Taxoria CrossBorder- Privacy Policy 

Last updated Dec 17th, 2025

Taxoria Crossborder LLC (“Taxoria CrossBorder,” “we,” “us,” or “our”) is committed to safeguarding the privacy and confidentiality of personal and financial information entrusted to us by our clients and website visitors. This Privacy Policy describes how we collect, use, store, and protect personal information in connection with our professional tax and advisory services and through our website.

Information We Collect

In the course of providing professional services or operating our website, we may collect personal and financial information, including but not limited to names, contact details, identification information, tax identification numbers, residency information, financial records, and supporting documentation. Information may be collected directly from you through email correspondence, secure document portals, client questionnaires, website forms, or other means of communication. We collect only the information that is necessary and relevant to the services requested or to respond to inquiries.

Use of Personal Information

Personal information is used solely for legitimate business and professional purposes, including providing tax compliance and advisory services, communicating with you regarding your engagement, complying with applicable legal, regulatory, and professional obligations, and managing and improving our internal processes. We do not use personal information for purposes that are incompatible with the reason it was collected.

Confidentiality and Disclosure of Information

All personal and financial information provided to us is treated as confidential. We do not sell, rent, or trade personal information to third parties. Information may be disclosed only where required by law or tax authority regulation, where necessary to engage trusted third-party service providers who support our operations and are bound by confidentiality obligations, or where disclosure is made with your express consent.

Cross-Border Data Processing

Due to the nature of cross-border tax and advisory services, personal information may be processed, stored, or accessed in jurisdictions outside your country of residence. By engaging our services, you acknowledge and consent to such cross-border processing, subject to appropriate safeguards designed to protect the confidentiality and security of your information in accordance with applicable laws.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure. While no data transmission or storage system can be guaranteed to be completely secure, we take data protection seriously and regularly review our safeguards to maintain an appropriate level of security given the nature of the information handled.

Data Retention

Personal information is retained only for as long as necessary to fulfill professional, legal, regulatory, and business requirements. Once information is no longer required, it is securely destroyed or anonymized in accordance with our record retention practices and applicable legal obligations.

Your Rights and Access to Information

Subject to applicable law, you may request access to the personal information we hold about you, request corrections to inaccurate or incomplete information, or request deletion of personal information where legally permissible. Requests should be made in writing using the contact details provided below. We will respond to such requests within a reasonable timeframe and in accordance with applicable legal requirements.

Website Use and Cookies

Our website may use limited cookies or similar technologies to support basic functionality and analytics. Cookies help us understand how visitors use our website and improve its performance. You may disable cookies through your browser settings; however, doing so may affect certain features of the website.

Additional Information for EU / EEA Residents (GDPR)

Where personal data of individuals located in the European Union or European Economic Area (“EEA”) is processed, such processing is carried out in accordance with the General Data Protection Regulation (EU) 2016/679 (“GDPR”). For GDPR purposes, Taxoria Crossborder LLC acts as a data controller with respect to personal data processed in connection with its services and website.

Personal data is processed on one or more lawful bases, including the performance of a contract or steps taken prior to entering into a contract, compliance with legal and regulatory obligations, and Taxoria Crossborder LLC’s legitimate interests in providing professional services, maintaining client relationships, and ensuring the security of its systems. EU and EEA residents have the right, subject to applicable law, to request access to their personal data, request rectification or erasure, restrict or object to certain processing activities, and request data portability. Where processing is based on consent, such consent may be withdrawn at any time.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in legal requirements, professional practices, or our operations. Any updates will be posted on our website. Continued use of our services or website after such changes constitutes acceptance of the revised Privacy Policy.

Contact Information

If you have any questions regarding this Privacy Policy or our data handling practices, please contact ops@taxoriacrossborder.com.

Taxoria Crossborder LLC