Effective: January 1, 2023

Tax Rise Inc. (“TaxRise,” “Company,” “we,” or “us”) is committed to maintaining the privacy and security of your personal information. 

This Notice of Collection of Personal Information and California Privacy Policy (“CPRA Privacy Notice”) applies to the collection of personal information from California residents on and after January 1, 2023. This CPRA Privacy Notice supplements our Privacy Policy to provide California residents with information and rights required by the California Privacy Rights Act (“CPRA”).  This CPRA Privacy Notice applies only to individuals residing in the State of California who are considered “consumers” under the CPRA and from whom we collect “personal information” as described in the CPRA.

This CPRA Privacy Notice describes the types and categories of personal information we collect, the business purposes for which we collect, process, use, store and disclose your personal information and your rights in personal information under the CPRA.  We do not share your personal information with third party advertisers for cross-context behavioral advertising within the meaning of the CPRA (i.e., targeting you with advertising based on personal information obtained across businesses, websites, applications or services, other than the Company’s website or services).  We do not sell your personal information.  We may disclose your personal information to our service providers and contractors, except where disclosure is required by law to a third party or you provide consent for such disclosure. In this CPRA Privacy Notice, “sell” and “share” have the same meaning as defined in the CPRA. 

In this CPRA Privacy Notice, we define personal information according to the CPRA as follows: “personal information” means information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular California resident or household.  Personal information does not include publicly available information, information that is de-identified or aggregate consumer information, or information or rights that are outside the scope of the CPRA.

By accessing our website, viewing content on our site (including videos), using our services, or submitting personal information to us, you consent to the collection, processing, use, storage and disclosure of such information as set forth in this CPRA Privacy Notice, as it may be updated from time to time.

We may collect personal information from you in various ways:

• when you or voluntarily provide us with information;
• when you communicate with us about our services, including as a client of the Company;
• through automated means when you use our website including by use of “cookies”; and
• through information provided by outside vendors who analyze your usage of our website, such as Google Analytics.
• from third parties with your consent (e.g., your bank);
• from publicly accessible sources (e.g., property records)

We collect the following categories of personal information.  This table also sets out personal information we may have collected over the last twelve (12) months:

We do not collect sensitive personal information for purposes of inferring characteristics.

In the past twelve (12) months, depending on the individual circumstances, we may have collected the following categories of personal information: [1-9]

We keep personal information we collect about you, and use these factors to determine how long we keep this information: 

• to maintain an ongoing relationship with you as a client and provide services to you.
• to respond to any questions, complaints or claims made by you or on your behalf.
• to show that we treated you fairly.
• as necessary in connection with the lawful purposes set out in this CPRA Privacy Notice.
• to comply with applicable laws
• to establish, exercise or defend our legal rights.

Depending on the individual circumstances, we collect and use personal information for the legitimate business purposes of TaxRise.  These purposes include to provide services, to fulfill the purpose for which you provided us with your personal information, to communicate with you, to perform on a contract between you and us, to market and improve our services to you, to improve the functionality and effectiveness of our website, to protect the security of our website, to provide you with content (including videos), to comply with applicable law, rules or regulations, to test, research, analyze, for product development purposes, including to develop and improve our website, products, and services, and if you are a job applicant, to consider your suitability and qualifications for employment.

TaxRise collects personal information from the following categories of sources:

• directly from you or your authorized agent (e.g. a person granted with legal rights to act on your behalf);
• indirectly from you (e.g. through information we collect from you in the course of providing services to you or facilitating an employment or business relationship with you);
• service providers and contractors providing services on our behalf.  We require our service providers and contractors who we provide your personal information to in order to provide services to maintain the privacy and security of your personal information; and
• third parties.

We do not “sell” your personal information to third parties or “share” your personal information with third parties within the meanings of those terms under the CPRA.

In some instances we may retain other companies and individuals to perform functions on our behalf, help deliver our services to you, or help us run our business, including, but not limited to, website developers, web analytics providers, payment service providers, video content providers, IT services providers, shipping or direct mail organizations, technology vendors, other vendors we may use to support the services we provide to our clients, or parties assisting us in a employment recruitment process.  We only allow our service providers to handle your personal information if we are satisfied, they take appropriate measures to protect your personal information. We also impose contractual obligations on service providers, contractors, and third parties to ensure they can only use your personal information to provide services to us and to you. By using our Site, you consent to the disclosure of your personal information to our service providers.

We may disclose any information, including personal data, we deem necessary, in our sole discretion, to comply with any applicable law, regulation, legal process or governmental request, to protect ourselves from fraudulent or illegal activity, and to defend against legal claims.

We may also need to share some personal information with other parties, such as potential buyers of some or all of our business or during a re-structuring. We will typically anonymize information, but this may not always be possible. The recipient of the information will be bound by confidentiality obligations.

In the past twelve (12) months, we have not shared the categories of personal information collected in Categories [1-9] with third parties.

Under the California Privacy Rights Act, you have the following rights in personal information held by us:

• You have the right to request that the Company disclose the personal information that the Company collects, uses, and discloses about you.  You may “request to know”: (i) the categories of personal information that the Company has collected about you; (ii) the categories of sources from which the personal information is collected; (iii) the business or commercial purpose for collecting your personal information; (iv) whether any categories of personal information were disclosed for a business purpose to third parties and the categories of third parties with whom the Company discloses your personal information; and (v) the specific pieces of personal information that the Company has collected about you.  Your request may pertain to the personal information collected about you on or after January 1, 2022.  If your request covers a time period beyond twelve [12] months from the date of your request, the Company may deny your request as to that time period where it would be impossible for the Company to provide you with the information or involve disproportionate effort.  The Company may deny your request to search for certain information under certain circumstances (e.g., where the Company retains the information solely for legal and compliance purposes).
• You have the right under certain circumstances to receive specific pieces of your personal information in a format that is understandable, and to the extent technically feasible, in a structured, commonly used, machine readable format that allows you to transmit the information to another entity.
• You have the right to correct inaccurate personal information.
• You have the right to request deletion of personal information under certain circumstances.  For example, we may not be required to delete personal information if we need to retain the information to comply with a legal obligation.  In addition, we may delay deletion with respect to data stored on an archived or backup system, until the archived or backup system relating to that data is restored to an active system or next accessed or used for a sale, disclosure, or commercial purpose.
• You have the right to know what information is shared with third parties, and to whom and to opt out of sharing for cross-context behavioral advertising.  We do not sell or share your personal information.
• You have the right not to receive discriminatory or retaliatory treatment for the exercise of any of these rights.  We will not discriminate or retaliate against you or refuse to provide you products or services because you have exercised your rights.

If you would like to exercise any of your rights as described in this CPRA Privacy Notice, you can contact us by phone at (888) 551-1764, by email to privacy@taxrise.com, or by mail to 19900 MacArthur Blvd Ste 400, Attn: Data Privacy, Irvine, CA 92612.

Please note that you may only make a CCPA/CPRA-related data access or data portability disclosure request twice within a 12-month period.

If you choose to contact us directly by email, phone, or in writing, you will need to provide us with:

• Enough information to identify you (e.g., your full name, address and customer or account number);
• Proof of your identity and address (e.g., a copy of your driving license or passport and a recent utility or credit card bill); and
• A description of what right you want to exercise and the information to which your request relates.

We are not obligated to make a data access or data portability disclosure if we cannot verify that the person making the request is the person about whom we collected information, or is someone authorized to act on such person’s behalf.

Any personal information we collect from you to verify your identity in connection with you request will be used solely for the purposes of verification.

Persons with disabilities who need assistance accessing this CPRA Privacy Notice may contact us as provided for above, and depending on your individual needs, we will grant reasonable requests to furnish this policy in an alternative format.

Our Site is not intended for children under 13 years of age.  No one under age 13 may provide any information to us through the Site.  We do not knowingly collect personal information from children under 13.  If you are under 13, do not access, use or provide any information on the Site or on or through any of its features.  If we learn we have collected or received personal data from a child under 13 without verification of parental consent, we will delete that information.  If you believe we might have any information from or about a child under 13, please contact us.  We do not sell any personal information, including the personal information of minors under 16 years of age.

California Civil Code §1798.83 provides that California residents may request certain information concerning the disclosure of personal information to third parties for direct marketing purposes.  Pursuant to California Business Code §§22575-22579, you may review and request changes to any of your personal information that we have collected.  Should you wish to request this information or exercise these rights, please reach us at the contact information provided below.

We do not respond to Do Not Track or Global Privacy Control requests.  As noted above, we do not “sell” or “share” your personal information within the meaning of the CPRA.

We do not offer you various financial incentives such as loyalty programs, discounts and special offers when you provide us with contact information and identifiers such as your name and email address.

TaxRise reserves the right to change this CPRA Privacy Notice at any time whereby relevant changes take effect for the future.  The applicable version of this CPRA Privacy Notice is available on the Site.  Please check this CPRA Privacy Notice regularly, and before you submit additional personal information via the Site.

If you have questions or comments regarding this CPRA Privacy Notice or if you would like to exercise your rights, please send us an email to privacy@taxrise.com, telephone us at (888) 551-1764 or by mail to 19900 MacArthur Blvd Ste 400, Attn: Data Privacy, Irvine, CA 92612.

Last Updated: March 07, 2025