Privacy Policy
Last updated: September 7, 2026
The short version
Your tax numbers are processed entirely in your own browser. When you use the free check without an account, nothing you type into the calculator is uploaded to or stored on our servers. We store information only when you explicitly choose to save it.
What we collect, and when
- Free check (no account): nothing. Calculations run on your device. Your inputs may be kept in your own browser's local storage so your results survive a page refresh, that data never leaves your device.
- "Save my results" email capture: if you enter your email to save results and get reminders, we store your email address and the planning goal you selected. Nothing else.
- 2026 Retirement Cliff Sheet opt-in: if you enter an email on /cliff-sheet/, we store that address and the source of the request so we can send the free two-page sheet. If the Beehiiv list is configured, we add the address to the Retirement Wealth list (you can unsubscribe from any email). If a Meta conversion hook is configured, we may also send a hashed Lead event (email hashed before it leaves our server) so ads can measure opt-ins. That hook does not turn ads on by itself.
- Accounts: if you create an account, we store your email address (and, if you sign in with Google or Apple, the basic profile information they share, name and email). Saved households (filing status and MAGI you choose to save) are stored privately in your account. Only you can access them.
- Purchases: payments are processed by Stripe. We never see or store your card number. We store your email, what you purchased, and your subscription status so we can unlock what you paid for.
What we do not do
- We do not sell or rent your information to anyone.
- We do not sell or rent your email to anyone. We do not share tax numbers with advertisers.
- We do not store Social Security numbers, account numbers, or tax documents in the current product.
Service providers we rely on
We use a small number of infrastructure providers to run the service: Supabase (database and sign-in), Stripe (payments), Vercel (website hosting), and Beehiiv (the Retirement Wealth email list, only if you opt in on the Cliff Sheet page). If you opt in on the Cliff Sheet page and a Meta conversion hook is configured, Meta receives a hashed Lead event so opt-ins can be measured. Each provider receives only the information needed to do its job.
Emails
If you save your results or create an account, we may send you the reminders you asked for (for example, year-end deadline reminders or new-tax-rules updates). If you ask for the free two-page Cliff Sheet, Beehiiv may send that email and later Retirement Wealth notes. Every email includes an unsubscribe link, and unsubscribing is immediate.
Your choices
You can use the free check with no account and no email. You can unsubscribe from emails at any time. You can delete saved scenarios from your account at any time, and you can contact us to request deletion of your account and all associated data.
Changes
If this policy changes, we will update this page and the date above. Material changes will be noted prominently.
Contact
Questions about privacy? Contact us.