Tax Defense Group USA — Privacy Policy & Legal Disclaimer

1. Information We Collect

We collect the following types of personal information when you provide it to us or when it is collected automatically through your use of our Website and services:

Contact information: name, email address, phone number.
Tax-related information: information necessary to provide tax relief, representation, preparation, and related services.
Communication preferences: how you prefer to be contacted (email, phone, SMS).
Device and usage information: IP address, browser type, pages visited, and other analytics data collected automatically.

2. How We Use Your Information

We use personal information for the following purposes:

To provide, operate, and improve our tax services and client portal.
To communicate with you about appointments, case updates, billing, and service-related notices.
To send important updates and security or policy notifications.
To respond to your inquiries, requests, or support needs.
To comply with legal, regulatory, or professional obligations.

3. Information Sharing

We may share your information as follows:

With service providers and vendors who perform functions on our behalf (e.g., hosting, billing, analytics).
With professional advisors and consultants when necessary to provide services to you.
With government or enforcement authorities when required by law, subpoena, or other legal process.

Important note: Your SMS consent and contact information are not shared with third parties or affiliates for marketing purposes.

4. SMS Communications

By providing your phone number and opting in to SMS communications, you agree to receive text messages from Tax Defense Group USA. SMS messages may include:

Appointment reminders
Important updates about your tax case
Service notifications and billing notices

Message frequency varies. Message and data rates may apply. You can opt out of SMS communications at any time by replying "STOP" to any message. For assistance, reply "HELP" or contact us at the email or phone listed below.

5. Your Rights

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

The right to access the personal information we hold about you.
The right to correct or update inaccurate information.
The right to request deletion of your personal information, subject to legal and contractual retention requirements.
The right to opt out of marketing communications.
The right to withdraw consent for SMS communications.

To exercise any of these rights, please contact us using the details in the Contact Us section below.

6. California Privacy Rights

California Notice at Collection: This notice applies to California residents and describes how we collect and use personal information in accordance with the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA).

Categories of personal information we collect:

Identifiers (e.g., name, email, phone number)
Financial information (as needed to provide tax services)
Internet or network activity (e.g., browsing, search history on our site)
Geolocation data, and professional or employment-related information when provided

Rights for California residents: California residents have the right to:

Know what personal information we collect, use, disclose, and sell (if any).
Request deletion of personal information (subject to exceptions).
Opt-out of the sale of personal information (we do not sell personal information for third-party marketing).
Not be discriminated against for exercising privacy rights.
Correct inaccurate personal information.
Limit use of sensitive personal information.

To submit a California privacy request, please contact us at the email or phone listed below. We may ask you to verify your identity before honoring requests.

7. Data Security & Retention

We implement reasonable administrative, technical, and physical safeguards to protect personal information. However, no security system is impenetrable; we cannot guarantee absolute security. We retain personal information only as long as necessary for the purposes described or to comply with legal and professional retention requirements.

8. Links to Third-Party Sites

Our Website may contain links to third-party websites. We are not responsible for the privacy practices of those sites. We encourage you to read the privacy policies of any third-party site you visit.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. If we make material changes, we will post the updated policy with a new "Last updated" date. Your continued use of the Website after changes are posted constitutes your acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy or wish to exercise privacy rights, contact us:

Email: support@taxdefensegroupusa.com

Phone: +1 888-763-8540

Address: 30 Wall Street, 8th Floor, New York, NY 10005

Tax Defense Group USA is a tax resolution firm independent from the IRS.