Privacy Policy
Effective Date: November 1, 2026
Aurum Cresté Global Tax LLC (“we,” Corporate “us,” or “our”) is committed to safeguarding the privacy and confidentiality of the nonpublic personal information (NPI) and proprietary firm data entrusted to us by our professional partners. We operate strictly as a Business-to-Business (B2B) back-office technical tax consultancy, providing high-level technical delivery exclusively to CPA firms, corporate entities, and legal practices. We do not provide direct-to-consumer (B2C) retail tax services, nor do we engage in customer-facing retail account management or consumer marketing.
Our professional information-handling and data-protection practices are strictly governed by the Gramm-Leach-Bliley Act (GLBA), Internal Revenue Code (IRC) Section 7216, the Federal Trade Commission (FTC) Safeguards Rule, and the highest ethical standards of the CPA profession.
1. Information We Collect
We collect nonpublic personal, financial, and institutional information provided voluntarily by your firm or authorized by you during the course of our B2B technical review and white-label advisory engagements. This information may include, but is not limited to:
Taxpayer Identification Numbers (SSNs, EINs, ITINs).
Financial records, corporate books of account, bank statements, foreign asset disclosures, and business operational files.
Professional institutional contact information, including your legal name, firm name, corporate email address, and telephone number.
2. Strict Use and Disclosure of Information (IRC Section 7216 & B2B White-Label Isolation)
In compliance with IRC Section 7216 and financial privacy regulations, we do not disclose, sell, rent, or lease any nonpublic personal information, corporate data, or tax return information to third parties under any circumstances.
Because our practice is exclusively designed as a secure, silent back-office technical partner for accounting firms, we enforce absolute structural isolation:
Zero Client-Facing Interaction & Anti-Poaching: We do not communicate with, interface with, or market to your underlying clients. Our delivery engine operates strictly behind the scenes. Your firm’s client relationships, end-taxpayers, and internal employees are entirely secure and structurally insulated from any form of commercial solicitation or poaching.
Firm Anonymity: We maintain absolute confidentiality regarding our professional partnerships. We never disclose the identity, operational data, or existence of our contracting CPA firms to other firms or outside entities.
Information is strictly restricted and disclosed only under the following narrow legal exceptions:
To comply with a validly issued subpoena, court order, or federal/state regulatory mandate.
To perform the specific white-label tax preparation, technical review, or advisory services you have contractually engaged us to execute.
3. Mobile Messaging & SMS Privacy (Carrier 10DLC Compliance)
We utilize mobile text messaging (SMS/MMS) strictly for rare, operational logistics, scheduling confirmation, and administrative alerts directly between our principal and registered B2B corporate firm owners. This communication is restricted to business partners and occurs solely on an individual basis. We do not engage in mass marketing, automated promotional campaigns, or retail consumer solicitation under any circumstances.
No Third-Party Sharing for SMS: No mobile phone numbers, text messaging opt-in data, or consent histories collected through our site or professional communication channels will be shared, rented, or sold to third parties, affiliates, or partners for marketing or promotional purposes under any circumstances.
Opt-In Consent: Consent to receive operational text messages is gathered voluntarily via direct web inquiry forms or explicit B2B professional services agreements.
Opt-Out Mechanisms: You may opt out of receiving text messages from us at any time. To cease receiving mobile communications from our registered business lines, reply STOP to any text message received from our number. For technical support or information, reply HELP.
Rates & Frequency: Message and data rates may apply. Message frequency varies strictly based on active, on-demand project timeline requirements.
4. Data Security & Storage Safeguards
We maintain robust administrative, technical, and physical safeguards designed to comply with the FTC Safeguards Rule and IRS standards to prevent unauthorized access, alteration, or disclosure of confidential records. All engagements are handled exclusively by our US-based principal from a secure infrastructure that complies with a formal Written Information Security Plan (WISP), utilizing advanced end-to-end data encryption, secure file transfer protocols, and strictly monitored access controls.
5. Changes to this Policy
We reserve the right to modify this Privacy Policy at any time to reflect updates to federal tax laws, state departments of taxation regulations, or mobile carrier compliance standards.
6. Contact Information
For questions regarding this policy or our data safeguarding controls, please contact:
Entity: Aurum Cresté Global Tax LLC
Email: contact@aurumcreste.com