Privacy Policy
Last updated: August 31, 2026
This Privacy Policy explains how WORLD CONSULTING LLC, doing business as World Tax Planning, collects, uses, and protects personal information through worldtaxplanning.com and our accounting, tax, and asset protection services.
4800 N Federal Hwy, Suite 103A, Boca Raton, FL 33431 · +1 561-405-9194 · advisors@worldtaxplanning.com
1. Information we collect
- Information you give us. Your name, phone number, email address, the service you are interested in, and the message you write in our contact form or chat widget.
- Information about your consent. Whether you agreed to receive text messages, the exact wording you agreed to, and the date and time you agreed.
- Client information. Documents and financial data you provide so we can perform accounting, tax, and planning work for you.
- Technical information. Standard server and browser data such as IP address and pages visited.
2. How we use it
- To answer your inquiry and provide the services you request.
- To contact you by phone, text message, email, or WhatsApp about your inquiry, appointments, documents, and deadlines.
- To meet our legal, tax, and professional record-keeping obligations.
3. SMS and mobile messaging
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
- We send text messages only to people who gave express written consent. Our contact form and chat widget offer two separate, optional, unchecked boxes: one for transactional messages and one for marketing messages. We send each type only to the people who agreed to that type.
- Messages may confirm that we received your inquiry, schedule or confirm consultations, request documents, and remind you of filing deadlines.
- Message frequency varies. Message and data rates may apply.
- Reply STOP at any time to unsubscribe. Reply HELP for help, or call +1 561-405-9194.
- Consent to receive text messages is not a condition of purchasing any service.
- Carriers are not liable for delayed or undelivered messages.
4. Who we share information with
We do not sell personal information. We share it only with service providers who help us operate, such as our customer relationship platform and messaging provider, with professional advisors, and when required by law or a governmental authority. As stated above, mobile opt-in data and consent are never shared for marketing.
5. Cookies and tracking
The site stores your language choice in your browser so it survives a reload. Our chat widget and our customer relationship platform may set cookies or similar identifiers to keep a conversation open and to recognise a returning visitor. We do not run advertising networks or cross-site behavioural advertising on this site, and we do not use tracking data to build advertising profiles.
You can block or delete cookies in your browser settings. Blocking them may stop the chat widget from working and will reset your language choice on each visit.
6. How long we keep it
We keep inquiry records for as long as needed to answer you and to evidence your messaging consent. Client records are kept for the period required by tax and professional rules.
7. Your choices
You may ask us to access, correct, or delete your personal information, and you may withdraw messaging consent at any time by replying STOP or writing to advisors@worldtaxplanning.com.
8. Security, age, and children
We use reasonable technical and organizational measures to protect your information. No method of transmission is completely secure. Our services and our messaging program are intended for people aged 18 years or older. Our services are not directed to children under 13, and we do not knowingly collect their information.
9. Changes
We may update this policy. The date at the top shows when it last changed. Continued use of the site after a change means you accept the updated policy.
10. Contact
WORLD CONSULTING LLC (World Tax Planning), 4800 N Federal Hwy, Suite 103A, Boca Raton, FL 33431 · advisors@worldtaxplanning.com · +1 561-405-9194
Política de Privacidade (Português)
A WORLD CONSULTING LLC, que opera como World Tax Planning, coleta nome, telefone, e-mail, o serviço de interesse e a mensagem que você escreve no formulário de contato ou no chat do site, além do registro do seu consentimento para mensagens de texto (texto aceito, data e hora).
Usamos esses dados para responder sua solicitação, prestar os serviços contratados e cumprir obrigações legais. Não vendemos seus dados. Compartilhamos apenas com prestadores que nos apoiam na operação e quando a lei exigir.
Nenhuma informação de telefone celular será compartilhada com terceiros ou afiliadas para fins de marketing ou promoção. Dados de opt-in e consentimento para mensagens de texto não são compartilhados com terceiros.
Enviamos mensagens de texto apenas a quem autorizou expressamente. O formulário e o chat oferecem duas caixas separadas e opcionais: uma para mensagens transacionais e outra para mensagens de marketing. Enviamos cada tipo somente a quem autorizou aquele tipo. A frequência de mensagens varia e podem incidir tarifas de mensagem e dados. Responda STOP para cancelar e HELP para ajuda. O consentimento não é condição para contratar qualquer serviço.
Para acessar, corrigir ou excluir seus dados, escreva para advisors@worldtaxplanning.com.
Política de Privacidad (Español)
WORLD CONSULTING LLC, que opera como World Tax Planning, recopila nombre, teléfono, correo electrónico, el servicio de interés y el mensaje que usted escribe en el formulario de contacto o en el chat del sitio, además del registro de su consentimiento para mensajes de texto (texto aceptado, fecha y hora).
Usamos estos datos para responder su solicitud, prestar los servicios contratados y cumplir obligaciones legales. No vendemos sus datos. Los compartimos únicamente con proveedores que nos apoyan en la operación y cuando la ley lo exija.
Ninguna información de teléfono móvil será compartida con terceros ni afiliadas con fines de marketing o promoción. Los datos de opt-in y consentimiento para mensajes de texto no se comparten con terceros.
Enviamos mensajes de texto solo a quienes lo autorizaron expresamente. El formulario y el chat ofrecen dos casillas separadas y opcionales: una para mensajes transaccionales y otra para mensajes de marketing. Enviamos cada tipo solo a quienes autorizaron ese tipo. La frecuencia de mensajes varía y pueden aplicarse tarifas de mensajes y datos. Responda STOP para cancelar y HELP para ayuda. El consentimiento no es condición para contratar ningún servicio.
Para acceder, corregir o eliminar sus datos, escriba a advisors@worldtaxplanning.com.