Privacy Policy

Effective Date: September 5, 2025
Last Updated: September 22, 2025

Onyx Bridge Tax Group, LLC (“OBTG,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard personal information when you visit our website or engage our accounting, tax, and advisory services.

Because OBTG serves clients in the United States and occasionally internationally. We comply with applicable privacy laws in those jurisdictions, including the Gramm-Leach-Bliley Act (GLBA), relevant U.S. state privacy laws (e.g., California, Colorado, Virginia), the EU/UK GDPR, Canada’s PIPEDA, and South Africa’s POPIA.

 

1. GLBA Notice

OBTG is considered a financial institution under the Gramm-Leach-Bliley Act (“GLBA”). In connection with our services, we collect and maintain nonpublic personal information (“NPI”) about our clients, including financial, tax, and identifying information.

We are committed to protecting the confidentiality and security of this information. OBTG:

1. Limits access to client information to authorized personnel and service providers who need it to provide services.
2. Does not disclose NPI to nonaffiliated third parties except as permitted by law.
3. Provides privacy notices to clients at the start of the client relationship and annually if the relationship continues.
4. Implements administrative, technical, and physical safeguards to protect NPI.

If you have questions about our privacy practices or wish to review your personal information, please contact us at info@onyxbridgetax.com or (301) 924-2160.

 

2. Information We Collect

We may collect the following categories of personal information:

• Identifiers: name, address, email, phone number, tax identification numbers.
• Financial Information: bank details, income, investment, and tax data.
• Professional Information: employer, job title, business affiliations.
• Technical Information: IP address, device identifiers, browser type, and cookies.
• Sensitive Information: government-issued ID numbers, tax residency status, and financial account information.

Information is collected directly from you, your authorized representatives, or via our website.

 

3. How We Use Your Information

We use personal information to:

• Provide accounting, tax, and advisory services.
• Manage client relationships and communications.
• Comply with legal, regulatory, and professional obligations.
• Process payments and billing.
• Improve our website and services.
• Protect against fraud or unauthorized access.

We do not sell your personal information.

 

4. Legal Bases for Processing (GDPR/UK GDPR & International Clients)

For clients in the EU, UK, and other jurisdictions that require a legal basis, we process personal information based on:

• Performance of a contract.
• Compliance with legal obligations.
• Legitimate interests (e.g., improving services, preventing fraud).
• Consent, where required (e.g., for marketing communications).

 

5. Sharing of Information

We may share information with:

• Our employees, contractors, and affiliates who need access to provide services.
• Third-party service providers (IT, cloud hosting, payment processors, professional advisors).
• Regulatory, tax, and governmental authorities, as required by law.
• Successors in the event of a merger, acquisition, or restructuring.

We do not share or sell personal information for targeted advertising.

 

6. International Data Transfers

Because some clients reside outside the United States, personal information may be transferred to the U.S. for the purposes of providing our services. Where required by law, such transfers will rely on appropriate safeguards, such as Standard Contractual Clauses (SCCs) or other lawful mechanisms.

 

7. Data Retention

We retain personal information for as long as necessary to:

• Fulfill the purposes outlined in this Policy.
• Comply with legal, regulatory, and professional obligations.
• Resolve disputes and enforce agreements.

 

8. Your Privacy Rights

Depending on where you live, you may have rights such as:

• Access: request a copy of your personal information.
• Correction: update or correct inaccuracies.
• Deletion: request deletion, subject to legal exceptions.
• Restriction/Objection: limit or object to processing.
• Data Portability: request transfer of your information.
• Opt-Out: of targeted advertising or certain data uses (U.S. state laws).
• Withdraw Consent: where processing is based on consent.

To exercise your rights, contact us at info@onyxbridgetax.com. We will not discriminate against you for exercising your privacy rights.

 

9. Data Security

We implement administrative, technical, and physical safeguards to protect personal information from unauthorized access, use, or disclosure. However, no system is completely secure.

 

10. Cookies and Tracking

Our website uses cookies and similar technologies to enhance user experience and analyze traffic. You may adjust your browser settings to block cookies, but some features may not function properly.

 

11. Children’s Privacy

Our services are not directed to children under 13 (or the minimum age of digital consent in your jurisdiction). We do not knowingly collect data from children.

 

12. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices or content of those sites.

 

13. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or how we handle personal information, you may contact us at:

Onyx Bridge Tax Group, LLC (“OBTG”)
Email: info@onyxbridgetax.com
Phone: (301) 924-2160
Mailing Address: 1101 Wootton Parkway, Suite 400, Rockville, MD, 20852

• EU/UK Residents: If you reside in the EU or UK, you may contact us directly to exercise your rights under the GDPR/UK GDPR.
• Canadian Residents: You may also contact the Office of the Privacy Commissioner of Canada at www.priv.gc.ca if you are not satisfied with our response.
• South African Residents: You may also contact the Information Regulator at www.justice.gov.za/inforeg/ if you are not satisfied with our response.

 

14. Updates to This Privacy Policy

We may update this Privacy Policy periodically. The updated version will be posted on our website with a revised “Last Updated” date. Material changes will be communicated to clients directly where required by law.