Legal
Soarx Tax & Advisory LLC
Soarx Tax & Advisory LLC collects information you choose to provide through this website, including your name, email address, phone number, service interest, and message details.
If you become a client, Soarx may request additional tax, bookkeeping, business, identity, and financial information through secure client communication channels. This website should not be used to submit sensitive tax records unless Soarx specifically directs you to do so through an approved secure process.
The website may also collect basic technical information, such as device, browser, usage, and performance data, to help maintain security and improve the site experience.
Information submitted through the website is used to respond to inquiries, evaluate service fit, schedule follow-up communication, prepare engagement discussions, and maintain business records.
Client information may also be used to provide tax preparation, bookkeeping, cleanup, migration, advisory, compliance, and administrative services requested by the client.
Soarx handles tax return information with attention to IRS Section 7216 obligations and uses client information only for permitted service, compliance, communication, and administrative purposes.
Soarx does not sell client tax information or use sensitive client information for unrelated marketing purposes.
Soarx may share information with service providers that support business operations, such as email, hosting, secure document handling, bookkeeping, tax, payment, or administrative systems, when needed to deliver services or operate the website.
Information may also be disclosed when required by law, regulation, court order, government request, professional obligation, or to protect the rights, security, and integrity of Soarx and its clients.
Soarx follows GLBA-aligned data security practices designed to protect client information through reasonable administrative, technical, and operational safeguards.
No website, email system, or electronic transmission method is completely secure. Clients should avoid sending highly sensitive documents through ordinary email unless instructed otherwise.
Soarx retains records for as long as reasonably necessary to provide services, meet tax and accounting recordkeeping needs, comply with legal or professional obligations, resolve disputes, and maintain business operations.
Questions about this policy can be sent to info@soarxtax.com or directed to Soarx Tax & Advisory LLC in New Jersey.