1.1 Information You Provide to Us Directly

• Booking Information: When you schedule a call through our booking platform (Cal.com), we collect your name, email address, phone number, and any details you provide in the booking form. This information is transmitted securely via Cal.com and shared with us to coordinate your consultation.
• Business & Financial Information: Company name, tax details, income range, and other financial data necessary to assess your eligibility and create a custom tax strategy.
• Contact Forms & Emails: Information you share when you contact us via email, chat, or web forms.

1.2 Information Collected Automatically

• Technical Data: IP address, browser type, operating system, referral URLs, pages visited, and time/date stamps.
• Cookies & Tracking: We use cookies, pixels, and similar technologies to improve website functionality, measure performance, and deliver targeted marketing.

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We use the information we collect to:

• Provide and personalize our services.
• Assess eligibility for tax planning strategies.
• Communicate with you, including responding to inquiries.
• Send relevant updates, offers, and educational content.
• Improve our website, marketing, and service delivery.
• Comply with legal and regulatory requirements.

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We may share your personal data only in the following circumstances:

• With Service Providers: Including Cal.com (used for scheduling calls), CPAs, tax professionals, legal advisors, and vetted third-party platforms (e.g. tax software providers) necessary to deliver your tax strategies. Service Providers listed are not all inclusive and may change. We will provide you with a list of these vendors upon your written request.
• With Your Consent: When you explicitly authorize us to share with your current CPA or other advisors.
• Legal Requirements: To comply with applicable laws, court orders, or legal processes.
• Business Transfers: In connection with a merger, acquisition, or sale of assets.

We do not sell your personal information to third parties.

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We implement industry-standard security measures (encryption, secure servers, access controls) to protect your data. While no method is 100% secure, we take reasonable steps to prevent unauthorized access, use, or disclosure.

Depending on your location, you may have the right to:

• Access the personal data we hold about you.
• Request corrections or updates.
• Request deletion of your data (subject to legal obligations).
• Opt out of marketing communications at any time.

To exercise these rights, contact us at [email]

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When you schedule a consultation, your booking details are processed by Cal.com, a third-party scheduling platform. Cal.com’s privacy practices apply to the information you submit through their system. We encourage you to review Cal.com’s Privacy Policy to understand how they handle your data.

We retain your personal data only as long as necessary to fulfill the purposes outlined in this policy and comply with legal obligations.

Our site may link to third-party websites. We are not responsible for the privacy practices or content of these external sites.

Our services are not directed to individuals under 18. We do not knowingly collect information from minors.

We may update this Privacy Policy from time to time. The “Last Updated” date will reflect the latest revision. Significant changes will be communicated via email or website notice.

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If you have any questions or concerns about this Privacy Policy or our data practices, please contact us byemail legal@taxroi.com

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