PRIVACY POLICY

Effective Date: August 10, 2026 Last Updated: August 10, 2026

North & Vale Tax Solutions ("North & Vale," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit northandvaletax.com (the "Site") or otherwise interact with us, including through our "Schedule a Consultation" and "Join Our Partner Network" pages.

By using the Site, you agree to the terms of this Privacy Policy. If you do not agree, please do not use the Site.

‍

1. Information We Collect‍ ‍

a. Information You Provide Directly When you submit an inquiry, schedule a consultation, apply to join our partner network, or otherwise contact us through the Site, we may collect:

  • Name

  • Email address

  • Phone number

  • General income range or business information you voluntarily provide

  • Any other information you choose to include in a message or form submission

‍

b. Information Collected Automatically When you visit the Site, we may automatically collect certain information through cookies and similar technologies, including:‍ ‍

  • IP address

  • Browser type and device information

  • Pages viewed and time spent on the Site

  • Referring website

c. Information We Do Not Collect Through the Site We do not collect Social Security numbers, financial account numbers, or detailed tax return information through the Site. Any such information is only ever collected through secure, private channels after a formal client engagement has begun.

2. How We Use Your Information

We use the information we collect to:

  • Respond to inquiries and schedule consultations

  • Evaluate whether our services may be a fit for your situation

  • Communicate with you about our services

  • Improve the Site and our marketing content

  • Comply with legal obligations

‍ ‍

We do not use information submitted through the Site to provide tax or financial advice. Any such advice is only provided after a formal engagement agreement is signed.

3. How We Share Your Information

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

‍ ‍

  • Service providers who help us operate the Site (e.g., hosting, scheduling, email delivery) and who are contractually obligated to protect your information

  • Professional partners involved in delivering services you've engaged us for, on a need-to-know basis

  • Legal authorities, if required by law, subpoena, or to protect our rights

4. Cookies and Tracking Technologies

The Site may use cookies and similar tools to improve functionality and understand how visitors use the Site. You can control cookies through your browser settings. Disabling cookies may affect certain Site features.

5. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect the information we collect. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

6. Your Privacy Rights

Depending on your state of residence, you may have rights under applicable privacy laws (such as the CCPA/CPRA and similar state laws), including the right to:

  • Know what personal information we have collected about you

  • Request deletion of your personal information

  • Opt out of certain uses of your information

To exercise these rights, contact us at [insert privacy contact email].

7. Children's Privacy

The Site is not directed to individuals under 18. We do not knowingly collect personal information from children.

8. Changes to This Policy

We may update this Privacy Policy from time to time. The "Last Updated" date above reflects the most recent revision. Continued use of the Site after changes constitutes acceptance of the updated policy.

9. Contact Us

If you have questions about this Privacy Policy, please contact us at:

North & Vale Tax Solutions

Phone: (678) 538-8566

Email: joe@northandvaletax.com or synclaire@northandvaletax.com

‍

‍ ‍

TERMS OF SERVICE

‍ ‍

Effective Date: August 10, 2026 Last Updated: August 10, 2026

Please read these Terms of Service ("Terms") carefully before using northandvaletax.com (the "Site"), operated by North & Vale Tax Solutions ("North & Vale," "we," "us," or "our"). By accessing or using the Site, you agree to be bound by these Terms.

1. No Client Relationship Created by Site Use

Use of the Site, submission of an inquiry form, or scheduling a consultation does not create a client relationship, an attorney-client relationship, an accountant-client relationship, or any fiduciary relationship between you and North & Vale. A formal client relationship is only established upon execution of a written engagement agreement.

2. Educational Content Only — Not Personalized Advice‍ ‍

The Site, including all content on our Tax Strategies pages, blog, and any related materials, is provided for general educational and informational purposes only. It does not constitute tax, legal, financial, or investment advice, and should not be relied upon as such.

‍ ‍

Every individual's and business's tax situation is different. Strategies described on the Site may not be suitable, available, or advisable for your specific circumstances. Nothing on the Site should be construed as a recommendation to pursue any particular strategy without individualized professional guidance.

3. No Guarantee of Outcomes

North & Vale makes no representations or guarantees regarding tax savings, deductions, credits, or other financial outcomes. References to potential tax benefits, savings amounts, or strategy outcomes on the Site are illustrative only and are not guarantees of results for any individual or business.

4. Third-Party Strategy Execution

Certain advanced tax strategies discussed on the Site may involve execution, implementation, or ongoing administration by qualified third-party professionals or firms. North & Vale is not responsible for the acts, omissions, advice, or services provided by any third party, and engagement of any such third party is subject to separate terms and agreements

5. Intellectual Property

All content on the Site — including but not limited to text, strategy descriptions, graphics, logos, and the "Guiding You North. Protecting Your Vale." mark — is the property of North & Vale or its licensors and is protected by applicable intellectual property laws. You may not reproduce, distribute, or create derivative works from any Site content without our prior written consent.

6. Acceptable Use

You agree not to:

  • Use the Site for any unlawful purpose

  • Attempt to gain unauthorized access to any portion of the Site

  • Submit false or misleading information through any form on the Site

  • Use automated means (bots, scrapers) to access or collect data from the Site

7. Third-Party Links

The Site may contain links to third-party websites. North & Vale does not endorse and is not responsible for the content, accuracy, or practices of any third-party site.

8. Disclaimer of Warranties

The Site and its content are provided "as is" and "as available," without warranties of any kind, express or implied, including but not limited to warranties of accuracy, completeness, or fitness for a particular purpose.

9. Limitation of Liability

To the fullest extent permitted by law, North & Vale shall not be liable for any indirect, incidental, consequential, or special damages arising out of or related to your use of the Site or reliance on any Site content.

10. Changes to These Terms

We may revise these Terms at any time. Continued use of the Site after changes are posted constitutes acceptance of the revised Terms.

11. Governing Law

These Terms are governed by the laws of the State of Georgia, without regard to its conflict of laws principles.

12. Contact Us

Questions about these Terms may be directed to:

North & Vale Tax Solutions

Phone: (678) 538-8566

Email: joe@northandvaletax.com or synclaire@northandvaletax.com