Privacy policy

This policy covers www.soarxtax.com and the work we do for clients. "We" means Soarx Tax & Advisory LLC, a New Jersey limited liability company based in Teaneck, NJ. Qeihan Anderson runs it.

You can reach us about anything in this policy at info@soarxtax.com.

We only get what you choose to send us, through these places on the site:

• The contact form asks for your name, email, phone or WhatsApp number if you give one, what you need, the state your LLC was formed in if you tell us, when you need it done, and your message.
• If you take the LLC check, we keep your answers (where the owner lives, how many owners, when the LLC was formed, whether Form 5472 has been filed before, and whether the IRS has sent a letter) and the email address we send your filing report to.
• If you ask for a call back, we keep the email address or phone number you leave so we can get back to you.
• The filing plan application asks for your name, email, phone or WhatsApp number, the state your LLC was formed in, the years you think are owed, and what you need help with.
• When you book a call through our Calendly page, Calendly collects your name, email and any answers you add, and passes them to us.

When you send any of these, the site also sends where your visit started: the page you landed on, the website that linked you here, and any campaign tags in the link (for example from an ad). We use this to see which pages and ads bring people in. It is kept in your browser only for that visit, and nothing is stored in a cookie.

Our hosting provider also keeps short technical logs, such as IP address, browser type and the pages requested, to keep the site running and secure. We don't use these to identify you.

Please don't send tax documents, ID or bank details through the website forms or by ordinary email. If you become a client, we tell you how to send them securely.

We use what you send to:

• reply to you and send the filing report you asked for from the LLC check
• work out whether we can help and what it would cost
• hold the call you booked
• do the work you hire us for, and keep the records the law requires

If you took the LLC check, we email you the filing report you asked for. We don't add you to a mailing list.

We don't sell your information to anyone, and we don't use it to market anything unrelated.

A small number of companies process information for us, only to run the site and deliver our work:

• Vercel hosts this website.
• Supabase stores form and LLC check submissions.
• Resend sends your filing report and our replies by email.
• Calendly handles bookings made through our booking page, and has its own privacy notice.

Once you are a client, we also use software for tax preparation, bookkeeping (usually Xero), secure document sharing and payments. These are third-party platforms for tax preparation, documents and payments.

Some of these companies may store data outside New Jersey or outside the United States. We may also disclose information when the law requires it, for example under a court order or a lawful government request.

Section 7216 of the Internal Revenue Code makes it a crime for a tax return preparer to use or share your tax return information for anything other than preparing your return, unless the law allows it or you give written consent. It covers the information you give us so we can prepare your return.

How we apply it:

• We use your tax return information to prepare and file your returns, and for the other uses the regulations allow.
• We don't sell it, and we don't use it for marketing.
• If we ever need to use or share it for something else, we ask first on a separate signed consent form that says exactly what will be shared, with whom, and for how long. You can say no, and we still prepare your return.
• If your case needs an Enrolled Agent or tax attorney, we only pass your file to them with your written consent.

Under the Gramm-Leach-Bliley Act, tax preparers count as financial institutions. The FTC's Safeguards Rule requires us to protect your information, and its Privacy Rule requires us to tell you how we share it.

We don't share your nonpublic personal information with outside companies for their own marketing, or with anyone except as the law permits, such as the service providers above. Because of that, there is nothing you need to opt out of.

We handle client information with attention to Section 7216 and GLBA-aligned practices.

No website or email system is completely secure, which is why we ask you not to send sensitive documents through the site or ordinary email. We'll send you a secure way to share them. If we ever find that client information has been exposed, we tell the people affected and report it where the law requires.

Many of the people we work with live outside the United States. If you are in the UK or the European Economic Area, the UK GDPR or the EU GDPR applies to how we handle your personal data, and this section explains it in their terms.

Controller. Soarx Tax & Advisory LLC, Teaneck, New Jersey, USA, is the controller. Contact: info@soarxtax.com.

Why we use your data, and the legal basis:

• Answering an inquiry, sending the filing report you asked for, and booking your call: steps you asked us to take before a contract (Article 6(1)(b)).
• Preparing and filing your returns once you are a client: performing our contract with you (Article 6(1)(b)).
• Keeping records that US tax rules require: a legal obligation (Article 6(1)(c)).
• Knowing which pages and ads bring people in, and keeping the site free of spam: our legitimate interests (Article 6(1)(f)).
• Anything optional, such as future marketing emails: your consent, which you can withdraw at any time (Article 6(1)(a)).

We don't make decisions about you by automated means alone. The LLC check gives general information, and a person reviews your facts before any work starts.

Transfers outside the UK and EU. We are in the United States, so your data is processed there. Where our service providers transfer it, they rely on the EU Standard Contractual Clauses, the UK International Data Transfer Addendum, or the EU US Data Privacy Framework and its UK extension, as set out in their own terms.

Your rights. You can ask us to:

• give you a copy of your data (access), and in a portable format where it applies
• correct it
• delete it, unless we have to keep it by law
• restrict how we use it, or object to our use based on legitimate interests
• stop using it for anything you consented to

Email info@soarxtax.com. We reply within one month. You can also complain to the Information Commissioner's Office in the UK, or to the data protection authority where you live in the EU.

State consumer privacy laws, such as the New Jersey Data Privacy Act, apply to businesses above set size thresholds, and most of them exempt data covered by the Gramm-Leach-Bliley Act, which includes tax preparation. We follow the protections in this policy for everyone either way, and the access, correction and deletion requests above are open to any visitor.

Inquiries and LLC check answers that don't turn into work are kept only as long as we need them to reply to you, then deleted.

Client records are kept for as long as we need them to do the work, meet tax and recordkeeping rules, and deal with any questions about past years. Paid preparers must keep a copy of each return, or a list of them, for at least three years, so we never delete those sooner.

You can ask us what we hold about you, correct it, or ask us to delete it. Email info@soarxtax.com. We delete what we can, but we keep records the law makes us keep.

If you live in the UK or the EU, you have more rights, set out above.

This site isn't meant for children under 13, and we don't knowingly collect their information.

If you accept analytics, Google Analytics and the Meta Pixel receive details of your visit. If you decline, neither loads. See our cookie policy for everything the site stores in your browser, and to change your choice.

If we change this policy, we update the date at the top of the page. Questions go to info@soarxtax.com, or to Soarx Tax & Advisory LLC, Teaneck, New Jersey.