POLICY REPOSITORY & DIRECTORY

All Governing Documents

Access verified legal standards, software licenses, and service level mandates structured across Data Privacy, Software Terms, and Service Bureau Operations.

DATA PRIVACY

Master Privacy Policy

Comprehensive guidelines defining consumer data intake, GLBA retention schedules, cross-jurisdiction transmission boundaries, and strict non-disclosure protections.

DATA PRIVACY

Security & Encryption Standard

Technical documentation on TLS 1.3 in-transit encryption, AES-256 rest cryptography, continuous audit procedures, and hardware security module configurations.

SOFTWARE TERMS

Platform Terms of Use

Enforceable covenants directing authorized portal navigation, MFA credential hygiene, operational uptime SLAs, API rate boundaries, and prohibited activity enforcement.

SOFTWARE TERMS

End User License (EULA)

Software licensing criteria governing cloud instances and local workstation deployment, seat allocations, version integrity, and intellectual property limits.

SERVICE BUREAU OPERATIONS

ERO Terms & IRS Mandates

Electronic Return Originator operational compliance, IRS Pub 1345 transmission duties, EFIN maintenance rules, and multi-office transmitter accountabilities.

SERVICE BUREAU OPERATIONS

Billing & Fee Governance

Commercial terms regulating bank product fee processing, recurring SaaS license billing terms, transmission volume tiers, and disputed charge settlement policies.

FEDERAL & INSTITUTIONAL STANDARDS

Regulatory Compliance Statement

TaxLogistics maintains institutional adherence to federal regulatory frameworks governing financial data governance, electronic tax filing security, and sensitive taxpayer confidentiality.

  • IRS Publication 4557 Compliance: Comprehensive data security plan enforcing mandatory multi-factor authentication, perimeter firewalls, and strict access controls for taxpayer records.

  • FTC Safeguards Rule (16 CFR Part 314): Formalized administrative, physical, and technical safeguard architecture tailored for financial institutions and authorized tax preparers.

  • Gramm-Leach-Bliley Act (GLBA): Stringent customer information confidentiality standards prohibiting unauthorized transmission or secondary disclosure of non-public personal information.

IRS Electronic Filing Identification (EFIN) Notice

TaxLogistics operates in verified compliance with IRS Revenue Procedure 2007-40 guidelines for Authorized IRS e-file Providers. Transmission of tax return forms and financial declarations occurs exclusively over dedicated 256-bit TLS encrypted channels verified directly against IRS gateway specifications.

OFFICIAL DIRECTORY & FRAUD PREVENTION

Compliance Office Contact

Direct legal liaison and verified communication channels for our Georgia regulatory headquarters. Verify all official requests through authenticated protocol.

Official Registry Details

LEGAL ENTITY NAME

TaxLogistics LLC

PHYSICAL HEADQUARTERS

Statesboro, GA 30458

COMPLIANCE DESK & VERIFICATION LINE

Phone: +1 (912) 333-3821 (Mon - Fri, 8:00 AM - 5:00 PM ET)
Email: [email protected]

STANDARD RESPONSE TIME

Official written review delivered within 24 to 48 business hours via secure encrypted portal.

Fraud Defense: What We Never Ask

Phishing warning: TaxLogistics compliance agents follow strict non-disclosure protocols. Under no circumstances will our Georgia office ever request the following via email, SMS, or unsolicited phone calls:

  • Client portal master passwords, PINs, or 2FA one-time verification codes
  • Unredacted Social Security Numbers or corporate EINs via standard unencrypted email
  • Immediate wire transfers, cryptocurrency deposits, or gift cards to personal accounts
  • Remote desktop installations (such as AnyDesk or TeamViewer) to access banking portals
  • Unverified emergency tax penalties requiring instant wire settlement outside official IRS/state portals

Notice: Legitimate messages originate strictly from DKIM/DMARC authenticated @taxlogistics.org servers. If an inquiry appears dubious, do not click links or provide credentials.

LEGAL & REGULATORY TRANSPARENCY

Additional Legal Disclosures

Statutory boundaries, service bureau qualifications, administrative fee allocations, and telecommunications protocols governing the TaxLogistics infrastructure.

ENTITY STATUS & INDEPENDENT STANDING

TaxLogistics Inc. operates as a private commercial technology and service bureau enterprise. The corporation is neither affiliated with nor endorsed by the Internal Revenue Service, the U.S. Department of the Treasury, or any municipal revenue agency. Use of the platform does not constitute the formation of an attorney-client or direct fiduciary advisory relationship.

STATUTORY CODE: SEC-TX-CORP-401 • INDEPENDENT SERVICE BUREAU

BUSINESS FORMATION & STATUTORY FEES

Entity registration charges, state publication surcharges, and franchise filing fees remitted during onboarding represent direct pass-through payments to state Departments of State. Commercial platform subscription fees cover digital workflow automation, electronic signature routing, and compliance archiving systems distinctly from government fees.

REGULATORY NOTICE: TITLE-15 DISCLOSURE • DIRECT PASS-THROUGH

SERVICE BUREAU LICENSING & EFIN RULES

Individual electronic filing credentials (EFIN) and Preparer Tax Identification Numbers (PTIN) remain the strictly regulated property of individual practitioner accounts. Software sublicensing provided through our secure gateway operates in strict accordance with IRS Publication 3112 and Publication 1345 guidelines for authorized transmission providers.

COMPLIANCE STANDARD: IRS PUB-3112 / PUB-1345 VERIFIED

CRM & TELECOMMUNICATIONS COMPLIANCE

All integrated telecommunications, notifications, and automated transmission queues operate under strict TCPA (47 U.S.C. § 227) and carrier A2P 10DLC registration standards. Prior express written consent is mandatory before conversational dispatch. Automated systems immediately record and honor STOP and OPTOUT directives.

CARRIER STANDARD: 10DLC REGISTERED • 47 U.S.C. § 227 AUDITED

TaxLogistics LLC   Statesboro, GA 30458

(912) 333-3821  ·  [email protected]  ·  Mon–Fri 8AM–5PM ET

Fraud Prevention & ERO Security

Protecting your EFIN and your ERO practice is at the core of everything we do at TaxLogistics. Review our Anti-Fraud Policy to learn how we shield ERO partners against identity theft, phishing schemes, and EFIN fraud, and what to do if you spot a threat.

Review Anti-Fraud Policy

© 2026 TaxLogistics LLC · All Rights Reserved · Licensed Tax Software Service Bureau · Statesboro, GA