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[ PRIVACY & SECURITY ]Confidentiality Standards

Privacy Policy & Data Minimization Standard

Effective Date: October 2026

At Midland Tax Resolution ("we," "us," or "our"), safeguarding your personal and financial confidentiality is fundamental to our professional practice. We operate under stringent data minimization protocols and adhere strictly to professional controversy standards, including Internal Revenue Code (IRC) § 7216 and Treasury Department Circular No. 230 (31 C.F.R. Part 10). This Privacy Policy details the types of information we collect, how it is handled, and how your privacy is protected.

1. Our Core Privacy Commitment: Zero Data Sales

ZERO MONETIZATION PLEDGE: We never sell, rent, license, trade, or distribute your personal information, telephone numbers, or financial parameters to third-party marketing companies, lead brokers, or automated robo-dialers. Your data is used exclusively to evaluate your case and connect you with qualified, licensed CPAs and Enrolled Agents.

2. Strict Data Minimization on the Web Layer

To prevent unnecessary data exposure, we enforce strict data minimization across our public website (https://midlandtaxresolution.top):

  • No Sensitive Identifiers: We never request or collect Social Security numbers (SSNs), Individual Taxpayer Identification Numbers (ITINs), dates of birth, driver's license numbers, or bank account credentials on our public web forms.
  • Initial Inquiry Information: Our contact forms collect only basic contact parameters necessary to initiate telephone intake: full name, telephone number, email address, estimated tax liability tier, and primary notice type received.
  • Post-Engagement Portal Transmission: Sensitive financial records, IRS account transcripts, and tax returns are gathered only after an engagement is established, transmitted exclusively through secure, encrypted client document portals.

3. Professional Confidentiality & IRC § 7216 Protection

Under 26 U.S.C. § 7216, tax return preparers and representation specialists are subject to criminal statutory penalties for unauthorized disclosure or use of tax return information. All confidential tax documentation and financial statements shared with our licensed CPAs and Enrolled Agents are protected by professional standards of confidentiality and federal privilege under 26 U.S.C. § 7525 to the extent provided by law.

4. Inbound Telephony & Call Communications

When you dial our inbound intake telephone line at (432) 262-9054, telephone calls may be monitored, recorded, or logged for quality verification, representative intake coordination, and factual case documentation. Call records are retained within secure administrative infrastructure and are accessible solely by authorized personnel involved in case evaluation and representation matching.

5. Technical Data & Analytics

When you browse our Site, our static edge network (Cloudflare Pages) automatically logs standard technical metadata, including your IP address, browser type, operating system, referring URL, and page timestamps. We deploy privacy-focused measurement tools (Google Tag Manager and Google Analytics 4) operating under Consent Mode v2 to evaluate aggregate website traffic patterns and improve technical performance. We do not use third-party behavioral retargeting or tracking pixels.

6. Data Retention & Deletion Rights

We retain basic inquiry information only as long as necessary to facilitate your consultation or comply with statutory record-keeping mandates. Taxpayers may request the deletion of their initial contact records from our active intake database at any time by contacting us by telephone or submitting a formal request through our contact page.

In situations where a taxpayer executes a formal Power of Attorney (Form 2848) and enters an active representation agreement with a licensed CPA or Enrolled Agent, engagement files, transcripts, and correspondence are retained for a minimum statutory period of seven (7) years in accordance with AICPA professional guidelines, Texas State Board of Public Accountancy rules, and IRS administrative accountability standards. Following the expiration of the statutory retention period, all digital records are cryptographically erased and physical media is cross-cut shredded.

7. Federal Safeguards: GLBA and FTC Standards

As providers of specialized financial controversy analysis, we maintain comprehensive administrative, technical, and physical safeguards in accordance with the Gramm-Leach-Bliley Act (GLBA) and the FTC Safeguards Rule (16 C.F.R. Part 314). All digital communications are encrypted in transit using Transport Layer Security (TLS 1.3), and document repositories utilize AES-256 bit encryption at rest. Physical files generated during administrative hearings are maintained in access-controlled environments with strict role-based authorization.

8. Authorized Practitioner Privilege Under 26 U.S.C. § 7525

Taxpayers consulting with authorized Circular 230 practitioners (licensed CPAs and Enrolled Agents) receive statutory confidentiality protections under 26 U.S.C. § 7525. This federal statute extends common law confidentiality protections to tax advice communicated between a taxpayer and an authorized practitioner in non-criminal tax matters before the Internal Revenue Service and non-criminal tax proceedings in federal court. However, taxpayers should note that this statutory privilege does not apply to criminal tax investigations, state administrative inquiries outside federal jurisdiction, or corporate tax shelter promotions.

9. Texas Identity Theft Enforcement and Protection Act Compliance

In compliance with Texas Business and Commerce Code Chapter 521 (the Texas Identity Theft Enforcement and Protection Act), Midland Tax Resolution implements rigorous procedural firewalls to safeguard sensitive personal information belonging to Midland and Permian Basin residents. In the highly improbable event of a system breach involving personal identifying data, we adhere to statutory notification mandates, providing timely written notice to affected individuals and the Texas Office of the Attorney General within required statutory deadlines.

10. Contact Our Privacy Administrator

If you have questions, concerns, or requests regarding this Privacy Policy or our data protection protocols, please direct your inquiry to our administration:

Midland Tax Resolution — Privacy Administrator
Midland County, Texas 79701
Telephone: (432) 262-9054
Online Notice: https://midlandtaxresolution.top/privacy/