Privacy Policy for Universal Tax Advisors

Effective Date: 10/01/2024

Universal Tax Advisors (“we,” “our,” or “us”) is committed to protecting the privacy of our clients and users. This Privacy Policy describes how we collect, use, share, and safeguard personal information collected through our website, services, and communications.

1. Information We Collect

Personal Information

We may collect personal information you provide directly, such as:

• Contact Information: Name, email address, phone number, mailing address.
• Financial Information: Tax identification numbers, income details, investment information, and other financial data as needed for tax advisory services.
• Authentication Data: Information for identity verification, as necessary for compliance with regulatory requirements.

Automatically Collected Information

We may collect certain information automatically when you visit our website, including:

• Device Information: IP address, browser type, operating system, device model.
• Usage Data: Pages visited, time spent on the site, links clicked, and other interaction data.

2. How We Use Your Information

We use your information for the following purposes:

• Service Delivery: To provide tax advisory services and communicate with you regarding your inquiries and appointments.
• Compliance and Legal Obligations: To meet regulatory requirements, prevent fraud, and ensure compliance with applicable laws.
• Improvement and Analytics: To understand website usage, improve services, and analyze user engagement.

3. How We Share Your Information

We do not sell or share your personal information with third parties, except in the following cases:

• Service Providers: We may share information with trusted third-party vendors for processing payments, IT support, and other operational needs.
• Legal Compliance: We may disclose information when required by law, regulation, or legal process, or to protect the safety of our clients and staff.
• Consent: We may share information as directed by you or with your consent.

4. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. Despite these measures, no method of electronic storage or transmission is completely secure, and we cannot guarantee absolute security.

5. Your Rights

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

• Access and Correction: The right to access and correct inaccurate information.
• Deletion: The right to request the deletion of your data under certain circumstances.
• Opt-Out: The right to opt out of certain data practices, including marketing communications.

Please contact us at [Insert Contact Email] to exercise these rights or if you have questions regarding your data.

6. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to personalize your experience, analyze site traffic, and optimize site performance. You can manage your cookie preferences through your browser settings.

7. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of such sites. We encourage you to read their privacy policies before providing any personal information.

8. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date. Your continued use of our services after changes are posted signifies your acceptance of the revised policy.

9. Contact Us

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

Universal Tax Advisors

4252 N Verrado Way, Suite 203,

Buckeye, AZ 85396

info@universaltaxadvisors.com