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Privacy Policy

Effective Date: August 2026

1. Introduction

The Tax Industry ("we," "our," or "the company") respects your privacy and is committed to handling your information responsibly. This Privacy Policy explains what information this website may collect, how we use it, and the choices you have.

By using this site, you agree to the practices described in this policy.

2. Information We May Collect

Depending on how you interact with the site, we may collect:

  • Contact information: name, last name, phone number, and email address that you provide.
  • Information submitted through forms on the site, including the type of service you're interested in and a brief description of your inquiry.
  • Appointment information booked through our scheduling system, Calendly, such as the date, time, and contact details you provide during that process.
  • Basic technical information, such as browser or device type, if we implement analytics tools in the future to understand general site usage.

3. How We Use Your Information

We use the information we collect to:

  • Contact you regarding your inquiry or request.
  • Coordinate and confirm the delivery of our services.
  • Schedule and manage appointments.
  • Improve the content, functionality, and experience of the site.
  • Comply with applicable legal obligations.

4. Third-Party Providers

To operate this site and deliver our services, we use or may use third-party tools and providers, including:

  • Calendly, for appointment scheduling.
  • WhatsApp, as a direct communication channel.
  • Instagram, as a communication channel and social media presence.
  • Our hosting provider, to host the website.
  • Email service providers, for email communication.
  • Possible analytics tools we may implement in the future.

These providers operate independently and have their own privacy policies, which we recommend you review. The Tax Industry does not control the privacy practices of these third parties.

5. Information You Should NOT Submit Through the Public Form

For your safety, the public form on this website must not be used to send highly sensitive information, including:

  • Social Security Numbers (SSN).
  • Full ITIN numbers.
  • Banking information.
  • Passwords.
  • Tax documents, W-2 or 1099 forms, or tax returns.
  • Government-issued identification or other highly sensitive financial or personal information.

When it is necessary to collect sensitive tax documentation as part of delivering our services, The Tax Industry will use a separate, secure method or portal, distinct from the site's public form.

6. Data Retention

We retain the information you provide for as long as reasonably necessary to fulfill the purposes described in this policy, to deliver our services, and to comply with applicable legal obligations.

7. Security

We take reasonable measures to protect the information you provide us. However, no method of electronic transmission or storage is completely foolproof, so we cannot guarantee absolute security.

8. Your Rights

You may request that we correct or delete your personal information where applicable, by contacting us using the details below. We will respond to your request within a reasonable timeframe, subject to our legal record-keeping obligations where applicable.

9. External Links

This site may contain links to third-party websites or platforms, such as Calendly, WhatsApp, or Instagram. We are not responsible for the privacy practices or content of those external sites.

10. Children's Privacy

This site is not directed at minors, and we do not knowingly collect personal information from children.

11. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page along with the corresponding effective date.

12. Contact

If you have questions about this Privacy Policy, you can reach us:

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