Privacy Policy

The data controller responsible for information collected through this website is:

We collect information that you provide voluntarily when you interact with us through our website, together with limited technical information generated by your browser. We only collect what is reasonably necessary to respond to your inquiry and to operate the website.

When you submit a consultation or case review request through our website forms, we may collect: your name, email address, phone number, country of residence, general information about your cross-border tax situation, and any additional details you choose to share in the description field.

This information is used solely to evaluate your inquiry, prepare for an initial conversation, and respond to you regarding our services.

When you browse our website, our systems and analytics tools may receive standard technical information such as the pages you visit, approximate location derived from your IP address, device and browser type, referring page, and interaction events. Where this information is collected through optional analytics cookies, it is only collected after you have accepted analytics cookies through our cookie banner.

We use the information we collect to:

• Respond to consultation requests and inquiries.
• Evaluate whether we can assist with your cross-border tax matter.
• Communicate with you about your case and next steps in our intake process.
• Operate, secure, and improve our website.
• Understand aggregated website usage when analytics cookies have been accepted.
• Comply with applicable legal and professional obligations.

Depending on the interaction, we rely on legal bases such as your consent (for example, submitting a form or accepting analytics cookies), the steps taken at your request prior to entering into a service relationship, and our legitimate interest in operating a secure and functional website. Where required by applicable law, additional legal bases may apply.

Public website forms are intended only for a brief description of your situation so that we can respond appropriately. When sensitive documents are required to progress a case, we will provide separate secure document instructions.

To operate our website and services, we rely on selected third-party providers. These currently include the platform on which our website is built and hosted (Base44) and Google Analytics for website analytics. These providers process information only as necessary to deliver their respective services and are expected to maintain appropriate technical and organizational safeguards.

We do not sell your personal information, and we do not share it for advertising purposes.

Once a case has been reviewed and qualified, we use Verifyle to transfer tax documents securely between our team and clients. We will provide instructions for using Verifyle when secure document exchange becomes necessary. Please do not send tax returns, SSN/SIN numbers, banking details, or other sensitive documents by email or through public website forms.

Because we work on cross-border tax matters between the United States and Canada and use international service providers, some information may be processed outside your country of residence, including in the United States, Canada, and other jurisdictions where our service providers operate. Where required, we take reasonable steps to ensure that such transfers are handled appropriately.

We retain information only for as long as reasonably necessary to respond to your inquiry, provide our services, comply with our legal and professional obligations, resolve disputes, and enforce our agreements. When information is no longer required, we take reasonable steps to delete or anonymize it.

We take reasonable technical and organizational measures designed to protect information against unauthorized access, disclosure, alteration, and loss. However, no method of transmission over the Internet or method of electronic storage is completely secure, and we cannot guarantee absolute security. You are responsible for keeping your own account credentials, if any, confidential.

Subject to applicable law, you may have rights regarding your personal information, including the right to request access, correction, deletion, restriction, or objection to certain processing, as well as the right to withdraw any consent you have provided. To exercise these rights, please contact us at caacpa@uscantaxgroup.com. We may need to verify your identity before responding.

If you believe that our processing of your personal information does not comply with applicable data protection law, you have the right to lodge a complaint with the Agència Andorrana de Protecció de Dades (APDA), the Andorran data protection authority. We encourage you to contact us first so that we may try to address your concerns directly.

We use optional analytics cookies to understand how visitors use our website and improve its performance. Analytics cookies are disabled by default until you make a choice through our cookie banner.

Through the banner you may:

• Accept analytics cookies, which enables measurement of aggregated website usage through Google Analytics.
• Reject analytics cookies, in which case analytics measurement remains disabled.

Advertising-related consent (advertising storage, ad user data, and ad personalization) remains disabled at all times. We do not currently use advertising cookies through this website.

Your consent choice may be stored locally in your browser so that the banner does not reappear on every page load. You can change your choice by clearing your browser storage for this website, which will cause the banner to appear again on your next visit.

Our website may contain links to third-party websites that we do not control. This Privacy Policy does not apply to those websites. We encourage you to review the privacy policies of any third-party website you visit.

Our website and services are directed to adults and are not intended for children. We do not knowingly collect personal information from children. If you believe a child has provided personal information to us, please contact us so that we can take appropriate action.

We may update this Privacy Policy from time to time to reflect changes to our practices, services, or applicable law. When we make material changes, we will update the “Last Updated” date at the top of this page. We encourage you to review this Privacy Policy periodically.

If you have questions about this Privacy Policy or how we handle your information, please contact: