Privacy Policy

Effective Date: February 2026

Nuvanta Consulting Group, LLC (“Nuvanta,” “we,” “us,” or “our”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit nuvantausa.com, use our applications, client portals, or engage with our services.

By accessing or using our website or services, you consent to the practices described in this Privacy Policy.

  1. Scope of Services

This Privacy Policy applies to all services provided by Nuvanta Consulting Group, LLC, including:

  • Tax preparation and related financial services
  • Immigration document preparation and consulting services (non-legal)
  • Notary Public and Loan Signing Agent services
  • Marketing, CRM, and AI automation services
  • Online scheduling, secure portals, and mobile applications
  1. Information We Collect

We may collect the following categories of information:

  1. Personal Information
  • Full name
  • Email address
  • Phone number
  • Mailing address
  • Date of birth
  • Government-issued identification (when required for tax or immigration services)
  • Taxpayer information (W-2s, 1099s, SSN/ITIN, financial data)
  • Immigration-related documentation provided by you
  1. Business Information
  • Company name
  • Business address
  • EIN or business tax information
  • CRM or automation account data (when applicable)
  1. Technical & Usage Information
  • IP address
  • Browser type and device information
  • Pages visited and usage behavior
  • Cookies and tracking technologies
  1. How We Use Your Information

We use your information to:

  • Provide and manage our services
  • Prepare and file tax returns (with your authorization)
  • Assist with immigration document preparation
  • Deliver CRM, marketing, and AI automation services
  • Communicate with you regarding appointments, updates, and support
  • Process payments and invoices
  • Improve our website, services, and customer experience
  • Comply with legal and regulatory obligations
  1. How We Share Information

We do not sell your personal information.

We may share information only with:

  • Authorized employees and contractors under confidentiality agreements
  • IRS, state tax agencies, or government entities as required to provide services
  • Third-party service providers (payment processors, CRM platforms, email/SMS providers, secure portals)
  • Legal or regulatory authorities when required by law

All third parties are required to maintain appropriate data protection standards.

  1. Data Security

We implement administrative, technical, and physical safeguards designed to protect your information, including:

  • Secure client portals
  • Encrypted data transmission
  • Restricted internal access
  • Industry-standard security practices

However, no system can guarantee 100% security, and you use our services at your own risk.

  1. Cookies & Tracking Technologies

We use cookies and similar technologies to:

  • Improve site functionality
  • Analyze traffic and usage patterns
  • Support marketing and advertising efforts

You may disable cookies through your browser settings, though some features may not function properly.

  1. SMS, Email & Communications

By providing your contact information, you consent to receive communications via email, SMS, phone calls, and messaging platforms related to our services.

  • Message and data rates may apply
  • You may opt out of SMS by replying STOP
  • You may unsubscribe from emails using the link provided in our messages

Consent is not required as a condition of purchase.

SMS PRIVACY DISCLOSURE

Nuvanta Consulting Group, LLC may contact customers via phone, SMS, or email for appointment reminders, service updates, and customer support. Message frequency varies. Message & data rates may apply. Opt-out available at any time. Privacy Policy: https://nuvantausa.com/privacy-policy

  1. Immigration Services Disclaimer

Nuvanta Consulting Group, LLC is not a law firm and does not provide legal advice. Immigration services are limited to document preparation and administrative assistance. No attorney-client relationship is created.

  1. Tax Services Disclaimer

Tax services are provided by qualified tax preparers in compliance with IRS and applicable state regulations. Filing is subject to the accuracy and completeness of information provided by the client.

  1. Your Privacy Rights

Depending on your jurisdiction, you may have rights to:

  • Access your personal information
  • Request correction of inaccurate data
  • Request deletion of your information (subject to legal retention requirements)
  • Opt out of marketing communications

To exercise your rights, contact us using the information below.

  1. Data Retention

We retain personal information only as long as necessary to:

  • Provide services
  • Comply with legal, tax, and regulatory requirements
  • Resolve disputes and enforce agreements
  1. Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors.

  1. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.

  1. Contact Information

Nuvanta Consulting Group, LLC
Website: https://nuvantausa.com
Email: info@nuvantausa.com
Phone: +1 (619) 666-6606

If you have questions or concerns about this Privacy Policy, please contact us directly.

Last updated: February 2026