Privacy Policy

Privacy Policy of Excel Tax Group Inc.

Our Commitment to Your Privacy

At Excel Tax Group Inc., we respect your privacy. We never share, sell, or disclose your personal information without your clear consent—except when the law requires it. Your information is kept confidential and used only for the purposes you agree to.

Why We Collect Information

We collect information to:

• Open and manage your account

• Serve you better

• Protect your privacy and assets

• Understand your needs and preferences

This helps us improve our services and offer products that might interest you.

What Information We Collect

We collect information you provide, including:

• Name, address, phone number, and email

• Gender, education, occupation, and employer details

• Date of birth and Social Security number

• Financial info like income, net worth, and credit reports (when needed)

When We Collect Information

You give us most of this information when you:

• Fill out forms online or on paper

• Apply for accounts

• Email us questions or comments

How We Use Your Information

We use your data responsibly to:

• Provide products and services you request

• Verify your identity

• Maintain your accounts securely

• Improve our services

• Customize your experience

• Inform you about relevant offers

Opting Out of Text Messages

You can stop receiving texts from us anytime. Just reply “STOP” to any message.

Consent and Opt-In

By giving us your phone number and opting in for texts, you agree to how we collect and use your information. We clearly explain the types of messages you’ll get.

Sharing Information with Affiliates and Partners

We may share your info with affiliates or partners only to:

• Provide services or products you asked for

• Offer products from trusted partners that may interest you

We limit the use of your information to these purposes only.

What is an Affiliate?

An affiliate is a company we own or control. We share some transaction and account info with them for internal purposes like reporting and planning. We do not share other personal info with affiliates.

Sharing Information with Other Third Parties

We do not sell or disclose your personal info to third parties except:

• To help us improve our services (e.g., processing, surveys)

• When required by law or government authorities

• To protect our rights or property

All third parties we work with must keep your info secure.

If you buy a product or service from another company, their privacy policies apply.

Cookies and Tracking

Our website uses cookies—small text files stored on your device—to improve your experience. Some cookies are set by third parties. We do not control these third-party cookies.

We may use third-party tools to analyze website usage. These tools only collect anonymous data and do not store personal information.

Your Rights to Access and Correct Your Information

You can review and update your personal info anytime. We will contact you at least once every 36 months to confirm your details.

If you want to review or correct your info, or if you have questions, please contact us directly.

Updates to This Privacy Policy

We may update this policy from time to time. When we do, we will notify you. You can also request the latest version by emailing info@excel-tax.com.