Privacy Policy

Overview

This Privacy Policy explains how Stratus Tax Consulting (“Company,” “we,” “us,” or “our”) collects, uses, shares, and protects personal information when you interact with our websites, booking pages, communications, and services (collectively, the “Services”).

Information We Collect

Information you provide

• Contact details (name, email, phone number, address).
• Business, financial, and tax-related information you submit for consulting.
• Documents you upload or share with us during an engagement.
• Payment information (processed via third-party providers; we do not store full card details).

Information collected automatically

• Device and usage data (IP address, browser type, pages viewed, referring URLs, time stamps).
• Cookies and similar technologies (to remember preferences, improve performance, and measure engagement).

Information from third parties

• Service providers (scheduling, billing, analytics, document portals).
• Public databases and verification services as permitted by law.

How We Use Information

• To provide, operate, and improve the Services and our client experience.
• To communicate with you, respond to inquiries, and deliver support.
• To perform and manage engagements, including analysis, filings, and deliverables.
• To process payments and prevent fraud or misuse.
• To comply with legal, regulatory, and professional obligations.
• With your consent, to send relevant updates, notices, and marketing communications (you may opt out at any time).

Legal Bases (EEA/UK visitors)

Where applicable under GDPR/UK GDPR, we process personal data based on one or more of the following: (i) performance of a contract; (ii) legitimate interests (e.g., securing our Services, improving quality); (iii) compliance with legal obligations; and (iv) consent (for specific activities).

How We Share Information

• Service providers: scheduling, payment processing, IT/security, analytics, document management.
• Professional obligations: to tax authorities or regulators when required by law.
• Business transfers: in connection with mergers, acquisitions, or similar transactions.
• Legal compliance: to comply with lawful requests, court orders, or to protect rights and safety.

Data Retention

We retain information for as long as necessary to fulfill the purposes outlined in this Policy, to comply with legal and professional record-keeping obligations, and to resolve disputes.

Your Choices & Rights

• Access/Update: You may request access to or correction of your personal information.
• Marketing Opt-Out: You can unsubscribe from marketing emails via the link in each message.
• Cookie Controls: Adjust browser settings to block or delete cookies (some features may not work).
• EEA/UK/California: You may have additional rights (access, deletion, portability, restriction, and non-discrimination) subject to verification and legal limits.

Security

We use administrative, technical, and organizational safeguards designed to protect personal information. However, no method of transmission or storage is 100% secure; we cannot guarantee absolute security.

Children’s Privacy

Our Services are not directed to children under 13. We do not knowingly collect personal information from children under 13. If you believe a child has provided us information, please contact us to request deletion.

International Transfers

If you access the Services from outside the United States, your information may be processed in countries (including the U.S.) that may have different data protection laws than your jurisdiction.

Third-Party Links & Tools

The Services may contain links to third-party sites or use third-party tools (e.g., booking, payment, file-sharing). Those parties’ privacy practices govern their handling of your data. We encourage you to review their policies.

Changes to This Policy

We may update this Policy from time to time. Material changes will be noted by updating the “Effective date” above. Your continued use of the Services after changes indicates acceptance.

Contact Us

Stratus Tax Consulting
Phone: (608) 210-1021
Email: [email protected]
Booking: https://stratustax.site/book-now-224501

Note: This template is provided for general informational purposes and is not legal advice. For requirements specific to your business and jurisdiction (e.g., GLBA, IRS 7216, CCPA/CPRA, GDPR), consult your attorney.