Privacy Policy
Effective Date: March 1, 2025
Taxmosis LLC (“Taxmosis”, “we”, “our”, or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and protect your information when you visit our website at www.taxmosis.llc or engage with our tax planning and advisory services.
By using our website or services, you agree to the terms of this Privacy Policy.
1. Information We Collect
We may collect the following categories of personal information:
a. Information You Provide
• Name
• Email address
• Phone number
• Mailing address
• Business information
• Financial details required for tax planning
• Any information you voluntarily submit via contact forms or scheduling tools
b. Information Collected Automatically
• IP address
• Browser type
• Device information
• Referral source
• Pages visited and time spent on our site
• Cookies and tracking technologies (see Section 6)
2. How We Use Your Information
We use your information to:
• Provide education on tax planning and advisory services
• Respond to inquiries and schedule consultations
• Send service-related communications
• Customize your experience on our site
• Comply with legal obligations
• Coordinate with Herbert Financial Group Inc. for tax filing services (with your consent)
3. Information Sharing and Disclosure
We do not sell or rent your personal information. We may share your data under the following circumstances:
• With Herbert Financial Group Inc. (our 50% partner and tax filing provider) for coordination of services, only as necessary.
• With service providers (e.g., email platforms, CRM systems) who help us deliver our services under strict confidentiality agreements.
• As required by law, to comply with a subpoena, legal obligation, or court order.
• In the event of a business transfer, merger, or acquisition.
4. Data Retention
We retain your personal information only as long as necessary to provide services and meet legal or contractual obligations. You may request deletion of your information by contacting us (see Section 9).
5. Security
We implement appropriate technical and organizational measures to protect your personal data, including encryption, access controls, and secure cloud infrastructure.
However, no data transmission or storage method is 100% secure. We encourage you to protect your own data by using strong passwords and not sharing sensitive information via unencrypted channels.
6. Cookies and Tracking Technologies
Our website uses cookies and other technologies to:
• Track user activity for analytics
• Improve performance and usability
• Customize content
You can adjust your browser settings to refuse cookies or notify you when they are being used.
7. Your Rights
Depending on your location, you may have the right to:
• Access the personal information we hold about you
• Correct or update inaccurate information
• Request deletion of your data
• Withdraw consent for certain uses
To exercise these rights, please contact us using the information below.
8. Children’s Privacy
Our services are not intended for children under 18. We do not knowingly collect personal information from minors. If you believe we have collected information from a child, please contact us and we will take appropriate action.
9. Contact Us
If you have any questions, concerns, or requests related to this Privacy Policy or your personal information, please contact:
Taxmosis LLC
Email: info@taxmosis.llc
Website: www.taxmosis.llc
10. Updates to This Privacy Policy
We may update this policy from time to time. Any changes will be posted on this page with a revised Effective Date. We encourage you to review this policy periodically.