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Signed in as:
filler@godaddy.com
Privacy Notice Effective Date: June 17, 2025, Strategic Tax & Advisory Solutions Group LLC
Strategic Tax & Advisory Solutions Group LLC (“we,” “us,” or “our,”) values your trust and is committed to safeguarding the personal and business information you share with us. This Privacy
Notice explains how we collect, use, disclose, and protect your information when you interact
with our website, engage our professional services, or communicate with our team.
By visiting our website, using our services, or submitting your information to us, you agree to
the terms set forth in this Notice.
See our Notice at Collection for a concise summary of the categories collected and purposes.
GLBA Notice – How We Handle Your Personal Information
Reasons We Can Share Your Personal Information
1. For our everyday business purposes
We may share your information to process your transactions, maintain your account(s), and respond to court orders and legal investigations.
→ Do we share? Yes
→ Can you limit this sharing? No
2. For our marketing purposes
We may share your information to offer our products and services to you.
→ Do we share? Yes
→ Can you limit this sharing? Yes
3. For joint marketing with other financial companies
→ We do not share your information for this purpose.
4. For our affiliates’ everyday business purposes – information about your transactions and experiences
→ We do not share your information for this purpose.
5. For our affiliates’ everyday business purposes – information about your creditworthiness
→ We do not share your information for this purpose.
6. For non-affiliates to market to you
→ We do not share your information for this purpose.
You can limit our sharing by contacting us at 1-213-762-1189 or emailing
1. Information We Collect
We collect information to provide our services, maintain business operations, communicate with
you effectively, and comply with legal and regulatory requirements. The categories of
information we collect include:
A. Website Visitors and Prospective Clients
B. Clients
We may collect this data directly from you, from your authorized representatives (e.g.,
bookkeepers or legal counsel), or through integrated platforms (e.g., QuickBooks, tax software,
secure portals).
Sensitive Personal Information (as defined under CPRA) may include Social Security
numbers, bank account details, government IDs, and precise geolocation. We do not sell or
share sensitive personal information for cross-context behavioral advertising. We only process
sensitive personal information as permitted under Cal. Civ. Code § 1798.121.
2. How We Use Your Information
We process your information for legitimate business purposes in connection with our role as
your accounting, tax, and advisory service provider. This includes:
We do not use your information for unrelated secondary purposes without your express consent.
IRC § 7216 Disclosure: Any disclosure or use of your tax-return information for purposes other
than its preparation and filing requires your prior written consent in a form that complies with
IRC § 7216.
3. Sharing and Disclosure of Information
We respect your privacy and do not sell or rent your personal information. We only share your
data in the following situations:
A. Service Providers Reputable third-party vendors (e.g., secure cloud storage, client portals,
payment processors, IT services) under contractual confidentiality and security obligations.
B. Legal and Regulatory Compliance To comply with legal obligations (e.g., subpoenas, court
orders, audits).
C. Internal Team Members Access is limited to authorized personnel who are bound by strict
confidentiality agreements.
D. Business Transfers In the event of a merger, acquisition, or reorganization, you will be
notified of any change that affects your data.
4. Use of Overseas Administrative Support
Certain administrative and non-decision-making tasks may be performed by trained professionals
located outside of the United States, including in the Philippines. These individuals do not handle
licensed work. All deliverables are reviewed by licensed U.S. professionals. We apply the same
high confidentiality standards globally.
Onward Transfers (GDPR/UK GDPR): If you are located in the EU or UK, your data may be
transferred using Standard Contractual Clauses (SCCs) to ensure adequate protection.
5. Cookies and Website Analytics
Our website uses cookies to:
You can disable cookies in your browser. We honor Global Privacy Control (GPC) signals as
required by CPRA.
We currently do not respond to browser DNT signals.
To manage cookie preferences, click the "Cookie Settings" link in our website footer.
6. Data Retention
We retain data as long as needed for the purposes it was collected, including:
After this period, data is securely deleted or anonymized.
7. Your Rights and Choices
Depending on your location and applicable privacy laws, you may have the right to:
We will not deny you services, charge you different prices, or provide a different level of quality
if you exercise any privacy right.
Residents of Virginia, Colorado, Connecticut, Utah, Texas, Oregon, Montana, and similar
jurisdictions may have additional rights. Please email admin@stasolutionsgroup.com to
inquire or exercise these rights.
8. Data Security
We implement administrative, technical, and physical safeguards to protect your data, including:
While no system is completely secure, we take appropriate steps to mitigate risk.
9. Data Breach Notification
If we reasonably believe the security of your information has been compromised, we will notify
affected individuals and regulators without undue delay, consistent with applicable law (e.g., CA
Civil Code § 1798.82).
10. Children’s Privacy
Our services are intended for individuals and business professionals aged 18 or older. We do not
knowingly collect personal information from children under 13.
11. Changes to This Privacy Notice
We review this Notice at least every 12 months and will post the most recent version here. When
we update it, we will revise the effective date. Material changes will be clearly posted or communicated directly, if applicable.
12. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.
13. Financial Incentives
We do not offer financial incentives, price differences, or service-level variations in exchange for your personal information. However, you may opt-out of marketing emails by clicking the unsubscribe link or emailing us.
14. Contact Us
Strategic Tax & Advisory Solutions Group LLC
Email: admin@stasolutionsgroup.com
Phone: 213-762-1189
Address: 1401 21st ST #12339, Sacramento, CA, 95811, US
Website: www.stasolutionsgroup.com