Bilingual Tax Group (“BTG,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the information you provide when you visit our website, communicate with us, or use our products and services.

This Privacy Policy explains how we collect, use, protect, and disclose information in connection with the Bilingual Tax Group website and related services.

1. Information We Collect

Depending on how you interact with us, we may collect information such as:

Full name

Email address

Telephone or mobile number

Mailing address

Date of birth

Tax-related information

Employment and income information

Business information

Information necessary to provide tax services

Information submitted through forms or applications

Account and login information

Payment and billing information

Appointment information

Communications you send to us

Website usage and technical information, including IP address, browser type, device information, and pages visited

We ask that you provide accurate information and only provide information that you are authorized to provide.

2. How We Use Your Information

We may use information we collect to:

Respond to questions and inquiries

Provide tax preparation and tax-related services

Assist with tax resolution matters

Provide professional tax software and related services

Provide educational programs and training

Schedule and manage appointments

Process payments and transactions

Create and manage accounts

Communicate with you regarding services, appointments, products, or requests

Send service-related communications

Send marketing communications where permitted by law

Improve our website, services, products, and customer experience

Prevent fraud, abuse, or unauthorized activity

Maintain appropriate business records

Comply with applicable legal and regulatory requirements

3. Taxpayer Information

If you use BTG tax preparation or tax-related services, we may collect sensitive financial and taxpayer information necessary to provide those services.

We take reasonable steps to protect taxpayer information and use it only for legitimate business, service, legal, and regulatory purposes.

Certain uses or disclosures of taxpayer information may be subject to additional federal requirements. Where required, we will obtain appropriate consent or authorization before using or disclosing taxpayer information.

4. How We Share Information

We do not sell your personal information merely because you visit or use our website.

We may share information when reasonably necessary to operate our business or provide services, including with:

Service providers and technology vendors

Payment processors

Tax software and technology providers

Professional service providers

Contractors assisting with our operations

Government agencies or regulatory authorities when required or permitted by law

Legal, accounting, or compliance professionals

Other parties when you have provided appropriate authorization or consent

We may also disclose information when necessary to comply with applicable law, legal processes, court orders, or government requests.

5. Telephone and Text Communications

If you provide your telephone number and consent to receive communications, we may contact you by telephone, SMS/text message, or other electronic communication regarding appointments, inquiries, services, account activity, or information you have requested.

Where applicable, marketing communications will be sent in accordance with applicable consent requirements.

You may opt out of marketing text messages by replying STOP to a marketing message. You may also contact us directly to request removal from marketing communications.

Message and data rates may apply depending on your mobile carrier.

6. Cookies and Similar Technologies

Our website may use cookies, pixels, analytics tools, and similar technologies to:

Operate and secure the website

Understand website traffic

Improve website performance

Remember preferences

Measure marketing effectiveness

Improve our services and user experience

You may be able to manage cookies through your browser settings. Disabling certain cookies may affect website functionality.

7. Third-Party Websites and Services

Our website may contain links to third-party websites, software, applications, payment services, educational platforms, or other resources.

Third parties operate under their own privacy policies and terms. BTG is not responsible for the privacy practices, security, content, or policies of third-party websites or services.

We encourage you to review the applicable privacy policies before submitting information to third parties.

8. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, use, alteration, or disclosure.

However, no internet transmission, website, or electronic storage system can be guaranteed to be completely secure.

9. Data Retention

We may retain information for as long as reasonably necessary to:

Provide services

Maintain business and tax records

Comply with legal and regulatory requirements

Resolve disputes

Enforce agreements

Protect our legitimate business interests

Retention periods may vary depending on the type of information and the purpose for which it was collected.

10. Children's Privacy

Our website and services are not directed toward children under 13.

We do not knowingly collect personal information from children under 13 through our website.

If you believe a child has provided personal information to us, please contact us so that we can take appropriate action.

11. Your Privacy Choices

Depending on applicable law, you may have rights regarding your personal information, including the ability to:

Request access to certain personal information

Request correction of inaccurate information

Request deletion of certain information

Opt out of certain marketing communications

Withdraw consent where applicable

Certain information may need to be retained to satisfy legal, tax, regulatory, contractual, or other obligations.

12. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, technology, business practices, or applicable legal requirements.

When changes are made, we will update the “Last Updated” date at the top of this page.