, including the specific pages you visit, the sequence in which you view pages, the time and date of your visits, the duration of time spent on each page, the links you click, search terms you enter, the content you view or download, error messages you receive, and whether you complete forms or transactions. This personal information helps us understand how visitors use our Website and identify areas for improvement. 

Referral and Navigation Information 

We collect information about how you arrived at our Website, including the website or advertisement that referred you, search engine queries that led you to us, and the navigational path you take through our Website. This personal information helps us evaluate the effectiveness of our marketing efforts and optimize user experience. 

Technical and Configuration Information 

We collect technical details about your device and browser configuration, including screen resolution and color depth, font and language preferences, time zone settings, whether JavaScript is enabled, whether cookies are enabled, plug-ins installed (such as Adobe Flash), and browser window dimensions. This personal information helps ensure our Website displays and functions properly across different devices and configurations. 

1.3 Personal Information from Third-Party Sources 

We may receive personal information about you from third-party sources, which we may combine with personal information we collect directly from you or automatically. Third-party sources may include: 

  • Financial institutions and payment processors that provide verification services or process payments on your behalf 
  • Identity verification services, if you authorize us to verify your identity 
  • Tax authorities (federal, state, and local), to the extent permitted by law and professional standards, such as retrieving prior-year transcripts on your behalf 
  • Service providers and technology platforms that assist us in delivering our services, such as tax preparation software providers, document management systems, and communication platforms 
  • Publicly available sources, including government databases, public records, and business registries 
  • Professional references or other personal information that is provided to us by third parties 

Providing Others' Personal Information 

If you provide another person's personal information to us, you represent that you have the legal right and necessary consent to do so. 

Inferences 

We may draw inferences about individual preferences, characteristics, and interests drawn from the other personal information we collect and analyze, including information collected directly from you. 

Public Areas 

Please be aware that any personal information you include in content posted in public areas of the Website (e.g., public comments) may be viewed, collected, and used by others. 

  1. HOW WE USE YOUR PERSONAL INFORMATION

We use the personal information we collect for various purposes related to operating our Website, providing our services, improving user experience, communicating with you, and fulfilling our legal and professional obligations. The specific purposes for which we use your personal information include: 

2.1 Tax Preparation and Professional Services 

If you are a client, we use your personal information to deliver the tax and related services you have requested. This encompasses preparing and filing tax returns, calculating liabilities and deductions, and providing strategic tax planning and consulting. 

2.2 Communication and Customer Service 

We use your personal information, including your contact information and communication history, to: 

  • Respond to your inquiries, questions, requests for information, and feedback 
  • Send you confirmations, acknowledgments, receipts, and records of transactions and communications 
  • Provide customer support, technical assistance, and troubleshooting for issues related to our Website or services 
  • Send service-related notices, including notifications about changes to our services, upcoming deadlines, payment reminders, and renewal notices 
  • Notify you about important changes to our Terms and Conditions, Privacy Policy, or other policies that affect your use of our Website or services 
  • Conduct satisfaction surveys and gather feedback to improve our services 

2.3 Business Operations and Internal Purposes 

We use your personal information for various business and operational purposes, including: 

  • Processing payments, billing for services, managing accounts, preventing fraud, and detecting unauthorized transactions 
  • Maintaining accurate and complete records as required by professional standards, including records retention policies mandated by the IRS and state tax authorities 
  • Monitoring and analyzing usage patterns, trends, and statistics to understand how visitors use our Website and to improve its design, functionality, and content 
  • Developing new products, services, features, and functionality based on user needs and feedback 
  • Conducting internal research, testing, and quality assurance to enhance service delivery 
  • Ensuring the security, integrity, and optimal performance of our Website, networks, and information systems 
  • Troubleshooting technical problems, debugging software, and resolving operational issues 
  • Managing our workforce, including employee training, performance evaluation, and compliance monitoring 
  • Assessing, planning, and implementing corporate transactions, including mergers, acquisitions, reorganizations, or sales of our assets. 

2.4 Marketing and Promotional Communications 

With your consent, where required by law, we may use your contact information to send you marketing and promotional materials, including: 

  • Newsletters, tax tips, and educational content related to tax planning and financial matters 
  • Information about our services, special offers, promotions, and events 
  • Announcements about new services, features, or enhancements to existing services 
  • Invitations to participate in surveys, contests, or other promotional activities 
  • Content personalized to your interests and preferences based on your interactions with our Website or other content 

You may opt out of receiving marketing communications at any time by following the unsubscribe instructions included in each email, adjusting your communication preferences in your account settings, or contacting us directly using the information provided at the end of this Privacy Policy. Please note that even if you opt out of marketing communications, we will still send you transactional and service-related communications that are necessary for our business relationship. 

2.5 Targeted Advertising and Analytics 

We may use your personal information to facilitate targeted advertising and to perform data analytics. This includes delivering targeted advertisements to you on third-party websites and social media platforms based on your potential interests, your interactions with our Website, and other variables. We also use this information to analyze the performance of our advertising campaigns and website usage. 

2.6 Legal Compliance and Protection of Rights 

We may use your personal information to: 

  • Comply with applicable federal, state, and local laws, regulations, and legal processes 
  • Where legally required, respond to requests from government authorities, law enforcement agencies, regulatory bodies, and courts 
  • Enforce our Website Terms and Conditions, this Privacy Policy, engagement agreements, and other contracts 
  • Protect our rights, property, safety, and legitimate business interests, as well as those of our users, employees, and the public 
  • Prevent, detect, investigate, and address fraud, security breaches, unauthorized access, illegal activities, and violations of our policies 
  • Establish, exercise, or defend legal claims and participate in dispute resolution, arbitration, or litigation 
  • Comply with professional standards and ethical obligations  

2.7 SMS and Related Messaging  

By providing your mobile telephone number to us, you consent to receive text messages (SMS/MMS) from Evolved, LLC for service-related purposes, including but not limited to account authentication (such as multi-factor authentication codes), appointment reminders, status updates, and billing notifications. Additionally, if you have specifically opted in to receive marketing communications, you consent to receive marketing and promotional texts from us. 

(a) Opt-In and Consent. You represent that you are the account holder for the mobile telephone number(s) that you provide. By voluntarily providing your phone number to us for a service-related purpose, you consent to receive non-marketing, transactional, and service-related messages (such as security codes, billing alerts, or appointment updates). Regarding marketing or promotional text messages, we will only send such communications if you provide the legally required consent. You acknowledge that messages may be sent using an automatic telephone dialing system, and that consent to receive marketing text messages is not a condition of purchasing any goods or services. (b) Opt-Out. You may opt out of receiving text messages from us at any time by replying STOP to any message you receive. For help, reply HELP or contact us. After you reply STOP, we may send one final message to confirm that you have been unsubscribed. (c) Message and Data Rates. Standard message and data rates may apply to any messages you send to us or that we send to you. Frequency of messages may vary based on your interaction with our services. (d) Privacy and No Sharing. Notwithstanding anything to the contrary in this Privacy Policy, we do not share, sell, rent, or trade your mobile telephone number or SMS consent data with any third parties or affiliates for their own marketing or promotional purposes.  

2.8 Aggregated, Anonymized, and De-Identified Information 

We may aggregate, anonymize, or de-identify your information for the analysis and improvement of our Services, as well as to provide information on market trends in publicly available reports and other content. 

  1. DISCLOSURE OF YOUR PERSONAL INFORMATION

We may disclose your personal information to certain categories of recipients in specific circumstances as described below.  

3.1 Disclosure with Your Consent 

We will disclose your personal information to third parties when you have provided your explicit consent or authorization for such disclosure. This may include situations where you direct us to disclose your personal information to other professionals (such as attorneys, financial advisors, or insurance agents), family members involved in your financial affairs, or others you designate. 

3.2 Professional and Legal Obligations  

We may disclose your personal information when legally required or necessary to comply with applicable standards and legal obligations.  

3.3 Service Providers and Business Partners 

We engage third-party service providers to assist with our professional services and business operations. These providers act on our behalf and may access your personal information strictly to perform their assigned functions. The categories of service providers we utilize include: 

  • Tax Software, Office, and Document Technology: Software and platforms for tax preparation, electronic filing, document management, and electronic signatures. 
  • IT and Cloud Infrastructure: Providers of cloud storage, website hosting, data backup, network management, and cybersecurity solutions. 
  • Communications: Platforms used for email, video conferencing, and client portal access. 
  • Financial and Verification Services: Payment processors and identity verification services used for fraud prevention and compliance. 
  • Analytics: Tools that analyze website traffic and usage patterns to optimize user experience and track marketing performance. 
  • Affiliates and Subsidiaries: Disclosure of information for internal administration and operational purposes. 
  • ​​Chatbot and Automated Interactions: We may use automated chat tools or "chatbots" to assist with inquiries and other service-related functions. When you interact with these tools, your communications may be recorded, transcribed, and analyzed by our third-party service providers and us for quality assurance, training, and to improve our services and the chatbot. By using these features, you consent to such recording and processing. 

3.4 Tax Authorities 

We disclose your personal information to federal, state, and local tax authorities as necessary to file your tax returns, respond to inquiries from tax agencies, represent you in audits or examinations, and fulfill our obligations as tax return preparers. This includes transmitting completed tax returns electronically to the Internal Revenue Service and state departments of revenue, providing documentation to support positions taken on tax returns, and corresponding with tax authorities on your behalf. 

3.5 Business Transfers and Corporate Transactions 

If we are involved in a merger, acquisition, reorganization, sale of assets, bankruptcy, dissolution, or other business transaction or corporate event, your personal information may be disclosed, transferred, or acquired by a third party as part of that transaction. 

3.6 Aggregate and De-Identified Information 

We may disclose aggregated statistical data or de-identified information that cannot reasonably be used to identify you. This information may be disclosed to third parties for research, marketing, analytics, or other lawful business purposes. 

3.7 Protection of Rights and Safety 

We may disclose your personal information when we believe in good faith that such disclosure is necessary or appropriate to protect and defend our rights, property, or safety, or that of our clients, employees, including to enforce our Terms and Conditions or other agreements, and to respond to emergencies or exigent circumstances. 

3.8 Targeted Advertising and Related Analytics 

We do not sell your personal information to third parties for monetary consideration. However, as described in Section 4, we may disclose and allow third-party advertising partners to collect data via cookies, pixels, and related technologies for the purpose of analytics and serving you more relevant ads, which may constitute "sharing" for cross-context behavioral advertising under certain privacy laws. Specifically, we may "share" (as defined under various privacy laws) personal information for advertising and analytics purposes, including online identifiers such as IP addresses and device identifiers. This sharing allows us and our advertising partners to analyze website traffic and deliver targeted advertising to you via platforms such as Facebook, Google, and other advertising networks. These platforms may use this data to provide advertising and related services to others, and such use will be subject to the respective privacy policies and terms of those platforms. While this may be considered a "sale" or "sharing" of personal information under certain privacy laws, we do not receive monetary compensation in return.  

​​​4. COOKIES AND TRACKING TECHNOLOGIES 

Our Website uses cookies, web beacons, pixel tags, and similar tracking technologies to enhance user experience, analyze Website performance and use, remember your preferences, track and enable targeted advertising and other marketing, and facilitate certain features. This section explains what these technologies are, how we use them, and how you can control them. 

4.1 What Are Cookies? 

Cookies are small text files that are stored on your computer or mobile device when you visit a website. Cookies allow the website to recognize your device, remember your preferences, and enhance your user experience. Cookies can be "session cookies" (which expire when you close your browser) or "persistent cookies" (which remain on your device until they expire or you delete them). Cookies can be set by the website you're visiting ("first-party cookies") or by third parties that provide services to that website ("third-party cookies"). 

4.2 Types of Cookies We Use 

Strictly Necessary Cookies 

These cookies are essential for the operation of our Website and enable core functionality. Without these cookies, certain features of the Website would not function properly. Strictly necessary cookies enable you to navigate our Website, access secure areas (such as our client portal), maintain your session while moving between pages, and use essential features. These cookies do not collect personal information about you for marketing purposes and cannot be disabled without severely impacting your ability to use our Website. Examples include authentication cookies, load balancing cookies, and cookies that remember your cookie preference selections. 

Functional Cookies 

Functional cookies enhance the Website's performance and functionality by remembering choices you make (such as your preferred language, region, or username) and providing enhanced, personalized features. These cookies allow us to tailor our Website to your preferences and improve your user experience.  

Analytics and Performance Cookies 

Analytics cookies help us understand how visitors interact with our Website by collecting and reporting information. This includes data about which pages are visited most frequently, how long visitors spend on each page, what links users click, where users encounter error messages, and other usage statistics. We use this information to improve how our Website works, optimize user experience, and identify technical issues. We may use third-party analytics services, such as Google Analytics, which use cookies to collect and analyze Website usage data.  

Marketing and Advertising Cookies 

Marketing cookies are used to track visitors across websites and deliver advertisements that are relevant to you and your interests. These cookies may be set by us or by third-party advertising networks. They remember websites you have visited and disclose that information with other organizations, such as advertisers. Marketing cookies are used to: (a) limit the number of times you see an advertisement; (b) measure the effectiveness of advertising campaigns; (c) deliver targeted advertisements based on your interests; and (d) understand your behavior across multiple websites. We may use marketing cookies directly on our Website. If you have visited third-party websites where we may advertise, those third parties may place cookies on your device to track whether you subsequently visit our Website. This allows us and our advertising partners to measure the effectiveness of our advertisements and attribute website visits to specific marketing campaigns. 

4.3 Web Beacons and Pixel Tags 

Web beacons and pixel tags are small graphic images or code embedded in web pages, emails, or advertisements. Unlike cookies, which are stored on your device, web beacons are part of the webpage or email and are typically invisible to users. Web beacons work in conjunction with cookies to collect information about how you interact with content. 

We may use web beacons to: (a) track whether you have opened our marketing emails; (b) determine which links in our emails you have clicked; (c) count the number of visitors to specific pages on our Website; (d) monitor user behavior and traffic patterns; (e) measure the effectiveness of our targeted advertising, email campaigns, and Website content; and (f) better understand user engagement with our communications. 

4.4 Managing and Controlling Cookies 

You have several options for managing and controlling cookies: 

​​Cookie Preference Settings 

Where legally required, our Website may provide a cookie preference center or banner that allows you to customize your cookie settings. You can typically access these settings from our Website footer or through a cookie banner. Through this interface, you can choose which categories of cookies you wish to accept or decline (except for strictly necessary cookies, which cannot be disabled). 

Browser Settings 

Most web browsers are set to accept cookies by default, but you can adjust your browser settings to refuse all cookies, accept only certain cookies, or alert you when a cookie is being set. The method for managing cookies varies by browser. You can typically find cookie controls in your browser's "Settings," "Options," or "Preferences" menu. Keep in mind that if you disable or refuse cookies, some features of our Website may not function properly, and you may not be able to access certain areas or features. 

Third-Party Opt-Out Tools 

For analytics and advertising cookies set by third parties, you may be able to opt out through industry opt-out mechanisms. For example, you can opt out of Google Analytics by installing the Google Analytics Opt-out Browser Add-on. For advertising cookies, you can visit the opt-out pages provided by the Network Advertising Initiative or the Digital Advertising Alliance. 

Mobile Device Settings 

If you access our Website through a mobile device, you may be able to control cookies through your device settings. The exact method varies by device and operating system. On iOS devices, you can typically find cookie controls under the browser settings. On Android devices, cookie controls are usually found in your browser app's settings. 

4.5 Do Not Track Signals and Related Technologies 

As of the last update of this Privacy Policy, we do not respond to “Do Not Track” (DNT) signals. If and when a standard for DNT signals and related “Universal Opt-Out Mechanisms” concerning online tracking is adopted that we must follow, we will update our practices accordingly. 

4.6 Email Tracking 

We may use tracking technologies in marketing emails to determine whether you have opened an email, clicked on links within the email, or among other metrics. This information helps us understand the effectiveness of our communications and tailor future messages to be more relevant and useful. If you do not wish to have your email activity tracked, you can unsubscribe from our marketing emails by clicking the "unsubscribe" link at the bottom of any marketing email. You will continue to receive transactional emails related to our services, which you cannot opt out of, as they are necessary for our business relationship. 

  1. DATA SECURITY

We take the security of your personal and financial information seriously and have implemented administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, use, alteration, and destruction. However, no security measures are perfect or impenetrable, and no method of data transmission or storage can be guaranteed to be 100% secure. While we strive to protect your personal information, we cannot ensure or warrant the absolute security of any personal information you transmit to us or store on our systems. 

  1. YOUR RIGHTS AND CHOICES

You may have certain rights and choices regarding the personal information we collect and how we use it. This section describes these rights that may apply and explains how to exercise them. The specific rights available to you may depend on your location and applicable privacy laws. To the extent that the collection, processing, or retention of your personal information is governed by federal laws or superseding regulations, such laws and regulations shall control and supersede any conflicting rights or obligations described in this Privacy Policy. 

6.1 Access and Correction 

You may have the right to access the personal information we maintain about you and to request corrections if you believe any information is inaccurate, incomplete, or outdated. To request access to your personal information or to request corrections, please contact us using the information provided at the end of this Privacy Policy. We will respond to your request within the timeframe in accordance with applicable law. 

6.2 Deletion and Data Portability 

Depending on your jurisdiction, you may have the right to request deletion of your personal information or to receive a copy of your personal information in a portable, machine-readable format that can be transmitted to another service provider. However, these rights are subject to important limitations. 

6.3 Marketing Communications and Opt-Out Rights 

You have the right to opt out of receiving marketing communications from us at any time. If you no longer wish to receive promotional emails, newsletters, or other marketing materials, you may opt out by: 

  • Clicking the "unsubscribe" link at the bottom of any marketing email 
  • Sending an email to the contact address provided at the end of this Privacy Policy with your opt-out request 

Please note that even if you opt out of marketing communications, we will still send you transactional emails and service-related communications that are necessary for our business relationship. 

6.4 Cookies and Tracking Technologies 

As described in Section 4, you can control cookies and tracking technologies through a variety of settings. Please refer to Section 4.4 for detailed information on how to manage cookies and tracking technologies. 

6.5 Disclosures for California Residents 

To the extent we are subject to the California Consumer Privacy Act (CCPA) as amended by the California Privacy Rights Act (CPRA), this section provides additional disclosures for California residents.

A. Notice at Collection

California law requires that we inform you of the categories of personal information we collect and the purposes for which we use that information. The following notice applies to California residents: 

Categories of Personal Information We Collect: 

We may collect the following categories of personal information as defined under California law: 

  • Identifiers: For example, name, address, email address, telephone number, Social Security number, driver's license number, IP address, and other online identifiers 
  • Personal Information under Cal. Civ. Code § 1798.80(e): For example, name, signature, Social Security number, physical characteristics or description, address, telephone number, passport number, driver's license number, insurance policy number, education, employment, employment history, bank account number, credit card number, debit card number, financial information, and medical information.  
  • Protected Classification Characteristics: For example, age, date of birth, citizenship status, marital status, sex, and family composition.  
  • Commercial Information: For example, records of products or services purchased, obtained, or considered, and other purchasing or consuming histories or tendencies 
  • Internet or Network Activity Information: For example, browsing history, search history, and information regarding your interaction with our Website, applications, or advertisements. 
  • Geolocation Data: For example, approximate physical location derived from your IP address. 
  • Audio, Electronic, Visual, or Similar Information: For example, audio recordings of telephone calls (where permitted by law), and photographs. 
  • Professional or Employment-Related Information: For example, current or past job history, employer information, income information, salary, and professional degrees or certifications. 
  • Education Information:  For example, educational background and degrees obtained.  
  • Inferences: Inferences drawn from any of the above categories of personal information to create a profile reflecting your preferences, characteristics, predispositions, behavior, attitudes, intelligence, abilities, or aptitudes. 
  • Sensitive Personal Information: We may collect the following categories of sensitive personal information: Social Security number, driver's license number, passport number, account log-in credentials in combination with passwords, precise geolocation (in limited circumstances), and racial or ethnic origin. We collect and use sensitive personal information only for the purposes permitted under California law and do not use or disclose such information for purposes that would require providing you with an opt-out right. 

For additional information on the personal information we collect, please see the section of this Privacy Policy titled "Personal Information We Collect." 

Purposes for Which We Collect Personal Information: 

For details on how we use the personal information we collect, please see the section of this Privacy Policy titled "How We Use Your Personal Information." 

Categories of Sources: 

We collect personal information from the following categories of sources: 

  • Directly from you 
  • Automatically through your use of our Website (cookies, analytics) 
  • From third-party sources (financial institutions, tax authorities, identity verification services, public records) 

For additional information on the categories of sources from whom we collect your personal information, please see the section of this Privacy Policy titled "Personal Information We Collect." 

Categories of Recipients: 

For information on the categories of third parties with whom we share personal information, please see the section of this Privacy Policy titled "Disclosure of Your Personal Information." 

Retention: 

For information on how long we retain personal information, please see the section of this Privacy Policy titled  "Data Retention.”

B. California Privacy Rights Under CCPA/CPRA

If you are a California resident and we are subject to the CCPA/CPRA, you have the following rights: 

  1. Right to Know: You have the right to request that we disclose: 
    1. The categories of personal information we have collected about you 
    2. The categories of sources from which the personal information was collected 
    3. The business or commercial purpose for collecting, selling, or sharing personal information 
    4. The categories of third parties to whom we disclose personal information 
    5. The specific pieces of personal information we have collected about you 
  2. Right to Delete: You have the right to request deletion of your personal information, subject to certain exceptions under California law. 
  3. Right to Correct: You have the right to request correction of inaccurate personal information we maintain about you. 
  4. Right to Opt-Out of Sale or Sharing: You have the right to opt out of the "sale" or "sharing" of your personal information. We do not sell your personal information for monetary consideration. However, our use of certain advertising and analytics cookies may constitute "sharing" for cross-context behavioral advertising under California law. You can opt out of such sharing by adjusting your cookie preferences as described in the section of this Privacy Policy titled “Cookies and Tracking Technologies” as well as via the information located at the end of this Privacy Policy.  
  5. Right to Limit Use of Sensitive Personal Information: You have the right to limit our use and disclosure of your sensitive personal information to purposes necessary to perform services or provide goods reasonably expected by an average consumer. We do not use or disclose sensitive personal information in a manner that would trigger this opt-out right. 
  6. Right to Data Portability: You have the right to receive a copy of your personal information in a portable, machine-readable format. 
  7. Right to Opt-Out of Automated Decision-Making: You have the right to opt out of profiling in furtherance of decisions that produce legal or similarly significant effects concerning you. We do not engage in automated decision-making that produces such effects. 
  8. Right to Non-Discrimination: You have the right not to be discriminated against for exercising any of your California privacy rights.
C. Exercising Your California Privacy Rights

To exercise any of the rights described above, please contact us using the information provided at the end of this Privacy Policy. We may verify your identity before responding to your request. 

Verification Process: We may ask you to provide certain information to verify your identity, such as your name, email address, phone number, and information related to your interactions with us. For deletion requests involving sensitive personal information, we may require additional verification. 

Authorized Agents: You may designate an authorized agent to submit requests on your behalf. To do so, you must provide the authorized agent with written permission, and we may require you to verify your identity directly with us. 

We will respond to your request in accordance with applicable law.

D. California Minors

We do not knowingly "sell" or "share" (as those terms are defined under the CCPA/CPRA) the personal information of individuals under 16 years of age, as we only allow those who are 18 years old and above to use our Website.

E. California "Shine the Light" Law

California Civil Code Section 1798.83 permits California residents to request certain information regarding our disclosure of personal information to third parties for their direct marketing purposes during the immediately preceding calendar year. To make such a request, please contact us using the information provided at the end of this Privacy Policy.  

6.6 Other Jurisdictional and State-Specific Privacy Rights 

Residents of certain other jurisdictions, such as other states in the United States, including but not limited to Virginia, Colorado, Connecticut, and Utah, may have additional privacy rights under state law. These rights may include:  

  • The right to know what personal information we collect, use, disclose, and sell. 
  • The right to request deletion of personal information, subject to certain exceptions. 
  • The right to correct inaccurate personal information.  
  • The right to opt out of the sale or sharing of personal information for targeted advertising. 
  • The right to opt out of automated decision-making or profiling.  
  • The right to data portability. 
  • The right to opt out of certain processing using sensitive personal information. That said, we do not use sensitive personal information for any purpose that is considered "profiling" or that requires a separate, explicit opt-out mechanism under applicable state laws. 
  • The right to non-discrimination for exercising your privacy rights.  

Nevada Residents 

Nevada residents have the right to opt out of the "sale" (as defined under Nevada law) of certain covered information. We do not sell personal information as defined by Nevada law.  

Universal Minors Statement 

We do not knowingly sell or share the personal information of minors under the age of 18, as we only allow those who are 18 years old and above to use our Website. 

Exercising Your Privacy Rights 

If we are subject to these jurisdiction-specific laws, including state laws, you may exercise these rights by submitting a request using the contact information provided at the end of this Privacy Policy, as well as by following the cookie opt-out instructions above. 

We will respond to your request in accordance with applicable law. 

6.7 Authorized Agents 

You may designate an authorized agent to submit requests on your behalf. If you use an authorized agent, and depending on the type of request, we may require proof of your written authorization or verification that the agent has power of attorney. We may also require you to verify your identity directly with us before we can process the request submitted by your authorized agent. 

6.8 Non-Discrimination 

We will not discriminate against you for exercising any of your privacy rights.  

6.9 Right to Appeal 

Subject to applicable law, if we decline to take action regarding your privacy request, you may have the right to appeal our decision. If you wish to appeal a decision, please contact us using the information provided at the end of this Privacy Policy. 

  1. DATA RETENTION

We retain your personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, unless a longer retention period is required or permitted by law. The specific retention period depends on the nature of the personal information, the purposes for which it was collected, and applicable legal requirements. 

  1. CHILDREN'S PRIVACY

Our Website and services are not directed to children under the age of 18, and we do not knowingly collect personal information from children under 18 without verifiable parental consent. Our services are designed for adults who are seeking tax preparation and consulting services for themselves, their families, or their businesses. We do not knowingly sell or share the personal information of minors under the age of 18. 

While we may collect personal information about children and dependents from parents or legal guardians for the purpose of preparing tax returns and claiming applicable tax credits and deductions, we do not directly collect personal information from children themselves. All such information is provided to us by the parent or legal guardian who is our client and who is responsible for providing accurate information about their dependents. 

If we become aware that we have inadvertently collected personal information directly from a child under 18 without appropriate parental consent, we will take steps to delete that information as soon as reasonably practicable. If you believe we have collected personal information from a child under 18, please contact us immediately using the information provided at the end of this Privacy Policy. 

  1. INTERNATIONAL DATA TRANSFERS

Our Website and services are operated from the United States, and our servers and service providers are primarily located in the United States. If you are accessing our Website or using our services from outside the United States, please be aware that your personal information will be transferred to, stored, and processed in the United States and potentially in other countries where our service providers operate. 

The United States and other countries may have data protection laws that differ from those in your country of residence. By using our Website or engaging our services, you acknowledge and consent to the transfer of your personal information to the United States and other jurisdictions. 

  1. THIRD-PARTY LINKS AND SERVICES

Our Website may contain links to third-party websites, services, applications, or resources that are not owned or controlled by us. These links are provided for your convenience and informational purposes only. We are not responsible for the privacy practices, content, or security of these third-party websites or services. 

When you click on a link to a third-party website or interact with a third-party service, you will be subject to that third party's privacy policy and terms of service, not this Privacy Policy. We encourage you to read the privacy policies and terms of service of any third-party websites or services you visit or use. 

  1. CHANGES TO THIS PRIVACY POLICY

We reserve the right to modify, update, or amend this Privacy Policy at any time to reflect changes in our practices, services, legal requirements, or for other operational, legal, or regulatory reasons. When we make changes to this Privacy Policy, we will update the "Last Updated" date at the top of this document to indicate when the most recent changes were made.  

For certain types of significant changes, we may provide additional notice via the following:  

  • Posting a prominent notice on our Website homepage or within your account dashboard 
  • Sending you an email notification to the email address (if you have provided one) 
  • Displaying a pop-up or banner notification when you visit our Website 
  • Providing notice through other reasonable means appropriate to the circumstances 
  1. CONTACT INFORMATION

If you have any questions, concerns, comments, or requests regarding this Privacy Policy or our privacy practices, or if you wish to exercise any of your privacy rights, please contact us using the information below: 

Evolved, LLC 

1540 Broadway, Suite 3930 

New York, NY 10036 

Email: information@evolvedtax.com 

Phone: 646.539.2370