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WHAT DOES TOTAL TAX FREEDOM DO WITH YOUR PERSONAL INFORMATION?

Overview (Why / What / How)

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing and requires us to tell you how we collect, share, and protect your information.

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 information
  • Income, employment, and tax information
  • Bank account and 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 run their everyday business. Below we list the reasons financial companies can share personal information; the reasons Total Tax Freedom chooses to share; and whether you can limit this sharing.

Reason Does Total Tax Freedom 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 Total Tax Freedom if I have questions?

Call +1 310-905-5343 or visit www.totaltaxfreedom.com.

Who is providing this notice?

Total Tax Freedom.

How does Total Tax Freedom protect my personal information?

We use security measures that comply with federal law, including computer safeguards and secured files/buildings. For more information, contact success@totaltaxfreedom.com or call +1 310-905-5343.

How does Total Tax Freedom collect my personal information?

We collect your personal information, for example, when you:

  • Fill a form, place an order, or subscribe to our newsletter
  • Use a credit/debit card or provide bank account information
  • Provide contact, income, employment, or tax information

Why can’t I limit all sharing?

Federal law gives you the right to limit only: (1) sharing for affiliates’ everyday business purposes—information about your creditworthiness; (2) affiliates using your information to market to you; and (3) sharing for nonaffiliates to market to you. State laws may give additional rights.

What about joint accounts?

Your choices apply to everyone on the account.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies. We do not share your personal information with our affiliates, unless you consent.

Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies. We share with nonaffiliates in the categories of service providers and direct marketing companies.

Joint Marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you. We currently do not share with joint marketing partners.

Additional Information

Collection & Use

We collect personally identifiable information to execute a requested transaction; provide you with a particular service; further enhance your account or customer experience; and/or provide you with promotional offers. We also collect other information, such as IP addresses, internet service providers, referring/exit pages, and clickstream data, which does not identify individual users, to analyze trends and to administer and optimize our site.

Disclosure of Information

We may disclose your personally identifiable information to service providers or others to effect or carry out a requested transaction or as necessary to complete our contractual obligations. These parties may not use personally identifiable information for any other purpose.

We may disclose personally identifiable information to our affiliates for specified purposes with your consent, at your direction, and/or to effect a transaction requested or authorized by you. We also disclose information as required to comply with the law, regulations, governmental requests, judicial proceedings, court orders, or subpoenas; to enforce our legal notices or other agreements; or to protect rights, property, or safety.

Securing Information

Our site uses security technology to protect information you provide through the site when entering personal information. We employ industry standards to protect personal information submitted online and offline.

Cookies & Other Tracking Technologies

We use cookies, log analytics, and similar technologies (e.g., web beacons) to understand usage and improve our website. We do not tie web beacon data to personally identifiable information. You can manage or disable cookies in your browser; some features may not work if disabled.

Do Not Track

We currently do not respond to Do Not Track signals.

Links to Other Sites

Our website may contain links to other sites which are not owned or controlled by us. We are not responsible for the content or privacy practices of such sites.

Changes to This Policy

We may modify this Privacy Policy at our discretion at any time. If material changes are made, we will post those changes here and in other appropriate places on our site.

California Privacy Notice (CCPA/CPRA)

If you are a California resident, you have the following rights (subject to certain exceptions):

  • Right to Know/Access the categories and specific pieces of personal information we collected, used, disclosed, sold, or shared.
  • Right to Delete personal information we collected from you.
  • Right to Correct inaccurate personal information.
  • Right to Opt-Out of Sale or Sharing of personal information for cross-context behavioral advertising.
  • Right to Limit the use and disclosure of sensitive personal information (if applicable).
  • Right to Non-Discrimination for exercising your rights.

How to submit a request: Email: success@totaltaxfreedom.com · Phone: +1 310-905-5343.

We will verify requests, may ask for additional information, and respond within 45 days (we may extend once when reasonably necessary).

Effective Date & Contact

Effective Date

August 29, 2025

Contact Information

Total Tax Freedom

Website: www.totaltaxfreedom.com

Email: success@totaltaxfreedom.com

Phone: +1 310-905-5343

Mailing Address: 30 N Gould St, Ste 2541, Sheridan, WY 82801

This policy is a general template and does not constitute legal advice. Please consult your attorney to confirm compliance with GLBA, state privacy laws (e.g., CCPA/CPRA), and any other applicable regulations for your business.

WHAT DOES TOTAL TAX FREEDOM DO WITH YOUR PERSONAL INFORMATION?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing and requires us to tell you how we collect, share, and protect your information.

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 information
  • Income, employment, and tax information
  • Bank account and 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 run their everyday business. Below we list the reasons financial companies can share personal information; the reasons Total Tax Freedom chooses to share; and whether you can limit this sharing.

Reason Does Total Tax Freedom 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 bureausYesNo
For our marketing purposes – to offer our products and services to youYesNo
For joint marketing with other financial companiesNoNo
For our affiliates’ everyday business purposes – information about your transactions and experiencesNoYes
For our affiliates’ everyday business purposes – information about your creditworthinessNoYes
For nonaffiliates to market to youNoYes

Questions & Answers

How do I contact Total Tax Freedom if I have questions?

Call +1 310-905-5343 or visit www.totaltaxfreedom.com.

Who is providing this notice?

Total Tax Freedom.

How does Total Tax Freedom protect my personal information?

We use security measures that comply with federal law, including computer safeguards and secured files/buildings. Contact success@totaltaxfreedom.com or call +1 310-905-5343 for more info.

How does Total Tax Freedom collect my personal information?

We collect your personal information, for example, when you:

  • Fill a form, place an order, or subscribe to our newsletter
  • Use a credit/debit card or provide bank account information
  • Provide contact, income, employment, or tax information

Why can’t I limit all sharing?

Federal law gives you the right to limit only: (1) sharing for affiliates’ everyday business purposes—info about your creditworthiness, (2) affiliates using your info to market to you, and (3) sharing for nonaffiliates to market to you. State laws may give additional rights.

What about joint accounts?

Your choices apply to everyone on the account.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies. We do not share your personal information with our affiliates, unless you consent.

Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies. We share with nonaffiliates in the categories of service providers and direct marketing companies.

Joint Marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you. We currently do not share with joint marketing partners.

Additional Information

Collection & Use

We collect personally identifiable information to execute your requests; provide services; improve the experience; and/or send promotional offers. We also collect non-identifying data (e.g., IP, ISP, referring/exit pages, clickstream) to analyze trends and optimize our site.

Disclosure of Information

We may disclose personally identifiable information to service providers or others to complete transactions or contractual obligations. These parties may not use the information for other purposes. We may disclose information to affiliates for specified purposes with your consent or at your direction. We also disclose as required to comply with laws, proceedings, or to protect rights and safety.

Securing Information

We use security technology and industry standards to protect information submitted online and offline.

Cookies & Tracking

We use cookies and analytics (e.g., Google Analytics). You can manage/disable cookies via your browser; some site features may not function if disabled.

Do Not Track

We do not respond to Do Not Track signals.

Links to Other Sites

We are not responsible for the content or privacy practices of other sites.

Changes to This Policy

We may modify this policy at any time. If material changes occur, we will post them here.

California Privacy Notice (CCPA/CPRA)

California residents have these rights (subject to exceptions):

  • Right to Know/Access categories and specific pieces of personal information collected, used, disclosed, sold, or shared.
  • Right to Delete personal information collected from you.
  • Right to Correct inaccurate personal information.
  • Right to Opt-Out of Sale/Sharing for cross-context behavioral advertising.
  • Right to Limit use/disclosure of sensitive personal information (if applicable).
  • Right to Non-Discrimination for exercising rights.

Submit a request: Web: totaltaxfreedom.com/privacy-request · Email: success@totaltaxfreedom.com · Phone: +1 310-905-5343.

Opt-out links: Do Not Sell/Share · Limit Sensitive PI.

We verify requests, may ask for additional info, and respond within 45 days (may extend once).

Effective Date

August 29, 2025

Contact

Total Tax Freedom
Website: www.totaltaxfreedom.com
Email: success@totaltaxfreedom.com
Phone: +1 310-905-5343
Mailing Address: 30 N Gould St, Ste 2541, Sheridan, WY 82801

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