Privacy Policy

Effective Date: November 1, 2025

TaxAce Group (“we,” “us,” “our”) values your privacy. This Privacy Policy explains how we collect, use, and protect your personal information when you book your Free Tax Strategy Call or interact with our website, landing pages, and marketing campaigns.

1. Information We Collect

When you complete the form, we may collect:

  • First and Last Name

  • Phone Number

  • Email Address

  • Service Needed (Tax Planning, Tax Resolution, CFO Services, Bookkeeping, or Other)

  • Business Information (if provided voluntarily)

2. How We Use Your Information

We use your information to:

  • Schedule and confirm your Tax Strategy Consultation

  • Communicate important updates, confirmations, and reminders

  • Provide follow-up resources, such as your Tax Savings Blueprint Packet

  • Send marketing and promotional messages (if you opt in)

  • Share relevant tax law updates, reminders, and business planning opportunities

3. Marketing Communications

  • You may choose to opt in to receive marketing communications from us via email or SMS.

  • You can unsubscribe at any time by clicking “Unsubscribe” in our emails or replying STOP to text messages.

  • We may send limited reminders about your upcoming consultation or special offers related to tax services you expressed interest in.

4. Data Protection

  • We implement reasonable administrative, technical, and physical security measures to protect your personal data.

  • We do not sell, rent, or trade your personal information to third parties.

  • Access to your information is restricted to authorized personnel who manage scheduling, marketing, and client support.

5. Legal Compliance

• We may disclose information if required by law, IRS regulations, or to protect our legal rights.

6. Cookies & Tracking

  • Improve your browsing experience

  • Measure marketing campaign performance

  • Analyze visitor behavior to optimize our content and ads

  • You can adjust your browser settings to disable cookies if you prefer.

7. Data Retention

We retain your personal data for as long as necessary to:

  • Complete your consultation process and provide follow-up support

  • Comply with applicable laws and tax record-keeping requirements

  • Maintain legitimate business and marketing operations

8. GDPR/CCPA Compliance

If you are located in the EU, UK, or California, you may have additional rights to access, delete, or transfer your data.

9. Children’s Privacy

We do not knowingly collect or solicit data from individuals under 18. If we discover we have collected such information, it will be deleted.

10. Your Rights

You have the right to:

  • Request access to your personal data

  • Request corrections or deletion of your data

  • Withdraw consent or opt out of marketing communications at any time

11. Contact

If you have privacy-related questions, contact us at:
📧 [email protected]

📍 4820 Business Center Dr, Ste 240, Fairfield, CA 94534
📞 (707) 557-1040

12. Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal obligations. The updated version will be posted on this page with a new effective date.