Privacy Policy

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Effective Date: May 17, 2026

Welcome to Legit Tax Professionals (“Company,” “we,” “our,” or “us”). Your privacy is important to us, and we are committed to protecting the information you share with our business. This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website, use our services, complete forms, purchase products, enroll in mentorship programs, or communicate with our business.

Information We Collect

We may collect personal and business information including but not limited to:

- Full name

- Phone number

- Email address

- Mailing address

- Tax and financial information

- Uploaded documents

- Payment information

- IP address and browser information

- Business information submitted through forms or consultations

How Your Information Is Used

Your information may be used to:

- Provide tax preparation and financial services

- Process payments and invoices

- Deliver mentorship programs and software access

- Send reminders, updates, confirmations, and promotions

- Communicate regarding your account or services

- Improve our website, systems, and customer experience

- Maintain legal and regulatory compliance

SMS, Email & Communication Consent

By submitting your information through our website, CRM forms, social media, scheduling links, or other communication channels, you consent to receive phone calls, emails, and SMS/text messages from Legit Tax Professionals regarding services, reminders, promotions, mentorship opportunities, onboarding, and account updates. Message and data rates may apply.

You may opt out of marketing communications at any time by following unsubscribe instructions or contacting our office directly.

Client Agreements & Electronic Consent

Clients enrolling in software access, mentorship programs, tax services, partnership programs, or business services may receive additional agreements, onboarding forms, compliance disclosures, and electronic contracts via email or digital signature platforms.

By using our services, the client agrees that electronic signatures, digital approvals, and electronically signed agreements are legally binding and enforceable.

Clients are responsible for reviewing, signing, and complying with all agreements and onboarding documentation provided by Legit Tax Professionals prior to receiving access to software platforms, mentorship materials, or business services.

Information Protection

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, misuse, disclosure, or alteration.

Third-Party Services

We may utilize third-party providers and platforms including CRM systems, payment processors, scheduling systems, email providers, software platforms, and marketing tools to operate our business and provide services.

We are not responsible for the independent privacy practices of third-party providers.

Information Sharing

Legit Tax Professionals does not sell or rent your personal information. Information may only be shared:

- When legally required

- To provide requested services

- To process transactions

- To protect our legal rights and business operations

Refund & Payment Policy

All sales are final. Due to the digital and service-based nature of our business, no refunds, exchanges, or chargebacks will be permitted once services, software access, mentorship materials, digital products, or consultations have been delivered or made accessible.

Client Responsibility

Clients are solely responsible for providing accurate information and reviewing all documents, filings, agreements, and submissions prior to approval or submission.

Changes To This Policy

We reserve the right to modify this Privacy Policy at any time without prior notice. Updated versions will be posted on our website.

Contact Information

Legit Tax Professionals  

Website: https://legittaxpros.com  

Email: support@legittaxpros.com

By using our website, services, forms, or systems, you acknowledge that you have read, understood, and agreed to this Privacy Policy.