Privacy Policy

Last Updated: June 2, 2026

1. Introduction

TLV Expat Tax Services (“TLV Expat Tax Services,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website, https://www.tlvexpattax.com, use our services, or otherwise interact with us.

TLV Expat Tax Services is organized as a New Mexico LLC and provides U.S. tax preparation, tax compliance, and related consulting services to individuals and businesses, including U.S. expatriates and international clients.

By using our website or services, you agree to the practices described in this Privacy Policy.

2. Contact Information

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

TLV Expat Tax Services
Email: teresa@tlvexpattax.com
Website: https://www.tlvexpattax.com

3. Information We Collect

Information You Provide Directly

We may collect information that you voluntarily provide, including:

·      Name

·      Email address

·      Telephone number

·      Mailing address

·      Taxpayer information

·      Tax questionnaires and intake forms

·      Documents uploaded through our client onboarding or document submission systems

·      Communications and correspondence with us

·      Payment-related information

Information Collected Automatically

When you visit our website, we may automatically collect:

·      IP address

·      Browser type and version

·      Device information

·      Operating system

·      Pages visited

·      Date and time of visits

·      Referring website information

·      Website usage and analytics data

Sensitive Information

Because we provide tax-related services, we may receive sensitive financial and tax information necessary to perform our services. We collect and process such information only for legitimate business and legal purposes.

4. How We Use Your Information

We may use personal information to:

·      Provide tax preparation and advisory services

·      Respond to inquiries and requests

·      Communicate regarding services and engagements

·      Verify identity

·      Process payments

·      Maintain client records

·      Improve our website and services

·      Comply with legal, regulatory, and professional obligations

·      Detect, prevent, and investigate fraud or security incidents

·      Protect our legal rights

5. Legal Bases for Processing (GDPR)

For individuals located in the European Economic Area (EEA), Switzerland, or the United Kingdom, we process personal information under one or more of the following legal bases:

·      Performance of a contract

·      Compliance with legal obligations

·      Legitimate business interests

·      Consent

·      Establishment, exercise, or defense of legal claims

6. Cookies and Similar Technologies

We use cookies and similar technologies to operate and improve our website.

These may include:

Essential Cookies

Necessary for website functionality and security.

Analytics Cookies

Used to understand website usage and improve performance. We may use Google Analytics for this purpose.

Preference Cookies

Used to remember user preferences and settings.

You may control cookies through your browser settings. Visitors from jurisdictions requiring consent may be presented with a cookie consent banner.

7. Third-Party Service Providers

We may share personal information with trusted third-party service providers that assist us in operating our business and delivering services to clients. These providers process information only as necessary to perform services on our behalf or as otherwise permitted by law.

Our service providers may include:

Website Hosting and Website Services

Squarespace, Inc. provides website hosting, website management, and related services. Information submitted through our website may be processed and stored through Squarespace systems.

Tax Preparation and Client Portal Services

Drake Software and Drake Portals may be used to facilitate secure client communications, document exchange, tax return preparation, electronic filing, and related tax compliance services. Tax documents, financial information, and personally identifiable information submitted through our client portal may be processed and stored within Drake systems.

Analytics and Technology Services

We may use providers such as:

·      Google Analytics

·      Google Workspace

·      Microsoft 365

·      Cloud storage and backup providers

·      Security and website performance providers

Payment Processing

We may use third-party payment processors to securely process payments for our services.

Professional Advisors and Contractors

We may share information with attorneys, accountants, consultants, contractors, or other professional service providers when necessary to provide services, comply with legal obligations, or operate our business.

We require service providers to maintain appropriate safeguards to protect personal information and to process information in accordance with applicable privacy and data protection laws.

8. Payment Processing

Payments may be processed through third-party payment processors such as Stripe. We do not store full payment card information on our servers. Payment information is processed according to the payment processor’s privacy and security practices.

9. Data Retention

We retain personal information only as long as necessary to:

·      Provide services

·      Maintain business records

·      Comply with tax, accounting, legal, and regulatory requirements

·      Resolve disputes

·      Enforce agreements

Tax-related records may be retained for extended periods where required by law or professional standards.

10. International Data Transfers

Because we serve clients globally, personal information may be transferred to and processed in the United States and other countries where our service providers operate.

Where required by applicable law, we implement appropriate safeguards for international transfers, including contractual protections and other lawful transfer mechanisms.

Where required under the GDPR or UK GDPR, transfers of personal information outside the European Economic Area or United Kingdom will be made pursuant to appropriate safeguards, including Standard Contractual Clauses or other lawful transfer mechanisms recognized by applicable law.

11. Data Security

We implement reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction.

However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

12. Your Privacy Rights

European Union, EEA, UK, and Switzerland

You may have the right to:

·      Access your personal information

·      Correct inaccurate information

·      Request deletion of information

·      Restrict processing

·      Object to processing

·      Withdraw consent

·      Request data portability

·      Lodge a complaint with a supervisory authority

California Residents

Subject to applicable law, California residents may have rights to:

·      Know what personal information is collected

·      Request deletion of personal information

·      Request correction of personal information

·      Access categories of personal information collected

·      Access categories of disclosures made

·      Limit certain uses of sensitive personal information where applicable

We do not sell personal information and do not share personal information for cross-context behavioral advertising as those terms are defined under California law.

Other U.S. State Privacy Rights

Residents of certain states may have additional privacy rights under applicable state laws. Requests may be submitted using the contact information listed above.

13. Exercising Your Rights

To exercise privacy rights, please contact:

teresa@tlvexpattax.com

We may verify your identity before responding to a request.

14. Confidentiality of Tax Information

We recognize the sensitive nature of tax and financial information. Personal and tax-related information submitted to us is used solely for providing requested services, complying with legal obligations, and maintaining necessary business records.

We do not disclose client tax information except as authorized by the client, required by law, or necessary to provide requested services.

Tax information may be stored, transmitted, or processed through Drake Software and Drake Portals solely for purposes of providing requested tax preparation, tax compliance, and related professional services.

15. Children’s Privacy

Our services are not directed to children under the age of 13, and we do not knowingly collect personal information from children.

If we become aware that personal information has been collected from a child in violation of applicable law, we will take reasonable steps to delete such information.

16. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites.

17. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

Continued use of our website or services after changes become effective constitutes acceptance of the revised Privacy Policy.

18. Contact Us

If you have questions regarding this Privacy Policy or our privacy practices, please contact:

TLV Expat Tax Services
Email: teresa@tlvexpattax.com
Website: https://www.tlvexpattax.com