U.S. Tax IQ's Privacy Policy
Your privacy is extremely important to us. The trust placed in us by our clients is absolutely essential to our success. We understand that and do all we can to earn and protect that trust and protect client information and documents. We do not share or sell your personal information with/to any third parties. Your personal and contact information is used solely for purposes of communicating with you.
By submitting your information, you are consenting to receive occasional electronic communications from U.S. Tax IQ. This may include emails or other forms of digital communication. If you provide your phone number (as part of your personal information), you also consent to receive automated Short Message Service (SMS) notifications for communication purposes. We respect your privacy, and you have the right to revoke your consent at any time. To unsubscribe from our communications, please use the Unsubscribe link provided in our emails.
SMS Terms & Conditions
- SMS Consent Communication:
The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes. - Types of SMS Communications:
If you have consented to receive text messages from U.S. Tax IQ, you may receive messages related to the following:- Appointment reminders
- Follow-up messages regarding your case or consultation
- Billing or payment inquiries
- Important updates on U.S.–Canada tax deadlines and compliance requirements
(No promotional offers are sent — all messages are service-related only.)
Example: “Hello, this is a friendly reminder of your upcoming consultation with U.S. Tax IQ on [Date] at [Time]. You can reply STOP to opt out of SMS messaging from U.S. Tax IQ at any time.”
- Message Frequency:
Message frequency may vary depending on the type of communication. For example, you may receive up to 2–3 SMS messages per week related to your appointments, billing, or urgent compliance updates.Example: “Message frequency may vary. You may receive up to 3 SMS messages per week regarding your consultation appointments or account status.” - Potential Fees for SMS Messaging:
Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally. - Opt-In Method:
You may opt in to receive SMS messages from U.S. Tax IQ in the following ways:- Verbally, during a consultation scheduling call
- By submitting an online form on ustaxiq.com
- By signing a client engagement or intake form that includes SMS consent
- Opt-Out Method:
You can opt out of receiving SMS messages at any time. To do so, simply reply “STOP” to any SMS message you receive. Alternatively, you can contact U.S. Tax IQ directly at [insert phone/email] to request removal from our messaging list. - Help:
If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at https://ustaxiq.com/contact/
Additional Options:
- If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.
Standard Messaging Disclosures:
- Message and data rates may apply.
- You can opt out at any time by texting “STOP.”
- For assistance, text “HELP” or visit our Privacy Policy and Terms and Conditions pages.
- Message frequency may vary.
Disclaimer
No Legal or Tax Advice or Opinion. Please note that the information contained on this website is general in nature, is current only as of the date of posting the respective information on the website, and does not (nor is intended to) provide legal or tax advice or an opinion on any matter or issue discussed.
No Client Relationship or Attorney-Client Relationship. Furthermore, the review of the contents of this website, providing any information through this website, or posting comments or any other information on this website do not create a client relationship or attorney-client relationship. The client relationship can only be established by a direct communication with tax advisors of U.S. Tax IQ that is confirmed by a duly executed engagement letter and statement of work, as applicable.
Accuracy of Information. The information contained on this website may not represent the most current tax developments. In addition, the information and material posted on this website may contain technical inaccuracies or typographical errors. U.S. Tax IQ will do its best to update the information on this website as soon as possible and correct any technical inaccuracies or typos. However, no action should be taken based on the information contained on this website, unless specifically and explicitly discussed with U.S. Tax IQ, provided the client engagement letter is duly executed. U.S. Tax IQ disclaims all and any liability with respect to actions taken or not taken based on any or all of the contents of this website to the fullest extent permitted by applicable law.
The tax advisor profiles and relevant descriptions of their respective practice areas are not intended to suggest or guarantee that any of the same or similar results can be achieved on any future engagements. Note that the outcome of a particular engagement depends on specific facts and circumstances that may or may not be relevant to your particular case. The tax advisor profiles are intended to provide general information about U.S. Tax IQ tax advisors and their experience.
© 2025 U.S. Tax IQ. All rights reserved. U.S. Tax IQ claims all copyrights for the content of this website under all applicable laws. Any reproduction or redistribution of the content of this website (whether in its entirety or partially) is prohibited without the prior written consent of U.S. Tax IQ. U.S. Tax IQ has no affiliation with U.S. Tax IQ Ltd. U.S. Tax IQ is a trade name.