1. Introduction

Welcome to We Do Insurance and Tax. We value your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

2. Information We Collect

We may collect personal information you provide directly and automatically when you use our website:

Contact details (name, email address, phone number) when you inquire or sign up for services.

Financial or tax‑related information if you provide it to us for insurance / tax service purposes.

Usage information (IP address, browser type, device information, pages visited) when you access our website.

Cookies and tracking technologies to enhance your experience.

3. How We Use Your Information

Your information is used to:

Provide, manage, and support the insurance and tax services you request.

Communicate with you about your account, bookings, or service updates.

Improve our website, services, and customer experience.

Comply with legal and regulatory obligations (e.g., tax reporting).

For marketing purposes (with your consent) such as newsletters, offers, reminders.

4. Disclosure of Your Information

We do not sell your personal information. We may share your information with:

Service providers and subcontractors supporting our operations (e.g., payment processors, analytics) under strict confidentiality.

Regulatory, legal or governmental authorities as required by law.

Affiliates or third‑parties only with your consent or to fulfil your request for a particular service.

5. Your Rights and Choices

Depending on your jurisdiction, you may have the right to:

Access or obtain a copy of the personal information we hold about you.

Request correction or deletion of your personal information.

Opt‑out of marketing communications.

In certain regions (e.g., California) request disclosure of the categories of personal data collected and the recipients of that data.

If you wish to exercise any of these rights, please contact us (see “Contact Us” below).

6. Cookies and Tracking

We use cookies and similar technologies to collect usage data and improve our services. You can control or disable cookies through your browser settings, though this may affect some features of the website.

7. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of transmission over the internet or electronic storage is 100% secure; we cannot guarantee absolute security.

8. Data Retention

We will retain your personal information only as long as necessary for the purposes outlined in this policy, or as required by law. When no longer needed, we will securely dispose of or anonymize your data.

9. Children’s Privacy

Our services are not directed to children under the age of 13. We do not knowingly collect personal information from children under 13. If you become aware that a child has provided us with information, please contact us and we will delete that data.

10. International Transfers

If you are accessing our website from outside the United States, please be aware that your information may be transferred to, stored, and processed in the U.S. and other countries where our service providers operate, with appropriate safeguards.

11. Changes to This Policy

We may update this Privacy Policy from time to time. The “Effective Date” at the top will reflect the last revision. We encourage you to review the policy periodically for updates.

12. Contact Us

If you have any questions or wish to exercise your rights, you may contact us at:

Phone: (305) 432-3966