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Privacy Policy

Last updated: May 2025. This policy describes how Tallivue handles personal data collected through this website and as part of our tax preparation services.

Our commitment

Tallivue takes the privacy of its clients and website visitors seriously. We collect only what we need, use it only for the purposes described here, and never sell personal data to third parties.

Because our service involves handling financial documents and tax information, we apply particular care to how that data is stored, who can access it, and how long it is retained.

What data we collect

Information you provide directly

  • Name and email address submitted through the contact form
  • Tax documents and financial records shared with us in the course of preparing your return
  • Details about your tax situation shared in correspondence

Information collected automatically

  • Website usage data through analytics cookies (if you have consented)
  • Browser type, device type, and approximate geographic region
  • Pages visited and time spent on the site

Legal basis for processing

We process personal data on the basis of consent (for cookies and marketing), contract (for delivering the tax preparation service you have engaged us for), and legitimate interests (for basic site operation and fraud prevention).

Retention periods

Contact enquiry data is retained for up to 12 months. Tax-related documents shared for service delivery are retained for the duration of our engagement and for a reasonable period thereafter in line with standard professional practice. You may request earlier deletion by contacting us.

How we use your data

Third-party sharing

We do not sell personal data. We may share limited data with service providers (such as analytics platforms) under strict data processing agreements. Where advertising cookies are enabled, data may be shared with advertising networks in line with your consent choices.

How we protect your data

Your rights

Right of access

You may request a copy of the personal data we hold about you at any time.

Right to rectification

If any information we hold is inaccurate, you can ask us to correct it.

Right to erasure

You can ask us to delete your personal data, subject to any legal retention requirements.

Right to data portability

Where applicable, you may request your data in a structured, machine-readable format.

Right to object

You may object to processing carried out on the basis of legitimate interests.

Right to withdraw consent

Where processing is based on consent, you may withdraw it at any time without affecting prior processing.

To exercise any of these rights, please use the contact form. We will respond within 30 days.

Your Rights and Opt-Out Instructions

You are not required to provide any personal information when using this website. If you prefer not to share your data, you may: avoid filling out contact forms, account registrations, or any data-submitting features; disable cookies through your browser settings (see our Cookie Policy for more details); or contact us directly to request the deletion of any previously shared personal data. We respect your privacy choices. If you would like us to delete your data, please reach out to us through the contact details provided on our Contact page. We will process your request promptly.