PRIVACY POLICY

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 Last Updated: October 22, 2025

Welcome to Diversify Tax Systems, LLC. By accessing or using our website at https://diversifytaxsystems.com, you agree to be bound by the following Terms and Conditions. Please read them carefully.

1. INTRODUCTION Diversify Tax Systems, LLC ("Company," "we," "us," or "our") is committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our tax service bureau services. By using our services, you agree to the collection and use of information in accordance with this Privacy Policy.

2. INFORMATION WE COLLECT 2.1 Information You Provide to Us Business Information: Business name, address, and contact details Tax identification numbers (EIN, EFIN, PTIN) Business structure and ownership information Banking and payment information Professional licenses and certifications

Account Information: Username and password Security questions and answers Communication preferences Support inquiries and correspondence

Client Taxpayer Information: Names, addresses, and contact information Social Security Numbers and Tax Identification Numbers Income, deduction, and credit information Financial account information Tax return data and supporting documents

2.2 Information We Collect Automatically Usage Information: IP addresses and device identifiers Browser type and operating system Pages visited and features used Date and time of access Referring website addresses

Technical Information: Log files and server data Cookies and similar tracking technologies Error reports and diagnostic information

2.3 Information from Third Parties IRS verification data Credit reporting agencies (for account approval) Background check providers Bank product partners Software vendors and service providers

3. HOW WE USE YOUR INFORMATION We use the information we collect to:

3.1 Provide Services Process and transmit electronic tax returns Facilitate bank products (refund transfers, advances) Provide technical support and customer service Maintain and improve our platform Process payments and manage accounts

3.2 Compliance and Legal Comply with IRS regulations and reporting requirements Meet federal and state tax laws Respond to legal requests and prevent fraud Enforce our Terms and Conditions Conduct audits and maintain records

3.3 Business Operations Verify identity and credentials Conduct background checks (with consent) Analyze usage patterns and improve services Communicate service updates and changes Send administrative notifications

3.4 Marketing (With Consent)Send promotional materials about our services Provide information about new features Share industry news and updates You may opt out of marketing communications at any time.

4. HOW WE SHARE YOUR INFORMATION We do not sell your personal information. We may share information in the following circumstances:

4.1 With Your Consent We may share information when you provide explicit consent.

4.2 Service Providers We share information with trusted third-party service providers who assist us in: Electronic filing transmission Bank product processing Payment processing Data storage and hosting Customer support services Software and technology providers These providers are contractually obligated to protect your information and use it only for specified purposes.

4.3 Legal and Regulatory Requirements We may disclose information: To comply with IRS requirements and regulations In response to subpoenas, court orders, or legal process To government agencies as required by law To protect our rights and property To prevent fraud or illegal activity In connection with investigations

4.4 Business Transfers If we are involved in a merger, acquisition, or sale of assets, your information may be transferred. We will notify you of any such change.

4.5 Aggregated Data We may share aggregated, non-identifiable data for: Industry research and analysis Statistical reporting Service improvement

5. DATA SECURITY 5.1 Security Measures We implement industry-standard security measures including: Encryption of data in transit and at rest Secure socket layer (SSL) technology Multi-factor authentication Regular security audits and assessments Employee training on data security Access controls and monitoring Firewall protection and intrusion detection

5.2 IRS Requirements We comply with IRS Publication 4557 safeguarding requirements for tax return information.

5.3 Limitations While we strive to protect your information, no security system is completely secure. We cannot guarantee absolute security.

5.4 Your Responsibility You are responsible for: Maintaining the confidentiality of your password Restricting access to your devices Notifying us of any security breaches Implementing appropriate security measures for data you handle

6. DATA RETENTION 6.1 Retention Periods We retain information as required by: IRS regulations (typically 3-7 years for tax records) Federal and state laws Our business needs and legal obligations

6.2 Deletion After the retention period, we securely delete or anonymize information unless: Required by law to retain longer Necessary for legal claims or disputes Needed for legitimate business purposes

7. YOUR PRIVACY RIGHTS 7.1 Access and Correction You have the right to: Access your personal information Request corrections to inaccurate information Update your account details

7.2 Data Portability You may request a copy of your data in a portable format, subject to legal and technical limitations.

7.3 Deletion Requests You may request deletion of your information, subject to: Legal retention requirements IRS recordkeeping obligations Ongoing business relationships Pending transactions or disputes

7.4 Marketing Opt-Out You may opt out of marketing communications by: Clicking unsubscribe in emails Contacting us directly Adjusting account preferences

7.5 Do Not Track Our website does not currently respond to "Do Not Track" browser signals.

7.6 State-Specific Rights California Residents (CCPA): Right to know what information is collected Right to delete personal information Right to opt out of sale (we do not sell information) Right to non-discrimination for exercising rights

Other State Rights: Residents of certain states may have additional privacy rights under state law. Contact us to learn more.

8. COOKIES AND TRACKING TECHNOLOGIES 8.1 Cookies We Use Essential Cookies: Required for website functionality Performance Cookies: Help us understand usage patterns Functional Cookies: Remember your preferences Analytics Cookies: Measure website performance

8.2 Managing Cookies You can control cookies through your browser settings. Disabling cookies may limit functionality.

8.3 Third-Party Cookies Third-party service providers may use cookies for analytics and functionality.

9. CHILDREN'S PRIVACY Our services are not directed to individuals under 18. We do not knowingly collect information from children. If we learn we have collected information from a child, we will delete it promptly.

10. INTERNATIONAL DATA TRANSFERS Our services are based in the United States. If you access our services from outside the U.S., your information will be transferred to and processed in the United States.

11. THIRD-PARTY LINKS Our website may contain links to third-party websites. We are not responsible for the privacy practices of these sites. We encourage you to review their privacy policies.

12. CHANGES TO THIS PRIVACY POLICY We may update this Privacy Policy periodically. Changes will be posted with an updated "Last Updated" date. Material changes will be communicated via: Email notification Prominent website notice In-app notification Continued use of our services after changes constitutes acceptance of the updated policy.

13. CONTACT US If you have questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us:

Diversify Tax Systems, LLC

Privacy Officer 

309 Breckenridge Cir SE Palm Bay, FL 32909 

📧 hello@diversifymgmt.info 

☎️ ‪(321) 345-1316

13.1 Data Protection Requests For privacy rights requests (access, deletion, correction), please: Email us with "Privacy Request" in the subject line Include your name, contact information, and specific request Provide verification of your identity We will respond to requests within the timeframes required by applicable law (typically 30-45 days).

14. COMPLAINTS If you believe we have not adequately addressed your privacy concerns, you may file a complaint with: Your state Attorney General's office The Federal Trade Commission (FTC) Your state's consumer protection agency