Privacy Policy

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Effective Date: 1/1/2025
Last Updated: 7/9/2025

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The Tax Free Strategy (“Company,” “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 [www.TheTaxFreeStrategy.com], engage our tax advisory services, or otherwise interact with us.

By using our services or accessing our website, you agree to the terms of this Privacy Policy.

1. Information We Collect

We collect both Personal Information and Non-Personal Information to provide and improve our tax advisory services.

A. Personal Information

This may include:

• Full name

• Social Security Number or Tax Identification Number

• Contact information (email, phone, address)

• Financial information (income, deductions, bank details, tax documents)

• Employment and business information

• Any information you provide in communications with us

B. Non-Personal Information

This may include:

• Browser type and device information

• IP address

• Pages visited and usage data from our website

• Cookies and tracking technologies (see Section 7)

2. How We Use Your Information

We use the information we collect to:

• Prepare and file tax returns

• Provide tax planning and advisory services

• Respond to inquiries and communicate with you

• Maintain internal records and comply with legal obligations

• Improve our website and services

• Send service-related updates and administrative information

3. How We Share Your Information

We do not sell or rent your personal information. We may share your information only as necessary and in accordance with applicable laws:

• Service Providers: With third-party vendors who perform services on our behalf (e.g., IT, document storage, payment processing), subject to confidentiality agreements.

• Legal Requirements: When required to comply with laws, court orders, or government regulations.

• Professional Obligations: With your consent, we may share information with other professionals (e.g., attorneys, financial advisors) assisting in your tax matters.

4. Data Security

We implement industry-standard physical, technical, and administrative safeguards to protect your information from unauthorized access, disclosure, or misuse. However, no method of transmission or storage is completely secure.

5. Your Rights and Choices

Depending on your jurisdiction, you may have rights regarding your personal information, including:

• Access to your data

• Correction of inaccurate or incomplete data

• Request deletion of certain data

• Opt-out of certain uses (e.g., marketing communications)

To exercise your rights, please contact us at [Insert Contact Email].

6. Data Retention

We retain personal information only as long as necessary to provide services, comply with legal obligations, resolve disputes, and enforce agreements. Tax-related records are generally retained for at least seven (7) years, or as required by law.

7. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to enhance user experience and analyze website usage. You can manage cookie preferences through your browser settings.

8. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices or content of those sites. Please review their policies before providing personal information.

9. Children’s Privacy

Our services are not directed to children under the age of 13, and we do not knowingly collect personal information from them.

10. Changes to This Policy

We reserve the right to update this Privacy Policy at any time. Changes will be posted on this page with an updated “Effective Date.” Continued use of our services indicates acceptance of the revised policy.

11. Contact Us

If you have any questions about this Privacy Policy or your data, please contact us at:

The Tax Free Strategy
TheTaxFreeStrategy@gmail.com