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Privacy Policy 

Privacy Policy

Welcome to NTG Tax Strategies (“Company,” “we,” “us,” or “our”). We respect your privacy and are committed to protecting any personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website located at.

By accessing our Site or utilizing our services, you consent to the data practices described in this Privacy Policy. If you do not agree with our practices, please do not use our Site.

1. Information We Collect

We collect information that identifies, relates to, describes, references, or can be linked—directly or indirectly—with a particular consumer or device (“Personal Information”).

  • Information You Provide Voluntarily:
    • Contact & Inquiry Data: Name, email address, phone number, and any messages or details submitted through our contact forms or when booking a free consultation.
    • Financial & Tax Profile Data: If you engage us for a comprehensive tax assessment (CARE Method) or annual advisory services, we collect sensitive financial information, tax returns, entity documents, income details, and business structures necessary to perform professional tax planning and IRS representation.
  • Information Collected Automatically:
    • Usage & Device Data: IP address, browser type, operating system, referral URLs, page views, and timestamps gathered through cookies and analytics tools when you browse our Site.

2. How We Use Your Information

We use the information we collect for various business and professional purposes, including to:

  • Provide, maintain, and improve our website and tax strategy services.
  • Evaluate prospective client fit and schedule initial 15-minute consultations.
  • Perform professional tax assessments, entity structuring, and year-round tax advisory services under our engagement agreements.
  • Communicate with you regarding appointments, updates, strategy roadmaps, or administrative notices.
  • Comply with legal obligations, IRS Enrolled Agent regulatory guidelines, and professional tax standards.

3. How We Share Your Information

We do not sell, rent, or trade your personal or financial information to third parties. We may share your information only in the following limited circumstances:

  • Service Providers: With trusted third-party vendors, software providers, and IT contractors who assist us in operating our website, managing client portals, or conducting business operations (under strict confidentiality obligations).
  • Legal & Regulatory Compliance: When required by law, subpoena, court order, or governmental/tax authorities (such as the IRS or state departments of revenue), or to protect our legal rights, property, and safety.
  • Business Transfers: In connection with a merger, acquisition, or sale of all or a portion of our assets, where your information may be transferred as part of the business transaction.

4. Data Security

We implement reasonable and appropriate administrative, technical, and physical security measures designed to protect your personal and financial information from unauthorized access, loss, misuse, disclosure, or alteration. However, no method of transmission over the internet or electronic storage is 100% secure; therefore, we cannot guarantee absolute security.

5. Third-Party Links

Our Site may contain links to external websites, client portals, or partner networks (such as scheduling tools or Ramsey Trusted resources) that are not operated by us. We are not responsible for the privacy practices of these third-party sites and encourage you to review their respective privacy policies.

6. Your Choices & Privacy Rights

Depending on your jurisdiction, you may have certain rights regarding your personal information, such as the right to request access to, correction of, or deletion of your personal data. To exercise these rights, or if you have questions regarding your data, please contact us using the information below.

7. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or services. The updated policy will be posted on this page with a revised “Last Updated” date. Your continued use of the Site after any modifications constitutes your acceptance of the updated policy.

8. Contact Information

If you have any questions, concerns, or requests regarding this Privacy Policy, please contact us:

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