Privacy Policy

Effective Date: September 29, 2026

Optimum Tax Pro respects your privacy and is committed to protecting the personal information you provide when you visit our website, request educational materials, submit a form, schedule a consultation, communicate with us, or purchase or inquire about our services.

This Privacy Policy explains what information we collect, how we use it, when we may share it, and the choices available to you.

By using our website or submitting information through our forms, you acknowledge the practices described in this Privacy Policy.

1Information We Collect

We may collect information that you voluntarily provide to us, including your name, email address, telephone or WhatsApp number, country of residence, business information, state of interest, formation status, EIN or ITIN-related information, consultation details, and other information you choose to provide.

If you engage us for business formation, tax, ITIN, compliance, or related professional services, we may request additional information necessary to perform those services.

We may also automatically collect certain technical information when you visit our website, such as your IP address, browser type, device information, pages visited, referring source, approximate location, and website activity through cookies, analytics tools, and similar technologies.

2How We Use Your Information

We may use your information to provide requested guides or resources, respond to inquiries, schedule consultations, provide business formation or ITIN-related services, communicate about your account or service request, send educational materials, follow up regarding products or services you expressed interest in, improve our website and marketing, maintain records, prevent fraud or misuse, and comply with applicable legal, tax, regulatory, or professional obligations.

We may also use information you provide to personalize communications based on your interests, such as U.S. business formation, ITIN assistance, registered-agent services, banking preparation, business-credit readiness, tax services, or related business resources.

3Email Communications

When you request our free U.S. Business Formation Starter Guide or another resource, we may use the email address you provide to deliver the requested material and send related educational and promotional communications from Optimum Tax Pro.

You may unsubscribe from marketing emails at any time by using the unsubscribe link included in our emails.

Unsubscribing from marketing communications will not prevent us from sending necessary transactional, service, appointment, compliance, or account-related communications.

4SMS and WhatsApp Communications

Providing a telephone number does not, by itself, constitute consent to receive marketing messages.

Where required, we will ask you separately to consent to receiving SMS and/or WhatsApp communications.

If you opt in, Optimum Tax Pro may send educational information, consultation reminders, service updates, follow-up messages, and promotional communications to the number provided.

Message frequency may vary. Message and data rates may apply.

You may withdraw your consent at any time by replying STOP to SMS messages or by asking us to stop contacting you through WhatsApp.

Consent to receive SMS or WhatsApp marketing messages is not a condition of purchasing our services.

5Business Formation and ITIN Information

Information submitted through our campaign forms is initially intended to help us understand your business formation or related service needs.

Submitting information through a landing page, guide request form, questionnaire, or consultation form does not automatically establish a professional-client relationship, guarantee eligibility for any service, or constitute legal, tax, financial, credit, or immigration advice.

If you engage Optimum Tax Pro for a specific professional service, additional engagement terms, consent forms, disclosures, or document requirements may apply.

6How We Share Information

We do not sell your personal information for cash.

We may share information with trusted service providers and technology platforms that help us operate our business, website, communications, customer relationship management system, appointment scheduling, document processing, payment systems, email delivery, SMS or messaging services, analytics, hosting, security, and related business functions.

These providers may include platforms such as GoHighLevel and other technology vendors used to manage our website, CRM, forms, workflows, communications, or service delivery.

We may also disclose information when reasonably necessary to comply with law, court orders, government requests, professional obligations, prevent fraud or abuse, protect our rights, or enforce agreements.

Depending on the technologies used on our website, certain analytics or advertising-related disclosures may be considered a “sale” or “sharing” of personal information under some state privacy laws even when no money is exchanged. Where applicable, we will honor legally required opt-out rights.

7Related Businesses and Service Providers

Optimum Tax Pro may introduce clients or prospects to related or third-party providers when their services may be helpful.

For example, certain digital-business services such as domain registration, professional email setup, website services, or other digital infrastructure may be offered through eBusinessBrain.

We will not automatically enroll you in a separate paid service merely because you requested information from Optimum Tax Pro.

Where your information needs to be transferred to another provider to fulfill a request, obtain a quote, or deliver a service, we will do so as permitted by law and according to the nature of your request.

8Affiliate and Referral Relationships

Our website, emails, guides, or other materials may contain links to third-party providers.

For example, we may recommend services such as virtual business addresses, business telephone systems, banking-related resources, software, or other tools.

Optimum Tax Pro may receive compensation when you purchase certain products or services through our referral links.

The presence of an affiliate relationship does not change the price you pay unless otherwise disclosed by the third-party provider.

Third-party websites operate under their own privacy policies, terms, pricing, and business practices. Optimum Tax Pro is not responsible for the privacy practices or content of third-party websites.

9Cookies and Tracking Technologies

We may use cookies, pixels, analytics technologies, and similar tools to understand website usage, measure campaign performance, remember preferences, improve our website, and evaluate marketing effectiveness.

You may be able to control cookies through your browser settings or other privacy controls made available on our website.

Disabling certain cookies may affect website functionality.

10Data Security

We use reasonable administrative, technical, and organizational measures intended to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.

However, no website, internet transmission, email system, messaging service, or electronic storage method can be guaranteed to be completely secure.

For that reason, you should not send highly sensitive information, passwords, Social Security numbers, tax documents, passport images, or other confidential records through ordinary email, SMS, or WhatsApp unless specifically instructed to use an approved secure method.

11Data Retention

We may retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, provide services, maintain business and professional records, comply with tax or legal requirements, resolve disputes, enforce agreements, and protect legitimate business interests.

Retention periods may vary depending on the type of information and the services involved.

12Your Privacy Choices

Depending on where you live, you may have certain rights concerning your personal information, including rights to request access, correction, deletion, or information concerning how your data is used or disclosed.

You may also have rights to opt out of certain marketing communications, targeted advertising, data sharing, or other processing activities.

To submit a privacy request, contact us using the information below. We may need to verify your identity before fulfilling certain requests.

13International Visitors

Optimum Tax Pro serves clients in the United States and internationally.

If you access our website or provide information from outside the United States, your information may be processed or stored in the United States or other jurisdictions where our technology providers operate.

Privacy laws may differ from those in your country of residence.

Where additional consent or legal rights apply based on your location, we will take reasonable steps to honor applicable requirements.

14Children’s Privacy

Our services are intended for adults and business owners and are not directed toward children under 13.

We do not knowingly collect personal information from children under 13 through this campaign.

If we learn that such information has been collected without appropriate authorization, we will take reasonable steps to delete it.

15Third-Party Links

Our website may link to third-party websites, software providers, financial institutions, virtual-office providers, telephone providers, government websites, or other external resources.

Once you leave our website, the third party’s own privacy policy and terms apply.

We encourage you to review those policies before providing personal information.

16Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, technology, business practices, or applicable requirements.

The revised version will be posted on our website with an updated effective date.

17Contact Us

Questions, privacy requests, or concerns regarding this Privacy Policy may be directed to: