Privacy Policy
Privacy Policy
Effective Date: 11/2024
Introduction
Welcome to Tao Core Financial Strategies. (“Company,” “we,” “our,” or “us”). We respect your privacy and are committed to protecting it through this Privacy Policy. This policy describes how we collect, use, and safeguard your information when you visit our website, taoscoreco.com.
By using our website, you agree to the terms of this Privacy Policy.
Information We Collect
We may collect the following types of information:
Personal Information
When you fill out forms, book services, or contact us, we may collect:
Name
Email address
Phone number
Business information
Any information you voluntarily provide
Financial Information
If you engage our services, we may access financial data necessary to perform bookkeeping services. This data is handled securely and only used for agreed services.
Automatically Collected Information
We may collect:
IP address
Browser type
Device information
Pages visited
Time spent on site
This is typically collected through cookies or analytics tools.
How We Use Your Information
We use your information to:
Provide and manage our services
Communicate with you
Respond to inquiries
Improve our website and services
Send relevant updates or offers (you can opt out anytime)
Comply with legal obligations
Cookies and Tracking Technologies
We use cookies and similar technologies to:
Analyze website traffic
Improve user experience
Track performance of marketing campaigns
You can disable cookies in your browser settings.
Sharing Your Information
We do not sell your personal information.
We may share information with:
Service providers (e.g., payment processors, CRM systems, analytics tools)
Legal authorities if required by law
Professional advisors (e.g., accountants, legal counsel)
Data Security
We implement reasonable security measures to protect your information. However, no method of transmission over the internet is 100% secure.
Your Privacy Rights (California Residents)
If you are a California resident, you have the right to:
Request access to your personal data
Request deletion of your data
Know what information we collect and how we use it
Opt out of the sale of personal information (we do not sell data)
To exercise these rights, contact us at: ktao@taoscoreco.com
Third-Party Links
Our website may contain links to third-party websites. We are not responsible for their privacy practices.
Data Retention
We retain your information only as long as necessary to provide services or comply with legal obligations.
Changes to This Policy
We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.
Contact Us
If you have any questions about this Privacy Policy, you can contact us at:
Tao Core Financial Strategies
Ktao@taoscoreco.com