Privacy Policy
Last Updated: August 31, 2026
1. Introduction
This Privacy Policy ("Policy") governs the collection, use, disclosure, and protection of information obtained through the Taxcentra platform ("Platform," "Website," or "Service"), operated by Why Not Me LLC, doing business as iSocialBusiness ("Company," "we," "us," or "our"), with its principal place of business located at 166 Broadway, Amityville, NY 11701. This Policy applies to all users ("you," "your," or "User") who access or utilize the Platform.
2. Nature of Service and Material Disclosure
IMPORTANT DISCLOSURE: Taxcentra operates as a lead generation and referral platform. We are NOT a certified public accounting firm, tax preparation service, or licensed professional services provider. The Platform facilitates connections between Users seeking tax-related services and third-party professional service providers, including but not limited to certified public accountants (CPAs), enrolled agents, tax attorneys, and financial advisors (collectively, "Service Providers").
Compensation Disclosure: The Company receives financial consideration, including but not limited to referral fees, commissions, lead generation fees, and other forms of monetary compensation from Service Providers in exchange for User information and introductions. By submitting your information through the Platform, you expressly acknowledge and consent to this business model and the monetization of your data through such referrals.
3. Information We Collect
3.1 Information You Provide Directly
We collect information that you voluntarily provide when using the Platform, including but not limited to:
- Personal Identifiers: Full legal name, residential address, mailing address, email address, primary and alternate telephone number(s), date of birth, and Social Security Number (when applicable)
- Financial Information: Income levels, tax filing status, business entity type, employer identification numbers, annual revenue, number of employees, industry classification, and other financial data
- Tax-Related Information: Previous tax obligations, estimated tax liabilities, deductions claimed, credits sought, filing history, and tax-related inquiries
- Professional Information: Business structure, professional licenses, business location(s), years in operation, and service offerings
- Communication Data: Any information contained in correspondence, inquiries, or communications with us or through the Platform
3.1.1 Real-Time Data Collection During Form Completion
IMPORTANT NOTICE: When you enter information into our forms, questionnaires, or assessment tools, your data is collected and stored in real-time as you type or make selections, even before you click any submit or continue button. This includes but is not limited to your name, email address, phone number, ZIP code, and responses to qualifying questions. This real-time collection allows us to: (a) preserve your progress in case of technical interruptions; (b) improve our service quality and user experience; (c) fulfill our legitimate business interests in lead generation; and (d) provide you with relevant follow-up communications. By entering information into any form field on the Platform, you acknowledge and consent to the immediate collection and storage of that data as described herein and in accordance with this Privacy Policy.
3.1.2 Telephone Verification and Secondary Numbers
When you provide a telephone number, we may send you a one-time passcode (OTP) via SMS or voice call to verify that the number belongs to you and that you can receive communications at that number. You may also choose to provide a secondary or alternate callback number so a Service Provider can reach you if your primary number is unavailable. Both numbers are stored and may be shared with matched Service Providers and used for follow-up communications as described in this Policy.
3.2 Information Collected Automatically
When you access the Platform, we automatically collect certain information, including:
- Device and Technical Data: IP address, browser type and version, operating system, device identifiers, hardware model, mobile network information, and unique device tokens
- Usage Data: Pages visited, time spent on pages, click-through rates, navigation paths, search queries, access times and dates, referring/exit pages, and interaction with Platform features
- Location Data: Geolocation information derived from IP address or GPS coordinates (if permitted by device settings)
- Cookies and Tracking Technologies: Data collected through cookies, web beacons, pixel tags, local storage, and similar technologies as detailed in Section 10
- Form Field Inputs: Data entered into form fields is collected as it is typed or selected, prior to form submission, for the purposes described in Section 3.1.1
3.3 Information from Third Parties
We may obtain information about you from third-party sources, including data brokers, marketing partners, public databases, social media platforms, Service Providers, and other business partners. Such information may be combined with data we collect directly to enhance our services and match you with appropriate Service Providers.
4. How We Use Your Information
We use the collected information for the following purposes:
- Lead Generation and Referrals: To match Users with appropriate Service Providers and facilitate introductions for which we receive compensation
- Communication: To contact you via telephone, email, SMS/text messaging, direct mail, or other means regarding services, estimates, opportunities, and promotional offers
- Click-to-Call Delivery: When you tap or click a "Call Now" button on the Platform, your information is simultaneously delivered to the applicable Service Provider and the call is initiated to the number displayed
- Server-Side Advertising Measurement: To measure the effectiveness of our advertising campaigns, we may send conversion events to advertising platforms from our backend systems using information such as your hashed email address, phone number, IP address, and the actions you take on the Platform
- Platform Operation: To provide, maintain, improve, and personalize the Platform and user experience
- Analytics and Research: To analyze usage patterns, conduct market research, and develop new products and services
- Legal Compliance: To comply with applicable laws, regulations, legal processes, and governmental requests
- Security and Fraud Prevention: To detect, prevent, and address fraudulent activity, security breaches, and technical issues
- Business Operations: To administer accounts, process transactions, provide customer support, and conduct internal business operations
5. Information Sharing and Disclosure
5.1 Service Providers and Business Partners
We share your information with Service Providers and business partners for lead generation purposes. This includes CPAs, tax professionals, enrolled agents, financial advisors, and related service providers who may contact you regarding their services. We receive compensation for such information sharing.
5.2 Service Vendors
We engage third-party vendors to perform functions on our behalf, including hosting, data analysis, marketing services, customer service, payment processing, and technical support. These vendors have access to personal information necessary to perform their functions but are contractually obligated to maintain confidentiality.
5.3 Legal Requirements and Protection of Rights
We may disclose your information when required or permitted by law, including:
- In response to subpoenas, court orders, or legal processes
- To comply with regulatory requirements or governmental requests
- To protect the rights, property, or safety of the Company, Users, or the public
- To enforce our Terms of Service or other agreements
- To detect, prevent, or address fraud, security, or technical issues
5.4 Business Transfers
In the event of a merger, acquisition, reorganization, bankruptcy, or sale of assets, your information may be transferred as part of the business transaction. You acknowledge and consent to such transfers, and the acquiring entity may continue to use your information as set forth in this Policy.
6. Consent to Contact and Do Not Call Registry Override
EXPRESS WRITTEN CONSENT: By submitting your information through the Platform, you provide your express written consent to be contacted by the Company, Service Providers, and their respective agents, representatives, and affiliated entities via telephone (including mobile phone), SMS/text messages, email, direct mail, and other means of communication regarding tax services, financial services, and related offers.
Do Not Call Registry Override: You expressly consent to receive marketing and promotional communications even if your telephone number is registered on any federal, state, or internal Do Not Call registry. This consent constitutes an established business relationship exception to telemarketing restrictions and overrides any previous Do Not Call registration.
Automated Communications: You consent to receive automated, pre-recorded, or artificial voice telephone calls and SMS/text messages, including those made through automatic telephone dialing systems, to the telephone number(s) you provide. You understand that consent is not a condition of purchase or use of the Platform.
Contact Frequency: The frequency of communications will vary depending on your interactions with the Platform and Service Providers. Standard message and data rates may apply to SMS/text messages. You may opt-out of certain communications as described in Section 9.
7. California Consumer Privacy Act (CCPA) Rights
If you are a California resident, the California Consumer Privacy Act of 2018, as amended by the California Privacy Rights Act ("CCPA"), provides you with specific rights regarding your personal information.
7.1 Right to Know
You have the right to request disclosure of: (a) categories of personal information collected; (b) categories of sources from which information is collected; (c) business or commercial purpose for collection; (d) categories of third parties with whom information is shared; and (e) specific pieces of personal information collected about you.
7.2 Right to Delete
You have the right to request deletion of personal information collected or maintained by us, subject to certain exceptions under applicable law, including legal compliance obligations and legitimate business purposes.
7.3 Right to Opt-Out of Sale or Sharing
California residents have the right to opt-out of the "sale" or "sharing" of personal information as defined under the CCPA. While we believe our lead generation activities constitute referrals rather than sales, we respect your right to opt-out. To exercise this right, contact us at help@taxcentra.com with "CCPA Opt-Out Request" in the subject line.
7.4 Right to Correct
You have the right to request correction of inaccurate personal information maintained about you.
7.5 Right to Limit Use of Sensitive Personal Information
You have the right to limit the use and disclosure of sensitive personal information to purposes authorized by law.
7.6 Non-Discrimination
You have the right not to receive discriminatory treatment for exercising your CCPA rights. However, we may offer different prices, rates, or quality of services if the difference is reasonably related to the value provided by your data.
7.7 Exercising Your Rights
To exercise your CCPA rights, submit a verifiable request to help@taxcentra.com or mail us at 166 Broadway, Amityville, NY 11701. We will verify your identity before processing your request and respond within the timeframes required by law.
8. Data Security
We implement commercially reasonable administrative, technical, and physical security measures designed to protect your information from unauthorized access, disclosure, alteration, and destruction. These measures include encryption, secure socket layer technology, firewalls, access controls, and regular security assessments.
However, no method of transmission over the Internet or electronic storage is completely secure. We cannot guarantee absolute security of your information. You acknowledge and accept the inherent security risks of providing information online and will not hold us liable for any breach of security unless such breach results from our gross negligence or willful misconduct.
9. Your Choices and Opt-Out Rights
9.1 Marketing Communications
You may opt-out of receiving promotional emails by following the unsubscribe instructions in those emails or contacting us at help@taxcentra.com. To opt-out of SMS/text messages, reply "STOP" to any message. Please note that opt-out requests may take up to 10 business days to process.
Even if you opt-out of promotional communications, we may still send you transactional or relationship messages, including service announcements, administrative notices, and legally required communications.
9.2 Cookies and Tracking Technologies
You can configure your browser to reject cookies or alert you when cookies are being sent. However, some Platform features may not function properly without cookies. You may also opt-out of certain third-party tracking by visiting industry opt-out pages such as the Network Advertising Initiative opt-out page or the Digital Advertising Alliance opt-out page.
10. Cookies and Tracking Technologies
The Platform uses cookies, web beacons, pixel tags, local storage objects, and similar technologies to collect information about your usage patterns, preferences, and interactions. These technologies enable us to recognize you, remember your preferences, track user behavior, serve targeted advertisements, and improve Platform functionality.
We use both session cookies (which expire when you close your browser) and persistent cookies (which remain on your device until deleted or expired). Third-party service providers, including analytics providers and advertising networks, may also use cookies and tracking technologies on the Platform.
Types of cookies used include: (a) strictly necessary cookies for Platform operation; (b) performance cookies for analytics; (c) functionality cookies for personalization; and (d) targeting/advertising cookies for relevant marketing.
11. Data Retention
We retain your information for as long as necessary to fulfill the purposes outlined in this Policy, comply with legal obligations, resolve disputes, enforce agreements, and maintain business records. Retention periods vary based on the type of information and business necessity. After the retention period expires, we will delete or anonymize your information in accordance with applicable law, unless longer retention is required or permitted by law.
12. Children's Privacy
The Platform is not directed to individuals under the age of eighteen (18). We do not knowingly collect personal information from minors. If we become aware that a minor has provided personal information without parental consent, we will take steps to delete such information. If you believe a minor has provided information to us, contact us immediately at help@taxcentra.com.
13. Third-Party Links and Services
The Platform may contain links to third-party websites, applications, or services not operated or controlled by us. This Policy does not apply to such third-party platforms. We are not responsible for the privacy practices or content of third parties. We encourage you to review the privacy policies of any third-party sites you visit.
14. International Users and Data Transfers
The Platform is operated in the United States. If you access the Platform from outside the United States, your information will be transferred to, stored, and processed in the United States, where data protection laws may differ from those in your jurisdiction. By using the Platform, you consent to the transfer of your information to the United States and acknowledge that U.S. law will govern the collection, use, and disclosure of your information.
15. Changes to This Privacy Policy
We reserve the right to modify, amend, or update this Policy at any time in our sole discretion. Material changes will be effective immediately upon posting the updated Policy on the Platform with a revised "Last Updated" date. Your continued use of the Platform after such changes constitutes acceptance of the modified Policy. We encourage you to review this Policy periodically.
16. Contact Information
For questions, concerns, or requests regarding this Privacy Policy or our privacy practices, contact us at:
Why Not Me LLC dba iSocialBusiness
Operating as: Taxcentra
166 Broadway
Amityville, NY 11701
Email: help@taxcentra.com
By using the Taxcentra platform, you acknowledge that you have read, understood, and agree to be bound by this Privacy Policy. If you do not agree with this Policy, you must immediately discontinue use of the Platform.
