At Fax Legal, protecting your privacy and personal information is important to us. Because our services may involve immigration documents, tax records, identification documents, financial information, and notarized documents, we understand the importance of handling customer information carefully and confidentially.

This Privacy Policy explains how Fax Legal (“Fax Legal,” “we,” “us,” or “our”) may collect, use, disclose, store, and protect information when you visit our website, contact us, schedule an appointment, submit documents, make a payment, or use our services.

By using our website or services, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

The information we collect depends on how you interact with Fax Legal and which services you request.

We may collect information such as:

Full name
Mailing or residential address
Telephone number
Email address
Date of birth
Appointment information
Information submitted through our website
Communications with our business
Transaction and payment information
Documents submitted for requested services
Other information you voluntarily provide

Because of the nature of our services, documents provided by customers may contain additional personal information.

2. Immigration Document Information

Customers requesting immigration document preparation services may provide documents containing information such as:

Full legal name
Date and place of birth
Current and previous addresses
Passport information
Immigration-related information
Employment history
Family information
Marriage information
Information concerning children or dependents
Identification documents
Travel information
Customer-provided statements
Other information contained in supporting records

Fax Legal uses this information to provide the clerical and administrative document preparation services requested by the customer.

We encourage customers to provide only information reasonably necessary for the requested service.

3. Income Tax Information

Customers using our Income Tax Preparation Services may provide sensitive personal and financial information, including:

Social Security numbers or other taxpayer identification numbers
W-2 information
1099 information
Income information
Employment information
Self-employment income and expense information
Dependent information
Prior-year tax returns
Bank information when relevant to authorized refund or payment instructions
Tax notices
Other information necessary to prepare a tax return

Tax-return information is used for tax preparation and related authorized purposes and is handled subject to applicable privacy, confidentiality, disclosure, and use requirements.

Fax Legal does not sell customer tax-return information.

4. Notary Information

When providing Notary Public services, Fax Legal may review identification and other information reasonably necessary to perform an eligible notarial act.

Depending on the service and applicable requirements, information may include:

Name
Identification information
Document information
Date of notarization
Type of notarial act
Other information required or permitted for the service

Certain information may be maintained when required or permitted by applicable law.

5. How We Use Your Information

Fax Legal may use information to:

Provide requested immigration document preparation services
Prepare eligible income tax returns
Provide eligible Notary Public services
Prepare customer-directed documents
Organize customer documents
Schedule and manage appointments
Communicate with customers
Respond to inquiries
Provide customer support
Process authorized payments
Maintain appropriate business records
Maintain tax and accounting records
Prevent fraud and unauthorized activity
Protect our customers, business, and systems
Improve our website and customer experience
Comply with applicable legal and regulatory requirements

We seek to use personal information only for legitimate business purposes, customer-authorized purposes, and other purposes permitted or required by law.

6. How We Share Information

Fax Legal does not sell or rent customer personal information.

We may share limited information with authorized service providers that help us operate our business or provide requested services.

These providers may include:

Website hosting providers
Secure document-storage providers
Payment processors
Appointment scheduling platforms
Tax preparation software providers
Authorized electronic tax filing providers
Email and communication providers
Information technology and security providers
Accounting or administrative service providers

We seek to provide service providers only the information reasonably necessary for them to perform their functions.

Tax-return information may be subject to additional legal restrictions concerning its disclosure and use. Where customer consent is legally required, we will seek the required authorization before making such a disclosure or use.

7. Legal Disclosures

We may disclose personal information when required or permitted by applicable law, including when reasonably necessary to:

Respond to valid legal process
Comply with a court order or subpoena
Respond to an authorized governmental request
Protect our legal rights
Investigate suspected fraud
Address security incidents
Protect the safety of our customers, employees, business, or others

We do not voluntarily disclose customer information to unrelated parties simply because they request it.

8. Payment Information

If you pay for Fax Legal services electronically, payment information may be processed by an independent payment processor.

Depending on your payment method, the provider may collect:

Name
Billing information
Payment card information
Bank information
Transaction details

When payment information is handled entirely by an independent processor, Fax Legal may not directly receive or store your complete payment card information.

Third-party payment providers maintain their own privacy and security practices.