Privacy Policy

Last updat­ed: Octo­ber 2, 2026

U.S. Tax IQ (“U.S. Tax IQ,” “we,” “us,” or “our”) respects your pri­va­cy. This Pri­va­cy Pol­i­cy explains what per­son­al infor­ma­tion we col­lect through ustax​iq​.com and in the course of pro­vid­ing our ser­vices, how we use and pro­tect it, and the choic­es you have. By using our web­site or sub­mit­ting your infor­ma­tion to us, you acknowl­edge the prac­tices described in this Pri­va­cy Pol­i­cy.

Information We Collect

We col­lect infor­ma­tion in the fol­low­ing ways:

• Infor­ma­tion you pro­vide to us. This includes your name, email address, phone num­ber, and the details you share when you sub­mit a form on ustax​iq​.com, sched­ule a con­sul­ta­tion (online or by phone), con­tact us, or sign a client engage­ment or intake form.
• Infor­ma­tion col­lect­ed auto­mat­i­cal­ly. When you vis­it our web­site, we and our ser­vice providers may auto­mat­i­cal­ly col­lect tech­ni­cal infor­ma­tion such as your IP address, brows­er type, device infor­ma­tion, pages vis­it­ed, and the date and time of your vis­it, using cook­ies and sim­i­lar tech­nolo­gies.
• Infor­ma­tion relat­ed to our ser­vices. If you become our client, we col­lect the infor­ma­tion nec­es­sary to pro­vide tax advi­so­ry ser­vices, as described in your engage­ment let­ter. This infor­ma­tion is han­dled in accor­dance with our pro­fes­sion­al and con­fi­den­tial­i­ty oblig­a­tions.

How We Use Your Information

We use the infor­ma­tion we col­lect to:

• respond to your inquiries and sched­ule con­sul­ta­tions;
• pro­vide, man­age, and bill for our ser­vices;
• send you appoint­ment reminders, fol­low-up mes­sages, billing notices, and impor­tant updates on U.S.–Canada tax dead­lines and com­pli­ance require­ments;
• send occa­sion­al emails and oth­er elec­tron­ic com­mu­ni­ca­tions, from which you can unsub­scribe at any time;
• oper­ate, main­tain, and improve our web­site and ser­vices;
• pro­tect against fraud and mis­use, and com­ply with legal oblig­a­tions.

SMS Communications and Phone Numbers

If you pro­vide your phone num­ber and con­sent to receive SMS text mes­sages from U.S. Tax IQ, we will use your phone num­ber sole­ly to com­mu­ni­cate with you about your appoint­ments, cas­es or con­sul­ta­tions, billing, and U.S.–Canada tax dead­lines and com­pli­ance require­ments. We do not send pro­mo­tion­al mes­sages by SMS.

Your phone num­ber and your SMS con­sent will nev­er be shared with third par­ties or affil­i­ates for mar­ket­ing pur­pos­es. Infor­ma­tion obtained as part of the SMS con­sent process is not sold, rent­ed, or shared with third par­ties for their own mar­ket­ing.

All cat­e­gories of infor­ma­tion we col­lect exclude text mes­sag­ing opt-in data and con­sent. This infor­ma­tion will not be shared with any third par­ties or affil­i­ates.

Con­sent to receive SMS mes­sages is vol­un­tary and is not a con­di­tion of pur­chas­ing any ser­vices. You may opt in by check­ing the SMS con­sent box on our online forms, ver­bal­ly dur­ing a con­sul­ta­tion sched­ul­ing call, or by sign­ing a client engage­ment or intake form that includes SMS con­sent. You can opt out at any time by reply­ing STOP to any mes­sage, and you can reply HELP or text HELP to (202) 831‑1040 for assis­tance. Mes­sage fre­quen­cy may vary. Mes­sage and data rates may apply. For full details, please see our SMS Terms & Con­di­tions.

How We Share Your Information

We do not sell your per­son­al infor­ma­tion. We may share your infor­ma­tion only in the fol­low­ing lim­it­ed cir­cum­stances:

• Ser­vice providers. With ven­dors that help us oper­ate our busi­ness, such as web­site host­ing, sched­ul­ing, com­mu­ni­ca­tions (includ­ing email and SMS deliv­ery), pay­ment pro­cess­ing, and doc­u­ment man­age­ment providers. These providers may use your infor­ma­tion only to per­form ser­vices for us and are required to pro­tect it.
• Pro­fes­sion­al ser­vices. With tax author­i­ties, advi­sors, or oth­er pro­fes­sion­als, when need­ed to pro­vide the ser­vices you have engaged us for and with your autho­riza­tion.
• Legal require­ments. When required by law, reg­u­la­tion, legal process, or a gov­ern­men­tal request, or to pro­tect the rights, prop­er­ty, or safe­ty of U.S. Tax IQ, our clients, or oth­ers.
• Busi­ness trans­fers. In con­nec­tion with a merg­er, acqui­si­tion, or sale of all or part of our busi­ness, sub­ject to appro­pri­ate con­fi­den­tial­i­ty pro­tec­tions.

As stat­ed above, phone num­bers and SMS con­sent are nev­er shared with third par­ties or affil­i­ates for mar­ket­ing pur­pos­es.

Cookies and Similar Technologies

Our web­site may use cook­ies and sim­i­lar tech­nolo­gies to make the site work, remem­ber your pref­er­ences, and under­stand how vis­i­tors use it. You can con­trol or delete cook­ies through your brows­er set­tings. If you dis­able cook­ies, some parts of the web­site may not func­tion prop­er­ly.

Data Security and Retention

We use rea­son­able admin­is­tra­tive, tech­ni­cal, and phys­i­cal safe­guards to pro­tect your per­son­al infor­ma­tion. How­ev­er, no method of trans­mis­sion over the inter­net or method of elec­tron­ic stor­age is com­plete­ly secure, and we can­not guar­an­tee absolute secu­ri­ty. We keep per­son­al infor­ma­tion only as long as need­ed for the pur­pos­es described in this Pri­va­cy Pol­i­cy, to pro­vide our ser­vices, and to meet legal, tax, account­ing, and pro­fes­sion­al record-keep­ing require­ments.

Your Choices and Rights

• Emails: use the Unsub­scribe link includ­ed in our emails to stop receiv­ing them.
• SMS: reply STOP to any text mes­sage to opt out. To opt back in, reply START.
• Access and cor­rec­tion: you may request access to the per­son­al infor­ma­tion we hold about you, and ask us to cor­rect or update it.
• Dele­tion and with­draw­al of con­sent: you may ask us to delete your per­son­al infor­ma­tion or with­draw your con­sent to its use, sub­ject to our legal and pro­fes­sion­al record-keep­ing oblig­a­tions.

To make a request, con­tact us using the details in the “Con­tact Us” sec­tion below. We may need to ver­i­fy your iden­ti­ty before respond­ing.

Residents of Canada

If you are locat­ed in Cana­da, we han­dle your per­son­al infor­ma­tion in accor­dance with the Per­son­al Infor­ma­tion Pro­tec­tion and Elec­tron­ic Doc­u­ments Act (PIPEDA) and oth­er applic­a­ble Cana­di­an pri­va­cy laws. We col­lect, use, and dis­close your per­son­al infor­ma­tion only for the pur­pos­es described in this Pri­va­cy Pol­i­cy and with your con­sent, which may be express or implied depend­ing on the sen­si­tiv­i­ty of the infor­ma­tion. You may with­draw your con­sent at any time, sub­ject to legal or con­trac­tu­al restric­tions and rea­son­able notice.

We send com­mer­cial elec­tron­ic mes­sages (emails and SMS) only with your con­sent, in accor­dance with Canada’s Anti-Spam Leg­is­la­tion (CASL). Every mes­sage iden­ti­fies U.S. Tax IQ as the sender and includes a way to unsub­scribe, and we hon­our unsub­scribe requests with­in 10 busi­ness days at the lat­est.

Your per­son­al infor­ma­tion may be stored and processed in the Unit­ed States or Cana­da and may be acces­si­ble to courts, law enforce­ment, and author­i­ties in those coun­tries under their laws. You may request access to your per­son­al infor­ma­tion, ask for cor­rec­tions, or ask us ques­tions about our pri­va­cy prac­tices by con­tact­ing us using the details below. If you are not sat­is­fied with our response, you have the right to file a com­plaint with the Office of the Pri­va­cy Com­mis­sion­er of Cana­da.

Residents of California and Other U.S. States

Depend­ing on your state of res­i­dence (for exam­ple, Cal­i­for­nia), you may have the right to know what per­son­al infor­ma­tion we col­lect and how we use it, to request access to, cor­rec­tion of, or dele­tion of your per­son­al infor­ma­tion, and not to be dis­crim­i­nat­ed against for exer­cis­ing these rights. We do not sell per­son­al infor­ma­tion and do not share it for cross-con­text behav­ioral adver­tis­ing. To exer­cise your rights, con­tact us using the details below.

Children’s Privacy

Our web­site and ser­vices are intend­ed for adults and are not direct­ed to chil­dren under 13. We do not know­ing­ly col­lect per­son­al infor­ma­tion from chil­dren. If you believe a child has pro­vid­ed us with per­son­al infor­ma­tion, please con­tact us and we will delete it.

Third-Party Links

Our web­site may con­tain links to third-par­ty web­sites. We are not respon­si­ble for the pri­va­cy prac­tices or con­tent of those web­sites, and we encour­age you to read their pri­va­cy poli­cies.

Changes to This Privacy Policy

We may update this Pri­va­cy Pol­i­cy from time to time. The “Last updat­ed” date at the top of this page shows when it was last revised. Changes take effect when they are post­ed on this page.

Related Documents

Please also review our SMS Terms & Con­di­tions, which describe the types and fre­quen­cy of SMS mes­sages, opt-in and opt-out meth­ods, and relat­ed dis­clo­sures.

Contact Us

If you have ques­tions about this Pri­va­cy Pol­i­cy or want to exer­cise your pri­va­cy rights, con­tact us through our con­tact page or by phone.

Cana­da
1–2A 550 Speers Road, Oakville, Ontario L6K 2G3
Tele­phone: (647) 696‑7134 | (866) 474‑0630
Fax: 1 (888) 507‑0781

U.S.
12834 Roy­al George Avenue, Tam­pa, FL 33556
Tele­phone: (202) 831‑1040 | 1 (855) 518‑2947
Fax: +1 (813) 444‑0219

© 2026 U.S. Tax IQ. All rights reserved. U.S. Tax IQ has no affil­i­a­tion with U.S. Tax IQ Ltd. U.S. Tax IQ is a trade name.