Privacy Policy
Contents
1. Who we are
Taxule is a brand used by two separate firms. Each is the controller of the personal data it handles for its own services.
- Taxule Ltd is a company registered in England and Wales (company number 15403686), with its registered office at 809 Salisbury House, 29 Finsbury Circus, London EC2M 7AQ. Taxule Ltd is the controller for this website and for our UK services.
- Taxule CPA PLLC is a CPA firm licensed by the Montana Board of Public Accountants (firm licence PAC-FIRM-LIC-60504), based in Kalispell, Montana. Taxule CPA PLLC is the controller for our US services.
If we act for you in both countries, your engagement letter explains which firm handles each part of the work. For any question about this policy or your data, email privacy@taxule.com.
2. What this policy covers
This policy explains how we handle personal data about people who visit our website, people who contact us, and our clients. Sections 1 to 11 apply to everyone. They are followed by a supplement for each country where we work. Supplement A applies to personal data handled under UK law. Supplement B applies to our US clients and to US tax return information. If you become a client, your engagement letter may give further detail.
3. Information we collect
Information you give us
- Enquiry details: your name, email address, phone number (optional), whether you are an individual or a business, where you are based, and what you would like help with.
- Client information: once you become a client, the identity documents we need for money laundering checks, and the tax, financial and personal information we need to do the work. This can include details of family members or employees where they are relevant.
- Marketing preferences: if you choose to receive updates from us.
Information collected automatically, only with your consent
This covers the pages you visit, how you arrived at the site, scrolling, clicks and form activity, your device and browser type, and your approximate location. Our Cookie Policy explains this in full.
Information from other sources
We may receive information from people who refer you to us, from HMRC, the IRS and other tax authorities, from your previous advisers, from public registers such as Companies House, and from identity verification providers.
4. How and why we use your information
| What we do | Why |
|---|---|
| Reply to your enquiry and arrange a consultation | To answer you and see whether we can help |
| Check your identity and carry out money laundering checks | Required by law before we can act for you |
| Provide the services you have engaged us for | To carry out our agreement with you |
| Keep the records that tax, accounting and professional rules require | Required by law |
| Send you updates and newsletters | Only with your consent, which you can withdraw at any time |
| Measure how the website is used | Only with your consent, given through our cookie banner |
| Deal with complaints and protect our legal position | To run our business responsibly |
We must verify your identity before we can act for you. If you do not give us this information, we cannot take you on as a client. We do not make decisions about you using automated means alone. We do not sell personal information, and we do not show advertising on this site.
6. International transfers
Your information may move between the United Kingdom, the United States and Nepal, and between the firms named in section 1. Whenever it does, we use the safeguards that the law applying to your data requires. The supplements below give the detail. You can ask us for a copy of the safeguards we use.
7. How long we keep your information
- Enquiries that do not lead to an engagement: up to 24 months after our last contact with you.
- Client records: at least six years after the engagement ends, and longer where tax, money laundering or professional rules require.
- Marketing preferences: until you unsubscribe.
- Website analytics: as set out in our Cookie Policy.
9. Security
We protect personal data by encrypting it in transit, controlling who can access it, using a secure client portal, and requiring everyone who works with us to keep client information confidential. Where we use technology, including AI tools, to help prepare work, a qualified professional reviews the output before it reaches you. If a data breach occurs, we will notify you and the relevant regulator where the law requires.
10. Children
Our website and services are not intended for anyone under 18.
11. Changes to this policy
We may update this policy from time to time. The date at the top of this page shows when it was last changed. For any question, email privacy@taxule.com.
Supplement A: United Kingdom
This supplement applies to personal data handled under UK law, including all personal data that Taxule Ltd handles.
Our lawful bases under UK GDPR
| What we do | Lawful basis |
|---|---|
| Reply to your enquiry and arrange a consultation | Taking steps at your request before a contract, or our legitimate interests where you contact us on behalf of a business |
| Check your identity and carry out money laundering checks | Legal obligation under the Money Laundering Regulations 2017 |
| Provide the services you have engaged us for | Performance of our contract with you |
| Keep the records that tax, accounting and professional rules require | Legal obligation |
| Send you updates and newsletters | Your consent |
| Measure how the website is used | Your consent |
| Deal with complaints and protect our legal position | Our legitimate interests |
Your rights
You have the right to access your personal data, to have it corrected or erased, to restrict or object to how we use it, to receive it in a portable format, and to withdraw your consent at any time. Some rights are limited where the law requires us to keep records. We will reply within one month.
If you are unhappy with how we have handled your data, please tell us first at privacy@taxule.com. You can also complain to the Information Commissioner’s Office at ico.org.uk or on 0303 123 1113.
International transfers
Where we send UK data to a US company certified under the UK Extension to the Data Privacy Framework, we rely on that framework. For other transfers, including to Nepal, we use the International Data Transfer Agreement issued by the ICO, or the UK Addendum to the EU Standard Contractual Clauses.
Retention
Money laundering records are kept for at least five years after the relationship ends.
Supplement B: United States
This supplement applies to our US clients, to Taxule CPA PLLC, and to US tax return information.
US tax return information
Section 7216 of the Internal Revenue Code limits how we may use and disclose your tax return information. We will not use it or disclose it for any other purpose without your written consent. If preparing your US return involves team members outside the United States, we will ask for your specific written consent before sharing your tax return information with them.
Nonpublic personal information
We do not share nonpublic personal information about you with outside companies, except as the law allows. For example, we may share it with service providers who help us deliver our services, or where the law requires it.
Your state privacy rights
Depending on the state you live in, you may have the right to know what personal information we hold about you, and to have it deleted or corrected. You may also have the right to opt out of the sale or sharing of your personal information. We do not sell personal information, and we do not share it for advertising based on your activity across other websites. We will not treat you differently for exercising your rights.
To make a request, email privacy@taxule.com. We will need to verify your identity before we act on it.
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