Privacy Policy

US Tax & Social Security Strategy LLC

Effective Date: May 13, 2026 Last Updated: May 13, 2026

1. Introduction

US Tax & Social Security Strategy LLC ("US Tax & Social Security Strategy," "we," "our," or "us") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy describes how we collect, use, share, and safeguard information when you visit our website at https://www.ustaxss.com (the "Site") or engage our advisory services.

We operate at the intersection of U.S. federal tax compliance and international Social Security coordination. Many of our clients hold dual residency, cross-border income, or assets in multiple jurisdictions. Because of this, our handling of personal data must comply with multiple privacy frameworks. This Policy is designed to meet the requirements of:

• The European Union's General Data Protection Regulation (GDPR)

• Brazil's Lei Geral de Proteção de Dados (LGPD)

• The California Consumer Privacy Act (CCPA) as amended by the CPRA

• The Florida Digital Bill of Rights and applicable Florida statutes

• Federal U.S. privacy laws including the Gramm-Leach-Bliley Act (where applicable to financial information) and IRS confidentiality requirements

If you do not agree with this Policy, please do not use the Site or our services.

2. Information We Collect

2.1 Information You Provide Directly

When you interact with us, you may provide:

• Contact information: name, email address, phone number, mailing address

• Professional information: occupation, employer, citizenship, country of residence, immigration status

• Financial and tax information: income, assets, account balances, foreign holdings, Social Security earnings records, retirement account details, tax filings, business structures — only as necessary to deliver advisory services you have requested

• Inquiry content: messages submitted through our contact forms or booking system

• Booking details: appointment times, service selections, and payment information when you book a consultation

• Newsletter signup: email address when you subscribe to our mailing list

2.2 Information Collected Automatically

When you visit the Site, we and our service providers automatically collect:

• Device and browser information: IP address, browser type, operating system, device identifiers, screen resolution

• Usage data: pages visited, time spent, referring URL, click patterns, search queries within the Site

• Cookies and similar technologies: see our Cookie Policy for details

2.3 Information from Third Parties

We may receive information from:

• Wix.com, Ltd., our website hosting and platform provider

• Payment processors when you pay for services

• Public records and authorized professional networks, as part of our diligence on prospective clients

3. How We Use Your Information

We use personal information for the following purposes:

• Service delivery: to provide tax planning, Social Security coordination, advisory, and related professional services you have engaged us to perform

• Communication: to respond to inquiries, schedule consultations, send service-related updates, and (if you have subscribed) deliver our newsletter

• Booking and payment: to process consultation bookings and payments

• Site operation and security: to operate, maintain, and secure the Site; detect and prevent fraud, abuse, and unauthorized access

• Analytics: to understand how visitors use the Site and improve content, navigation, and user experience

• Legal and compliance: to comply with applicable laws, regulations, court orders, and tax authority requests; to respond to regulatory inquiries; to maintain our records and defend against claims

• Marketing (only with consent): where you have opted in, to send promotional communications about new content or services. You can opt out at any time

4. Legal Basis for Processing (GDPR and LGPD)

For visitors from the European Economic Area, the United Kingdom, and Brazil, we rely on one or more of the following legal bases:

• Consent (Art. 6(1)(a) GDPR; Art. 7, I LGPD): for marketing communications and non-essential cookies

• Contract performance (Art. 6(1)(b) GDPR; Art. 7, V LGPD): to deliver services you have engaged us to perform

• Legal obligation (Art. 6(1)(c) GDPR; Art. 7, II LGPD): to comply with tax, financial, and professional regulations

• Legitimate interests (Art. 6(1)(f) GDPR; Art. 7, IX LGPD): for Site security, fraud prevention, and improving our services, balanced against your fundamental rights and freedoms

You may withdraw consent at any time by contacting contact@ustaxss.com.

5. Sharing and Disclosure

We do not sell your personal information. We share information only with:

• Service providers acting on our behalf under written confidentiality and data protection terms — including Wix.com, our website host; payment processors; and email infrastructure providers

• Professional collaborators with your explicit prior authorization — for example, a CPA, attorney, or financial planner with whom we coordinate on your matter

• Tax authorities and regulators when required by law, including the IRS, SSA, state revenue departments, OECD Common Reporting Standard requirements, and equivalent foreign authorities

• Legal and professional advisors of US Tax & Social Security Strategy LLC when necessary to enforce our rights, defend against claims, or address regulatory matters

• Successors in interest in the event of a merger, acquisition, or sale of business assets, subject to equivalent privacy protections

We do not share information with advertising networks or data brokers.

6. International Data Transfers

Because our practice serves cross-border clients, your personal information may be transferred to, stored in, and processed in the United States, Brazil, and other countries where our service providers operate. When we transfer personal information across jurisdictions, we use lawful transfer mechanisms, which may include:

• Standard Contractual Clauses (SCCs) approved by the European Commission

• Adequacy decisions where applicable

• Your explicit consent for the transfer

If you are located in Brazil, transfers comply with LGPD Art. 33 and following.

7. Data Retention

We retain personal information only for as long as necessary to fulfill the purposes for which it was collected, including:

• Client engagement records: for the duration of our engagement and the longer of (i) seven (7) years following the end of the engagement, or (ii) the period required by IRS, SSA, state, foreign tax authority, or professional record-keeping rules

• Inquiry-only contacts: typically up to two (2) years from last contact, unless you ask us to delete sooner

• Newsletter subscribers: until you unsubscribe

• Site analytics and cookies: typically up to twenty-six (26) months, or as configured in our analytics tools

When retention is no longer necessary, we delete or anonymize the information securely.

8. Your Rights

Depending on your location, you have the following rights regarding your personal information.

8.1 GDPR Rights (EEA and UK residents)

• Access, rectification, erasure ("right to be forgotten"), restriction of processing

• Data portability

• Objection to processing

• Withdraw consent

• Lodge a complaint with your supervisory authority

8.2 LGPD Rights (Brazil residents)

• Confirmation of processing and access (Art. 18, I-II)

• Correction of incomplete, inaccurate, or outdated data (Art. 18, III)

• Anonymization, blocking, or deletion of unnecessary data (Art. 18, IV)

• Data portability (Art. 18, V)

• Information about sharing (Art. 18, VII)

• Information about consequences of refusing consent (Art. 18, VIII)

• Revocation of consent (Art. 18, IX)

• Lodge a complaint with the Autoridade Nacional de Proteção de Dados (ANPD)

8.3 CCPA / CPRA Rights (California residents)

• Right to know what personal information is collected and how it is used

• Right to delete personal information

• Right to correct inaccurate personal information

• Right to opt out of the sale or sharing of personal information (we do not sell)

• Right to limit use of sensitive personal information

• Right to non-discrimination for exercising your rights

8.4 Florida Residents

Under the Florida Digital Bill of Rights, eligible Florida consumers have rights similar to CCPA, including access, correction, deletion, portability, and opt-out of targeted advertising. We do not engage in targeted advertising.

8.5 How to Exercise Your Rights

To exercise any of these rights, contact us at contact@ustaxss.com with the subject line "Privacy Request." We will verify your identity before responding and reply within the time limits required by applicable law (typically 30–45 days, extendable as permitted).

9. Cookies and Tracking Technologies

We use a limited set of cookies and similar technologies. Categories include:

• Strictly necessary: required for Site operation and security (e.g., session identifiers, cross-site request forgery tokens)

• Performance and analytics: to understand how visitors use the Site and improve it

• Functional: to remember preferences such as language

We currently do not use advertising or third-party marketing cookies. If this changes, this Policy and our Cookie Policy will be updated, and prior consent will be requested where required.

For a complete list and to manage your preferences, see our Cookie Policy.

10. Security

We implement reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, alteration, disclosure, and destruction. These include encryption of data in transit (TLS), access controls on the Wix platform, secure professional engagement records, and confidentiality obligations on our staff and contractors.

No method of transmission over the internet or method of electronic storage is fully secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee absolute security.

If a data breach occurs that creates risk to your rights, we will notify you and the appropriate supervisory authorities as required by applicable law.

11. Children's Privacy

The Site and our services are intended for adults age 18 and older. We do not knowingly collect personal information from children under 13 (or under 16 in the EEA, or under 18 in some Brazilian contexts). If you believe a child has provided us with personal information, contact us at contact@ustaxss.com and we will take steps to delete that information.

12. Third-Party Links

The Site may contain links to third-party websites, articles, or resources (for example, IRS guidance, Social Security Administration pages, professional associations). We are not responsible for the privacy practices of those sites. We encourage you to read their privacy policies before providing personal information.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we make material changes, we will update the "Last Updated" date at the top of this page and, where appropriate, notify you by email or a notice on the Site. Continued use of the Site or our services after changes take effect constitutes acceptance of the revised Policy.

14. Contact Information

Controller / Data Controller: US Tax & Social Security Strategy LLC 7751 Kingspointe Pkwy, Ste 120, Office 01 Orlando, FL 32819, USA

Privacy Officer: Email: contact@ustaxss.com Phone: (407) 349-3328

For Brazilian Residents (LGPD): You may also contact the Autoridade Nacional de Proteção de Dados (ANPD) at https://www.gov.br/anpd.

For EEA/UK Residents (GDPR): You have the right to lodge a complaint with your local data protection authority.

This Privacy Policy is provided as general information. It is not legal advice. Engagement of our advisory services is governed by a separate engagement letter that addresses confidentiality of the client relationship and any applicable privilege.