Privacy Policy

Tax Firm Advisory Support

Effective Date: May 2, 2025

Last Updated: May 2, 2025

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1. Introduction

Tax Firm Advisory Support ("we," "us," or "our") is a California-based CPA advisory firm providing peer-level technical review and tax strategy support to tax practitioners and firms. We are committed to protecting the privacy and confidentiality of the information you share with us.

This Privacy Policy explains what information we collect, how we use it, and your rights regarding that information when you visit taxfirmadvisorysupport.com or engage our services.

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2. Information We Collect

Information You Provide Directly

Contact information: Name, firm name, email address, phone number

Scheduling information: When you book an intro call or consultation via our scheduling tool (Cal.com)

Professional information: Details about your tax practice, client scenarios, or cases shared during advisory engagements

Communications: Emails, messages, or inquiries sent to support@taxfirmadvisorysupport.com

Information Collected Automatically

Usage data: Pages visited, time spent on site, browser type, device type, and IP address

Cookies: We use cookies and similar technologies to improve site functionality and understand how visitors use our site

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3. How We Use Your Information

We use the information we collect to:

Respond to your inquiries and schedule consultations

Deliver tax advisory and technical review services

Send service-related communications (appointment confirmations, follow-ups)

Improve the functionality and content of our website

Comply with applicable legal and professional obligations

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

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4. Confidentiality of Client Information

As a professional advisory firm, we treat all client-related information - including details about your clients, cases, and tax matters - with strict confidentiality, consistent with CPA professional standards and applicable law. Information shared during engagements is used solely to provide the services you have requested.

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5. Third-Party Services

We use select third-party tools to operate our business:

Cal.com - for scheduling intro calls and consultations

Hostinger - for website hosting and business email

These providers have their own privacy policies governing their use of your data. We encourage you to review them.

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6. Data Retention

We retain your information for as long as necessary to provide our services and comply with our legal and professional obligations. When information is no longer needed, we dispose of it securely.

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7. Your Rights (California Residents)

If you are a California resident, you may have rights under the California Consumer Privacy Act (CCPA), including the right to:

Know what personal information we collect about you

Request deletion of your personal information

Opt out of the sale of your personal information (note: we do not sell personal information)

To exercise these rights, contact us at support@taxfirmadvisorysupport.com.

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8. Security

We take reasonable technical and organizational measures to protect your information from unauthorized access, disclosure, or loss. However, no method of transmission over the internet is 100% secure.

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9. Children's Privacy

Our services are intended for tax professionals and are not directed at children under the age of 13. We do not knowingly collect information from children.

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10. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will update the "Last Updated" date at the top of this page. We encourage you to review this policy periodically.

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11. Contact Us

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

Tax Firm Advisory Support

Email: support@taxfirmadvisorysupport.com

Phone: +1-408-755-5536

Location: San Jose, CA / Bay Area, California