Privacy Policy
Effective August 26, 2026 ·
The Valoram Group LLC
The Valoram Group LLC, doing business as Valoram Strategic Tax Advisors ("we," "us," or "our") operates
this website and the referral program described on it. This policy explains what
information we collect, how we use it, and the choices you have.
Information we collect
- Information you give us. Name, email address, phone number, and
any details you enter into our forms.
- Information submitted about you by someone else. Our referral
program allows a partner to submit your name and contact details so we can
introduce ourselves. If you were referred, we received your information this way.
- Usage information. Standard web data such as pages visited,
browser type, and referring page.
How we use it
- To contact you about tax planning and advisory services
- To schedule and confirm appointments
- To respond to your questions
- To administer our referral partner program
Text messaging
We do not share or sell mobile information to third parties or affiliates for
marketing or promotional purposes.
Mobile opt-in data and consent are never shared with any third party except
subcontractors who deliver messages on our behalf, and those parties are prohibited
from using it for any other purpose. No mobile information is sold under any
circumstance.
If you consent to receive text messages from us, message frequency varies. Message
and data rates may apply. Reply STOP at any time to opt out, or
HELP for assistance. Opting out of text messages does not affect your
ability to work with us by phone or email.
Who we share information with
We share your information only with:
- Our advisors and staff who work with you directly
- Service providers that operate our systems (scheduling, email delivery, messaging,
and CRM), bound to use it only to provide those services
- Authorities where required by law
We do not sell your personal information.
Your choices
- Email: use the unsubscribe link in any message.
- Text: reply STOP.
- Access or deletion: email us at the address below and we will
respond within 30 days.
- Referred but not interested: tell us and we will remove your
record entirely.
Data retention and security
We keep your information for as long as needed to provide services and meet legal
obligations, and we use commercially reasonable safeguards to protect it. No method of
transmission over the internet is completely secure.
Children
Our services are not directed to anyone under 18 and we do not knowingly collect
information from children.
Changes
We may update this policy. The effective date above reflects the current version.
Contact us
The Valoram Group LLC
1810 Gateway Dr #380
San Mateo, CA 94404
[email protected]
(408) 825-6726