Privacy Policy

Your privacy is critically important to us. At SwissExpat Tax Advisors, we have a few fundamental principles:

  • We are thoughtful about the personal information we ask you to provide and the personal information that we collect about you through the operation of our services.
  • We store personal information for only as long as we have a reason to keep it.
  • We aim for full transparency on how we gather, use, and share your personal information.

This Privacy Policy applies to information that we collect about you when you use our website, services, and interact with us.

Information We Collect

We only collect information about you if we have a reason to do so — for example, to provide our Services, to communicate with you, or to make our Services better.

Information you provide to us:

We collect information that you provide directly to us. For example:

  • Contact Information: When you fill out a contact form or request a consultation, you might provide personal details like your name, email address, phone number, and details about your tax situation.
  • Service-Related Data: Information necessary to provide our tax and accounting services, such as financial details, identification numbers, and personal circumstances relevant to your tax filings.
  • Communications: Records of your correspondence with us, including emails and call recordings.

Information we collect automatically:

We also collect some information automatically:

  • Log Information: Like most online service providers, we collect information that web browsers, mobile devices, and servers typically make available, such as the browser type, IP address, unique device identifiers, language preference, referring site, the date and time of access, operating system, and mobile network information.
  • Usage Information: We collect information about your usage of our Services. For example, we collect information about what you do on our website.
  • Location Information: We may determine the approximate location of your device from your IP address.

How We Use Information

We use information about you for the purposes listed below:

  • To provide our Services, for example, to set up and maintain your account, process payments, and provide tax advisory and filing services.
  • To ensure quality, maintain safety, and improve our Services, for example, by monitoring and analyzing how users interact with our Services so we can make improvements.
  • To measure, gauge, and improve the effectiveness of our advertising, and better understand user retention.
  • To communicate with you, for example, by sending you emails to ask for your feedback, keep you informed on tax regulations, or provide updates on your case.
  • To monitor and prevent any problems with our Services, protect the security of our Services, detect and prevent fraudulent transactions and other illegal activities, and protect the rights and property of SwissExpat Tax Advisors and others.

Sharing Information

We do not sell your personal information to third parties. We may share information about you in limited circumstances, including with:

  • Service Providers: We may share information with third-party vendors and service providers who need access to information about you in order to provide their services to us (e.g., payment processors, analytics providers).
  • Legal Compliance and Protection: We may disclose information about you in response to a subpoena, court order, or other governmental request, or when we believe in good faith that disclosure is reasonably necessary to protect the property or rights of SwissExpat Tax Advisors, third parties, or the public at large.
  • Business Transfers: In connection with any merger, sale of company assets, or acquisition of all or a portion of our business by another company, your information would likely be one of the assets that is transferred.
  • With Your Consent: We may share and disclose information with your consent or at your direction.

Your Rights and Choices

You have certain rights regarding the personal information we hold about you, depending on your jurisdiction. These may include:

  • Access: Requesting access to the personal information we hold about you.
  • Rectification: Requesting correction of inaccurate or incomplete data.
  • Erasure: Requesting deletion of your personal data under certain conditions.
  • Objection: Objecting to the processing of your data, including for direct marketing.
  • Restriction: Requesting restriction of processing your data under certain conditions.

If you wish to exercise any of these rights, please contact us at [email protected].

Security

While no online service is 100% secure, we work very hard to protect information about you against unauthorized access, use, alteration, or destruction, and take reasonable measures to do so. We use industry-standard security measures, including encryption and strict access controls, to safeguard your data.

Digital lock icon over a network background, representing data security and privacy protection.

Changes to This Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.

Last Updated: October 26, 2023

Contact Us

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

  • By email: [email protected]
  • By phone: +41 61 555 7070
  • By mail: Aeschenplatz 12, 4052 Basel, Switzerland