Privacy Policy, trading as, (referred to as “we”, “our” or “” in this policy) is a privately owned company that provides tax review and filing services.

This privacy policy sets out how uses and protects any information you give when you use this website. is fully committed to ensuring that your privacy is protected.

Should we ask you to provide certain information by which you can be identified when using this website, you can be assured that it will only be used in accordance with this privacy statement.

This privacy policy applies to the processing of all personal data supplied to and obtained by us, in our role as controller of personal data under the General Data Protection Regulation (GDPR). may occasionally amend this policy from time to time by updating this page. You should check this page from time to time to ensure that you are happy with any changes. This policy is effective from 23 February 2020.

What we collect

Personal data means any information relating to you which allows us to identify you, such as your name, contact details and PPS number.

Obtained from you
We may collect the following information from you in order to carry out our service as requested:

  • Contact details such as name, email address, phone number and postal address.
  • All information pertinent to completing a tax return on your behalf, including any financial and personal data required, such as your PPS number, occupation, date of birth and marital status. Additional information may be requested solely for the purposes of providing our service to you as requested.

Obtained from the Revenue Commissioners
In order for us to fully provide our service we will access your Revenue record, through the Revenue Commissioners website, once you have authorised us to do so through our Tax Refund Application Form or Agent Link Notification and once we are registered as your Tax Agent.

How do we collect your Personal Data

Personal data may be given by or requested from an individual through our website, Tax Refund Application Form, email, text message, phone conversation, in person, post, or by social media. Data relating to your Revenue record will be accessed through the Revenue Commissioners website.

What we do with the information we gather

We require this information to understand your needs and provide you with a better service, and in particular for the following reasons:

  • To provide the service you have requested.
  • Internal record keeping.
  • We may use the information to improve our products and services.
  • We may periodically send promotional emails about new products, special offers or other information which we think you may find interesting using the email address which you have provided.
  • From time to time, we may also use your information to contact you for market research purposes. We may contact you by email, phone, fax or mail. We may use the information to customise the website according to your interests.
  • We will never sell your information.


We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect, online or otherwise.

Updating, verifying and deleting personal data

You may inform us of any changes in your Personal Data, and in accordance with our obligations under the EU General Data Protection Regulation ((EU) 2016/679) (“GDPR”), we will update or delete your Personal Data accordingly. Please feel free to contact us, via our website or email in order to:

  • To find out what Personal Data we hold.
  • To request a copy of your personal data.
  • Or to have your Personal Data updated, amended or removed from our records.

Data Retention

Specifically relates to anyone who completes our Tax Refund Application Form.

In order to satisfy the requirements of the Revenue Commissioners, specifically an audit, and to demonstrate all aspects of our contractual obligations with our client have been carried out, we will hold all relevant personal data for a minimum period of 6 years from original receipt. After this point we will seek written confirmation that you are happy for us to continue to hold this data. If we receive written or verbal communication that you would like to continue to use our service this period will be renewed.

How we use cookies

A cookie is a small file which asks permission to be placed on your computer’s hard drive. Once you agree, the file is added and the cookie helps analyse web traffic or lets you know when you visit a particular site. Cookies allow web applications to respond to you as an individual. The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences.

We use traffic log cookies to identify which pages are being used. This helps us analyse data about webpage traffic and improve our website in order to tailor it to customer needs. We only use this information for statistical analysis purposes and then the data is removed from the system.

Overall, cookies help us provide you with a better website, by enabling us to monitor which pages you find useful and which you do not. A cookie in no way gives us access to your computer or any information about you, other than the data you choose to share with us.

You can choose to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. This may prevent you from taking full advantage of the website.

Links to other websites

Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.

We will not sell, distribute or lease your personal information to third parties unless we have your permission or are required by law to do so. We may use your personal information to send you promotional information about third parties which we think you may find interesting if you tell us that you wish this to happen.

If you believe that any information we are holding on you is incorrect or incomplete, please write to or email us as soon as possible, at the above address. We will promptly correct any information found to be incorrect.