Privacy Policy

What Does Federal Tax Management Inc. Do With Your Personal Information?

Why?

Financial companies decide how they share your personal information. Federal law grants consumers the right to limit some but not all sharing. The law also requires us to explain how we collect, share, and protect your personal information. Please review this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security number and contact details
  • Income, employment, and tax information
  • Bank account, credit, or debit card information

When you are no longer our customer, we may continue to store and/or share your information as described in this notice.

How?

All financial companies need to share customers’ personal information to operate their businesses. Below, we outline the reasons financial companies can share your personal information, whether Federal Tax Management Inc. shares this information, and if you can limit the sharing:

Reasons we can share your personal information Does Federal Tax Management Inc. share? Can you limit this sharing?
For our everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus Yes No
For our marketing purposes – to offer our products and services to you Yes No
For joint marketing with other financial companies No No
For our affiliates’ everyday business purposes – information about your transactions and experiences No Yes
For our affiliates’ everyday business purposes – information about your creditworthiness No Yes
For nonaffiliates to market to you No Yes

Questions & Answers

How do I contact Federal Tax Management Inc. if I have questions?
Call us at (877) 237-2919 or visit www.federaltaxinc.com

Who is providing this notice?
Federal Tax Management Inc.

How does Federal Tax Management Inc. protect my personal information?
We implement security measures that comply with federal law to protect your personal information from unauthorized access and use. These measures include computer safeguards and secured files and buildings.

How does Federal Tax Management Inc. collect my personal information?
We collect your personal information, for example, when you:

  • Submit forms or provide income, employment, or tax information
  • Use your credit or debit card or provide bank account details
  • Interact with us through our website or other communication channels

Why Can’t I Limit All Sharing?

Federal law gives you the right to limit only:

  • Sharing for affiliates’ everyday business purposes – information about your creditworthiness
  • Affiliates using your information to market to you
  • Sharing for nonaffiliates to market to you

State laws and individual company policies may provide additional rights.

What happens when I limit sharing for a jointly held account?
Your choices will apply to everyone on the account.

Definitions

Affiliates

Companies related by common ownership or control. These may include financial and nonfinancial companies.

  • We do not share your personal information with affiliates without your consent.

Nonaffiliates

Companies not related by common ownership or control. These may include financial and nonfinancial companies.

  • We share with nonaffiliates only in specific cases, such as service providers or direct marketing, as permitted by law.

Joint Marketing

A formal agreement between nonaffiliated financial companies to market products or services together.

  • We do not engage in joint marketing at this time.

Additional Information Regarding Collection and Use

We collect personally identifiable information to execute requested transactions, provide services, improve your experience, and deliver promotional offers. We also collect other data, such as IP addresses, browser details, and analytics information, to optimize our website and user experience.

Disclosure of Information

We may disclose your personal information to:

  • Service providers or others to complete requested transactions or fulfill contractual obligations
  • Third parties for marketing purposes only with your consent or as permitted by law
  • Affiliates, with your consent, to offer related services

We may also disclose personal information to comply with legal obligations, enforce agreements, or protect the rights, property, or safety of our users or others.

How We Use Cookies and Tracking Technologies

We collect certain information automatically when you visit our website using cookies, analytics software, and other technologies. This data helps us understand user behavior, improve website functionality, and customize your experience.

Cookies are small text files stored on your device that help us track your activity, such as preferences and visited pages. You can manage or disable cookies through your browser settings. Note that disabling cookies may limit website functionality.

SMS/Text Messaging

SMS Consent Communication:

The information obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

Types of SMS Communications:

If you have consented to receive text messages from Federal Tax Management Inc., you may receive messages related to the following:

  • Appointment Scheduled
  • Appointment Upcoming
  • Appointment Completed
  • Appointment Missed

Message Frequency:

Our SMS message frequency is estimated to be 200-500 text messages daily across all users.

Potential Fees for SMS Messaging:

Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

Opt-In Method:

You may opt-in to receive SMS messages from Federal Tax Management Inc. in the following ways:

  • Verbally, during a conversation
  • By submitting an online form

Opt-Out Method:

You can opt out of receiving SMS messages at any time. To do so, simply reply “STOP” to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

Help:

If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at https://federaltaxinc.com/contact/

Standard Messaging Disclosures:

  • Message and data rates may apply.
  • You can opt out at any time by texting “STOP.”
  • For assistance, text “HELP” or visit our Privacy Policy and Terms and Conditions pages.

Message frequency may vary.

Children Under the Age of 13

Our website is not intended for children under 13. We do not knowingly collect personal information from children under 13. If you believe we have inadvertently collected such information, please contact us, and we will delete it promptly.

Links to Other Sites

Our website may contain links to external websites. We are not responsible for the content or privacy practices of these sites.

Changes to This Privacy Policy

We reserve the right to update this Privacy Policy at any time. Material changes will be posted on our website. Please review this policy periodically for the latest updates.

Contact Us

If you have questions, comments, or concerns regarding this Privacy Policy, please contact us at:

Federal Tax Management Inc.
Client Services
Email: clientservices@federaltaxinc.com
Phone: (877) 237-2919
Website: www.federaltaxinc.com

Contact Us
4605 Lankershim Blvd.
Suite 806
North Hollywood, CA 91602

Phone: 877.237.2919
Fax: 800.599.1612
clientservices@federaltaxinc.com

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Copyright © 2013-2024 Federal Tax Management Inc.

Business Started: 05/01/2013 Business Incorporated: 05/17/2013 in CA

Federal Tax Management Inc., Website Disclaimer – As of February 2019
*Estimates based on prior results; individual results will vary based on circumstances, including your ability to provide Federal Tax Management Inc. with information that is accurate and timely. We do not guarantee that your tax debts will be lowered by a specific amount or percentage, that your tax debt will be paid off within a specific period of time or guarantee you will qualify for any of the IRS programs. Penalties and interest will continue to accrue until your tax liability is paid in full to the IRS. Federal Tax Management Inc. is a tax management corporation independent from the IRS. We do not assume tax debt, make monthly payments to creditors or provide tax, bankruptcy, accounting or legal advice. By providing your contact information, you expressly consent to receiving calls and/or SMS text messages at the number you provided as part of our service offerings, including but not limited to advertisements, solicitations, and service updates. The phone number belonging to the called/messaged person(s) could incur charges for such contact. Read and understand all program materials prior to enrollment.

Guarantee Disclaimer
**Federal Tax Management Inc. ("FTMI") will refund monies paid under the Investigation Service Agreement prior to the initial investigation being performed without any penalty or obligation. This money-back guarantee ONLY applies to the fee paid towards the Investigation Phase and NOT for those that have executed a Resolution Service Agreement. We do not guarantee that your tax debts will be lowered by a specific amount or percentage nor do we make any guarantees or promises about the outcome of proposed services..