Privacy Policy

Effective Date: February 16, 2026
Website: HelpMeDoTaxes.com
Operated By: Charivia, LLC

1. Introduction

Charivia, LLC (“Company,” “we,” “our”) operates HelpMeDoTaxes.com (“Platform”). This Privacy Policy explains how we collect, use, store, and share personal information.

By using the Platform, you consent to this policy.

2. Information We Collect

Personal Information

When Readers submit inquiries, we may collect:

Full name
Email address
Phone number
City and State
Tax-related inquiry details

Technical & Usage Data

We automatically collect:

IP address
Device/browser type
User-agent strings
Submission timestamps

This data is used for:

Fraud prevention
Rate limiting
Security monitoring

Analytics Data

We use analytics tools including:

Vercel Analytics
Custom event tracking

These tools help us understand:

Traffic patterns
Feature usage
Performance metrics

3. Cookies & Session Tracking

We use cookies and session technologies including:

Authentication cookies (auth-token)
Session persistence cookies
Analytics tracking cookies

These cookies enable login functionality and usage insights.

4. How We Use Information

We use collected data to:

Process lead submissions
Deliver leads to Tax Professionals
Operate the marketplace
Communicate with users
Prevent abuse and fraud
Improve platform functionality

5. Lead Data Sharing

Reader inquiry data is shared as follows:

Visible internally to authorized admins
Provided exclusively to the purchasing Tax Professional

Leads are sold under an exclusive ownership model.

We do not sell Reader data broadly or publicly.

6. Data Storage & Security

Data is stored using secure infrastructure including:

MongoDB databases
Encrypted environment variables
Secure hosting platforms

Payments are processed via Stripe.

Transactional emails are delivered via Resend.

We implement reasonable safeguards but cannot guarantee absolute security.

7. Document Uploads

We do not currently support uploads of:

Tax returns
W-2s
PDFs
Financial documents

If implemented in the future, this policy will be updated.

8. Data Retention

We retain lead data for:

Marketplace operations
Professional access
Legal compliance

Retention periods may vary based on business needs.

9. User Data Deletion Requests

Users may request deletion of personal data by contacting:

contact@helpmedotaxes.com

We will process verified requests within a reasonable timeframe, subject to legal and operational obligations.

10. Third-Party Services

We utilize third-party providers including:

Stripe (payments)
MongoDB (database storage)
Resend (email delivery)
Vercel (hosting/analytics)

Each provider maintains its own privacy and security policies.

11. Children’s Privacy

The Platform is not intended for individuals under 18.

We do not knowingly collect data from minors.

12. Policy Updates

We may update this Privacy Policy periodically. Continued use of the Platform constitutes acceptance of revisions.

13. Contact

Privacy inquiries: