Privacy Policy

Integrity Tax Defense, a DBA of RDG Tax Advisory LLC (“we,” “our,” or “us”), is committed

to protecting the privacy and confidentiality of your personal and financial information. This

Privacy Policy explains how we collect, use, and safeguard your information when you visit our

website or engage our services.

We may collect personal, financial, and technical information necessary to provide our services

Personal Information

• Name, address, phone number, and email address
• Date of Birth
• Social Security Number (SSN) or Taxpayer Identification Number (TIN)
• Government-issues identification

Financial & Tax Information

• Income and employment details
• Tax returns and supporting documentation
• IRS and state tax account information
• Banking and financial account details

Website & Technical Information

• IP address
• Browser type and device information
• Website usage data (cookies and analytics tools)

We use your information only as necessary to provide professional services and operate our business, including:

• Preparing and filing tax returns
• Representing you before the IRS and state tax authorities
• Communicating with you regarding your case
• Maintaining compliance with legal and regulatory obligations
• Improving our website and client experience

We are bound by strict federal confidentiality laws, including Internal Revenue Code section 7216

We do not use or disclose your tax return information for any purpose other than:

• Providing tax preparation and tax resolution services
•  As required or permitted by law
• With your explicit written consent

We do not sell, rent, or trade your personal information.

We may share your information only when necessary:

• With the Internal Revenue Service (IRS) and state tax authorities as authorized by you
• With trusted third-party service providers (such as secure portals or tax software providers) who are contractually obliged to protect your data
• When required by law, subpoena, or regulatory obligation

We maintain a comprehensive information security program designed to protect your sensitive data in accordance with applicable federal regulations and industry standards, including:

• The Federal Trade Commission (FTC) Safeguards Rule
• Internal Revenue Service (IRS) data security guidelines (including Publication 4557)
• Applicable confidentiality provisions under federal tax law

Our safeguards include administrative, technical, and physical controls to protect against

unauthorized access, use, or disclosure of your information.

While we take data security seriously, no system can be guaranteed to be completely secure.

We retain your information only as long as necessary to:

• Provide services 
• Comply with IRS and regulatory requirements
• Meet legal, accounting, and reporting obligations 

You may request to:

• Access your personal information
• Correct inaccurate information
• Request limitations on certain uses of your data (subject to legal obligations)

Our website may use cookies or similar technologies to:

• Improve user experience
• Analyze website performance
• Enhance functionality

You may adjust your browser settings to disable cookies if preferred.

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.

Our services are not directed to individuals under the age of 18, and we do not knowingly collect

personal information from children.

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.