Privacy Policy for Strategic Tax Accountants

 

Effective Date:

 

At Strategic Tax Accountants, we are committed to safeguarding the privacy of our clients and visitors. This Privacy Policy explains how we collect, use, share, and protect information you provide when interacting with our website and services. By using our website, you agree to the practices described in this Privacy Policy.

 

Information We Collect

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We may collect information from you when you:

 

Fill out a form, subscribe to our newsletter, or interact with our website.

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Submit tax or financial documents for the purposes of providing tax preparation, accounting, or advisory services.

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We may also automatically collect non-personally identifiable information about your device, IP address, browser type, and operating system to help us improve website functionality, primarily using tools like Google Analytics.

 

Personal information may include:

 

• Name, email address, phone number, and mailing address.

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• Financial details required for tax preparation and related services.

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• Use of Information

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Information we collect may be used to:

 

Process transactions related to tax preparation, financial planning, and accounting services.

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Improve our website and services.

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Send periodic emails, including updates, reminders, and responses to inquiries.

 

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.​
 

We will not sell or trade your information to third parties without your consent, except as necessary to complete transactions or comply with legal obligations. When you visit, use, and interact with the Service, we may receive certain information about your visit, use, or interactions. For example, we may monitor the number of people that visit the Service, peak hours of visits, which page(s) are visited, the domains our visitors come from (e.g.,google.com, yahoo.com, etc.), and which browsers people use to access the Service (e.g., Google Chrome, Microsoft Internet Explorer, etc.), and geographical location information. In particular, the following information may be created and automatically logged in our systems:

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• Log data: Information that your browser automatically sends whenever you visit the Service (“log data”). Log data includes your Internet Protocol address, browser type and settings, the date and time of your request, and how you interacted with the Service.

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• Cookies: Please see the “Cookies” section below to learn more about how we use cookies. We use cookies to operate and administer our Service, gather usage data on our Service and improve your experience on it. A “cookie” is a piece of information sent to your browser by a website you visit. Cookies can be stored on your computer for different periods of time. Some cookies expire after a certain amount of time, or upon logging out (session cookies), others survive after your browser is closed until a defined expiration date set in the cookie (as determined by the third party placing it), and help recognize your computer when you open your 
  browser and browse the Internet again (persistent cookies). For more details on cookies please visit All About Cookies.

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• Device information: Includes the name of the device, operating system, and browser you are using. Information collected may depend on the type of device you use and its settings.

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• Usage Information: We collect information about how you use our Service, such as the types of content that you view or engage with, the features you use, the actions you take, and the time, frequency, and duration of your activities.

 

 

Protection of Your Information

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We implement secure transmission methods, encryption, and other safeguards to protect your personal information. Only authorized employees and contractors who agree to confidentiality obligations have access to personally identifiable information.

 

Analytics

We may use certain third-party analytics providers, including Wix Analytics, a web analytics service provided by Wix Inc., and Google Analytics, a web analytics service provided by Google, Inc. (“Google”). Google Analytics uses cookies to help us analyze how users use the Service and enhance your experience when you use the Service. For more information on how Google uses this data, go to www.google.com/policies/privacy/partners/.

Online Tracking and Do Not Track Signals

We and our third-party service providers may use cookies, pixels, or other tracking technologies to collect information about your browsing activities over time and across different websites following your use of the Service and use that information to send targeted advertisements. Our Service currently does not respond to “Do Not Track” (“DNT”) signals and operates as described in this Privacy Policy whether or not a DNT signal is received. If we do respond to DNT signals in the future, we will update this Privacy Policy to describe how we do so.

 

Disclosure to Third Parties

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We do not sell or rent your personal information. However, we may share your data with trusted third parties who help us operate our website, conduct our business, or provide services to you. These parties must agree to keep this information confidential.

 

We may also disclose your information to comply with legal obligations, protect our rights, or enforce our site policies.

 

Third-Party Links

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Our website may include links to third-party websites, which have independent privacy policies. We are not responsible for the content or privacy practices of these linked sites.

 

Third-Party Services

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Some third-party service providers (e.g., payment processors) have their own privacy policies. We recommend reviewing those policies before proceeding with transactions. Information shared with these providers may be subject to the laws of different jurisdictions.

 

Remarketing and Advertising

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Strategic Tax Accountants may use cookies and similar tracking technologies to serve ads based on previous visits to our site. Third-party vendors, including Google, use cookies to serve ads on websites across the internet, and these cookies may reflect your previous activities on our website.

 

Financial and Personal Information for Tax Services

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We collect financial and tax-related information to accurately complete and file your tax returns. This data is used exclusively for tax preparation and related advisory services. Client information is shared with government agencies only as necessary to file tax returns or comply with legal requirements.

In certain circumstances, we may share your Personal Data with third parties without further 
notice to you, unless required by law, as set forth below:

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• Vendors and Service Providers: To assist us in meeting business operations needs and to perform certain services and functions, we may share Personal Data with vendors and service providers, including providers of hosting services, cloud services and other information technology services providers, event management services, email communication software and email newsletter services, advertising and marketing services, payment processors, banking and financial service providers, customer relationship management and customer support services, and web analytics services. This also includes our sharing of your Personal Data, including bank account information with third-party API finance solutions, such as Plaid, to enable us to collect your bank account transaction history and certain other financial information. Pursuant to our instructions, these parties will access, process, or store Personal Data in the course of performing their duties to us. We take commercially reasonable steps to ensure our service providers adhere to the security standards we apply to your Personal Data.

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• Business Transfers: If we are involved in a merger, acquisition, financing due diligence, reorganization, bankruptcy, receivership, sale of all or a portion of our assets, or transition of service to another provider, your Personal Data and other information may be shared in the diligence process with counterparties and others assisting with the transaction and transferred to a successor or affiliate as part of that transaction along with other assets.

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• Legal Requirements: If required to do so by law or in the good faith belief that such action is necessary to (i) comply with a legal obligation, including to meet national security or law enforcement requirements, (ii) protect and defend our rights or property, (iii) prevent fraud, (iv) act in urgent circumstances to protect the personal safety of users of the Service, or the public, or (v) protect against legal liability.

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• Affiliates: We may share Personal Data with our affiliates, meaning an entity that controls, is controlled by, or is under common control with Sipping Wealth. Our affiliates may use the Personal Data we share in a manner consistent with this Privacy Policy.

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• With Your Consent: We may disclose or share your information with your consent, which may be obtained in writing; online, through “click-through” agreements; when you accept the terms of use on our Websites; orally, either in person or on the phone; or by other legal means of consent.

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DATA RETENTION

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We keep Personal Data for as long as reasonably necessary for the purposes described in this Privacy Policy, while we have a business need to do so, or as required by law (e.g., for tax, legal, accounting, or other purposes), whichever is longer.

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UPDATE YOUR INFORMATION

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Please log in to your account or contact us if you need to change or correct your Personal Data.

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Online Privacy Only

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This Privacy Policy applies only to information collected through our website and not to information collected offline.

 

Children’s Privacy

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We do not knowingly collect personal information from individuals under the age of 13.

 

Changes to Our Privacy Policy

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We may update our Privacy Policy occasionally, and changes will be posted on this page. We encourage reviewing this page regularly to stay informed about our practices.

 

Contacting Us

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

 

Strategic Tax Accountants

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Info@strategictaxaccountant.com

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Alternatively, use our website’s contact form.