Privacy Policy

This Privacy Policy explains how IRSMedic | Parent & Parent LLP ("IRSMedic," "we," "us") collects, uses, and protects information when you visit irsmedic.com, read our blog, fill out a form or survey, text or call us, or otherwise interact with us online. It does not govern information you give us after we are engaged as your attorneys — that is protected by our professional duties of confidentiality and your engagement agreement.

1. Information we collect

Information you give us. When you complete an intake survey, contact form, guest application, referral form, sign-up form, or book a consultation, we collect what you enter — typically your name, email, phone number, country and time zone, and a description of your tax situation (for example, IRS notices, filing history, foreign assets, or business details).

Information collected automatically. Like most websites, ours automatically receives technical data such as IP address, browser and device type, pages viewed, referring page, and approximate location. We and our website and CRM provider use cookies and similar technologies to operate the site, remember preferences, and understand how the site is used. We do not use advertising tracking pixels such as the Meta (Facebook) Pixel.

Communications. If you email, call, or text us, or reply to our messages, we keep a record of those communications.

2. How we use information

• To respond to your inquiry, evaluate whether we can help, check for conflicts of interest, and schedule consultations
• To send appointment confirmations, reminders, and follow-up by email, phone, or text message
• To send newsletters, event notices, and educational content you have signed up for (you can unsubscribe at any time)
• To operate, secure, and improve our website and services
• To comply with legal and professional obligations

We do not sell your personal information.

3. Text messages (SMS)

If you provide a mobile number and agree to receive texts, we may send appointment, scheduling, and case-related messages, and — only if you separately opt in — informational or marketing messages. Message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time or HELP for help. Consent to receive texts is not a condition of hiring us.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent are not shared with any third party, except service providers that deliver messages on our behalf.

4. How we share information

We share information only as needed to run our practice:

• Service providers that host our website, CRM, scheduling, email, text messaging, payments, client portal, and member community, under obligations to protect it
• Professionals working on your matter (for example, co-counsel or CPAs on our team) once you engage us, as permitted by our professional rules
• Legal requirements — when required by law, subpoena, or court order, or to protect rights and safety

We do not share your information with third parties for their own marketing.

5. Confidentiality and the attorney-client relationship

Submitting information through this website does not create an attorney-client relationship, and information you send before we agree to represent you may not be privileged. We nonetheless treat intake information confidentially. Please don't send highly sensitive documents (such as full Social Security numbers or bank account numbers) through general web forms; we will provide a secure method once engaged.

6. Data security and retention

We use reasonable administrative, technical, and physical safeguards. No internet transmission is completely secure. We keep information as long as needed for the purposes above and to meet legal, ethical, and record-keeping obligations.

7. Your choices

• Unsubscribe from emails using the link in any message
• Reply STOP to any text to stop texts
• Ask us to access, correct, or delete your personal information by contacting us (subject to our legal and professional obligations to retain certain records)
• Adjust your browser to refuse or delete cookies

8. International visitors

We serve clients worldwide. Our systems are based in the United States, and information you submit is processed in the United States.

9. Children

This site is not directed to children under 13, and we do not knowingly collect their information.

10. Third-party links and embeds

Our site links to and embeds content from others (for example, YouTube videos, our client portal, and our member community). Their own privacy policies govern those services.

11. Changes

We may update this policy. The effective date above shows when it last changed.

12. Contact us

IRSMedic | Parent & Parent LLP
144 South Main Street, Wallingford, CT 06492
[email protected] · (203) 269-6699