Last modified: February 11, 2021


Optima Tax Relief, LLC (“Company” or “We“) respects your privacy and is committed
to protecting it through our compliance with this policy. This policy describes:

  • The types of information we may collect or that you may provide when you download, install, register with,
    access, or use the Optima Tax App (the “App“).
  • Our practices for collecting, using, maintaining, protecting, and disclosing that information.

This policy applies only to information we collect in this App and in email, text, and other electronic
communications sent through or in connection with this App.

This policy DOES NOT apply to information that:

  • We collect offline or on any other Company apps or websites, including websites you may access through this App.
  • You provide to or is collected by any third party.

Our websites and apps, and these other third parties have their own privacy policies, which we encourage you to read
before providing information on or through them.

Please read this policy carefully to understand our policies and practices regarding your information and how we will
treat it. If you do not agree with our policies and practices, do not download, register with, or use this App. By
downloading, registering with, or using this App, you agree to this privacy policy. This policy may change from time
to time (see “Changes to Our Privacy Policy”). Your continued use of this App after we revise this policy means you
accept those changes, so please check the policy periodically for updates.

Children Under the Age of 16

The App is not intended for persons under 18 years of age, and we do not knowingly collect personal information from
children under 16. If we learn we have collected or received personal information from a child under 16, we will
delete that information. If you believe we might have any information from or about a child under 16, please contact
us at

Information We Collect and How We Collect It

We collect information from and about users of our App:

  • Directly from you when you provide it to us
  • Automatically when you use the App

Information You Provide to Us 

When you download, register with, or use this App, we may ask you provide information:

  • By which you may be personally identified, such as name, postal address, email address, telephone number, social
  • That is about you but individually does not identify you, such as the state you live in without a postal

This information includes:

  • Information that you provide by filling in forms in the App. This includes information provided at the time of
    registering to use the App and requesting further services. We may also ask you for information when you report
    a problem with the App.
  • Records and copies of your correspondence (including email addresses and phone numbers), if you contact us.
  • Your responses to surveys that we might ask you to complete for research purposes.
  • Information contained in IRS notices provided by your use of the camera or upload function in the App.

Automatic Information Collection and Tracking  

When you download, access, and use the App, it may use technology to automatically collect:

  • Usage Details. When you access and use the App, we may automatically collect certain details of
    your access to and use of the App, including traffic data, logs, and other communication data and the resources
    that you access and use on or through the App.
  • Device Information. We may collect information about your mobile device and internet
    connection, including the device’s unique device identifier, IP address, operating system, browser type, mobile
    network information, and the device’s telephone number.
  • Stored Information and Files. The App also may access metadata and other information associated
    with other files stored on your device. This may include, for example, photographs.

 Information Collection and Tracking Technologies

The technologies we use for automatic information collection may include:

  • Cookies (or mobile cookies). A cookie is a small file placed on your smartphone. It may be
    possible to refuse to accept mobile cookies by activating the appropriate setting on your smartphone. However,
    if you select this setting you may be unable to access certain parts of our App.
  • Web Beacons. Pages of the App and our emails may contain small electronic files known as web
    beacons (also referred to as clear gifs, pixel tags, and single-pixel gifs) that permit the Company, for
    example, to count users who have visited those pages or opened an email and for other related app statistics
    (for example, recording the popularity of certain app content and verifying system and server integrity).

Do Not Track Signals

We currently do not respond to Do Not Track signals.

How We Use Your Information

We use information that we collect about you or that you provide to us, including any personal information, to:

  • Provide you with the App and its services and contents, and any other information, products or services that you
    request from us.
  • Fulfill any other purpose for which you provide it.
  • Give you notices about your account and upcoming IRS notice due dates.
  • Perform direct marketing.
  • Carry out our obligations and enforce our rights arising from any contracts entered into between you and us,
    including for billing and collection.
  • Notify you when App updates are available, and of changes to any products or services we offer or provide though

The usage information we collect helps us to improve our App and to deliver a better and more personalized experience
by enabling us to:

  • Estimate our audience size and usage patterns.
  • Store information about your preferences, allowing us to customize our App according to your individual
  • Speed up your searches.
  • Recognize you when you use the App.

We may use your information to contact you about our own goods and services that may be of interest to you. If you
provide consent for us to share your information with our affiliates or other third parties, your information may be
used to contact you about our affiliates’ or other third parties’ goods and services that may be of interest to you.

Disclosure of Your Information

We may disclose aggregated information about our users, and information that does not identify any individual or
device, without restriction.

In addition, we may disclose personal information that we collect or you provide:

  • To our subsidiaries and affiliates.
  • To contractors, service providers, and other third parties we use to support our business and who are bound by
    contractual obligations to keep personal information confidential and use it only for the purposes for which we
    disclose it to them.
  • To a buyer or other successor in the event of a merger, divestiture, restructuring, reorganization, dissolution,
    or other sale or transfer of some or all of Optima Tax Relief, LLC’s assets, whether as a going concern or as
    part of bankruptcy, liquidation, or similar proceeding, in which personal information held by Optima Tax Relief,
    LLC about our App users is among the assets transferred.
  • To third parties to market their products or services to you if you have consented to these disclosures. We
    contractually require these third parties to keep personal information confidential and use it only for the
    purposes for which we disclose it to them. For more information, see “Your Choices About Our Collection, Use,
    and Disclosure of Your Information”.
  • To fulfill the purpose for which you provide it. For example, if you upload your IRS notice to our App, we will
    use the image to provide analysis of the notice contents.
  • For any other purpose disclosed by us when you provide the information.
  • With your consent.
  • To comply with any court order, law, or legal process, including to respond to any government or regulatory
  • To enforce our rights arising from any contracts entered into between you and us, including the App EULA and for
    billing and collection.
  • If we believe disclosure is necessary or appropriate to protect the rights, property, or safety of Optima Tax
    Relief, LLC, our customers or others. This includes exchanging information with other companies and
    organizations for the purposes of fraud protection and credit risk reduction.

Your Choices About Our Collection, Use, and Disclosure of Your Information

We strive to provide you with choices regarding the personal information you provide to us. This section describes
mechanisms we provide for you to control certain uses and disclosures of your information.

  • Tracking Technologies. You can set your browser to refuse all or some browser cookies, or to
    alert you when cookies are being sent. If you disable or refuse cookies or block the use of other tracking
    technologies, some parts of the App may then be inaccessible or not function properly.
  •  Promotion by the Company. If you want to opt-out of communications sent by us promoting
    our own or third parties’ products or services, you can opt-out by following the optout
    instructions associated with the type of communication you receive, such as replying “STOP” to a test message,
    clicking the unsubscribe link in an email, or emailing requesting to be placed on our
    internal do not call list.
  • Disclosure of Your Information for Third-Party Advertising and Marketing. We may share your
    information with third-parties for their advertising and marketing purposes if you give your consent for us to
    share when prompted in the App. If you do not want us to share your personal information with unaffiliated or
    non-agent third parties for advertising and marketing purposes, do not provide consent when prompted.

Our app may contain links to other sites which are not owned or controlled by us. Please be aware that we are not
responsible for the content or privacy practices of such other sites. We do not control third parties’ collection or
use of your information to serve interest-based advertising. However, these third parties may provide you with ways
to choose not to have your information collected or used in this way. You can opt out of receiving targeted ads from
members of the Network Advertising Initiative (“NAI“) on the NAI’s website.

Accessing and Correcting Your Personal Information

You can review and change your personal information by logging into the App and visiting your account profile page.

Data Security

We have implemented measures designed to secure your personal information from accidental loss and from unauthorized
access, use, alteration, and disclosure. To protect your personal information, we use security measures that comply
with applicable federal and state law. These measures include computer safeguards and secured files and buildings.

The safety and security of your information also depends on you. Where we have given you (or where you have chosen) a
password for access to certain parts of our App, you are responsible for keeping this password confidential. We ask
you not to share your password with anyone.

Unfortunately, the transmission of information via the internet and mobile platforms is not completely secure.
Although we do our best to protect your personal information, we cannot guarantee the security of your personal
information transmitted through our App. Any transmission of personal information is at your own risk. We are not
responsible for circumvention of any privacy settings or security measures we provide.

Changes to Our Privacy Policy

We may update our privacy policy from time to time. If we make material changes to how we treat our users’ personal
information, we will post the new privacy policy on this page with a notice that the privacy policy has been
updated, such notice may be posted to our App or sent to you via: (a) email to the primary email address, (b) text
message to your phone number specified in your account, or (c) an in-App alert the first time you use the App after
we make the change.

The date the privacy policy was last revised is identified at the top of the page. You are responsible for ensuring
we have an up-to-date active and deliverable email address and phone number for you and for periodically visiting
this privacy policy to check for any changes.

Contact Information

If you have questions, comments, complaints, or suggestions regarding our privacy policy and our privacy practices,
contact us at:

Optima Tax Relief, LLC
Attn: Legal
3100 S. Harbor Blvd., Suite 250 Santa Ana, CA 92704
Phone: (800) 536-0734

February 11, 2021