Privacy Policy

Last Updated: December 21, 2024

Introduction

TaxAce Advisory, a subsidiary of TaxAce Group Inc. (trademark held by TaxAce), is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our tax savings calculator. Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access the site.

Information We Collect

Personal Information

When you use our tax savings calculator, we collect the following personal information:

  • Name
  • Email address
  • Phone number (optional)

Financial Information

To provide you with tax savings estimates, we collect the following financial information:

  • Filing status
  • Number of dependents
  • W-2 wages
  • Business income and expenses
  • Rental property income and expenses
  • Investment income
  • Capital gains
  • Other income sources
  • Business entity type
  • Business description

Automatically Collected Information

When you visit our website, we may automatically collect certain information about your device, including:

  • IP address
  • Browser type and version
  • Operating system
  • Pages visited and time spent on pages
  • Referring website addresses
  • Date and time of visits

How We Use Your Information

We use the information we collect to:

  • Calculate your potential tax savings
  • Send you your personalized tax savings report
  • Contact you about our services
  • Schedule strategy sessions upon request
  • Improve our website and calculator functionality
  • Analyze usage patterns and trends
  • Respond to your inquiries and provide customer support
  • Send you marketing communications (with your consent)
  • Comply with legal obligations

How We Share Your Information

We do not sell, trade, or rent your personal information to third parties. We may share your information in the following circumstances:

  • Service Providers: We may share your information with third-party service providers who perform services on our behalf, such as email delivery, hosting services, and analytics providers.
  • Legal Requirements: We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court or government agency).
  • Business Transfers: If we are involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.
  • With Your Consent: We may share your information with third parties when you give us explicit consent to do so.

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

  • Encryption of data in transit and at rest
  • Regular security assessments
  • Access controls and authentication
  • Secure database storage

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this privacy policy, unless a longer retention period is required or permitted by law. When we no longer need your information, we will securely delete or anonymize it.

Your Rights

Depending on your location, you may have the following rights regarding your personal information:

  • Access: You have the right to request access to the personal information we hold about you.
  • Correction: You have the right to request that we correct any inaccurate or incomplete personal information.
  • Deletion: You have the right to request that we delete your personal information, subject to certain exceptions.
  • Opt-Out: You have the right to opt out of receiving marketing communications from us at any time.
  • Data Portability: You have the right to request a copy of your personal information in a structured, commonly used, and machine-readable format.

To exercise any of these rights, please contact us at [email protected].

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to track activity on our website and store certain information. Cookies are files with a small amount of data that are sent to your browser from a website and stored on your device. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our website.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these third-party sites. We encourage you to review the privacy policies of any third-party sites you visit.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If you are a parent or guardian and believe your child has provided us with personal information, please contact us so we can delete such information.

Changes to This Privacy Policy

We may update this 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. You are advised to review this privacy policy periodically for any changes. Changes to this privacy policy are effective when they are posted on this page.

Contact Us

If you have any questions about this privacy policy or our data practices, please contact us at:

TaxAce Advisory
A subsidiary of TaxAce Group Inc.
Email: [email protected]