FACTS

What does Tax Alpha 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. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

 What?

The types of personal information we collect can include

• Date(s) of birth
• Income and account balances

When you are no longer our customer, we continue to share your information as described in this notice.

 How?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons we choose to share; and whether you can limit this sharing.

Reasons we can share your personal information

Do we share?

Can you limit this sharing?

For our everyday business purposes — such as compiling hypothetical financial calculations.

Yes

No

For our marketing purposes — to offer our products and services to you.

Yes

No

For joint marketing with other financial companies.

No

We don’t share

For our affiliates to market to you.

No

We don't share

For non-affiliates to market to you.

No

We don't share

Questions?  (206) 466-3766

Who We Are

Who is providing this notice?

Tax Alpha Inc.

What We Do

How does Tax Alpha Inc. protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that include computer safeguards and secured files.

How does Tax Alpha Inc. collect my personal information?

We collect personal information, for example, when:

• Your Financial Advisor submits a request to compile hypothetical financial calculations for you

Why can’t I limit all sharing?

Federal law gives you the right to limit only:

• Sharing for affiliates’ everyday business purposes-information about your creditworthiness
• Affiliates from using your information to market to you
• Sharing for non-affiliates to market to you.

State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.

 Definitions

 Affiliates

Companies related by common ownership or control. They can be financial and non-financial companies.

• Tax Alpha Inc. has no affiliates 

 Non-affiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

• We do not share with non-affiliates so they can market to you.

 Joint Marketing

A formal agreement between non-affiliated companies that together market products or services to you.

• We do not share any information with non-affiliated companies for joint-marketing purposes

 Other Important Information

California. We do not share your personal information for joint marketing purposes. California residents have additional rights over personal information that we collect for purposes other than providing financial products and services to you. For an explanation of the rights available to California residents, please see our California Privacy Policy. 

For Nevada residents only. We are providing you this additional notice under state law. You may be placed on our internal Do Not Call List by calling us at (206) 466-3766. Nevada law requires we provide the following contact information: Bureau of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington St., Suite 3900, Las Vegas, NV 89101; Phone number: (702) 486-3132; email: aginfo@ag.nv.gov. Tax Alpha Inc., 1511 3rd Ave Ste 714 Seattle, WA 98101-1683. Tel: (206) 466-3766

North Dakota. We do not share your personal information with non-affiliates for joint marketing purposes.

Vermont. If you are a Vermont resident, we do not share your information for joint marketing purposes.