Privacy Policy

Rasmussen Tax Group ("we," "us," or "our") is committed to protecting your personal information. This Privacy Policy explains what data we collect when you visit rasmussentaxgroup.com, how we use it, and the choices you have.

1. Information We Collect

We may collect the following categories of personal information:

• Contact information — name, email address, phone number, and mailing address when you submit a consultation request or contact form.
• Usage data — pages visited, time on site, referring URLs, browser type, and IP address collected automatically via cookies and analytics tools.
• Communications — messages, questions, or information you voluntarily share through our AI tax chat assistant or contact forms.
• Newsletter subscriptions — name and email address when you opt in to our tax tips newsletter.

2. How We Use Your Information

• Respond to consultation requests and inquiries.
• Send newsletters and tax deadline reminders (only if you opted in).
• Improve website content, performance, and user experience.
• Comply with legal obligations and professional standards applicable to CPA practices.
• Protect against fraud or unauthorized access.

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

3. Legal Basis for Processing (if applicable)

Where required by law, we process your data on the following bases:

• Consent — for newsletter subscriptions and non-essential cookies.
• Legitimate interests — for website analytics and fraud prevention.
• Contractual necessity — to fulfill a consultation or service agreement.
• Legal obligation — to comply with applicable tax and professional regulations.

4. Cookies & Tracking

We use cookies and similar tracking technologies to operate our website and understand how visitors use it. For full details, please see our Cookie Policy.

5. Third-Party Services

We may share data with trusted service providers who assist us in operating our website and serving you, including:

• Analytics (e.g., Google Analytics) to understand site usage.
• Email platforms for newsletter delivery.
• Hosting providers for website infrastructure.

These providers are contractually required to protect your information and may only use it as directed by us.

6. Data Retention

We retain personal information only as long as necessary to fulfill the purposes described in this policy, or as required by applicable law. Consultation inquiries are retained for a minimum of 5 years in accordance with professional CPA record-keeping standards.

7. Your Rights

Depending on your location, you may have the right to:

• Access the personal data we hold about you.
• Request correction of inaccurate data.
• Request deletion of your data (subject to legal retention obligations).
• Opt out of marketing communications at any time.
• Lodge a complaint with a supervisory authority.

To exercise any of these rights, contact us at mike@rasmussentaxgroup.com.

8. Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information against unauthorized access, disclosure, or destruction. However, no method of transmission over the internet is 100% secure.

9. Children's Privacy

Our website is not directed to individuals under the age of 13. We do not knowingly collect personal information from children. If you believe we have inadvertently collected such information, please contact us immediately.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The "Last updated" date at the top of this page reflects the most recent revision. Continued use of our website after changes constitutes your acceptance of the updated policy.

11. Contact Us

If you have any questions about this Privacy Policy, please contact: