Privacy Policy

TaxYork ("we", "our", or "us") is committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, store, and share your data when you use our website, services, or communicate with us.

By accessing our website or using our services, you agree to the collection and use of information in accordance with this policy.

We may collect the following types of personal information:

• Identity Data: First name, last name, and title.
• Contact Data: Email address, telephone number, and postal address.
• Financial Data: Information related to your tax filings, income, foreign bank accounts, and other financial details necessary to provide our services.
• Technical Data: IP address, browser type and version, time zone setting, operating system, and platform.
• Usage Data: Information about how you use our website and services.
• Communication Data: Records of correspondence between you and TaxYork, including emails, form submissions, and call notes.

We use your personal information for the following purposes:

• To provide US expat tax compliance services, including preparation of tax returns, FBAR and FATCA filings, and IRS Streamlined submissions.
• To communicate with you regarding your tax matters, appointment scheduling, and service updates.
• To respond to enquiries submitted through our website contact forms.
• To comply with legal and regulatory obligations, including IRS and FinCEN reporting requirements.
• To improve our website, services, and client experience.
• To send you relevant updates about changes in US tax law that may affect your compliance (you may opt out at any time).

We take the security of your personal data seriously. We implement appropriate technical and organisational measures to protect your information against unauthorised access, alteration, disclosure, or destruction. These measures include encrypted communications, secure file transfer protocols, and restricted access controls.

While we strive to protect your personal data, no method of transmission over the internet or method of electronic storage is 100% secure. We cannot guarantee absolute security, but we are committed to maintaining industry-standard protections.

We do not sell, rent, or trade your personal information. We may share your data with:

• Tax Authorities: The IRS, FinCEN, and other relevant tax authorities as required to fulfil our service obligations.
• Service Providers: Trusted third-party providers who assist us in operating our website, conducting business, or servicing you (e.g., email delivery via Resend, secure document portals).
• Legal Requirements: When required by law, regulation, or legal process.

All third parties are contractually obligated to handle your data securely and only for the purposes we specify.

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

• The right to access the personal data we hold about you.
• The right to request correction of inaccurate or incomplete data.
• The right to request deletion of your personal data, subject to legal retention requirements.
• The right to restrict or object to the processing of your data.
• The right to data portability.
• The right to withdraw consent at any time, where processing is based on consent.

To exercise any of these rights, please contact us at hello@taxyork.com.

Our website may use cookies and similar tracking technologies to enhance your browsing experience and analyse website usage. Cookies are small text files stored on your device. You can control cookie preferences through your browser settings.

We use essential cookies to ensure the website functions correctly and analytical cookies to understand how visitors interact with our site.

We retain your personal data for as long as necessary to fulfil the purposes for which it was collected, including to satisfy legal, accounting, or reporting requirements. Tax-related records are retained in accordance with IRS and applicable jurisdictional requirements.

If you have any questions about this Privacy Policy or wish to exercise your data rights, please contact us: