Privacy Policy

Aurum Tax Advisory, Inc.
Effective Date:

This Privacy Policy explains what personal information we collect, how we use it, and your rights. It applies to our website https://aurumforsaid.vercel.app/, our client portal (TaxDome), and related services.

Mobile-Friendly Summary

What We Collect

  • Identifiers: name, email, phone, address
  • Documents via TaxDome portal
  • IP address (for security)

How We Use It

  • Provide accountancy services
  • Secure client portal access
  • Legal compliance

Your Rights

Cookies: Essential onlyClient Portal: Secure & EncryptedNo Sales: We don't sell data

California Notice at Collection

Categories Collected: Identifiers (name, email, phone, address), Professional info, Internet activity (IP address), and Client portal data via TaxDome.

Purposes: Provide and manage accountancy services, secure client portal access, and comply with legal obligations.

We do not sell personal information and do not share personal information for advertising purposes.

Full Privacy Policy

Information We Collect

  • Identifiers & Contact Info: Name, email, phone, address
  • Professional & Commercial Info: Engagement details, service records
  • Internet Activity: IP address, browser type, pages visited
  • Payment Info: Billing details (processed securely; no card storage)
  • Client Portal Data: Documents uploaded via TaxDome

We do not use Google Analytics, Meta Pixel, or advertising trackers.

How We Use Information

  • Provide and manage accountancy services
  • Respond to inquiries and maintain client accounts
  • Secure client portal access
  • Comply with legal and regulatory obligations

We do not send marketing emails—only service-related communications.

Sharing & Disclosure

We share data only with TaxDome, secure payment processors, professional advisors, and authorities as required by law.

We do not sell personal information and do not share for advertising purposes.

Data Protection

Cookies

We use only essential cookies for site functionality. No advertising or analytics cookies are used.

Security

We use encryption, secure hosting, and access controls to protect your data.

Your Rights

California residents and international visitors (GDPR) have rights to access, delete, correct, and restrict processing of their data.

Contact: sgarcia@taxaurum.com

Client Portal Privacy Addendum

We use TaxDome as our secure client portal. Data is encrypted in transit and at rest, and access is restricted to authorized staff and you.

View TaxDome's Privacy Policy

Contact Us

Aurum Tax Advisory, Inc.Irvine, CA
Email: sgarcia@taxaurum.com