Effective Date: January 21, 2026
Sagetas.com (“Sagetas.com,” “we,” “us,” or “our”) is committed to protecting your privacy and safeguarding your personal data. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit or interact with our website, https://www.sagetas.com (the “Website”).
This Privacy Policy is designed to comply with applicable data protection laws, including the General Data Protection Regulation (GDPR) and relevant United States privacy laws.
1. Who We Are
Business Name: Sagetas.com
Website: https://www.sagetas.com
Email: [email protected]
Address: West Palm Beach, Florida, United States
Sagetas.com provides modern CPA services, advisory services, tax preparation and tax planning, monthly bookkeeping and accounting, payroll services, and business advisory support for small to mid-sized businesses, with a focus on medical and dental practices, including chiropractors, dentists, med spas, and private practices.
2. Information We Collect
We collect personal data in the following ways.
a. Information You Provide Voluntarily
You may provide personal information when you:
• Contact us through forms or email
• Request a consultation or services
• Communicate with us directly
This information may include:
• Name
• Email address
• Phone number
• Business or practice name
• Professional details
• Messages or inquiries
• Any other information you choose to share
b. Information Collected Automatically
When you visit the Website, certain information may be collected automatically, including:
• IP address
• Browser type and version
• Device and operating system information
• Pages visited and time spent on the Website
• Referring website or source
• Date and time of access
This data is collected using cookies and similar technologies.
3. How We Use Your Information
We use personal data for the following purposes:
• To respond to inquiries and provide requested information or services
• To communicate with you regarding consultations, services, or updates
• To operate, maintain, and improve our Website
• To comply with legal, regulatory, and professional obligations
• To protect against fraud, unauthorized access, or misuse
• To manage and grow our business operations
We do not sell, rent, or trade personal data.
4. Legal Basis for Processing (GDPR)
If you are located in the European Economic Area (EEA), we process personal data based on the following legal grounds:
• Consent – when you voluntarily submit information
• Contractual necessity – when processing is required to provide services
• Legitimate interests – to operate and improve our business
• Legal obligations – to comply with applicable laws and regulations
5. Cookies and Tracking Technologies
We use cookies and similar tracking technologies to:
• Ensure proper Website functionality
• Analyze Website traffic and usage patterns
• Improve user experience
You may control or disable cookies through your browser settings. Disabling cookies may limit certain features of the Website.
6. Sharing and Disclosure of Information
We may share personal data only in the following circumstances:
• With trusted service providers who assist in Website operations or service delivery
• When required by law, regulation, or legal process
• To protect our rights, property, or safety
• With your explicit consent
All third parties are required to maintain the confidentiality and security of your information.
7. Data Security
We implement reasonable administrative, technical, and organizational measures to protect personal data, including secure systems, restricted access, and confidentiality practices.
While we take appropriate steps to safeguard your information, no method of electronic transmission or storage is completely secure.
8. Data Retention
We retain personal data only for as long as necessary to:
• Fulfill the purposes outlined in this Privacy Policy
• Comply with legal, regulatory, and professional obligations
• Resolve disputes and enforce agreements
When personal data is no longer required, it is securely deleted or anonymized.
9. Your Data Protection Rights (GDPR)
If you are located in the EEA, you have the right to:
• Access your personal data
• Request correction of inaccurate or incomplete data
• Request deletion of your personal data
• Restrict or object to processing
• Request data portability
• Withdraw consent at any time
To exercise these rights, contact us at [email protected].
10. U.S. Privacy Rights
Depending on your state of residence, you may have rights under applicable U.S. privacy laws, including the right to request access to or deletion of your personal information, subject to legal limitations.
11. Third-Party Links
Our Website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. We encourage you to review their privacy policies before providing personal information.
12. Children’s Privacy
Our Website and services are not intended for individuals under the age of 18. We do not knowingly collect personal data from children.
13. Changes to This Privacy Policy
We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.
Your continued use of the Website after changes are posted constitutes acceptance of the revised Privacy Policy.
14. Contact Us
If you have questions about this Privacy Policy or our data practices, please contact:
Sagetas.com
West Palm Beach, FL
Email: [email protected]