Privacy Policy
Global Tax Service LLC
Last Updated: October 16, 2026
Global Tax Service LLC ("Global Tax Service," "we," "us," or "our") is committed to protecting your privacy and handling your personal information in a secure and transparent way. This Privacy Policy explains how we collect, use, share, and protect information when you visit our website, use our tax and financial services, or otherwise interact with us.
By using our website or services, you agree to the terms of this Privacy Policy. If you do not agree, please do not use our website or services.
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1. Who We Are
Global Tax Service LLC is a tax and financial services firm that provides individual and business tax preparation, tax planning, bookkeeping, advisory, and related services.
Contact Information:
Global Tax Service LLC
Website: www.globaltaxservice4u.com
Email: info@globaltaxservice4u.com
Office: 317-744-0183
Toll-Free: 877-819-7776
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2. Information We Collect
We may collect the following types of information, depending on how you interact with us:
2.1 Information You Provide Directly
- Contact details (name, address, email, phone number)
- Identification information (date of birth, Social Security number, tax ID number, driver’s license or other ID details)
- Financial and tax information (income, deductions, credits, bank account details for refunds or payments, prior tax returns, business financials)
- Employment and business information (employer, business name, EIN, payroll data, bookkeeping records)
- Documents you upload or provide (W‑2s, 1099s, K‑1s, bank statements, receipts, invoices, financial statements, tax notices)
- Information you provide through forms, scheduling tools, or when you contact us by phone, email, SMS, or through our website
2.2 Information Collected Automatically
When you visit our website, we may automatically collect:
- Device and browser information (IP address, browser type, operating system)
- Usage data (pages visited, links clicked, time spent on pages, referring URLs)
- General location information based on your IP address
2.3 Information from Third Parties
We may receive information about you from:
- Tax authorities or government agencies (e.g., IRS or state tax departments)
- Financial institutions, payroll providers, or employers (with your authorization)
- Third‑party service providers that help us verify identity, prevent fraud, or support our services
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3. How We Use Your Information
We use your information to:
- Provide, prepare, and file tax returns and related tax services
- Deliver bookkeeping, accounting, advisory, and financial services
- Communicate with you about your account, appointments, deadlines, and documents
- Respond to your questions, requests, and customer service needs
- Send appointment reminders, service updates, and important notices
- Process payments, invoices, and billing
- Maintain accurate records for legal, tax, and regulatory purposes
- Improve our website, services, and client experience
- Send marketing communications (only when you have given appropriate consent)
- Detect, prevent, and respond to fraud, security issues, or misuse of our services
We use your information only as permitted by applicable law and professional standards.
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4. Legal Bases for Processing (If Applicable)
Where required by law (such as in certain jurisdictions), we rely on one or more of the following legal bases to process your personal information:
- Your consent
- Performance of a contract or to take steps at your request before entering into a contract
- Compliance with legal or regulatory obligations
- Our legitimate interests in operating and improving our business and services, provided those interests do not override your rights
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5. How We Share Your Information
We do not sell your personal information.
We may share your information with:
5.1 Service Providers and Vendors
Trusted third parties that help us operate our business and deliver services, such as:
- Secure client portal and document storage providers
- Tax software and e‑filing providers
- Payment processors and billing platforms
- IT, hosting, and security providers
- Communication tools (email, SMS, scheduling, and chat services)
These providers are only allowed to use your information to perform services for us and must protect it appropriately.
5.2 Government and Regulatory Authorities
We may share information with:
- The IRS, state, or local tax authorities when filing returns or responding to notices
- Other government agencies as required by law or in response to legal requests (subpoenas, court orders, or regulatory inquiries)
5.3 Professional Advisors
We may share information with attorneys, auditors, or other professional advisors when necessary to protect our legal rights or comply with obligations.
5.4 Business Transfers
If we are involved in a merger, acquisition, reorganization, or sale of assets, your information may be transferred as part of that transaction, subject to appropriate confidentiality protections.
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6. Cookies and Tracking Technologies
Our website may use cookies and similar technologies to:
- Remember your preferences and settings
- Help our site function properly
- Analyze site traffic and usage
- Improve performance and user experience
You can usually control cookies through your browser settings. If you disable cookies, some features of the website may not work properly.
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7. Data Security
We take reasonable and appropriate measures to protect your information from unauthorized access, use, or disclosure, including:
- Using secure client portals for document exchange
- Limiting access to personal information to authorized personnel
- Using technical, administrative, and physical safeguards
However, no method of transmission or storage is completely secure. We cannot guarantee absolute security, but we are committed to maintaining strong protections consistent with professional and legal standards.
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8. Data Retention
We retain your information for as long as necessary to:
- Provide services to you
- Comply with legal, tax, and regulatory requirements
- Maintain appropriate business and professional records
When information is no longer needed, we will securely delete, anonymize, or otherwise dispose of it in accordance with our data retention policies and applicable law.
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9. Your Choices and Rights
Depending on your location and applicable law, you may have certain rights regarding your personal information, such as:
- Accessing the personal information we hold about you
- Requesting corrections to inaccurate or incomplete information
- Requesting deletion of certain information, subject to legal and professional obligations
- Objecting to or restricting certain types of processing
- Withdrawing consent where processing is based on your consent
To exercise these rights, please contact us using the information in the Contact Us section below. We may need to verify your identity before responding.
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10. Marketing Communications
We may send you marketing emails, SMS messages, or other communications about our services, educational content, or special offers only when you have given appropriate consent or where permitted by law.
You can opt out of marketing communications at any time by:
- Clicking the “unsubscribe” link in an email
- Following the opt‑out instructions in an SMS (for example, replying STOP)
- Contacting us at info@globaltaxservice4u.com
Opting out of marketing communications does not affect important service‑related or transactional messages (such as appointment reminders, tax updates, or billing notices).
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11. SMS Messaging and Mobile Information
If you choose to receive SMS messages from us, we will handle your mobile information in accordance with our SMS Messaging Policy and this Privacy Policy.
- We do not sell, rent, or share mobile phone numbers or SMS opt‑in data with third parties for their own marketing purposes.
- Message and data rates may apply depending on your mobile carrier and plan.
- You can opt out of SMS messages at any time by replying STOP to any message from us.
For more details, please review our separate SMS Messaging Policy.
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12. Third‑Party Links
Our website may contain links to third‑party websites or services that are not controlled by Global Tax Service LLC. We are not responsible for the privacy practices or content of those third‑party sites.
We encourage you to review the privacy policies of any third‑party sites you visit.
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13. 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 under 13. If we learn that we have collected such information, we will take steps to delete it as required by law.
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14. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our services, legal requirements, or privacy practices. When we make changes, we will update the “Last Updated” date at the top of this page.
Your continued use of our website or services after any changes are posted means you accept the updated Privacy Policy.
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15. Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us:
Global Tax Service LLC
Website: www.globaltaxservice4u.com
Email: info@globaltaxservice4u.com
Office: 317-744-0183
Toll-Free: 877-819-7776