Legal

Privacy Policy

Effective Date: 9/28/2026

My Tax Fella ("My Tax Fella", "we", "our" or "us") provides tax preparation, accounting, bookkeeping, payroll, tax resolution and related services nationwide, with offices in New York, New Jersey and North Carolina. This Privacy Policy explains what information we collect through mytaxfella.com (the "Site"), how we use and share it, and the choices you have.

This policy covers the Site. If you become a client, information you provide during your engagement is also governed by the agreement we enter into with you and by federal rules that apply to tax return preparers. The Site does not create a client relationship.

1. Information We Collect

Information you give us

  • Booking, consultation, contact, industry, check-in and "Sell Your Firm" forms: your name, email, phone number, business name where asked, preferred office, date and time, the services or topics you select, and any message you write.
  • Newsletter sign-ups: your name, email, the Journal lists you choose and, if you opt in to texts, your phone number.
  • Live chat: the messages you type and any name, phone number or email you share (see section 3).

Please do not enter Social Security numbers, bank or card numbers, or tax return details into Site forms or the chat. We collect that information through secure channels once you engage us.

Information collected automatically

  • Always, to run the Site: our hosting and security providers use short-lived technical cookies for routing and bot protection, and your browser loads fonts from Google Fonts, which receives your IP address and browser details.
  • Always, by the live chat widget: see section 3.
  • Only after you accept analytics cookies: device and browser type, pages viewed, referring page, approximate location derived from your IP address, and interaction events.

2. How We Use Information

  • To respond to your request, schedule appointments and route you to the right office or team.
  • To provide the services you engage us for.
  • To send newsletters and marketing emails you have signed up for. You can unsubscribe at any time.
  • To send marketing text messages only if you have separately agreed to receive them.
  • To protect the Site against spam and abuse and to keep it secure.
  • To understand how the Site is used and improve it, only with your analytics consent.

We do not sell your personal information. We do not use or disclose tax return information for marketing without the consent required by federal law.

3. Live Chat

The chat bubble on every page is a live chat widget provided by GoHighLevel (LeadConnector), our customer relationship platform.

  • It loads before any cookie choice. When a page opens, the widget loads from GoHighLevel's servers, contacts those servers, and stores a session identifier and a record of the pages you visit on the Site in your browser's local storage, so our team can see the context of your conversation. A security cookie from GoHighLevel's network provider may also be set. The cookie banner does not control the widget.
  • Messages go straight to GoHighLevel. What you type is sent directly from your browser to GoHighLevel over an encrypted connection. It does not pass through our website's servers, and our website does not filter, mask or remove anything you type in the chat.
  • Our team replies. Replies come from My Tax Fella staff. The chat does not send automated AI replies.
  • Storage and access. Chat conversations are kept in GoHighLevel so we can refer back to them when assisting you, and they are available to authorized My Tax Fella staff. They are kept until you ask us to delete them (see section 8).

The chat does not provide tax, legal or financial advice.

4. Who We Share Information With

  • GoHighLevel (LeadConnector): our customer relationship and messaging platform. It receives form submissions, newsletter sign-ups and chat messages, and provides our appointment booking pages, emails and texts.
  • Website hosting and database providers: host the Site and store a copy of form submissions.
  • Google Fonts: delivers the Site's fonts.
  • Analytics and advertising providers: only with your consent. Today this is a site-activity tracking script provided through our GoHighLevel marketing platform. If we add Google Analytics, Google Ads or Meta (Facebook) tools, they will also load only with your analytics or marketing consent.
  • Trusted third-party professionals (for example insurance or financial planning partners): only when you ask us to connect you with them.
  • Legal and safety: when required by law or legal process, or to protect rights and safety.

5. Cookies and Similar Technologies

A banner lets you accept, reject or customize analytics, marketing and preference cookies. Analytics and marketing tools do not load unless you accept them, and you can change your choice at any time using "Cookie Preferences" in the footer. Strictly necessary technical cookies and the live chat widget's browser storage (section 3) are not controlled by the banner.

6. Email Marketing

Marketing emails and newsletters are sent only to people who sign up for them. Every marketing email includes our postal address and an unsubscribe link. Unsubscribe requests take effect promptly and no later than 10 business days after we receive them.

7. Text Messages

If you give us your phone number with a request, we may call or text you about that request or your appointment. Marketing text messages are sent only if you have separately agreed to receive them; that agreement is never a condition of purchase. Message frequency varies. Reply STOP to opt out or HELP for help. Message and data rates may apply.

8. How Long We Keep Information

  • Website inquiries that do not become clients: our policy is to delete them 24 months after our last contact with you. Deletion is currently carried out by our team rather than automatically.
  • Client records: kept as required by professional and legal record-keeping rules.
  • Live chat conversations: kept in GoHighLevel for reference until you ask us to delete them. This applies even if you do not become a client, and is an exception to the 24-month period above.
  • Newsletter data: kept until you unsubscribe, then only as a record that you should not be emailed again.

You can ask us to delete your inquiry or chat conversation sooner using the contact details below.

9. Security

Information you send through the Site travels over encrypted connections (HTTPS). Form submissions are stored in a database that visitors cannot read or change; only our servers can access it. Our website protects its forms against automated spam. No system is perfectly secure, and we cannot guarantee absolute security.

10. Your Choices and Rights

You may ask to access, correct or delete your information, withdraw marketing consent or change your cookie choices by contacting us. Residents of some states have additional rights, and we will respond to requests as required by applicable law.

11. Children

The Site is not intended for children under 13, and we do not knowingly collect their information.

12. Changes

We will post any updates on this page and change the Effective Date.

13. Contact

If you have questions, concerns, or requests related to this Privacy Policy, please contact us at:

My Tax Fella

Phone: (718) 356-5178

Email: info@mytaxfella.com

Mailing address: 16 Driggs Street, Staten Island, NY 10308

Need help?

Reach out anytime and our team will get back to you as soon as possible.