At Taxezz, your privacy is our priority. We are committed to protecting the confidentiality of your personal, financial, and business information. This Privacy Policy outlines how we collect, use, share, and safeguard your information when you engage with our firm.
Taxezz is a U.S.-based tax firm that provides specialized tax strategy, planning, and compliance services exclusively to real estate professionals — including investors, developers, brokers, and property owners.
We may collect the following types of personal and business-related information:
Contact Information: Name, address, email, phone number.
Tax & Financial Data: Income details, expenses, business records, bank account numbers, Social Security Numbers (SSNs), Employer Identification Numbers (EINs), etc.
Property & Investment Data: Real estate portfolio details, transaction history, investment structures.
Technical Data: IP addresses, browser types, device identifiers (when visiting our website).
We collect information through:
Forms you complete (online or paper-based)
Documents you upload or email to us
Information shared during meetings or consultations
Our website (via cookies, analytics, and contact forms)
Third-party sources with your consent (e.g., banks, payroll providers)
We use your information to:
Provide tax planning, compliance, and advisory services
Prepare and file tax returns
Communicate with you about your account
Improve our services and website
Comply with legal, regulatory, or professional obligations
We do not sell your personal information. We may share your data with:
Authorized employees and consultants of Taxezz
Third-party service providers (e.g., bookkeeping software, secure document storage, tax filing platforms)
Regulatory authorities, when required by law or in connection with a legal proceeding
All third-party vendors we use are bound by confidentiality agreements and data protection requirements.
We implement strong administrative, technical, and physical safeguards to protect your information, including:
Encrypted data storage and transmission
Secure client portals for document sharing
Restricted access controls within our firm
Routine data backups
Depending on your location, you may have rights under applicable privacy laws, including:
The right to access or correct your information
The right to request deletion of your data (subject to IRS retention regulations)
The right to restrict or object to certain uses of your data
To exercise any of these rights, please contact us at [insert email].
We retain personal information as required by U.S. tax laws and professional standards — typically for a minimum of 7 years after the conclusion of services.
Our website may use cookies and similar tracking technologies to improve functionality and user experience. You can manage your cookie preferences through your browser settings.
Our services are not intended for individuals under the age of 18. We do not knowingly collect personal data from minors.
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.
If you have questions or concerns about this policy or your information, please contact us:
Taxezz – Real Estate Tax Strategy Experts
[Your Business Address]
Email: [your email]
Phone: [your phone number]
Website: taxezz.com
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