Privacy Policy
Contents
1. Who we are
Taxule provides cross-border tax, accounting and advisory services to individuals and businesses operating between the United States and the United Kingdom. We are not a software provider; this website is the shopfront for professional services.
Depending on which service you use, the data controller is one of the following Taxule group entities:
- Taxule Ltd (United Kingdom) — registered in England & Wales, company no. [NUMBER], registered office [UK ADDRESS]. [ACCA/CIOT regulation — to verify]
- Taxule CPA PLLC (United States) — [STATE], principal office [US ADDRESS]. [US CPA licensure — to verify]
For UK data protection purposes our ICO registration number is [ICO NO.]. Questions about this policy or your data can be sent to privacy@taxule.com or our data protection contact at [DPO / CONTACT].
2. Scope of this policy
This policy explains how we handle personal data collected through the taxule.com/us-uk section of our website and in the course of providing cross-border services. Separate notices may apply to our UK-only and US-only services. Where US and UK rules differ, we apply the standard that gives you the greater protection.
3. Information we collect
We only collect what we need to respond to you and deliver our services.
You give us
- Enquiry & booking details — name, email, optional phone, and a short description of what you need help with, submitted through our consultation booking and enquiry forms.
- Scoping information — for a quote, details about your situation (for example, jurisdictions involved, entity type or turnover band).
- Engagement information — once you become a client, the financial and personal information needed to deliver the service. This is covered in more detail in your engagement letter.
- Newsletter / guide downloads — your email address when you subscribe to updates or download a guide or checklist.
We collect automatically
- Usage and device data — pages viewed, referring page, approximate location, browser and device type, and similar analytics data, collected only after you consent to non-essential cookies.
- Source/marketing data — the page you submitted a form from and any campaign (UTM) parameters, so we know how you found us.
4. How and why we use your information
| What we do | Why |
|---|---|
| Respond to enquiries, arrange and conduct consultations | To answer you and assess whether we can help |
| Prepare quotes and deliver agreed services | To perform our engagement with you |
| Send the confirmation and follow-up emails you'd expect after contacting us | To keep you informed of next steps |
| Send newsletters and cross-border tax updates | Only with your consent; you can opt out at any time |
| Measure and improve the website | Analytics, only after cookie consent |
| Meet legal, regulatory and anti-money-laundering obligations | Required of a regulated firm |
We do not sell your personal information, and we do not display third-party advertising on this site.
5. Legal bases (UK/EU visitors)
Where UK GDPR applies, we rely on: consent (newsletters, non-essential cookies); performance of a contract or steps before one (responding to enquiries, delivering services); legal obligation (tax, accounting and AML duties); and our legitimate interests in running and improving the firm, balanced against your rights.
7. International transfers
Because we operate across the US and UK and use a global delivery team, your data may be transferred between these countries. Where data leaves the UK/EU, we use an appropriate safeguard (such as the UK International Data Transfer Agreement, the IDTA Addendum to the EU Standard Contractual Clauses, or an adequacy decision). Details available on request.
8. How long we keep it
We keep enquiry data only as long as needed to deal with your request and for a reasonable follow-up period. Client records are kept for the period required by tax, accounting and regulatory rules (generally at least [6/7] years), then securely deleted. Marketing data is kept until you unsubscribe.
9. Your rights
UK / EU
You may request access to your data, correction, erasure, restriction or portability, and you may object to certain processing or withdraw consent at any time. To exercise these rights, contact privacy@taxule.com. You can also complain to the UK Information Commissioner's Office (ICO) at ico.org.uk.
United States (incl. California)
Depending on your state, you may have the right to know what personal information we hold, to request deletion, to correct it, and to opt out of "sale" or "sharing" — though we do not sell personal information. To make a request, contact privacy@taxule.com. We will not discriminate against you for exercising these rights.
11. Security
We use appropriate technical and organisational measures to protect personal data, including encryption in transit (HTTPS), access controls, and a human review step for any AI-assisted work before it reaches a client. No method of transmission is completely secure, but we work to protect your information and to notify you and the relevant regulator of any breach where required.
12. Changes & contact
We may update this policy from time to time; the "last updated" date shows when. Material changes will be highlighted on this page. Questions or requests: privacy@taxule.com.
Start with a free consultation.
We'll review your US–UK situation and tell you exactly what you need. No obligation.
Book a free consultation
We'll reply within one business day.
