Digital and Mobile Application Privacy Policy


At Whitewood Tax Solutions (“Whitewood,” “we,” or “our”), we recognize the importance of protecting 
your personal information. We are committed to safeguarding the privacy of your information and 
want you to know the protective measures we take.


This Digital and Mobile Application Privacy Policy applies to our mobile applications, our online 
products and services and our websites, including, but not limited to www.taxproblemsgone.com, 
www.whitewoodsolutions.com, and www.fixmytaxproblem.com (collectively, our “Apps and Websites”). 
This policy also describes your choices regarding use, access and correction of your personal 
information. If you come to one of our offices for tax preparation you will be subject to a 
separate privacy policy which will be disclosed to you when you use those services.


Whitewood Solutions may also offer the ability to apply for financial products through various 
affiliated and non-affiliated companies. Our privacy policies, and those of our non-affiliated 
partners, may vary depending on the type of service or products offered. This privacy policy 
applies solely to our Apps and Websites.


If you have questions about this privacy policy, please contact us at info@whitewoodsolutions.com 
or by calling 1-800-371-1439.


Personal Information We Collect


When you visit our Apps and Websites, we may collect information about your device (such as IP 
address, state, device identifier, app version, network data), login information, geolocation 
information, website usage data, mobile application data and email data.


If you choose to use our mobile application or our online tax return preparation services, we will 
also collect, from you, your contact information (such as your name, address, email address, phone 
number), Social Security Number, date of birth, financial information (such as income, deductions, 
expenses), personal information about family members as provided by you and payment data, as 
required, to complete and pay for your tax return and for the provision of other services that you 
request and for legal and regulatory requirements. If you use our mobile application, we will also 
collect from you any documents that you upload to the application.


If you choose to submit your contact information to indicate an interest in either a franchise or a 
tax course, we collect your name, address, telephone number and e-mail address. If you choose to 
submit your e-mail address to indicate an interest in our electronic newsletter, we collect your 
e-mail address. We may receive your personal information (such as your name, address, email and 
phone number) if you participate in any of our surveys or contests. Participation in these surveys 
or contests is completely voluntary and you therefore have a choice whether or not to disclose this 
information.


In the course of our providing to you the services that you request, we may receive information 
about you from our affiliates, business partners and third parties such as the IRS.


Other Information We Collect


On our Apps and Websites, we and our partners use cookies, flash cookies, web beacons and other 
similar technologies. These technologies are used in analyzing trends, administering the site, 
tracking users’ movements around the site and to gather demographic information about our user base 
as a whole. We may receive reports based on the use of these technologies by these companies on an 
individual as well as aggregated basis. We may use cookies for online customer support, analytics 
service providers and other legal purposes. Users can control the use of cookies at the individual 
browser level. If you reject cookies, you may still use our site, but your ability to use some 
features or areas of our site may be limited. Our Apps and Websites do not currently support “do 
not track” settings on your browser or have any similar mechanism that allows you to opt out of or 
otherwise control the collection of certain information about your online activities.

How We May Use the Information

We may use your information collected via the Apps and Websites to provide the services and 
products that you request, to verify your identity, to process transactions that you initiate, to improve our Apps and Websites and to contact you regarding our services or your use of the Apps and Websites. To the extent permitted by law, we and our 
affiliates may also use your information to offer you relevant information, products and services 
offered by us or our business partners. We may use your device information or geolocation 
information to identify products or services that might interest you and to enhance services that 
we provide. We may use your information for statistical and business purposes, but any data that is 
aggregated for statistical or business monitoring purposes will be rendered anonymous so as not to 
be personally identifiable. Your information is not used for any reason outside the purposes described above 
except to the extent that you specifically authorize such use.


 

Information We Disclose


We will share your personal information with third parties only in the ways that are described in 
this privacy policy. We do not sell your information to third parties.


Affiliated and non-affiliated third parties may be given access to your information only as 
permitted by law or upon your express authorization. Our affiliated and
non-affiliated third parties may offer you the opportunity to receive information concerning their 
products and services. If you elect to receive such communications from these third-parties, we may 
share your name and contact information.


If you entered your contact information into our Apps or Websites to express an
interest in being contacted, we use your information to contact you about this opportunity.


If you submitted your e-mail address to sign up for our electronic newsletter, we use your e-mail 
address to e-mail our
newsletter to you and we may contact you about franchise opportunities with us. ,f \ou submitted 
your e-mail address to us for any purpose, we may contact you to invite you to use our services and 
send you marketing messages.

 

You may choose to stop receiving our newsletter or marketing emails by following the unsubscribe 
instructions included in these emails, accessing the email preferences in your account settings 
page or you can contact us
at info@whitewoodsolutions.com


We may disclose or use the registration information that you provide when creating an account to 
show you tailored advertising or to send you marketing messages. We may disclose your registration 
information to non-affiliated third parties that
perform operational, marketing, financial or accounting services for us. These companies are 
authorized to use your registration information only as necessary to provide these services to us. 
Such sharing will be done in accordance with applicable law.


We may disclose your information to non-affiliated third parties that perform operational, 
marketing or accounting services for us and who are required to use such information only to 
perform services on our behalf. Our sharing of
information may be with a financial product provider with whom we have a joint-marketing agreement 
or non-financial companies that provides technical services such as software services. These 
companies are authorized to use your personal information only as necessary to provide these 
services to us. Such sharing will be one in accordance with applicable law. We also may share 
aggregated information, which cannot reasonably be used to identify you. We may also disclose or 
transfer your information in response to legal process such as to comply with a subpoena, or 
similar legal process or when we believe in good faith that disclosure is necessary to protect our 
rights, protect your safety or safety others, investigate fraud, or respond to a government 
request, where equired by applicable law, or if we are acquired by or merged with another company. 
If we are involved in a merger, acquisition, or sale of all or a portion of our assets, we may 
disclose your information though you will be notified a prominent notice on our Apps and Websites 
of any change in ownership, as well as
any choices you may have regarding your personal information.


We will retain your information for as long as your account is active or as needed to provide you 
services or as required under applicable law. We will retain and use your information as necessary 
to comply with our legal obligations, resolve disputes, and enforce our agreements.

Such sharing will be done in accordance with applicable law. We also may share aggregated, or de-identified information, which cannot reasonably be used to identify you. We may also disclose or transfer your information in response to legal process such as to comply 
with a subpoena, or similar legal process or when we believe in good faith that disclosure is 
necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or 
respond to a government request, where required by applicable law, or if we are acquired by or 
merged with another company. If we are involved in a merger, acquisition, or sale of all or a 
portion of our assets, we may disclose your information though you will be notified a prominent 
notice on our Apps and Websites of any change in ownership, as well as any choices you may have 
regarding your personal information.

Updating Your Information


You may access, correct, or request deletion of your personal information by contacting 
info@whitewoodsolutions.com.


We will retain your information for as long as your account is active or as needed to provide you 
services or as required under applicable law. We will retain and use your information as necessary 
to comply with our legal obligations, resolve disputes, and enforce our agreements.
Information Security


We maintain physical, electronic and procedural security measures that comply with applicable legal 
and regulatory standards to safeguard your personal information. We follow generally accepted 
standards, such as encryption and secure socket layer technology, to protect the personal 
information you submit to us, whether that information is in transit or at rest. No method of 
transmission over the Internet and no method of electronic storage is completely secure. Therefore, 
we cannot guarantee its absolute security.


Additional Information


Links to 3rd Party Sites. Our Apps and Websites include links to other websites whose privacy 
practices may differ from ours. If you submit personal information to any of those sites, your 
information is governed by their privacy policies.
We encourage you to carefully read the privacy policy of any website you visit
Acceptance of These Terms
You understand that your use of our Apps and Webs is governed by this privacy policy. If you do not 
agree with these terms, you should not use the Apps or Websites. Your continued use of our Apps or 
Websites indicates your acceptance of these terms.
This privacy policy is effective July 2020.


Because privacy is important, we pledge to work with you to protect and safeguard the security of 
your information. We will notify you of the changes by posting a notice on our Apps and Websites.
We encourage you to periodically review this page for the latest information on our privacy 
practices.