Privacy Policy

Last Updated: January 2026

At CFR Tax Firm, we are committed to protecting your personal and financial information. This Privacy Policy outlines how we collect, use, and safeguard your data when you visit our website, use our mobile app (TaxesToGo), or visit our office at the Cypresswood Office Condos.

1. Information We Collect

To provide accurate tax preparation and accounting services, we must collect non-public personal information about you, including:

  • Identity Information: Name, Social Security Number, Date of Birth, and Driver’s License information for you and your dependents.
  • Financial Information: W-2s, 1099s, bank account numbers (for direct deposit), and records of assets, expenses, and income.
  • Contact Information: Phone number, email address, and physical address.

2. How We Collect Your Data

We collect information directly from you through:

  • Secure Client Portals: Information submitted via our website forms (processed by Cognito Forms).
  • Mobile Applications: Documents uploaded via the TaxesToGo app.
  • In-Person Interviews: Information provided during appointments at our Spring, TX office.

3. How We Use Your Information

We do not sell your personal information. We use your data solely for:

  • Preparing and filing your Federal and State tax returns.
  • Assisting with Refund Advance loan applications (if requested).
  • Providing bookkeeping, payroll, and consulting services.
  • Communicating with you regarding the status of your return or appointment.

4. Third-Party Sharing

We strictly limit the sharing of your information. We may share data with:

  • The IRS and State Tax Agencies: For the purpose of filing your mandatory tax returns.
  • Banking Partners: If you apply for a Refund Advance or pay via “Refund Transfer,” your data is shared with the authorized bank (e.g., Santa Barbara TPG, Republic Bank) to process the loan/transfer.
  • Software Providers: We use encrypted third-party software (TaxesToGo, TaxSlayer, Cognito Forms) to process your data securely. These providers are contractually obligated to protect your data.

5. Refund Advance Disclaimer

Refund Advance loans are offered by our banking partners, not the IRS. Approval and loan amounts (up to $7,000) are subject to the bank’s underwriting criteria, which may include reviewing your tax refund amount and prior tax history. Not all clients will qualify. Fees and interest may apply depending on the product selected.

6. Data Security

We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your non-public personal information. This includes SSL encryption on our website and secure, password-protected databases.

7. SMS & Communication

By providing your phone number, you consent to receive text messages from CFR Tax Firm regarding your tax return status and appointment confirmations. You may opt-out of SMS communications at any time by replying “STOP.”

8. Contact Us

If you have questions about this policy or wish to review the information we have on file, please contact us:

CFR Tax Firm
25929 Cypresswood Drive, Suite A
Spring, TX 77373
Email: info@cfrtaxfirm.com
Phone: 951-203-1409