Privacy Policy

CITO Tax Resolution, LLC

Effective date: October 19, 2026

CITO Tax Resolution, LLC (“CITO,” “we,” “us”) helps people and businesses resolve IRS and state tax problems. You trust us with sensitive financial information, and we take that seriously. This policy explains what we collect, why, who we share it with, and the choices you have.

This policy covers citotax.com, score.citotax.com, our online assessments, our newsletter, and the calls, emails, and text messages we exchange with you.

1. Information we collect

Information you give us

  • Contact details: name, email address, phone number, mailing address.
  • Your answers to our online assessments, including details about your tax situation, IRS notices, and amounts owed.
  • Messages you send through our contact form, by email, or by text.
  • If you become a client: tax returns, IRS notices and transcripts, income and expense records, bank and asset information, Social Security or taxpayer ID numbers, and the other documents needed to resolve your case.

Information collected automatically

  • Device and browser type, IP address, pages viewed, links clicked, and how you arrived at our site.
  • Whether you opened our emails or clicked links in them or in our text messages.

Information from others

  • IRS and state tax records we obtain with your written authorization (for example, IRS Forms 8821 and 2848).
  • Referrals from attorneys, financial professionals, or other partners who send you our way.

2. How we use your information

  • To respond to your questions and schedule consultations.
  • To send your assessment results.
  • To evaluate and resolve your tax matter if you become a client.
  • To send our newsletter and other updates you’ve asked for. You can unsubscribe anytime.
  • To send text messages if you’ve opted in (see Section 6).
  • To measure and improve our website and advertising.
  • To protect our clients, our business, and our systems, and to meet legal requirements.

3. Tax return information (IRC Section 7216)

When we prepare a tax return for you, federal law (Internal Revenue Code Section 7216) limits how we can use or share your tax return information. We use it only to prepare your return and resolve your tax matter. We will not use it for any other purpose, including marketing other services to you, or share it with anyone outside our engagement, without your separate signed consent. You are never required to give that consent to receive our services.

4. Who we share information with

We never sell or rent your personal information. We share it only in these situations:

  • The professionals handling your case. IRS representation is provided by Enrolled Agents, CPAs, and tax attorneys authorized to practice before the IRS who work with CITO, some of whom are independent contractors. They are bound by confidentiality and by IRS Circular 230.
  • Taxing authorities. The IRS and state agencies, as needed to resolve your matter and as you authorize.
  • Service providers. Companies that help us run our business, under contracts that require them to protect your information and use it only for our services. These include our CRM and messaging platform (GoHighLevel), assessment platform (ScoreApp), tax resolution software and secure client portal (PitbullTax), scheduling (Calendly), email delivery (Resend, Instantly), website and database hosting (GoDaddy, Supabase), video hosting (Vimeo), business email and file storage (Google Workspace), and AI-assisted tools used to analyze cases and draft documents (including Anthropic’s Claude).
  • Legal reasons. When required by law, subpoena, or court order, or to protect the rights and safety of our clients, our business, or others.
  • Business transfer. If CITO is sold or merged, your information may transfer to the new owner, who must honor this policy.
  • With your consent. For example, if you ask us to coordinate with your divorce attorney, CPA, or financial advisor.

5. Cookies and advertising tools

We use cookies and similar tools to understand how visitors use our site and to measure our ads. These include the Meta Pixel, the Reddit Pixel, and Google Analytics. These tools may let Meta, Reddit, and Google show you our ads on their platforms and tell us whether an ad led to a visit or a form submission. We do not send your tax details, Social Security number, or financial account information to advertising platforms.

You can block or delete cookies in your browser settings. You can also adjust ad preferences in your Meta, Reddit, and Google account settings. Our site does not currently respond to browser “Do Not Track” signals.

6. Text messages (SMS)

If you give us your mobile number and agree to receive texts, we may send you messages about your assessment, appointments, your case, and helpful tax updates. Message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time. Reply HELP for help, or contact us at info@citotax.com or 214-550-7055. Consent to receive texts is not a condition of any purchase or service.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent will not be shared with any third parties.

7. How we protect your information

We maintain a Written Information Security Plan based on IRS Publication 5708 and the FTC Safeguards Rule. Client documents are exchanged through an encrypted client portal, access is limited to the people who need it, and our systems use multi-factor authentication and encryption. No system is perfectly secure, so please don’t email Social Security numbers or full account numbers. Use the secure portal we give you instead.

8. How long we keep information

We keep client records for as long as needed to complete your matter and as long as professional and legal record-keeping rules require, generally at least seven years after your engagement ends. People who contact us but don’t become clients can ask us to delete their information at any time. Some information may stay in backups for a limited time before it is overwritten.

9. Your choices and rights

  • Email: click “unsubscribe” in any email.
  • Text: reply STOP.
  • Access, correction, or deletion: email info@citotax.com. We’ll confirm your identity and respond within 45 days. We may keep information we’re legally required to keep.
  • Depending on your state of residence, you may have additional privacy rights. Contact us and we’ll honor the rights that apply to you. We won’t treat you differently for using them.

10. Children’s privacy

Our services are for adults. We do not knowingly collect information from anyone under 18. If you believe a minor has given us information, contact us and we’ll delete it.

11. Links to other sites

Our site links to IRS.gov, our assessment and scheduling pages, and other sites. Their privacy practices are their own, so review their policies.

12. Changes to this policy

We may update this policy. When we do, we’ll change the effective date above. If a change is significant, we’ll post a notice on our site or email clients.

13. Contact us

CITO Tax Resolution, LLC

2451 W. Grapevine Mills Circle, Suite 1043

Grapevine, TX 76051

Toll-free: 1-877-CITO-TAX (1-877-248-6829)

Phone: 214-550-7055

Email: info@citotax.com