Privacy Policy

At our website, Tax Optimization Strategies, we prioritize your privacy and the security of your data. Our Privacy Policy details how we handle personal data in a manner that aligns with various international privacy standards such as Canada’s PIPEDA, Quebec Law 25, the EU’s GDPR, Brazil’s LGPD, California’s CCPA/CPRA, Colorado’s CPA, Utah’s UCPA, Connecticut’s CTDPA, Virginia’s VCDPA, South Africa’s POPIA, and others.

This policy governs your experience across our website, applications, services, and products. It’s important to be aware that this policy does not apply to external platforms, applications, products, or services you may access through links on our site, each with their own privacy policies.

Our Privacy Policy covers interactions where you:

  • Utilize our applications and services as a user
  • Visit our websites that reference this Privacy Statement
  • Engage with us via communications like newsletters, emails, phone calls, or text/SMS messages

We collect diverse personal data to facilitate our services, including but not limited to:

  • Account information for user management
  • Payment details to process transactions
  • Financial records relevant to our services
  • Information about your purchases for service optimization
  • Mobile device identifiers to enhance mobile experiences
  • Location data where necessary for location-based services
  • Feedback you provide to improve our offerings
  • Social media information if linked to our services
  • Product and service information to tailor our support

This personal data is collected through various means, including user input during interactions, automated technologies that help us understand how our services are used, and sometimes from third parties whose privacy policies you should consult.

We use cookies on our site for various purposes, improving your experience and enabling us to gather analytics data. These cookies fall into several categories: Strictly Necessary for core functionality, Preference for customizing your experience, and Analytics to help us understand website performance. You can manage these non-essential cookies through our Cookie Manager.

We retain personal data as long as it is necessary for the purposes for which it was collected or as required by applicable law. Once we no longer need the data or are legally obligated to keep it, we take steps to delete or anonymize it.

To ensure your personal data remains secure, we implement organizational safeguards and advanced security measures. This includes employing encrypted communication and working with third parties who adhere to strict privacy and security standards.

We are committed to respecting the privacy of children under 18 years of age and do not knowingly collect their personal data.

As a user, you have certain rights depending on your jurisdiction, which may include accessing, rectifying, deleting, restricting the processing of, or transferring your personal data, as well as objecting to processing, opting out of marketing, and non-discrimination. You can exercise these rights by reaching out to our privacy team.

We reserve the right to update this Privacy Policy from time to time. Any changes will be communicated via an update on our website.

For any inquiries, unsubscribe requests, or questions related to your data, please contact our privacy team at [email protected] or through written correspondence sent to our address as provided on our website.