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Last updated: 07/29/2026
This Privacy Policy explains how Tax Team & Co. ("we", "us", or "our") collects, uses, shares, and protects personal information about you when you visit or interact with https://www.gotaxteam.com/ (our "website") or use our services.
We are committed to protecting your personal information and being transparent about how we process it. This policy describes the types of information we collect, how we use it, the circumstances in which it may be shared, and the rights you may have regarding your information.
If you have any questions about this Privacy Policy or our data practices, you can contact us using the details in the Contact Us section below.
Last updated: 07/29/2026
We may collect the following categories of information about you.
This includes information you provide when you:
This information may include your name, email address, postal address, phone number, payment information, and any other information you choose to provide.
When you visit our website, we automatically collect certain technical and usage information. This may include:
This information helps us understand how our website is used and allows us to improve our services. Some of this information may be collected through cookies and similar technologies.
For more details, please see our Cookie Policy.
We do not intentionally collect special category data — such as information about health, biometric identifiers, racial or ethnic origin, religious beliefs, or sexual orientation. Please do not submit this type of information through our website or services.
We may receive information about you from third parties, such as analytics providers, advertising partners, or social media platforms, where you have permitted those services to share information with us.
We use the information we collect for the following purposes:
We may share information with third parties where you have given us consent to do so.
We use cookies and similar technologies to operate our website, analyse usage, and support certain functionality.
Some cookies are necessary for the website to function, while others may be used for analytics, performance monitoring, or advertising purposes.
For detailed information about the cookies we use and how to manage your preferences, please see our Cookie Policy.
We retain personal information only for as long as necessary to fulfil the purposes for which it was collected, including to meet legal, accounting, or reporting obligations.
When determining retention periods, we consider factors such as the nature and sensitivity of the information, the purposes for which it was collected, and applicable legal requirements.
Where personal data is processed on the basis of consent, we retain the data until consent is withdrawn or the data is no longer required for the purpose for which it was collected.
In practice, this means we retain your data for 3 years.
When personal information is no longer required, we will securely delete or anonymise it.
We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, loss, alteration, or disclosure.
While we take reasonable steps to protect your information, no system or transmission of data over the internet can be guaranteed to be completely secure.
Depending on your location, you may have rights regarding your personal information, such as the right to access, correct, delete, or restrict the use of your data.
For detailed information about your rights and how to exercise them, please see our Privacy Rights.
Certain sharing of personal data with advertising or analytics partners may be considered a "sale" or "sharing" under some US privacy laws.
Residents of California may have the right to opt out of the sale or sharing of personal information or limit the use of sensitive personal information.
To exercise these rights, please contact us using the details below.
We may update this Privacy Policy from time to time.
The Last Updated date at the top of this policy shows when it was last revised.
If you have questions about this Privacy Policy or our data practices, you may contact us at:
Company Legal Name: Tax Team & Co.
Registered Address: 55 Merrick Way ste 408, Miami, FL, USA
Contact Email: info@taxteam.com
Company Phone Number: +1 (305) 269-8445
We may update this Privacy Policy from time to time.
The "Last updated" date at the top shows when it was last revised.
PRIVACY POLICY
At The Tax Team Inc., we prioritize your privacy and are committed to protecting your personal and financial information. This Privacy Policy outlines how we collect, use, and safeguard your data when you visit our website, use our services, or interact with our firm.
1. Data Collection
We collect the following types of information:
Personal Information: Name, phone number, email address, mailing address, and any details provided in our contact forms.
Financial & Tax Information: Data necessary for tax preparation, accounting, and business management services.
Technical Data: IP addresses, device information, browser type, and cookies for analytics and performance tracking.
SMS Consent Data: If you opt in to receive SMS messages, we collect your phone number and preferences.
2. Data Usage
The information we collect is used to:
Provide tax preparation, business accounting, and consulting services.
Process transactions, appointments, and customer inquiries.
Send SMS notifications related to tax deadlines, reminders, and service updates.
Improve website functionality and enhance user experience.
Comply with legal obligations.
3. SMS Opt-In & Communication Policy
By checking the opt-in checkbox on our forms, you agree to receive SMS messages from The Tax Team Inc. at the phone number provided.
Message frequency may vary.
Standard message and data rates may apply.
You can opt out at any time by replying STOP.
For assistance, reply HELP or visit www.gotaxteam.com.
SMS opt-in and phone numbers collected for SMS communication purposes will not be shared with any third party and affiliates for marketing purposes.
4. Data Protection
We implement industry-standard security measures, including:
Data encryption for sensitive tax and financial records.
Access controls to protect client information.
Regular security audits to ensure compliance and safety.
5. User Rights & Opt-Out Options
You have the right to:
✅ Access your personal data upon request.
✅ Request correction or deletion of inaccurate information.
✅ Withdraw SMS consent by replying STOP.
✅ Opt out of email or marketing communications.For privacy-related inquiries, contact us at info@gotaxteam.com.
6. Policy Updates & Accessibility
We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated revision date.📌 For questions, please contact us at info@gotaxteam.com.
Last updated: 07/29/2026
SMS TERMS AND CONDITIONS
1- 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.
2- Types of SMS Communications: If you have consented to receive text messages from The Tax Team Inc., you may receive messages related to the following: Appointment reminders (if applicable), Follow-up messages (if applicable), Billing inquiries (if applicable)Promotions or offers (if applicable)
Example: "Hello, this is a friendly reminder of your upcoming appointment with John Doe, CPA at [Location] on [Date] at [Time]. You can reply STOP to opt out of SMS messaging from The Tax Team Inc. at any time." For assistance text HELP. Message frequency may vary. Message and data rates may apply
3- Message Frequency: Message frequency may vary depending on the type of communication. For example, you may receive up to [X] SMS messages per week related to your [appointments/billing, etc.].
4- 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.
5- Opt-In Method: You may opt-in to receive SMS messages from The Tax Team in the following ways:
- Verbally during a conversation,
- By submitting an online form, [Signing Up on Calendly or Using our Chat Bot Widget]
- By entering your phone number during scheduling or intake and confirming consent
By checking this box, you agree to receive SMS messages from The Tax Team Inc. You can reply stop to opt-out at any time. Replay Help for customer care www.gotaxteam.com.
Messages and data rates may apply. Message frequency will vary". You can verify our Privacy policy and Terms & Conditions on the following link: https://www.gotaxteam.com/privacy-policy-terms
6- 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 us directly to request removal from our messaging list.
7- Help: If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at www.gotaxteam.com or call us at (305) 269-8445
Additional Options: If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms. By accessing and using our services, you agree to the following terms.
8- 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 [LINK] and Terms and Conditions [LINK] pages.
Message frequency may vary
TERMS & CONDITIONS
1. Introduction
Welcome to The Tax Team Inc.. By using our website, services, and SMS communications, you agree to comply with these Terms and Conditions. If you do not agree, please do not use our services.
2. Consent for SMS Communication
By opting in to receive SMS messages, you consent to receive text messages from The Tax Team Inc. at the phone number you provide.
SMS data will not be shared with third parties for marketing purposes.
3. Types of SMS Communications
If you have opted in, you may receive messages related to:
Clients: Tax deadlines, appointment reminders, refund updates, and account notifications.
Business Owners: Compliance alerts, tax strategies, and accounting updates.
4. Standard Messaging Disclosures
Message and data rates may apply as per your mobile service provider.
You can opt out at any time by texting STOP.
For assistance, text HELP or visit www.gotaxteam.com.
5. Privacy Policy Compliance
We respect your privacy. Any personal data collected for SMS communication will be used as outlined in our PrivacyPolicy.
6. Modifications to Terms
We reserve the right to update or modify these terms at any time. Continued use of our services constitutes acceptance of the new terms.📌 For questions, please contact us at info@gotaxteam.com.
Section 1 — Carrier Liability
Carrier Liability Disclaimer
The Tax Team is not responsible for any delays or failures in the receipt of any SMS messages connected with our service. Delivery of SMS messages is subject to effective transmission from your network operator. SMS message services are provided on an "as is" basis. The Tax Team will not be liable for any delays or undelivered messages.
Section 2 — Age Restriction
Age Restriction
Our SMS messaging program is intended for individuals 18 years of age or older. By opting in to receive SMS messages from The Tax Team, you confirm that you are at least 18 years of age. We do not knowingly send SMS messages to individuals under the age of 18.
This Cookie Policy explains how Tax Team & Co. ("we", "us", or "our") uses cookies and similar tracking technologies on https://www.gotaxteam.com/. It covers what cookies are, why we use them, the legal basis for doing so, and your rights and choices.
This policy applies to all users of the Site globally. Users in the EU, EEA, UK, California, and certain other US states may have additional rights, which are described in the relevant sections below.
A full technical inventory of cookies and trackers detected on this site is maintained separately in our Cookie Declaration.
This policy should be read alongside our Privacy Policy.
Cookies are small text files placed on your device when you visit a website. They allow websites to recognised your device and remember information about your preferences or past actions. Similar technologies we may use include:
For simplicity, all of these are referred to collectively as "cookies" throughout this policy.
We use four categories of cookies, as described below.
The full list of specific cookies within each category is available in our Cookie Declaration.
These cookies are strictly required for the website to operate. They support core functions including security, session management, load balancing, and storing your consent preferences. They cannot be disabled and do not require prior consent in most jurisdictions, as they are essential to the service you have requested.
These cookies help us understand how visitors interact with the site. They collect aggregated data such as pages visited, session duration, traffic sources, and device types. This information is used solely to improve site performance and usability.
These cookies track your browsing activity to build a profile and serve relevant advertising. They may be set by us or by third-party advertising partners. Disabling them will not stop advertising but ads shown will be less targeted.
These cookies enable enhanced functionality and personalisation, such as remembering your language, region, or interface settings. Disabling them may affect your experience but will not prevent you from using the site.
We do not intentionally collect special category data — such as information about health, biometric identifiers, racial or ethnic origin, religious beliefs, or sexual orientation. Please do not submit this type of information through our website or services.
Depending on the technology used, cookies and similar technologies may process personal data including:
This data may be processed by us or by third-party service providers integrated into the site. The nature and extent of data processed depends on which cookie categories you consent to. Third-party providers process data in accordance with their own privacy policies, which are linked in our Cookie Declaration.
Some browsers transmit a Do Not Track signal. There is currently no universally accepted standard for responding to DNT signals. Our site does not respond to Do Not Track signals because there is currently no common industry or legal standard for those signals.
You can also manage cookies directly through your browser:
Restricting cookies may affect the functionality of this and other websites.
We may update this Cookie Policy to reflect changes in technology, legal requirements, or our data practices. The "Last updated" date will be revised accordingly. Where changes are material, we will notify you via a prominent notice on the site or through the consent banner.
Company: Tax Team & Co.
Privacy contact: info@taxteam.com
Email: info@taxteam.com
Address: 55 Merrick Way ste 408, Miami, FL, USA
Depending on where you are located, you may have certain rights regarding your personal information. This page explains what those rights are, who they apply to, and how to exercise them.
To submit a request, please see the How to Exercise Your Rights section below.
If you are a California resident, the California Consumer Privacy Act (CCPA) as amended by the California Privacy Rights Act (CPRA) gives you the following rights.
You have the right to request information about the personal information we have collected about you over the past 12 months, including:
You have the right to request that we delete personal information we have collected from you, subject to certain exceptions. We may deny a deletion request where retaining the information is necessary to complete a transaction, comply with a legal obligation, or for other purposes permitted under the CCPA/CPRA.
You have the right to request that we correct inaccurate personal information we hold about you.
You have the right not to receive discriminatory treatment for exercising your privacy rights. We will not deny you goods or services, charge you different prices, or provide a different level of service because you exercised a right under the CCPA/CPRA.
If you are a resident of a US state with applicable privacy legislation — including but not limited to Virginia, Colorado, Connecticut, Texas, and Oregon — you may have the following rights regarding your personal information.
You have the right to confirm whether we process personal information about you and to request a copy of that information.
You have the right to request that we correct inaccurate personal information we hold about you.
You have the right to request that we delete personal information we have collected from or about you, subject to certain exceptions.
You have the right not to receive discriminatory treatment for exercising your privacy rights under applicable state law.
If we decline to act on your rights request, you may appeal our decision by contacting us at info@gotaxteam.com with the subject line "Privacy Rights Appeal". We will respond to your appeal within the timeframe required by applicable law.
To submit a privacy rights request, please contact us at:
Email: info@gotaxteam.com
Please include your name, the country or state you are located in, and a clear description of the right you wish to exercise.
To protect your personal information, we may ask you to verify your identity before processing your request. We will not use information provided for identity verification for any other purpose.
We aim to respond to all valid requests within 45 days. In some cases, where requests are complex or numerous, we may extend this period as permitted by applicable law. If we extend the timeframe, we will notify you.
We will not charge a fee for handling your request unless it is manifestly unfounded or excessive.
We may update this page from time to time to reflect changes in applicable law or our data practices.
Last updated: 07/29/2026
