Privacy Policy

Last updated: March 25, 2026

TaxClaim ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us when you:

  • Fill out our contact form or request a consultation
  • Engage our professional services
  • Subscribe to our newsletter or resources
  • Communicate with us via email, phone, or WhatsApp

This information may include: name, email address, phone number, business information, tax identification numbers, financial data, and other information necessary to provide our services.

Automatically Collected Information

When you visit our website, we may automatically collect certain information about your device, including information about your web browser, IP address, time zone, and some of the cookies installed on your device. We may also collect information about your browsing actions and patterns.

How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our tax and business advisory services
  • Process your transactions and manage your account
  • Respond to your inquiries and provide customer support
  • Send you updates, newsletters, and marketing communications (with your consent)
  • Comply with legal obligations and professional standards
  • Protect against fraud and unauthorized access
  • Improve our website and user experience

How We Share Your Information

We do not sell, trade, or otherwise transfer your personal information to outside parties except in the following circumstances:

  • Service Providers: We may share information with trusted third-party service providers who assist us in operating our website, conducting our business, or servicing you (e.g., secure document storage, payment processors).
  • Legal Requirements: We may disclose your information when required by law, regulation, legal process, or governmental request.
  • With Your Consent: We may share information when you have given us explicit consent to do so.

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes:

  • Encrypted data transmission (SSL/TLS)
  • Secure document portals for file sharing
  • Access controls and authentication measures
  • Regular security assessments
  • Strict personal data handling practices

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

Your Rights and Choices

You have certain rights regarding your personal information:

  • Access: You can request a copy of the personal information we hold about you.
  • Correction: You can request that we correct inaccurate or incomplete information.
  • Deletion: You can request that we delete your personal information, subject to legal and professional retention requirements.
  • Opt-Out: You can opt out of marketing communications at any time by clicking the unsubscribe link in our emails or contacting us directly.
  • Data Portability: You can request a copy of your data in a portable format.

To exercise these rights, please contact us using the information provided at the end of this policy.

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our website. You can control cookies through your browser settings. For more information, please see our Cookie Policy.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

Professional Standards

As a licensed CPA, we adhere to the confidentiality requirements and professional standards set forth by the American Institute of Certified Public Accountants (AICPA) and state regulatory boards. Client information is protected under professional privilege and confidentiality rules.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last updated" date. We encourage you to review this policy periodically.

Contact Us

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

TaxClaim

Email: [email protected]

Phone: +1 (415) 304-7262

Location: 3401 Iron Point Drive, San Jose, CA 95134