Privacy & Cookie Policy

Last Updated: December 13, 2025

1. Overview 

Expat Tax Compass (“Company,” “we,” “us,” “our”) operates www.expattaxcompass.com and provides tax preparation, compliance planning, and related services (collectively, “Services”). This Privacy Policy explains how we collect, use, and protect your personal information. By using our Services, you agree to this Policy. 

2. Information We Collect 

We collect information directly from you, automatically through cookies/analytics, and from third parties. Categories include: 

• Identifiers: Name, email, phone, address, login credentials. 

• Tax Information: SSN, date of birth, employment, income, deductions, credits. 

• Payment Information: Billing address, credit card, bank account details. 

• Commercial Information: Purchase history, service preferences. 

• Device & Network Data: IP address, browser type, location, usage patterns. 

• Uploaded Documents: W-2, 1099, foreign equivalents. 

• Inferences: Preferences or insights derived from collected data. 

3. How We Use Information 

• Deliver tax preparation and compliance services. 

• Communicate with you (consultations, newsletters, surveys). 

• Process payments and refunds. 

• Improve our Site and Services through analytics. 

• Deliver marketing and advertising. 

• Comply with IRS Section 7216, GLBA, and other legal obligations. 

4. Cookies & Tracking Technologies 

We use cookies, pixels, and analytics tools (Google Analytics, Microsoft Advertising, Meta Ads) to: 

• Track user behavior across sessions. 

• Measure marketing effectiveness. 

• Personalize your experience. 

You can disable cookies in your browser, though some features may not function properly. 

5. Disclosure of Information 

We may share information with: 

• Tax Authorities (IRS, state agencies). 

• Service Providers (payment processors, IT support, analytics vendors). 

• Marketing Partners (to deliver targeted ads). 

• Affiliates or Successors (in case of merger or acquisition). 

• Law Enforcement or Regulators (as required by law). 

We do not sell your personal information. 

6. Your Rights 

California Residents (CCPA) 

You have the right to: 

• Know what personal information we collect and how we use it. 

• Request deletion of your personal information. 

• Opt-out of sale or sharing of personal information. 

• Non-discrimination for exercising your rights. 

EU/UK Residents (GDPR) 

You have the right to: 

• Access your personal data. 

• Rectify inaccurate data. 

• Erase personal data (“right to be forgotten”). 

• Restrict or object to processing. 

• Data portability. 

To exercise your rights, contact us at privacy@expattaxcompass.com. 

7. Data Security & Retention 

We use encryption, secure upload portals, and administrative safeguards. Tax return data is retained for at least six (6) years as required by law. Other personal information is retained only as long as necessary. 

8. International Transfers 

Our Services are hosted in the United States. If you are outside the U.S., your data may be transferred and processed here. 

9. Children’s Privacy 

Our Services are not directed to individuals under 18. We do not knowingly collect information from children. 

10. Third-Party Advertising & Analytics 

We partner with third-party vendors (Google, Microsoft, Meta) who may use cookies and similar technologies to deliver ads based on your browsing behavior. 

You can opt out of interest-based advertising via: 

• Network Advertising Initiative (NAI) opt-out page 

• Digital Advertising Alliance (DAA) opt-out page 

• Google Ads Settings 

11. Changes to Policy 

We may revise this Privacy Policy periodically. Updates will be posted with a new “Last Updated” date. 

12. Contact Us 

• Phone: (212) XXX-XXXX 

• Email: privacy@expattaxcompass.com 

Mail: Expat Tax Compass, Manhattan Office, New York, NY