Privacy Policy

Last updated: February 10, 2026

New Leaf Tax LLC ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at www.newleaftax.com or engage our tax resolution services.

Information We Collect

Information You Provide

When you contact us, submit a form, or become a client, we may collect:

  • Name, email address, phone number
  • Mailing address
  • Tax-related information you share during consultations
  • Financial information necessary for tax resolution services
  • IRS correspondence and tax documents
  • Any other information you voluntarily provide

Information Collected Automatically

When you visit our website, we may automatically collect:

  • IP address and approximate location
  • Browser type and operating system
  • Pages viewed and time spent on our site
  • Referring website or search terms
  • Device information

How We Use Your Information

We use the information we collect to:

  • Provide tax resolution services and communicate with you about your case
  • Respond to your inquiries and schedule consultations
  • Represent you before the IRS and state tax authorities (with your authorization)
  • Improve our website and services
  • Send you information about our services (you can opt out at any time)
  • Comply with legal obligations

Third-Party Services

We use the following third-party services that may collect information:

Cookies

Our website uses cookies and similar technologies to enhance your browsing experience and analyze site traffic. You can control cookie preferences through your browser settings. Disabling cookies may affect some website functionality.

Tax Return Information (IRC Section 7216)

As a tax professional, we are subject to Internal Revenue Code Section 7216, which imposes strict restrictions on the disclosure and use of tax return information. We will not disclose or use your tax return information for any purpose other than providing the tax resolution services you have engaged us for, unless we obtain your prior written consent or disclosure is required by law. Violations of Section 7216 carry criminal penalties, and we take this obligation seriously.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information in accordance with the Gramm-Leach-Bliley Act (GLBA) Safeguards Rule, which applies to tax resolution firms as financial institutions. These safeguards include encrypted communications, secure document storage, access controls, and regular review of our security practices.

Tax-related documents and client communications are handled in accordance with IRS regulations and professional standards for Enrolled Agents. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain client records for the period required by IRS regulations and professional standards, typically a minimum of seven years after the conclusion of services. Non-client inquiry information is retained for up to three years unless you request deletion.

Your Rights

Depending on your location, you may have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your personal information (subject to legal retention requirements)
  • Opt out of marketing communications
  • Request a copy of your data in a portable format

To exercise any of these rights, contact us at joshua@newleaftax.com or call (970) 455-2700.

Do Not Sell My Personal Information

New Leaf Tax does not sell, rent, or trade your personal information to third parties for their marketing purposes. We do not participate in data broker networks or sell consumer data in any form.

Under the California Consumer Privacy Act (CCPA) and similar state privacy laws, you have the right to know whether your personal information is being sold and to opt out of such sales. Since we do not sell personal information, no opt-out action is necessary. However, if you have questions about how your data is handled, please contact us.

We share information with third-party service providers only as described above and solely for the purpose of delivering our services to you.

Notice to Colorado Residents

New Leaf Tax is headquartered in Silverthorne, Colorado. Under the Colorado Privacy Act (CPA), effective July 1, 2023, Colorado residents have the following rights regarding their personal data:

  • Right to Access — You may request confirmation of whether we are processing your personal data and access a copy of that data.
  • Right to Correction — You may request correction of inaccurate personal data.
  • Right to Deletion — You may request deletion of your personal data, subject to legal retention requirements (including IRS record-keeping obligations).
  • Right to Data Portability — You may request a copy of your personal data in a portable, readily usable format.
  • Right to Opt Out — You may opt out of the processing of your personal data for targeted advertising, the sale of personal data, or profiling in furtherance of decisions that produce legal or similarly significant effects. New Leaf Tax does not sell personal data or engage in profiling.

To exercise any of these rights, contact us at joshua@newleaftax.com or call (970) 455-2700. We will respond to verified requests within 45 days. If we decline a request, you may appeal by contacting us, and we will respond to your appeal within 45 days.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately.

Changes to This Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with an updated "Last updated" date. Your continued use of our website after changes are posted constitutes acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy or how we handle your information:

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