Privacy Policy

Last updated: September 28, 2026

Mello Tax Group, LLC, operating as ScorpConvert ("we", "us", "our"), respects your privacy. This Privacy Policy explains what information we collect, why we collect it, how we use and share it, and the choices you have. It applies to information we collect on this website, through our intake forms, and through related communications.

1. Information we collect

Identity and contact information: name, business name, email, phone number.
Tax and business information: Employer Identification Number (EIN), entity type, formation state, ownership details, estimated net income, payroll details, and any documents you upload to prepare your filings.
Payment information: processed by Stripe. We do not see or store your full card number.
Technical information: IP address, browser type and version, device information, referring URLs, pages viewed, and timestamps. Separately from optional third party analytics, our limited first party funnel stores only a random tab-level session token, a broad source category such as organic search or direct, and a broad landing-page group. It does not store the referring URL, search terms, campaign values, a page URL, or contact information in that funnel row.
Cookies and similar technologies: see Section 7.
Optional AI chat: messages and any contact information you choose to provide, together with technical and interaction data processed to operate chat. See Section 9A.

2. Why we collect it

To provide our tax services, including preparing and filing IRS Form 2553 and related state elections.
To communicate with you about your engagement, filings, and account.
To comply with IRS recordkeeping rules and the practitioner standards in Treasury Department Circular 230.
To protect the security and integrity of our systems, prevent fraud, and enforce our Terms of Service.
To improve our website and services.

3. Who we share it with

We do not sell your personal information. We share it only with the service providers and government agencies necessary to deliver our services:

Resend for transactional and notification email.
Supabase for application hosting, database, and file storage.
TaxBandits for IRS e-file transmission of 1099 and related forms.
DocuSign for engagement letters and electronic signatures.
Stripe for payment processing.
Meta Platforms for advertising measurement through the Meta Pixel, but only after you accept marketing cookies. We do not send Meta tax intake details, contact information, payment information, package information, or payment references in Pixel events.
Quo and Sona for connecting, recording, transcribing, and assisting with incoming calls when the verified Taylor phone route is active.
Telnyx for fax transmission of paper-only IRS forms (where required).
The Internal Revenue Service and applicable state tax agencies in the course of filing on your behalf.

Each of these subprocessors is contractually obligated to handle your information confidentially and only for the purposes we direct.

4. How long we keep it

We retain client tax records, working papers, and supporting documents for at least seven (7) years from the end of the tax year to which they relate, consistent with IRS recordkeeping rules and the practitioner standards in Treasury Department Circular 230. We may keep certain records longer if required by law or to defend against legal claims. When the retention period expires, we delete or anonymize the records.

Anonymous first party funnel event rows are scheduled for daily deletion after they reach 13 months. They are not mapped to a name, email address, phone number, account, or client record.

5. Your rights

Depending on where you live, you may have the following rights:

California (CCPA / CPRA)

Right to know what personal information we collect and how we use it.
Right to delete personal information, subject to the seven-year tax retention requirement above.
Right to correct inaccurate personal information.
Right to opt out of the sale or sharing of personal information. We do not sell personal information. Marketing tracking is off by default and loads only after you opt in through the cookie banner.
Right to non-discrimination for exercising these rights.

European Economic Area / United Kingdom (GDPR / UK GDPR)

Right of access to your personal data.
Right to erasure ("right to be forgotten"), subject to legal retention requirements.
Right to data portability in a structured, commonly used, machine-readable format.
Right to restriction of processing and right to object to processing.
Right to lodge a complaint with your local supervisory authority.

To exercise any of these rights, email us at help@scorpconvert.com. We will respond within the timeframe required by applicable law.

6. Security

We use commercially reasonable administrative, technical, and physical safeguards to protect your information, including encrypted transport (TLS), encrypted storage at rest, role-based access controls, and audit logging. No method of transmission or storage is perfectly secure, but we work continuously to maintain a strong security posture.

7. Cookies

We use a small number of cookies and similar browser-storage technologies. Essential storage supports sign-in, security, and saved preferences. The limited first party funnel count described in Section 1 operates separately and is not used for advertising. Its random token disappears from browser storage when the tab closes, while the anonymous server-side event row may remain for up to 13 months as described in Section 4. Google Analytics and marketing cookies are off by default and only load if you opt in via our cookie banner. You can change your choice at any time by clearing your browser storage for this site; the banner will reappear on your next visit.

If you accept marketing cookies, the Meta Pixel may send standard PageView, InitiateCheckout, and Purchase event names along with technical request information normally handled by your browser, such as IP address, device or browser information, and the page URL. We configure these events without custom tax information, contact information, payment information, package information, payment references, or purchase values.

Optional AI chat has its own notice and choice on the separate support page, as described in Section 9A. That choice is separate from analytics and marketing consent.

8. Children

Our services are not directed to children under 18. We do not knowingly collect personal information from children.

9. Incoming phone support

Call us at (855) 419-8846. Some incoming calls may first be answered by Taylor, ScorpConvert's virtual assistant. Taylor identifies itself as AI before providing help. You can ask Taylor to take a message for the firm team. Live transfer is not available in the initial service.

When the verified Taylor phone route is active, Quo and its Sona feature process the call to provide virtual assistance. Sona records and transcribes each Sona handled call after Taylor gives the disclosure and the caller agrees to continue. Quo keeps the recording and transcript under its account settings and terms. ScorpConvert keeps only a generic call status and follow up record, not the audio, transcript, or provider written summary.

Do not share Social Security numbers, EINs, payment card details, passwords, tax documents, or detailed tax return information by phone, chat, or email. Provide requested tax records and identity information only through the firm's authenticated secure document process when specifically requested for your case. Never send passwords, one-time verification codes, recovery codes, or API keys to staff or upload them as documents. Enter a password or verification code only in the legitimate sign-in form for that service. Enter payment card details only in the verified payment checkout form when you choose to make a payment, never as a document upload or support message.

9A. Optional AI chat

Where offered, Fin is AI, not a person. Our separate support page asks you to accept the chat notice before loading Intercom, the provider of Fin and Messenger. You can contact the human team without starting AI chat.

When you start chat, Intercom processes the messages and contact information you provide, along with technical and interaction data needed to operate the service. It uses cookies and browser storage to support chat, associate conversations and help protect the service.

Starting chat does not sign you up for marketing. Closing or resetting chat does not delete conversations or information already received by Intercom. You can manage browser storage in your browser settings and send privacy requests to help@scorpconvert.com. Clearing browser storage does not itself delete server records.

For more about the provider's chat technologies, read the Intercom Product Privacy Notice (opens in a new tab).

10. Changes to this policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date at the top. Material changes will be communicated by email or by a prominent notice on the site.

11. Contact us

Questions, requests, or complaints about this policy can be sent to help@scorpconvert.com.