Privacy Policy

U.S. Eagle Tax — Privacy Policy

Effective Date: June 5, 2026 Last Updated: June 5, 2026

This Privacy Policy describes how U.S. Eagle Tax ("we," "us," or "our"), located at 98 Village Center Drive, Freehold, NJ 07728, collects, uses, discloses, and protects the personal information of individuals who visit our website at www.useagletax.com or engage with our services. By using this website or providing us with your information, you acknowledge and agree to the terms of this policy.

We collect personal information only when you voluntarily provide it or authorize us to obtain it. The categories of information we may collect include:

Information You Provide Directly:

• Full name, mailing address, email address, and phone number
• Social Security Number or Employer Identification Number, as required for tax preparation
• Financial records, income documents, and supporting tax documentation
• Information submitted through contact forms, appointment requests, client intake forms, or service agreements

Information Collected Automatically:

• Browser type, device type, and operating system
• IP address and general geographic location
• Pages visited, time spent on site, and referring URLs
• Cookies and similar tracking technologies used to improve site functionality

Information From Third Parties:

• Financial institutions, payroll providers, or other parties from whom we obtain data with your written authorization

We use the information we collect for the following purposes:

• To prepare and file income tax returns and related documents on your behalf
• To provide tax consulting, representation, payroll, and advisory services you have requested
• To respond to inquiries and communicate regarding active engagements
• To send appointment reminders, filing deadline notifications, and service-related updates
• To comply with IRS, state, and federal legal requirements
• To improve our website and service delivery
• To send promotional communications about new services, subject to your right to opt out at any time

We do not use your personal information for automated decision-making or profiling unrelated to your tax engagement.

We do not sell, rent, or trade your personal information to any third party for marketing or commercial purposes. Information may be shared only in the following limited circumstances:

• Service Providers: Third-party vendors who assist with tax processing, document management, secure file storage, or technology infrastructure, under contractual confidentiality obligations that prohibit use of your data for any other purpose
• Legal Compliance: In response to a valid subpoena, court order, or legal obligation requiring disclosure
• Licensing and Regulatory Review: During a review of firm practices by a state or national licensing authority
• Business Transactions: In connection with a prospective purchase, sale, or merger of the firm, provided a written confidentiality agreement is in place prior to any disclosure
• Legal Proceedings: Only to the extent necessary and with reasonable precautions taken to protect confidentiality
• Your Authorization: When you have provided explicit written consent to share information with a designated third party

We retain personal and tax-related information for a minimum of seven years in accordance with IRS recordkeeping requirements and applicable professional standards. After this period, records are securely destroyed unless a longer retention period is required by law or ongoing engagement.

Depending on your state of residence, you may have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you
• Correction: Request that inaccurate or incomplete information be corrected
• Deletion: Request the deletion of your personal information, subject to legal retention requirements
• Opt-Out of Marketing: Opt out of receiving promotional emails or SMS communications at any time
• Data Portability: Request your information in a portable format where technically feasible
• Non-Discrimination: You will not be denied services or charged different rates for exercising your privacy rights

California Residents: Under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), you have additional rights including the right to know the categories of personal information collected and shared, the right to limit use of sensitive personal information, and the right to opt out of the sale or sharing of personal information. We do not sell or share your personal information.

New Jersey Residents: Under the New Jersey Data Privacy Act (NJDPA), effective January 15, 2025, New Jersey residents have the right to access, correct, delete, and obtain a portable copy of their personal data. You also have the right to opt out of the processing of your personal data for purposes of targeted advertising or profiling.

To exercise any of these rights, contact us at:

• Email: info@useagletax.com
• Phone: (833) 833-1831

We will respond to verifiable requests within 45 days. An extension of up to 45 additional days may apply in complex cases, with notice provided.

We maintain administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, and destruction.

• All sensitive data transmitted through our website is encrypted using SSL/TLS protocols. Look for "https" and the lock icon in your browser address bar.
• Access to personally identifiable information is limited to authorized personnel who require it to perform their job functions.
• Our servers and storage systems are maintained in secure, access-controlled environments.
• We periodically review and update our security practices in response to evolving threats and regulatory guidance.

While we take every reasonable precaution, no method of electronic transmission or storage is entirely secure. We encourage you to take steps to protect your own information, including using secure networks when transmitting sensitive documents.

Our website uses cookies and similar technologies to support site functionality and improve user experience. You may control cookie settings through your browser preferences. Disabling cookies may affect the functionality of certain features on our site. We do not use cookies to track you across unaffiliated third-party websites for advertising purposes.

Our website may contain links to external websites operated by third parties. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party site you visit.

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe a minor has submitted personal information to us, please contact us immediately and we will take steps to remove it.

By opting in to receive SMS messages from U.S. Eagle Tax through a web form, client intake form, appointment request, service agreement, verbal consent, or any other communication method, you agree to receive text messages from U.S. Eagle Tax.

Types of SMS Messages You May Receive: Appointment reminders, tax document requests, return status updates, IRS and state notice follow-ups, payroll and compliance updates, account notifications, and limited service-related communications.

Messaging Frequency: Messaging frequency varies based on your active services, filing deadlines, appointment activity, and account status.

Fees: Message and data rates may apply depending on your carrier and plan.

Opt-In Message: Thank you for opting into SMS messages from U.S. Eagle Tax. To opt out at any time, reply STOP. For assistance, reply HELP. Message and data rates may apply. Messaging frequency may vary.

Opt-Out Message: Thank you for opting out of SMS messages from U.S. Eagle Tax. You will not receive any further SMS communications from us. To opt back in at any time, reply START.

Help Message: Thank you for contacting U.S. Eagle Tax. For immediate assistance, please call (833) 833-1831 or visit www.useagletax.com. Message and data rates may apply.

Data Privacy: We do not sell, rent, or share SMS opt-in consent data or phone numbers with third parties for marketing purposes. Your information is used solely to deliver the communications you have authorized.

Supported Carriers: Major U.S. carriers are supported. Carrier participation may vary.

We reserve the right to update this Privacy Policy at any time to reflect changes in our practices, legal obligations, or applicable regulations. When material changes are made, we will post the updated policy on this page with a revised effective date and, where appropriate, provide direct notice to affected clients. Continued use of our website or services following the posting of changes constitutes your acceptance of the updated policy.

If you have questions, concerns, or requests related to this Privacy Policy or our data practices, please contact us:

U.S. Eagle Tax 98 Village Center Drive Freehold, NJ 07728 

Phone: (833) 833-1831   Email: info@useagletax.com    Website: www.useagletax.com

If you believe we are not complying with this policy, please contact us immediately. We take all privacy concerns seriously and will respond promptly.