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Privacy Policy

Effective Date: November 10, 2025
Last Updated: November 10, 2025

Tax Strategies USA (“we,” “our,” or “us”) is committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, share, and safeguard information about you when you visit our website, contact us, or use our services — including compliance with applicable U.S. privacy laws and advertising regulations.

1. Information We Collect

A. Information You Provide

  • Personal Identifiers: Your name, email address, phone number, and mailing address.
  • Financial Information: Tax documents, income details, identification numbers, and other financial records required for tax or financial services.
  • Professional Details: Business name, employer information, or relevant entity data.
  • Communications: Messages, inquiries, or consultation notes sent via email or our website.

B. Information Automatically Collected

  • Device and Usage Data: IP address, browser type, operating system, and activity on our website.
  • Cookies & Analytics: We use cookies, pixels, and analytics tools to improve performance, track traffic sources, and understand how visitors interact with our website.

2. How We Use Your Information

  • To provide and manage our tax and financial services
  • To communicate with you about your inquiries or appointments
  • To process payments and maintain accurate client records
  • To comply with tax, legal, and regulatory obligations
  • To improve website functionality and user experience
  • To conduct marketing, remarketing, and advertising campaigns (where permitted)
  • To detect, prevent, and investigate fraud or unauthorized access

3. Advertising and Tracking Technologies

We use industry-standard tools such as Google Ads and Meta (Facebook and Instagram) Pixel to better understand our audience and improve our marketing efforts. These tools may collect data about your interactions with our website, such as pages visited, time spent on site, conversions, and general location.

How We Use This Data

  • To measure the effectiveness of advertising campaigns
  • To display personalized ads to users who have previously visited our site
  • To build lookalike audiences for advertising purposes

Your Choices

You can opt out of personalized advertising at any time by:

We do not link advertising data to your personal financial information.

4. How We Share Information

We do not sell personal information. We may share data only as follows:

  • Service Providers: With trusted vendors who help us operate our business (e.g., IT providers, accountants, hosting services, analytics platforms).
  • Legal Obligations: To comply with tax laws, legal requests, or regulatory requirements.
  • Business Transfers: In the event of a merger, sale, or restructuring of our company.

All third parties are required to keep your information secure and confidential.

5. Your Privacy Rights

Depending on your state of residence, you may have the following rights:

  • Access: Request a copy of your personal information.
  • Correction: Request corrections to inaccurate or incomplete data.
  • Deletion: Request that we delete your personal information, subject to legal requirements.
  • Opt Out: Request that your information not be sold or shared for targeted advertising.
  • Portability: Obtain your data in a portable format.
  • Limit Use of Sensitive Information: Restrict use of financial or tax-related data to essential business purposes.

To exercise these rights, email us at purvi@taxstrategiesusa.com with the subject line “Privacy Request.” We will verify your identity before fulfilling requests and respond within the timeframes required by law.

6. Data Retention

We retain information only as long as necessary to:

  • Fulfill our services and maintain tax records
  • Meet legal or regulatory obligations
  • Resolve disputes and enforce agreements

When no longer needed, data is securely deleted or anonymized.

7. Data Security

We maintain administrative, technical, and physical safeguards to protect your personal information. However, no system can guarantee absolute security. Please use discretion when sending sensitive information online.

8. Cookies and Analytics

Our site uses cookies to:

  • Analyze site performance
  • Remember user preferences
  • Support advertising campaigns

You can disable cookies through your browser, but some features may not function properly.

9. Do Not Track (DNT) Signals

Our website does not currently respond to DNT browser signals. However, users in California, Colorado, Connecticut, and Virginia may exercise opt-out rights through recognized preference signals as required by law.

10. Children’s Privacy

Our services are intended for adults. We do not knowingly collect information from individuals under 18 years of age.

11. Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in law or business operations. Any updates will appear on this page with an updated effective date.

12. Contact Us

If you have any questions about this Privacy Policy or your personal information, please contact:

Tax Strategies USA
Email: purvi@taxstrategiesusa.com
[Optional: Business Address Here]

By using this website, you consent to the collection and use of information as described in this Privacy Policy.