RKB Global Tax, LLC (“RKB Global Tax,” “we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of the personal and financial information entrusted to us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website (rkbglobal.com), book a consultation, or engage our tax, accounting, and advisory services.
By using our website or services, you agree to the practices described in this Privacy Policy.
1. Who We Are
RKB Global Tax, LLC is a U.S.–Canada cross-border tax and accounting firm.
Address: 3333 Warrenville Rd, Suite 200, Lisle, IL 60532, USA
Phone: (630) 548-3004
Email: taxhelp@rkbglobal.com
2. Information We Collect
Information you provide to us:
- Contact information — name, email address, phone number, and mailing address when you contact us, book a consultation, or subscribe to updates.
- Appointment details — information you share when scheduling or attending a consultation, including the nature of your tax or financial inquiry.
- Tax and financial information — as part of an engagement, we may collect tax returns, income and investment records, Social Security Numbers / Social Insurance Numbers, tax identification numbers, employment and payroll data, estate and gift records, corporate financial statements, and related documents. This information is collected through secure channels, including our client portal (ShareFile) and tax organizer (My1040Data).
Information collected automatically:
- Usage data — IP address, browser type, device information, pages visited, and time spent on the site.
- Cookies and similar technologies — used to operate the site, remember preferences, and understand how visitors use our pages. You can control cookies through your browser settings; disabling them may affect site functionality.
3. How We Use Your Information
- To provide tax preparation, compliance, planning, accounting, payroll, and advisory services you request;
- To schedule and conduct consultations and respond to your inquiries;
- To communicate with you about your engagement, deadlines, and required documents;
- To comply with legal, regulatory, and professional obligations in the United States and Canada;
- To operate, maintain, and improve our website and client experience;
- To protect against fraud, unauthorized access, and misuse of our systems.
4. Confidentiality of Tax Return Information
As a tax services provider, we treat your tax return information with the highest degree of confidentiality. In accordance with Internal Revenue Code §7216 and related regulations, we do not use or disclose tax return information for any purpose other than preparing and filing your returns and providing the services you have engaged us for, unless we have your explicit written consent or are required to do so by law.
5. How We Share Information
We do not sell, rent, or trade your personal information. We may share information only in the following circumstances:
- Service providers — trusted third parties that support our operations (e.g., secure file sharing via ShareFile, tax organizer via My1040Data, scheduling, website hosting, and IT services), bound by confidentiality obligations;
- Tax authorities and regulators — the IRS, state tax agencies, the Canada Revenue Agency (CRA), and other authorities, as required to file returns and comply with the law;
- Professional partners — attorneys, financial advisors, or other professionals, only at your direction and with your consent;
- Legal requirements — when disclosure is required by law, subpoena, court order, or to protect our legal rights;
- Business transfers — in connection with a merger, acquisition, or sale of assets, subject to the same confidentiality protections.
6. Cross-Border Data Transfers
Because we serve clients on both sides of the U.S.–Canada border, your information may be processed or stored in either country. We take reasonable steps to ensure your information receives consistent protection wherever it is processed, in accordance with applicable U.S. law and Canadian privacy legislation (including PIPEDA, where applicable).
7. Data Security
We use administrative, technical, and physical safeguards designed to protect your information, including secure client portals with encryption for document exchange, access controls limiting information to personnel who need it, and secure retention and disposal practices. However, no method of transmission or storage is 100% secure. Please use our secure portals — rather than regular email — to send sensitive documents.
8. Data Retention
We retain personal and tax information for as long as needed to provide our services and to meet legal, regulatory, and professional record-keeping requirements (which generally require tax records to be retained for a number of years). When information is no longer required, we dispose of it securely.
9. Your Rights and Choices
Depending on your jurisdiction, you may have the right to:
- Access the personal information we hold about you;
- Request correction of inaccurate or incomplete information;
- Request deletion of your information, subject to our legal retention obligations;
- Withdraw consent to communications, such as unsubscribing from emails;
- Ask questions or raise concerns about our privacy practices.
To exercise any of these rights, contact us at taxhelp@rkbglobal.com or (630) 548-3004. We may need to verify your identity before fulfilling a request.
10. Third-Party Websites and Services
Our website contains links to third-party services, including our client portal (ShareFile), tax organizer (My1040Data), scheduling tools, and social media pages. These services have their own privacy policies, and we are not responsible for their practices. Certain financial advisory services may be offered through separately registered entities, which maintain their own privacy disclosures.
11. Children’s Privacy
Our website and services are not directed to children under 13, and we do not knowingly collect personal information from children. If you believe a child has provided us information, please contact us and we will delete it.
12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The updated version will be posted on this page with a revised effective date. We encourage you to review this page periodically.
13. Contact Us
If you have questions about this Privacy Policy or how we handle your information, please contact:
RKB Global Tax, LLC
3333 Warrenville Rd, Suite 200
Lisle, IL 60532, USA
Phone: (630) 548-3004
Email: taxhelp@rkbglobal.com