Privacy Policy

1. Introduction

ITA International Tax & Advisor LLC (“ITA“, “we“, “us“, or “our“) is committed to protecting your personal information and your right to privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website itataxadvisor.com and use our services.

This policy applies to information collected through our website, contact and intake forms, guide requests, consultation questionnaires, appointment scheduling, payments, professional engagements, marketing communications and related interactions.

For the processing described in this policy, ITA generally acts as the data controller. Certain providers, including payment and scheduling platforms, may also act as independent controllers for processing governed by their own privacy notices.

2. Information We Collect

2.1 Information You Provide Directly

When you contact the firm, request a guide, complete a discovery-call or consultation questionnaire, submit a relocation assessment, schedule an appointment or establish a professional engagement, we may collect:

• First and last name
• Email address
• Phone number
• Nationality and country of residence
• Service of interest
• Message content and enquiry details
• How you heard about us
• Citizenship, nationality, residence, immigration or visa-related information
• Current and anticipated tax residence and countries where tax returns are filed
• General information about income sources, income or net-worth ranges, assets, investments and property plans
• Information about companies, partnerships, trusts, foundations or other structures
• Family and relocation circumstances relevant to the requested service
• Existing professional advisers, filing deadlines, audits, transactions or other time-sensitive matters
• Appointment details, questionnaire responses and correspondence with the firm
• Billing records, payment status and transaction identifiers for paid consultations

Please do not submit passwords, complete tax returns, bank or account numbers, identity documents, payment-card details, medical information or other highly sensitive information through a preliminary website form unless specifically requested through an approved secure channel.

2.2 Information Collected Automatically

When you visit our website, we automatically collect certain technical information, including:

• IP address and approximate geographic location
• Browser type and version
• Operating system
• Pages visited and time spent on each page
• Referring URL
• Device identifiers

2.3 Payment Information

Paid consultation transactions are processed through Stripe-supported payment functionality associated with Calendly. ITA does not receive or store complete payment-card numbers through the website. Stripe and the relevant payment providers process payment credentials under their own privacy and security terms.

3. How We Use Your Information

We use the information we collect for the following purposes:

4. Legal Basis for Processing (GDPR)

For individuals located in the European Economic Area (EEA), we process your personal data under the following legal bases:

Where information voluntarily provided includes data subject to additional legal protection, ITA will process it only where a valid legal condition applies and only to the extent necessary for the relevant purpose. Users should avoid submitting special-category personal data through preliminary forms unless specifically requested.

5. Third-Party Services & Data Processors

We use service providers and technology platforms that may process personal data on our behalf or as independent controllers, depending on the service. Analytics and marketing technologies listed below apply only where enabled and, where required, after consent.

5.1 Disclosure and Confidentiality

Personal data may be disclosed to authorized personnel, professional advisers, service providers, payment and scheduling platforms, regulators, courts or public authorities where necessary for the purposes described in this policy or required by law. ITA does not disclose preliminary intake information to unrelated third parties for their independent marketing purposes.

5.2 Collaborator and Partner Confidentiality

ITA protects the personal and non-public professional information of its collaborators, external professionals and business partners. Clients and prospective clients are not entitled to receive personal contact details, private credentials, identity documents, non-public curriculum information, direct-access credentials or other non-public personal data relating to such persons.

Where a collaborator’s or partner’s participation is relevant to an engagement, ITA may provide the professional information reasonably necessary to explain that person’s role, qualifications and responsibilities. Additional information may be disclosed only with the individual’s authorization, where required by law or professional rules, or where reasonably necessary for the performance of an agreed professional engagement.

Communications with collaborators and partners are coordinated through ITA unless a different communication protocol is expressly authorized.

6. International Data Transfers

As an international company operating across multiple jurisdictions, your personal data may be transferred to and processed in countries outside your country of residence, including the United States and other countries that may not provide the same level of data protection as your home country.

When transferring personal data from the European Economic Area (EEA) to third countries, we rely on:

• Standard Contractual Clauses (SCCs) approved by the European Commission
• Adequacy decisions where applicable
• Your explicit consent where required

7. Data Retention

We retain your personal data only for as long as necessary to fulfill the purposes outlined in this policy:

• Contact form data: Up to 3 years from last interaction
• Preliminary intake and consultation questionnaires: Up to 3 years from the last interaction, unless a shorter period is appropriate or the information becomes part of a professional engagement file
• Calendly booking records: For the period reasonably necessary to administer appointments, disputes, cancellations and related professional records
• Payment and transaction records: For the periods required by applicable tax, accounting, anti-fraud and legal obligations
• Guide requests: For the period needed to deliver and document the requested resource, unless separate marketing consent is provided
• Newsletter subscribers: Until you unsubscribe or withdraw consent
• Analytics data: As per the respective platform’s default retention settings
• Legal/compliance records: For the period required by applicable professional, tax, accounting and legal obligations

Retention periods may be extended where reasonably necessary to establish, exercise or defend legal claims, comply with professional or regulatory duties, preserve conflict-check records or respond to a lawful request. ITA periodically reviews whether stored information remains necessary.

8. Your Rights

8.1 GDPR Rights (EEA Residents)

8.2 United States State Privacy Rights

Residents of California and other US states may have additional rights where the relevant state privacy law applies, including rights to know, access, correct or delete certain personal information and to receive non-discriminatory treatment. ITA does not sell personal data for monetary consideration. Requests are assessed under the law applicable to the individual and the processing activity.

8.3 How to Exercise Your Rights

To exercise any applicable right, contact privacy@itataxadvisor.com. We may request information reasonably necessary to verify identity and authority. We will respond within the time required by applicable law.

8.4 Automated Decision-Making

ITA does not make decisions producing legal or similarly significant effects about prospective clients solely through automated processing. Intake and engagement decisions are subject to human review.

8.5 Artificial Intelligence Tools and Personal Data

ITA may use appropriately selected AI-assisted tools for limited preparatory or administrative purposes, including transcription, translation, document organisation, drafting support and information classification. Such use does not authorise autonomous professional advice or decisions producing legal or similarly significant effects.

We apply data-minimisation, access-control, confidentiality and human-review measures appropriate to the nature of the information. Client-confidential information, tax records and personal data are not intentionally submitted to publicly accessible or consumer AI services unless a lawful basis, appropriate contractual and security safeguards, professional-confidentiality controls and any required authorisation are in place.

Where an AI service provider processes personal data on our behalf, it is assessed and engaged as an appropriate processor or subprocessor where required. International transfers remain subject to the safeguards described in Section 6. Individuals may contact us for information about material AI-assisted processing affecting their personal data.

9. Data Security

We use technical and organizational measures designed to protect personal information, including encrypted website connections, role-based access to administrative systems and controls appropriate to the nature of the information processed. However, no method of Internet transmission or electronic storage can be guaranteed to be completely secure.

10. Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe we have inadvertently collected such information, please contact us immediately at privacy@itataxadvisor.com.

11. Cookies

We use cookies and similar tracking technologies. For detailed information, please see our Cookie Policy.

12. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any significant changes by posting the new policy on this page with an updated “Last updated” date. We encourage you to review this policy periodically.

13. Contact Us