Last updated: May 17, 2026. The most recent version of this policy is always available at /privacy/.
What we collect
We collect three categories of information.
- Information you submit through the refund calculator. This includes your name, business email address, optional phone number, business type, business name, tax years affected, and your estimates of penalties and interest paid. We use this information to compute a refund estimate and to contact you about the abatement opportunity.
- Technical information collected automatically. When you visit the site, our hosting provider (Vercel) and analytics tooling collect your IP address, browser user-agent, the page you visited, the referring URL, and standard server log data. We also capture UTM parameters from the URL when you arrive from an advertising campaign.
- Information you provide during representation. If you proceed beyond the calculator into a paid representation engagement, we collect the information necessary to file Form 843 on your behalf — including authorization signatures (Form 8821 / Form 2848), business identifiers (EIN, SSN), and substantiation documents for the abatement request.
How we use it
- To compute and deliver your refund estimate
- To contact you about the abatement engagement, by email or phone
- To prepare and file Form 843 if you become a client
- To respond to inquiries you send by email
- To maintain records required by Treasury Department Circular 230 and applicable tax law
- To improve the site and the calculator's accuracy
Who we share it with
We share information only with the following categories of third parties:
- Hosting and infrastructure providers. Vercel hosts the website. Resend transmits email notifications. Google Apps Script and Google Sheets record lead submissions for internal workflow purposes.
- The Internal Revenue Service. When you become a client, the information you provide for the abatement filing is submitted to the IRS as part of Form 843 and any accompanying authorizations.
- State tax authorities. Only if a parallel state-level abatement is appropriate and you authorize us to pursue it.
- Legal compliance. When required by court order, subpoena, or applicable law.
We do not sell or rent personal information to third parties. We do not share information with advertising networks for targeted marketing.
How long we retain it
Calculator submissions are retained indefinitely for analytics and historical purposes. Engagement records are retained for the period required by Treasury Department Circular 230 and applicable tax law — generally seven years from the close of the engagement. You may request deletion of your information at any time, subject to record-retention obligations.
Your rights
You have the right to:
- Request a copy of the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your information, subject to legal retention requirements
- Withdraw consent for marketing contact at any time
To exercise any of these rights, contact us at covidrefund@masterplanbookkeeping.com. We respond to requests within 30 days.
Cookies and tracking
We use minimal cookies — primarily for session management and basic analytics. We do not use cross-site advertising trackers. UTM parameters in the URL are captured server-side when you submit the calculator and used to attribute the source of the inquiry.
Security
We use industry-standard encryption (TLS) for all data in transit. Lead submissions and client records are stored on infrastructure that meets SOC 2 Type II security standards. No system is invulnerable to compromise; in the event of a data breach affecting your information, we will notify you within the time period required by applicable law.
Changes to this policy
We may update this policy from time to time. Material changes will be posted with a revised "Last updated" date. Continued use of the site after a change constitutes acceptance of the updated policy.
Contact
Questions about this policy or your data: covidrefund@masterplanbookkeeping.com · (214) 945-4793.