Privacy Policy

Effective Date: June 2026 | Last Updated: June 2026

ReClaim Tax Advisors, LLC ("ReClaim," "we," "us," or "our") is committed to protecting the privacy and confidentiality of information provided by visitors to our website and by individuals who engage our services. This Privacy Policy explains what information we collect, how we use and protect that information, and your choices regarding your information.

This Policy applies to information collected through our website at www.reclaimtaxadvisors.com (the "Site"), including eligibility questionnaires, contact forms, referral links, and other interactive features.

Information submitted through this Site does not create a tax professional-client relationship, and ReClaim does not provide tax advice or undertake representation until a formal engagement agreement has been established.

Information provided in connection with an engagement agreement is also subject to the confidentiality obligations contained in that agreement, applicable professional standards, and applicable law.

1. INFORMATION WE COLLECT

1.1 Information You Provide Directly

When you use our contact form, eligibility questionnaire, intake form, or communicate with us, you may provide:

• Contact information, including your name, email address, phone number, and mailing address.
• Business information, including business name, entity type, and business address.
• Tax identification information, including Social Security Numbers (SSNs) or Employer Identification Numbers (EINs), if voluntarily provided through an intake process or other communication channel.
• Financial and tax information, including information regarding IRS penalties, interest assessments, tax periods affected, estimated amounts, and related tax history.
• Any other information you voluntarily provide in messages, forms, or communications with us.

1.2 Information Collected Automatically

When you visit the Site, certain information may be collected automatically by our website platform and third-party service providers, including:

• Device and browser information, including IP address, browser type, operating system, and device identifiers.
• Usage information, including pages visited, time spent on the Site, links clicked, and referring webpages.
• Cookie and similar tracking information, as described below.

1.3 Information from Third Parties

We may receive limited information from third-party referral partners who refer you to ReClaim through designated referral links. Such information is limited to what is reasonably necessary to associate an inquiry with the referring partner and respond to your request.

2. HOW WE USE YOUR INFORMATION

We may use information collected for the following purposes:

• To evaluate potential eligibility for IRS penalty and interest refund, abatement, or recovery claims under applicable law.
• To communicate with you regarding your inquiry, potential recovery, and available engagement options.
• To prepare and submit IRS administrative filings, correspondence, authorizations, and related documents if you engage ReClaim.
• To fulfill legal, regulatory, and professional obligations, including tax-related recordkeeping and compliance requirements.
• To communicate with clients regarding the status of matters and other service-related updates.
• To operate, maintain, and improve the Site and our services.
• To analyze website usage and improve user experience.
• To track referrals and administer referral arrangements, where applicable.

We do not sell personal information or use personal information for unrelated third-party advertising purposes without appropriate consent.

3. HOW WE SHARE YOUR INFORMATION

ReClaim does not sell, rent, or trade your personal information.

We may share information only in the following limited circumstances:

3.1 Internal Revenue Service and Government Authorities

If you engage ReClaim, we may submit personal and tax information to the IRS or other applicable governmental authorities as necessary to perform agreed-upon services, including preparation and submission of Form 843, Form 8821, Form 2848, and related filings.

Such disclosures are authorized through your engagement agreement and applicable authorization documents.

3.2 Service Providers

We may share information with trusted third-party service providers that assist us with website hosting, technology systems, communications, document management, data security, or administrative functions.

These providers are permitted to use information only as necessary to provide services to ReClaim and are expected to maintain appropriate confidentiality and security safeguards.

3.3 Referral Partners

If you were referred through a referral partner, we may share limited administrative information necessary to track referrals and calculate referral compensation, as permitted by applicable law and agreements.

We do not disclose your tax information, SSN, EIN, IRS records, claim details, or confidential tax information to referral partners.

3.4 Required Disclosures

We may disclose information if required by law, legal process, court order, governmental request, or when necessary to protect the rights, property, or safety of ReClaim, our clients, or others.

3.5 Business Transfers

If ReClaim is involved in a merger, acquisition, sale of assets, or similar business transaction, information may be transferred as part of that transaction. We will take reasonable steps to ensure appropriate protections apply.

4. COOKIES AND TRACKING TECHNOLOGIES

Our Site may use cookies and similar technologies to improve functionality, analyze usage, and enhance user experience.

Cookies are small data files stored on your device when you visit a website.

4.1 Types of Cookies

We may use:

• Essential cookies necessary for website operation and security.
• Analytics cookies that help us understand how visitors use the Site.
• Functional cookies that remember preferences.
• Other tracking technologies used by service providers for website functionality or communications.

We may use analytics tools such as Google Analytics.

4.2 Cookie Choices

Most browsers allow you to control cookies through browser settings. You may be able to disable or delete cookies, although doing so may affect certain Site functionality.

5. PROTECTION OF TAX AND SENSITIVE INFORMATION

Because our services involve sensitive tax information, including federal tax records and taxpayer identification information, we maintain safeguards designed to protect such information.

We use reasonable administrative, technical, and physical safeguards designed to protect information from unauthorized access, use, disclosure, alteration, or destruction.

Measures may include:

• Limiting access to sensitive information to personnel who require access to perform services.
• Using appropriate security controls for systems storing sensitive information.
• Applying safeguards designed to protect taxpayer information.

Where feasible, sensitive identifiers such as SSNs are masked or otherwise protected when displayed or transmitted.

Information transmitted electronically cannot be guaranteed to be completely secure. While we take reasonable steps to protect information, no method of electronic transmission or storage is completely risk-free.

Information obtained in connection with tax services may also be subject to confidentiality requirements under applicable federal tax law, including Internal Revenue Code Section 7216 and related regulations.

6. DATA RETENTION

We retain personal information only for as long as reasonably necessary to:

• Provide requested services.
• Meet legal, regulatory, and professional obligations.
• Maintain business records.
• Resolve disputes or enforce agreements.

Contact information from individuals who do not become clients may be retained for a reasonable period to respond to inquiries and then deleted or anonymized.

Client records, including tax documents and IRS correspondence, are retained according to applicable professional standards and recordkeeping requirements.

When information is no longer needed, we take reasonable steps to securely delete or anonymize it.

7. YOUR RIGHTS AND CHOICES

Depending on your location and applicable law, you may have rights regarding your personal information, including:

• Requesting access to information we maintain about you.
• Requesting correction of inaccurate information.
• Requesting deletion of information, subject to legal and professional obligations.
• Opting out of certain communications.
• Withdrawing consent where consent is the basis for processing.

To exercise these rights, contact us using the information below.

8. ILLINOIS PRIVACY LAW

ReClaim is headquartered in Illinois and is subject to applicable Illinois privacy laws, including the Illinois Personal Information Protection Act (815 ILCS 530).

Under applicable Illinois law:

• Certain categories of personal information are protected, including combinations of identifying information with sensitive identifiers such as Social Security Numbers and financial information.
• In the event of a security breach involving protected personal information, ReClaim will provide notice as required by applicable law.
• Notice may be provided by written communication, electronic communication where permitted, or other methods allowed by law.

Residents of other states with specific privacy laws may contact us regarding applicable rights.

9. CHILDREN'S PRIVACY

Our Site and services are intended for adults and businesses.

We do not knowingly collect personal information from children under the age of 13. If you believe information has been collected from a child under 13, please contact us and we will take appropriate steps.

10. THIRD-PARTY LINKS

Our Site may contain links to third-party websites or resources.

This Privacy Policy applies only to ReClaim's Site. We are not responsible for the privacy practices or content of third-party websites.

We encourage you to review the privacy policies of any third-party websites you visit.

11. CHANGES TO THIS POLICY

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal requirements.

When changes are made, we will update the "Last Updated" date above. Continued use of the Site after changes are posted constitutes acceptance of the updated Policy.

12. CONTACT US

Questions, concerns, or requests regarding this Privacy Policy may be directed to:

We take privacy inquiries seriously and will respond within a reasonable timeframe.

This Privacy Policy does not create a tax professional-client relationship.