Privacy Policy

Information We Collect

We may collect information directly from you, automatically through your use of our website, and from other lawful sources in connection with providing our services.

Information You Provide

We collect information that you voluntarily submit when you contact us, request information about our services, schedule consultations, subscribe to communications, or engage us for professional services.

This information may include:

• Name: To identify and communicate with you regarding your inquiries and engagements.
• Email Address: To respond to requests, send service-related updates, and communicate regarding our services.
• Telephone Number: To contact you regarding consultations, engagements, and support requests.
• Company Name: To better understand your business and evaluate your service requirements.
• Job Title: To understand your role and tailor communications appropriately.
• Business Information: To assess your accounting, tax, payroll, compliance, and advisory needs.
• Information Submitted Through Forms and Communications: Including information shared through contact forms, emails, consultation requests, and other correspondence.
• Professional Service Information: Financial, tax, payroll, and business information necessary for providing our professional services.

Information Collected Automatically

When you visit our website, certain information may be collected automatically to help us understand website usage, improve performance, and maintain security.

This information may include:

• IP Address: Used for security purposes and to understand general geographic usage patterns.
• Browser and Device Information: Helps us optimize website functionality and user experience.
• Operating System Information: Assists in maintaining compatibility and website performance.
• Pages Visited and Navigation Patterns: Helps us understand which content and services are most useful to visitors.
• Referral Sources: Indicates how users arrive at our website and helps us evaluate marketing effectiveness.
• Date and Time of Visits: Supports website administration and analytical reporting.
• Cookie and Usage Information: Enables certain website functionalities and helps us improve user experience.

Information from Other Sources

We may receive information about you from publicly available sources, credit reporting agencies (where permitted by law), professional referral sources, and other third parties in connection with evaluating or providing our services.

How We Use Information

We use the information we collect to operate our website, deliver our services, communicate effectively, and improve our business operations.

We may use information to:

• Respond to Inquiries and Requests: To answer questions and provide information about our services.
• Provide Professional Services: To deliver accounting, tax, payroll, compliance, and advisory services.
• Manage Engagements and Communications: To communicate regarding consultations, service delivery, requests, and updates.
• Improve Website Functionality: To enhance website performance and improve user experience.
• Analyze Website Usage: To understand visitor behavior and improve our content and services.
• Send Service-Related Communications: To provide information relevant to inquiries and engagements.
• Send Marketing Communications: To share updates and information about our services, where permitted by law.
• Maintain Security and Prevent Fraud: To protect our systems, users, and business operations.
• Comply with Legal and Regulatory Obligations: To satisfy applicable legal, regulatory, accounting, and professional requirements.
• Protect Our Rights and Interests: To enforce agreements and safeguard our business and users.

Professional Services Information

In connection with our professional services, we receive financial, business, tax, payroll, and other sensitive information necessary to perform our engagements. The collection, use, retention, and handling of client information in connection with professional engagements is governed by:

• The terms of our engagement letters and service agreements.
• Applicable professional confidentiality obligations, including those under the American Institute of Certified Public Accountants (AICPA) Code of Professional Conduct and IRS Circular 230.
• Applicable federal and state laws, including the Gramm-Leach-Bliley Act (GLBA) and Internal Revenue Code Section 7216.

We maintain appropriate administrative, technical, and organizational safeguards for all client information in accordance with the FTC Safeguards Rule and applicable professional standards.

Cookies and Analytics

Our website may use cookies and similar technologies to improve functionality, analyze usage patterns, and enhance user experience.

Cookies may help us:

• Remember user preferences and settings.
• Understand how visitors interact with our website.
• Measure website performance and effectiveness.
• Improve navigation and website functionality.

You may modify your browser settings to reject certain cookies. However, disabling cookies may affect the availability or functionality of certain features of the website.

Information Sharing and Disclosure

We do not sell personal information.

We may disclose information in limited circumstances where reasonably necessary to operate our business, provide our services, or comply with legal obligations.

We may disclose information:

• To Service Providers: Such as technology vendors, hosting providers, and software platforms that help us operate our business and deliver services.
• To Professional Advisors: Including legal, accounting, and other professional advisors assisting us in conducting our operations.
• To Comply with Legal Requirements: When disclosure is required by law, court order, legal process, or regulatory authorities.
• To Protect Rights and Safety: When necessary to protect our rights, property, systems, clients, users, or others.
• In Connection with Business Transactions: Such as mergers, acquisitions, reorganizations, financing transactions, or the sale of assets.

Any disclosure is limited to information reasonably necessary for the applicable purpose.

Data Security

We implement reasonable administrative, technical, and organizational measures designed to safeguard information against unauthorized access, disclosure, alteration, or destruction.

Our information security program includes measures such as:

• Encryption of sensitive data in transit and at rest.
• Access controls limiting access to personal and client information to authorized personnel on a need-to-know basis.
• Regular security assessments and monitoring.
• Employee training on data handling, privacy, and security practices.
• Secure disposal of records containing personal information when no longer needed.

These measures are designed to comply with the requirements of the FTC Safeguards Rule under the Gramm-Leach-Bliley Act, applicable state data security laws, and professional standards applicable to our industry.

While we strive to protect information entrusted to us, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain information only for as long as reasonably necessary to:

• Provide our services and manage engagements.
• Fulfill contractual obligations.
• Comply with legal, regulatory, accounting, and professional requirements.
• Resolve disputes and enforce agreements.
• Maintain business and operational records.

Retention periods may vary depending on the nature of the information and applicable legal requirements.

International Data Transfers

TaxQube may use personnel, service providers, and technology systems located in different jurisdictions. Accordingly, information may be processed, stored, or transferred across jurisdictions where data protection laws may differ.

By using our website or engaging our services, you understand that information may be transferred and processed in jurisdictions outside your state or country of residence.

Marketing Communications

If you subscribe to our communications or otherwise consent, we may send newsletters, service updates, insights, and information regarding our services.

You may opt out of marketing communications at any time by following the unsubscribe instructions included in such communications or by contacting us directly.

Third-Party Websites

Our website may contain links to third-party websites or services for informational purposes.

We do not control and are not responsible for the privacy practices, content, security, or policies of third-party websites. We encourage you to review the privacy policies of any third-party websites you visit.

Children’s Privacy

Our website and services are intended for businesses and adults. We do not knowingly collect personal information from children under the age of 13.

If we become aware that we have collected personal information from a child under 13, we will take steps to delete such information promptly. If you believe that a child under 13 has provided us with personal information, please contact us at business@taxqube.com.

Where required by applicable state law, we apply additional protections to the personal information of minors, including requiring opt-in consent for the collection or use of personal information of individuals under 13 years of age.

Your Rights

Depending on your location and applicable law, you may have certain rights regarding your personal information, including the right to:

• Request access to certain information we maintain about you.
• Request correction of inaccurate information.
• Request deletion of information where permitted by applicable law.
• Opt out of certain marketing communications.

Requests may be subject to applicable legal, regulatory, and professional obligations.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our business, services, technologies, or legal requirements.

When we make material changes, we will notify you by posting the revised Privacy Policy on this page, updating the "Last Updated" date, and, where required by law, providing additional notice such as an email notification or a prominent notice on our website.

We encourage you to review this Privacy Policy periodically for any updates.

Contact Us

If you have questions regarding this Privacy Policy or our privacy practices, please contact:

TaxQube
3208, Unit 2, Rudy St, Knoxville, TN 37921
business@taxqube.com
+1 (865) 221-0461