Who we are
Our website address is: https://theustaxadvisors.com.
Information We Collect
Information You Voluntarily Provide
When you use our Site, you may voluntarily provide:
- Name
- Email address
- Phone number
- General inquiry information submitted through contact or scheduling forms
Please do not submit Social Security numbers, tax return data, or sensitive financial information through public website forms unless expressly directed to a secure client portal.
Information Automatically Collected
We may automatically collect limited technical information, including:
- IP address
- Browser type and operating system
- Device type
- Pages visited and time spent on the Site
- Referring website or link
This information is used for website administration, security, and analytics purposes.
How We Use Information
We use information collected through the Site to:
- Respond to inquiries and requests for information
- Schedule consultations
- Operate, maintain, and improve the Site
- Monitor and protect the security of the Site
- Comply with legal and regulatory obligations
Taxpayer Confidentiality
We are subject to strict federal and state confidentiality requirements, including Internal Revenue Code §7216 and related Treasury Regulations. Tax return information is not collected through public areas of the Site and is not disclosed without proper authorization, except as required by law.
Sharing of Information
We do not sell or rent personal information collected through the Site.
We may share information only:
- With service providers who assist with website hosting, security, or analytics, subject to confidentiality obligations
- When required to comply with applicable laws, regulations, or legal processes
- To protect the rights, property, or safety of the Firm or others
Data Security
We maintain reasonable administrative, technical, and physical safeguards designed to protect information collected through the Site. However, no website or internet transmission can be guaranteed to be completely secure.
Data Retention
Information collected through the Site is retained only as long as reasonably necessary to fulfill the purposes described in this policy or as required by law.
External Links
The Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those third-party sites.
Children’s Privacy
The Site is not directed to children under the age of 13, and we do not knowingly collect personal information from children.
Cookies and Similar Technologies
The Site may use cookies or similar technologies to:
- Enable basic website functionality
- Analyze website usage in aggregate form
- Improve user experience
Cookies do not collect tax return information, Social Security numbers, or financial account data. You may disable cookies through your browser settings, although some Site features may not function properly.
What Are Cookies?
Cookies are small text files placed on your computer, smartphone, or other device when you visit a website. Cookies help websites function properly, improve user experience, and provide information to website owners about how the site is used.
Cookies may be session cookies (deleted when you close your browser) or persistent cookies (stored on your device for a defined period).
Types of Cookies We Use
Strictly Necessary Cookies
These cookies are essential for the operation of our Site and cannot be disabled in our systems. They are typically set in response to actions made by you, such as:
- Submitting contact forms
- Accessing secure areas or client portals
- Managing cookie preferences
Without these cookies, the Site cannot function properly.
Functional Cookies
Functional cookies allow the Site to remember choices you make and provide enhanced, more personalized features, such as:
- Remembering form inputs
- Saving user preferences
- Improving site performance
Analytics and Performance Cookies
These cookies help us understand how visitors interact with our Site by collecting information such as:
- Pages visited
- Time spent on pages
- Browser and device types
- Traffic sources
We use this information only in aggregated form to improve website functionality and user experience. Analytics cookies do not identify you personally.
Examples may include tools such as Google Analytics or similar services.
Third-Party Cookies
Some cookies may be placed by third-party service providers that assist us with:
- Website analytics
- Scheduling or contact functionality
- Secure document or portal services
We do not control third-party cookies, and their use is governed by the privacy policies of those third parties.
Cookies We Do Not Use
To protect client confidentiality and comply with professional standards:
- We do not use cookies to collect Social Security numbers, tax return data, or sensitive financial information
- We do not use behavioral advertising or sell cookie data
Managing Cookie Preferences
You can control or delete cookies through your browser settings. Most browsers allow you to:
- View what cookies are stored
- Delete cookies
- Block all or certain types of cookies
Please note that disabling cookies may affect the functionality of certain parts of the Site, including secure features.
Consent and State Law Disclosures
Depending on your state of residence, you may have rights regarding the use of cookies and similar technologies.
- California residents: We honor rights under the California Consumer Privacy Act (CCPA), as amended by the CPRA. Cookies used on our Site do not constitute a sale or sharing of personal information.
- Other state privacy laws may provide similar rights.
By continuing to use our Site, you consent to our use of cookies as described in this Cookie Policy, unless you disable them through your browser settings.
Updates to This Cookie Policy
We may update this Cookie Policy from time to time. Changes will be posted on this page with a revised effective date.
Contact Information
If you have questions about this Cookie Policy, please email us at taxcpa246@gmail.com