Privacy Policy

1. Introduction

US/UK Cross Border Tax Group ("we," "us," or "our") is committed to protecting the privacy and security of your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your data in compliance with applicable US federal and state privacy laws, including the Gramm-Leach-Bliley Act (GLBA) and California Consumer Privacy Act (CCPA).

By engaging our services, you consent to the data practices described in this policy.

2. Information We Collect

We collect information necessary to provide tax advisory and compliance services, including:

• Personal Identifiers: Name, address, email, phone number, Social Security Number (SSN), Individual Taxpayer Identification Number (ITIN), Employer Identification Number (EIN)
• Financial Data: Income statements, investment records, bank account information, cryptocurrency transactions, business financials
• Tax Information: Prior year tax returns, W-2s, 1099s, K-1s, deduction records, foreign account details (FBAR/FATCA)
• Business Information: Entity formation documents, operating agreements, partnership agreements, corporate minutes
• Estate Planning Documents: Trust agreements, wills, power of attorney, beneficiary designations
• Communications: Email correspondence, meeting notes, phone call records

3. How We Use Your Information

Your information is used exclusively for:

• Preparing and filing federal, state, and international tax returns
• Providing tax planning and strategic advisory services
• Representing you before the IRS and state tax authorities
• Complying with federal and state tax regulations
• Communicating about your accounts and service delivery
• Maintaining internal records and improving our services
• Detecting and preventing fraud or unauthorized access

4. Information Sharing and Disclosure

We do not sell, rent, or trade your personal information. We may share your data only in the following circumstances:

• Tax Authorities: As required for filing tax returns, responding to IRS notices, or complying with legal obligations (e.g., IRS Form 2848 authorization)
• Service Providers: With trusted third-party vendors who assist in service delivery (e.g., tax software providers, secure document portals, cloud storage) under strict confidentiality agreements
• Legal Requirements: When required by law, subpoena, court order, or government regulation
• Professional Advisors: With your attorneys, financial advisors, or other professionals at your direction
• Business Transfers: In connection with a merger, acquisition, or sale of assets, with notice to affected clients

5. Data Security Measures

We use the following safeguards to protect your information:

• Encryption: All data transmitted through our client portal uses 256-bit SSL/TLS encryption
• Secure Storage: Files are stored on encrypted servers with redundant backups
• Access Controls: Multi-factor authentication (MFA) and role-based access restrictions
• Physical Security: Restricted access to physical offices and document storage areas
• Employee Training: Regular privacy and security training for all team members
• Intrusion Detection: Continuous monitoring for unauthorized access attempts

While we employ rigorous security measures, no method of electronic transmission or storage is 100% secure. We cannot guarantee absolute security but commit to maintaining commercially acceptable protection standards.

6. International Data Transfers

As a firm serving clients with cross-border tax obligations, we may transfer data between the United States and other jurisdictions. All international transfers comply with applicable data protection frameworks, including GDPR requirements for EU data subjects. By using our services, you acknowledge that your data may be processed in the United States.

7. Your Privacy Rights

Depending on your jurisdiction, you may have the following rights:

• Access: Request a copy of the personal information we maintain about you
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your data, subject to legal retention requirements
• Opt-Out: Opt out of certain data sharing practices (where applicable)
• Portability: Receive your data in a structured, machine-readable format
• Non-Discrimination: Receive equal service regardless of exercising privacy rights

To exercise these rights, contact us at hello@usukcrossbordertax.com. We will respond within 30 days of receipt.

California Residents: Under the CCPA, you have the right to know what personal information is collected, how it's used, and to whom it's disclosed. You may request deletion and opt out of sales (though we do not sell personal information).

8. Data Retention

We retain your personal and tax information for as long as necessary to:

• Fulfill our professional and legal obligations
• Comply with IRS recordkeeping requirements (typically 3-7 years from filing date)
• Defend against potential claims or audits
• Maintain continuity of service for returning clients

After the retention period, we securely destroy or anonymize your data unless you request earlier deletion (subject to legal requirements).

9. Cookies and Website Analytics

Our website uses minimal tracking technologies:

• Essential Cookies: Required for basic site functionality
• Analytics: We use analytics services to understand website usage and improve user experience
• Third-Party Cookies: Limited third-party cookies may be used for analytics purposes

You can control cookie preferences through your browser settings. Disabling cookies may limit certain website features.

10. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected data from a minor, please contact us immediately for removal.

11. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technology, legal requirements, or other factors. Updated policies will be posted on our website with a revised "Last Updated" date. Material changes will be communicated via email or prominent website notice. Continued use of our services after modifications constitutes acceptance of the updated policy.

12. Contact Us

For questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact:

US/UK Cross Border Tax Group
Email: hello@usukcrossbordertax.com
Phone: 0333 880 7974

Privacy Officer
4 Crown Place
London EC2A 4BT
United Kingdom

US Offices:
33 Irving Pl, New York, NY 10003
600 California St, San Francisco, CA 94108

Response Time: We will respond to privacy inquiries within 30 business days.