1. Introduction

Welcome to TaxaidUSA (“we,” “our,” or “us”). We are committed to protecting the privacy and security of your personal information. This Privacy Policy outlines how we collect, use, share, and protect the information of visitors to our website, https://taxaidusa.com (the “Site”), and the clients who use our services.

By using our Site and services, you agree to the collection and use of information in accordance with this policy.

2. Information We Collect

We collect several types of information for various purposes to provide and improve our services to you.

A. Personal Data You Provide to Us: While using our Site or services, we may ask you to provide us with certain personally identifiable information (“Personal Data”), including but not limited to:

• Contact Information: Name, email address, phone number, physical address.
• Financial Information: Social Security Numbers (SSN), income details, bank account information, tax-related documents, and other financial data necessary to provide tax and advisory services.

B. Usage Data and Tracking Information: We may also collect information that your browser sends whenever you visit our Site (“Usage Data”). This Usage Data may include information such as your computer’s Internet Protocol (IP) address, browser type, browser version, the pages of our Site that you visit, the time and date of your visit, the time spent on those pages, and other diagnostic data.

We use cookies and similar tracking technologies to track the activity on our Site and hold certain information. We use Google Analytics to monitor and analyze the use of our Site.

3. How We Use Your Information

TaxaidUSA uses the collected data for various purposes, including but not limited to:

• To provide, maintain, and deliver our tax, advisory, and other services.
• To manage your account and communicate with you about your services.
• To respond to your inquiries, questions, and comments.
• To schedule discovery calls and appointments.
• To send you marketing communications, newsletters, and other information that may be of interest to you, where you have opted in to receive them.
• To improve the functionality and user experience of our Site.
• To monitor the usage of our Site and analyze trends.
• To comply with legal and regulatory obligations.

4. How We Share and Disclose Your Information

We do not and never will sell your Personal Data. We may share your information with trusted third-party service providers who perform services on our behalf, but only as necessary for them to provide those services. These include:

• Booking and Scheduling Systems: To manage appointments and discovery calls.
• Email Marketing Platforms: To send newsletters and marketing communications to users who have opted in.
• Client Portals and CRMs: To securely manage client information and deliver our services.

These third parties are obligated to maintain the confidentiality and security of your data and are restricted from using it for any other purpose.

5. Data Security

We take the security of your data seriously and use reasonable administrative, technical, and physical security measures to protect your Personal Data from unauthorized access, use, or disclosure. However, no method of transmission over the Internet or method of electronic storage is 100% secure, and we cannot guarantee its absolute security.

6. Your Data Rights

Depending on your location, you may have certain rights regarding your personal information, such as the right to access, correct, or request the deletion of your data. To make such a request, please contact us using the information below.

7. Children’s Privacy

Our services are not intended for use by anyone under the age of 18 (“Children”). We do not knowingly collect personally identifiable information from children. If you are a parent or guardian and you are aware that your child has provided us with Personal Data, please contact us.

8. Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the “Last Updated” date at the top. You are advised to review this Privacy Policy periodically for any changes.

9. Contact Us

If you have any questions about this Privacy Policy, please contact us:

• By Email: info@taxaidusa.com
• Business: TaxaidUSA, Houston, Texas