This Privacy Policy explains how Sunrise Tax Group (“STG,” “we,” “our,” “us”) collects, uses, discloses, and protects your personal information when you visit our website, use our services, or interact with us in any way. By using this website, you consent to the practices described in this policy.

1. Information We Collect

We may collect the following categories of information:

1.1 Personal Information

Information you voluntarily provide when filling out forms or contacting us, including:

• Full name

• Address

• Email address

• Phone number

• Social Security Number (SSN)

• Date of birth

• Tax records and notices

• Financial information (income, assets, liabilities, expenses)

• Any information required for tax representation

1.2 Business Information

If applicable:

• Business name

• EIN

• Tax classification

• Payroll or revenue details

1.3 Website & Technical Information

Automatically collected via cookies and analytics tools:

• IP address

• Browser type

• Device information

• Pages visited

• Time spent on the website

• Referring URLs

2. How We Use Your Information

We use your information for the following purposes:

• To provide professional tax representation and related services

• To review IRS/state transcripts and determine resolution options

• To communicate with you regarding your case

• To process payments and maintain billing records

• To verify your identity

• To comply with federal and state regulations

• To improve website performance and user experience

• For internal analytics and business operations

We do not sell your personal information.

3. How Your Information Is Protected

We implement industry-standard security measures to safeguard your data, including:

• Encrypted storage for digital documents

• Secure transmission protocols (SSL/TLS)

• Access controls and authentication

• Limited staff access to sensitive data

• Secure internal case management systems

Despite our best efforts, no method of transmission or storage is 100% secure.

4. Sharing & Disclosure of Information

We may share your information only when necessary and lawful:

4.1 With Your Authorization

To communicate with:

• IRS or state tax agencies

• Third-party financial institutions

• Payment processors

4.2 With Service Providers

Only when they assist in delivering our services (e.g., software platforms, secure storage providers).

4.3 When Required by Law

We may disclose information:

• Under a court order

• Subpoena

• Legal request from government authorities

• To comply with applicable tax laws or prevent fraud

We never sell or distribute your information for marketing purposes.

5. Cookies & Tracking Technologies

Our website may use:

• Cookies

• Pixels

• Analytics tools (e.g., Google Analytics)

These technologies collect anonymous or aggregated data to improve website performance. You may disable cookies through your browser settings.

6. Your Rights

Depending on your state or jurisdiction, you may have the right to:

• Access personal information we hold about you

• Request corrections

• Request deletion (subject to legal retention requirements)

• Opt out of data sharing not essential to our services

• Restrict use of your information

California Consumer Privacy Act (CCPA) Rights (if applicable):

California residents may request:

• Categories of information collected

• Purposes of collection

• Deletion of personal information

• Opt-out of sale (we do not sell personal data)

Requests may be submitted via our contact email or phone.

7. Data Retention

We keep your information only as long as necessary to:

• Provide services

• Maintain legal compliance

• Complete internal auditing or legal obligations

Tax-related documents may be required to remain on file for up to 7 years.

8. Third-Party Links

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

9. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect information from minors.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Revisions will be posted on this page with an updated “Last Updated” date.

1. TERMS & CONDITIONS

Welcome to the website of Sunrise Tax Group (“STG,” “we,” “our,” “us”). These Terms & Conditions (“Terms”) govern your use of our website and services. By accessing this site, you agree to these Terms.

1. Use of the Website

You may use this website for lawful purposes only. You agree not to:

• Copy, modify, or distribute website content without authorization

• Attempt to disrupt the website’s functionality

• Use automated tools (bots, scrapers) without consent

• Submit false, misleading, or unlawful information

2. Service Descriptions

We provide:

• Tax investigation

• IRS/state transcript analysis

• Forensic financial review

• Tax-resolution strategy recommendations

Descriptions of services are general and may not cover every detail. STG reserves the right to modify services at any time.

3. Quotes & Fees

All pricing displayed on the website is for informational purposes only.
Final fees may vary depending on:

• Case complexity

• Number of tax years involved

• Required representation effort

No work begins until we receive:

1. Signed Service Agreement

2. Initial payment

3. Required authorizations and documents

4. No Guarantees

We cannot guarantee:

• IRS/state acceptance of proposals

• Prevention of garnishments or levies

• Specific tax outcomes

• Exact timeline of agency responses

Results depend on IRS regulations, financial qualifications, and client cooperation.

5. Client Responsibilities

Clients must:

• Provide accurate and complete information

• Send all IRS/state notices received

• Remain compliant with future tax filings

• Make timely payments for services

STG is not responsible for delays caused by incomplete or inaccurate client information.

6. Intellectual Property

All content—text, graphics, logos, documents—is the property of STG and protected by U.S. copyright law. You may not:

• Reproduce

• Sell

• Distribute

• Create derivative works

Without written permission.

7. Limitation of Liability

To the maximum extent permitted by law, STG is not liable for:

• Lost profits

• Consequential damages

• Incidental damages

• Claims arising from your use of the website

Total liability is limited to the amount paid by the client for services.

8. Links to Third-Party Websites

We are not responsible for:

• Content on third-party websites

• Privacy practices of external sites

• Accuracy of third-party information

9. Governing Law

These Terms are governed by the laws of the State of California, without regard to conflict-of-law rules.

10. Changes to Terms

We may update these Terms at any time. Continued use of the website indicates acceptance of the revised Terms.

11. Contact Information

For questions about these Terms:

Sunrise Tax Group
Email: cs@sunrisetaxgroup.com
Phone: (800) 490-9722