Privacy Policy

Last Updated: March 29, 2025

Introduction

OEC Ventures LLC dba Capital Compass Tax and Finance ("Company," "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 your information when you visit our website https://www.capitalcompasstax.com or use our tax preparation and financial advisory services.

Please read this Privacy Policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access our website or use our services.

Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us when you:

  • Complete forms or fields on our website

  • Create an account

  • Schedule a consultation

  • Engage our tax preparation or advisory services

  • Subscribe to our newsletter

  • Contact us via email, phone, or other methods

Depending on the services you use, this information may include:

  • Contact information (name, email address, mailing address, phone number)

  • Tax identification numbers (Social Security Number, Employer Identification Number)

  • Financial information (income, expenses, investments, assets, liabilities)

  • Tax documents and records

  • Payment information

Non-Personal Information

We may also collect non-personal information about you automatically when you visit our website, including:

  • Browser type

  • Operating system

  • IP address

  • Pages visited

  • Time and date of visits

  • Referring website

  • Other browsing data

How We Use Your Information

We may use the information we collect for various purposes, including to:

  • Provide, operate, and maintain our services

  • Prepare tax returns and provide tax advice

  • Improve, personalize, and expand our services

  • Understand and analyze how you use our services

  • Develop new products, services, features, and functionality

  • Communicate with you directly or through one of our partners, including for customer service, updates, and marketing purposes

  • Process your payments

  • Find and prevent fraud

  • Comply with legal and regulatory requirements

IRS Regulations and Tax Professional Obligations

As tax professionals, we adhere to IRS regulations regarding the confidentiality of taxpayer information, including:

IRS Code Section 7216

This federal law generally prohibits the disclosure or use of tax return information by tax return preparers without specific written consent from the taxpayer.

Circular 230

As an Enrolled Agent practice, we comply with the Department of Treasury's Circular 230 regulations governing practice before the IRS, which includes provisions regarding confidentiality of client information.

How We Share Your Information

We do not sell, trade, or otherwise transfer your personal information to outside parties except in the following circumstances:

With Your Consent

We may share your information with third parties when we have your explicit consent to do so.

Service Providers

We may share your information with trusted third parties who assist us in operating our website, conducting our business, or providing services to you (such as tax software providers, web hosting services, payment processors), as long as those parties agree to keep this information confidential.

Legal Requirements

We may disclose your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect our or others' rights, property, or safety.

Data Security

We implement a variety of security measures to maintain the safety of your personal information, including:

  • Encryption of sensitive data

  • Secure networks and servers

  • Physical security measures for paper documents

  • Limited access to personal information by employees

  • Regular security assessments

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.

Data Retention

We will retain your personal information only for as long as is necessary for the purposes set out in this Privacy Policy, or as required to comply with our legal obligations. Tax information is generally retained for a minimum of seven years to comply with IRS requirements.

Your Rights

Depending on your location, you may have certain rights regarding your personal information, including:

  • The right to access the personal information we have about you

  • The right to request correction of inaccurate information

  • The right to request deletion of your information (subject to legal obligations)

  • The right to object to processing of your information

  • The right to data portability

To exercise these rights, please contact us using the information provided in the "Contact Us" section.

Cookies and Tracking Technologies

Cookies

We use cookies and similar tracking technologies to track activity on our website and hold certain information. Cookies are files with a small amount of data that may include an anonymous unique identifier.

Types of Cookies We Use

  • Essential cookies: Necessary for the basic function of the website

  • Functional cookies: Remember your preferences

  • Analytical cookies: Help us understand how visitors interact with our website

  • Marketing cookies: Track your browsing habits to deliver targeted advertising

Your Choices

Most web browsers allow you to control cookies through their settings. However, if you reject cookies, you may still use our website, but your ability to use some features may be limited.

Third-Party Links

Our website may contain links to third-party websites. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services. We encourage you to be aware when you leave our website and to read the privacy statements of any other site that collects personally identifiable information.

Children's Privacy

Our website and services are not directed to children under 16 years of age. We do not knowingly collect personal information from children under 16. If we learn we have collected or received personal information from a child under 16 without verification of parental consent, we will delete that information.

Changes to This Privacy 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 and updating the "Last Updated" date.

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.

Do Not Track

We do not track our visitors across third-party websites, and thus do not respond to Do Not Track ("DNT") signals. However, some third-party websites do keep track of your browsing activities when they serve you content, which enables them to tailor what they present to you.

Contact Us

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

  • Email: victor@capitalcompasstax.com

  • Phone: (240) 806-1829

  • Address: Frederick, MD 21702

OEC Ventures LLC dba Capital Compass Tax and Finance