Privacy Policy

Julius Wang Tax Office/ Accountancy Firm
Effective Date: October 30, 2026

1. Information We Collect

We collect names, contact information, and service requests through our website and Facebook/Instagram inquiry forms.

When providing professional tax and accounting services, we collect the personal, tax, and financial information we need.

2. Use and Protection of Information

We use personal information to respond to inquiries, provide professional services, maintain records, and comply with legal obligations.

We use Intuit Link, a client portal provided by Intuit, to collect tax documents and related client information. Intuit processes this information as our technology service provider under applicable privacy, security, and service terms.

We may share information with necessary service providers or government agencies as permitted or required by law.

Tax return information is protected under Internal Revenue Code Section 7216, and we obtain client consent when required.

We do not sell client tax information or send promotional emails. We take reasonable measures to protect personal information.

3. Website Cookies and Analytics

Our website is hosted by Squarespace, which uses necessary cookies and may collect website usage information, including IP addresses.

We restrict non-essential cookies and do not currently use Google Analytics or Meta Pixel for website tracking.

Third-party services, including Google Maps and Meta lead forms, may process information under their respective privacy policies.

4. International Contact

Our Hangzhou, China location serves as a business contact point and does not handle U.S. clients' tax records.

5. Your Privacy Rights

You may request access to, correction of, or deletion of your personal information, subject to applicable legal and professional recordkeeping requirements. We retain information as reasonably necessary for professional services and legal obligations.

Please submit sensitive tax documents through Intuit Link, rather than through public website contact forms or social media forms.

6. Contact Us

Julius Wang Tax Office

6101 Bollinger Canyon Road, Suite 379F
San Ramon, CA 94583, USA

Email: juliuswangtaxoffice@gmail.com
Phone: 510-330-3588
Website: www.juliuswangtaxoffice.com

We may update this Privacy Policy to reflect changes in our practices or legal requirements.