Privacy Policy
Last Updated: October 29, 2024
1. Introduction
This Privacy Policy explains how Valorem Tax Advisors LLC ("Valorem," "we," "us," or "our"), located at 6800 Weiskopf Avenue, Suite 150 PMB #1489, McKinney, TX 75070, collects, uses, and protects information obtained from users of www.ValoremTX.com and our client portal.
2. Information We Collect
2.1 Information You Provide
- Contact information (name, email address, phone number, mailing address)
- Business information (company name, title, property details)
- Financial information related to property tax consulting services
- Login credentials for our client portal
- Communications with our team
2.2 Automatically Collected Information
- IP address and browser type
- Device information
- Usage data and browsing patterns
- Cookies and similar tracking technologies
3. How We Use Your Information
We use collected information for:
- Providing tax consulting services
- Processing and responding to inquiries
- Sending service-related communications
- Improving our website and services
- Complying with legal obligations
- Protecting against unauthorized access
- Analyzing website usage and trends
- Maintaining client records
4. Information Sharing and Disclosure
We may share your information with:
- Employees and contractors who need access to provide services
- Third-party service providers who assist in operations
- Legal and regulatory authorities when required
- Successor entities in the event of a business transaction
We do not sell, rent, or trade personal information to third parties for marketing purposes.
5. Data Security
We implement appropriate technical and organizational measures to protect your information. However, no internet transmission is completely secure, and we cannot guarantee absolute security.
6. Cookies and Tracking Technologies
We use cookies and similar technologies to:
- Maintain session information
- Improve website functionality
- Analyze usage patterns
- Remember user preferences
You can control cookies through your browser settings.
7. Client Portal Security
Access to our client portal requires authentication. Users are responsible for maintaining the confidentiality of their login credentials and must notify us immediately of any unauthorized access.
8. Data Retention
We retain information for as long as necessary to:
- Provide requested services
- Comply with legal obligations
- Resolve disputes
- Enforce agreements
9. Your Rights
You have the right to:
- Access your personal information
- Request corrections to your data
- Request deletion of your information
- Opt-out of certain data collection
- Request data portability
- Withdraw consent for processing
10. Children's Privacy
Our services are not directed to individuals under 18. We do not knowingly collect information from children.
11. Changes to Privacy Policy
We may update this Privacy Policy periodically. Changes will be posted on our website, and continued use constitutes acceptance of modifications.
12. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for their privacy practices or content.
13. California Privacy Rights
California residents may have additional rights under the California Consumer Privacy Act (CCPA) and other state laws.
14. International Users
Our services are intended for use in Texas. If you access our services from outside the United States, you understand that your information may be transferred to and stored in the United States.
15. Professional Confidentiality
Information shared in the context of professional tax advisory services is subject to additional confidentiality obligations under applicable professional standards and engagement agreements.
16. Contact Information
For privacy-related inquiries, please contact:
Valorem Tax Advisors LLC
6800 Weiskopf Avenue, Suite 150 PMB #1489
McKinney, TX 75070
(214)-970-9339
17. Compliance with Professional Standards
We maintain information privacy in accordance with professional standards applicable to tax advisory services, including relevant IRS regulations and state tax authority requirements.