Privacy policy

Who we are. US UK Expat Tax (“we”) prepares US and UK tax returns and related filings. We are the controller of personal data you give us. Contact: hello@usukexpattax.com, 70 Queens Road, London E17 8QP, UK.

What we collect

• Enquiries: name, email, phone, where you live, a description of your situation and income sources, plus the IP address and browser used to send the form (for spam and abuse prevention).
• Clients: identity documents, tax identifiers, income and asset information, bank details for payment of our fees, correspondence and the documents you upload to the portal.
• Portal: account email, sign-in codes (stored hashed), session records, IP address and device information for each sign-in and approval, and an audit log of actions taken.
• Website: Google Analytics 4 usage data, with IP anonymisation, where you have accepted analytics cookies.

Why we use it and on what basis

• To answer your enquiry and quote (legitimate interests; then contract).
• To prepare and file your returns and provide tax advice (contract; legal obligation for anti-money-laundering identity checks under the Money Laundering Regulations 2017, overseen by Sal Tarar (ACCA, EA)).
• To keep records required by law and by our professional bodies (legal obligation; typically six years after the end of the tax year or engagement, longer where a return remains open).
• To operate and secure the portal, including audit logs of uploads, messages and approvals (legitimate interests; legal obligation).
• To measure website use (consent).

Where data goes

Portal records are held in a Postgres database hosted by Neon (AWS, London region). Client documents are stored in our firm's private Google Drive and are accessible only through the portal. The website and portal run on Cloudflare. Transactional emails are sent by Resend (EU region). Filings are submitted to HMRC, the IRS and FinCEN as instructed by you. Where data is transferred outside the UK, we rely on the UK International Data Transfer Addendum or an adequacy decision.

Your rights

You can ask for access to, correction or erasure of your data, object to or restrict processing, and ask for data portability. Erasure may be limited while we must retain records by law. Complaints can be made to the Information Commissioner's Office (ico.org.uk). Email hello@usukexpattax.com to exercise any right.

Cookies

See the cookie notice. The portal uses a strictly necessary session cookie.

Changes

We update this notice when our processing changes and show the date above.