Privacy Policy

Effective Date: June 22, 2025

At Tax Action Group (“TAG”, “we”, “our”, or “us”), your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage with our services.

1. Information We Collect

We collect the following types of information:

A. Information You Provide Voluntarily

• Name, email, phone number, and address
• Business and financial information for service inquiries
• Any other personal data you provide when filling out forms, scheduling appointments, or contacting us

B. Information Collected Automatically

• IP address and browser type
• Device data and site usage behavior via cookies and analytics tools
• Pages visited, time spent, and referring websites

C. Information from Third Parties

• Information from SmartPath, scheduling tools, or payment providers, only if you use these integrations

2. How We Use Your Information

We use your information to:

• Provide and manage services such as tax planning, bookkeeping, and consulting
• Respond to inquiries and customer support requests
• Send important updates, confirmations, or billing information
• Improve website functionality and user experience
• Share educational or promotional content, if you opt in
• Comply with legal obligations

3. Sharing Your Information

We do not sell your personal information.

We may share your data with:

• Trusted third-party vendors, such as CRM systems, scheduling platforms, and cloud accounting tools, to deliver services on our behalf
• Government agencies or legal entities, only if required by law or subpoena
• Your designated professionals, with consent, such as financial advisors or attorneys

4. Data Security

We take data protection seriously and use:

• Secure servers and encryption where appropriate
• Access controls and staff training
• Industry-standard practices to safeguard your information

Despite these measures, no digital transmission is 100% secure. You share data at your own risk.

5. Cookies & Analytics

Our website uses cookies and tracking technologies, such as Google Analytics, to:

• Analyze user behavior
• Improve content and navigation
• Measure campaign effectiveness

You can control or disable cookies in your browser settings.

6. Your Rights

Depending on your location, you may have rights including:

• Accessing the personal information we hold about you
• Requesting corrections or deletion
• Opting out of certain communications
• Withdrawing consent for marketing at any time

To exercise your rights, email us at: customer@417afs.com

7. Third-Party Links

Our website may link to third-party websites or platforms, such as SmartPath, Calendly, or QuickBooks. We’re not responsible for their privacy policies or practices. Please review their terms before submitting any information.

8. Children’s Privacy

Our services are not intended for individuals under 18. We do not knowingly collect information from children.

9. Changes to This Policy

We may update this Privacy Policy periodically. Changes will be reflected with a revised “Effective Date” above. Continued use of our website or services after any change constitutes your acceptance.

10. Contact Us

For any questions about this Privacy Policy or your personal data: