Privacy Policy

1. Who we are and what this policy covers

This website is operated by [Legal entity name: pending confirmation], doing business as Tax Advisors United ("we", "us"). Business address: [Business address: pending confirmation]. Privacy contact: [Privacy request contact: pending confirmation].

This policy covers information collected through this website, including the consultation form, the privacy request form and standard technical logs. It does not cover information you later provide to us as a client under a separate engagement. Client tax records are handled under that engagement and the confidentiality and recordkeeping rules that apply to the services provided. Submitting an initial consultation request is not the same as becoming a client.

2. Information you provide

• Consultation form: full name, email address, phone number, state, estimated tax balance range, main concern and an optional short message.
• Optional marketing email choice, recorded separately from your consultation request.
• Privacy requests: name, email address, request type and optional details.

Our forms are not designed to collect Social Security numbers, dates of birth, bank details, account credentials, tax returns or other tax documents, and we ask you not to submit them. If you include such information in a message anyway, tell us so it can be removed.

3. Information collected automatically

Our hosting infrastructure receives standard technical information such as IP address, browser type, requested pages and timestamps. When you submit a form, we store a one-way hashed version of your IP address to limit repeated or abusive submissions. We also store your cookie preference in your browser. Optional analytics and advertising tools are not enabled at the time of this draft.

4. Sources of information

We collect information directly from you and from your browser or device when you use the site. We do not currently buy contact lists or combine your submission with outside data sources.

5. How we use information

• To respond to your consultation request and follow up about your situation.
• To handle privacy requests and keep records of preferences and consents.
• To protect the site against spam, abuse and security incidents.
• To send educational emails only if you opted in separately, and only until you unsubscribe.
• To meet legal, accounting and recordkeeping obligations.

6. Service providers and other recipients

We share information with categories of providers that help operate the site and handle inquiries: website hosting and database infrastructure, and email delivery used to forward form submissions to our team. These providers may process data only to provide services to us. The specific vendor list is [Vendor list to be confirmed before launch: pending confirmation]. We may also disclose information if required by law, to protect rights and safety, or in connection with a business transfer.

7. Analytics, advertising, sale and sharing

As of this draft, no analytics, advertising pixels, session replay or marketing tags are enabled, and we do not sell personal information or share it for cross-context behavioral advertising. If that changes, this policy, the cookie controls and the Privacy Choices page will be updated before the tools are turned on, and optional tools will load only if you allow them.

8. Cookies and similar technologies

See our Cookie Policy. You can change your choices at any time using Cookie Settings in the footer or on the Privacy Choices page.

9. Global Privacy Control

If your browser sends a Global Privacy Control signal, we treat it as a request to opt out of sale and sharing, and optional advertising and marketing categories remain off on that browser.

10. Retention

We keep consultation inquiries only as long as needed to respond, manage follow-up and meet legal and recordkeeping needs. The specific retention schedule is [Retention period to be set by the business: pending confirmation]. Information about clients is kept under the client engagement and applicable professional and legal requirements.

11. Security

We use reasonable administrative and technical safeguards, including encrypted connections, access controls and limited data collection. No website or system is perfectly secure, so we cannot guarantee absolute security. Ordinary email is not a secure portal, so please do not send sensitive financial information by email or through our forms.

12. Your privacy rights

Depending on where you live, you may have rights to know what personal information we collect, access it, correct it, delete it, and opt out of sale or sharing. Where applicable, California residents may also request limits on certain uses of sensitive personal information. We do not use sensitive personal information to infer characteristics about you beyond what is needed to respond to your request. Some rights are subject to exceptions, and not every law or exemption applies to every part of our business.

13. How to make a request

Use the request form on the Privacy Choices page or contact [Privacy request contact: pending confirmation]. We may ask for details to verify that the request comes from the person concerned, such as matching the email address and information you gave us. An authorized agent may submit a request on your behalf with written permission, and we may verify with you directly. If we decline a request, you may ask us to reconsider by replying to our response, and we will explain the outcome. We will not discriminate against you for exercising your rights.

14. Marketing emails and SMS

Marketing email consent is optional, separate from your consultation request and never pre-selected. You can unsubscribe using the link in any message or by contacting us. SMS marketing is not enabled. If it is added later, we will use a separate consent that describes the sender, message frequency, possible message and data rates, and STOP and HELP instructions, and we will update this policy.

15. Children

This website is intended for adults. We do not knowingly collect information from children under 16.

16. External links and international processing

Links to other websites are provided for convenience, and their privacy practices are their own. Our service providers may process information in the United States or other locations where they operate. [Confirm data locations with providers: pending confirmation].

17. Changes and contact

We may update this policy and will change the "last updated" date when we do. Questions: [Privacy request contact: pending confirmation].