Effective Date: September 22, 2026
Last Updated: September 22, 2026

USTCP For Me, LLC ("USTCP For Me," "we," "us," or "our") respects your privacy and is committed to protecting the personal information entrusted to us.

This Privacy Policy explains how we collect, use, disclose, store, and protect information when you visit USTCPForMe.com, register for USTCP For Me, participate in our educational programs, use our websites, learning tools, communications, events, or other services, or otherwise interact with us (collectively, the "Services").

By using the Services, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

We may collect information you provide directly to us, information generated through your use of the Services, and information collected automatically through our website, learning platform, analytics tools, advertising technologies, and service providers.

Registration and Contact Information

When you register for USTCP For Me or interact with us, we may collect information including:

• Name
• Email address
• Telephone number
• Mailing or business address
• State and ZIP code
• Communication preferences
• Email and SMS consent preferences
• Registration date and status
• Referral, campaign, and registration-source information

Professional and Credential Information

Because USTCP For Me is designed for tax professionals and individuals interested in practice before the United States Tax Court, we may collect professional information including:

• Professional designation or credential
• CPA, Enrolled Agent, or attorney status
• Years of professional experience
• IRS representation experience
• Practice-related information
• PTIN, when voluntarily provided
• Professional credential or license numbers, when applicable
• U.S. Tax Court admission status
• U.S. Tax Court Bar Number, when applicable

Certain credential information may be treated as sensitive information within our systems and receive additional technical protections.

Educational and Examination Information

We may collect information concerning your educational goals and U.S. Tax Court examination preparation, including your examination plans and history, U.S. Tax Court admission status, intended study timeline, self-identified areas of strength or weakness, learning preferences, study availability, educational interests, interest in virtual/live/in-person learning, and interest in teaching or volunteering.

As our learning platform develops, we may also collect courses and lessons accessed, videos viewed, reading and study activity, quiz and practice-question results, assessment and practice-examination results, progress and completion information, mastery measurements, study history, educational recommendations, and interactions with AI-powered tutoring and educational tools.

We may use this information to personalize educational experiences, measure progress, identify areas where additional study may be useful, and improve our curriculum and learning tools.

2. User-Submitted Materials

You may have opportunities to voluntarily submit materials to USTCP For Me, including your own previously graded U.S. Tax Court nonattorney examinations, feedback, comments, questions, or other materials.

Please do not submit copyrighted course materials, proprietary materials belonging to another educational provider, confidential client information, or materials you do not have the right to provide.

Additional terms governing ownership and permitted uses of submitted materials may be contained in our Terms of Use.

3. Information Collected Automatically

When you use our website or Services, we and our service providers may automatically collect technical and usage information such as IP address, browser and device information, operating system, pages visited, referring and exit pages, dates and times of visits, approximate location derived from IP address, website interactions, session information, cookies and similar identifiers, and advertising, attribution, and campaign information.

We may use cookies, pixels, tags, local storage, server logs, and similar technologies to operate the Services, remember preferences, analyze usage, measure advertising, prevent abuse, and improve our Services.

4. How We Use Information

We may use information to process and maintain registrations; create and maintain future member accounts; verify email addresses and professional credentials where appropriate; provide and personalize educational services; track progress; operate AI-powered educational features; send administrative, transactional, educational, and marketing communications where permitted; operate sponsor-supported programs; analyze traffic and usage; measure advertising performance; create advertising audiences where permitted; prevent fraud and security incidents; improve our technology; comply with legal obligations; and enforce our agreements and policies.

5. Email Communications

We use email for transactional communications, registration and account information, educational announcements, platform updates, new-content notifications, event information, marketing communications, and other messages.

Transactional or service-related communications may be necessary to operate your registration or account and may not always be subject to marketing opt-out preferences. Marketing emails will include an unsubscribe mechanism when required by applicable law.

Our current communications address is updates@mail.ustcpforme.com.

6. SMS and Text Messaging

If you consent to receive text messages from USTCP For Me, we may send messages to the telephone number you provide. Consent to receive marketing text messages is not a condition of receiving our core educational services unless expressly stated otherwise. Message and data rates may apply. Message frequency may vary.

You may opt out of marketing text messages by following the instructions contained in the message, including replying STOP where supported.

7. Sponsors and Promotional Partners

USTCP For Me is supported in part by sponsors and promotional partners. Sponsor support helps us provide educational programs, resources, events, and other benefits to our members.

As part of our sponsor-supported programs, USTCP For Me may share the following member information with sponsors and promotional partners:

• Name
• Telephone number
• Email address
• Professional designation
• Address

Sponsors and promotional partners may use information provided to them to communicate with members regarding their products, services, educational opportunities, promotions, or other offerings, subject to applicable law and their own privacy practices.

Where applicable law provides additional notice, consent, or opt-out rights concerning such disclosure or subsequent marketing, USTCP For Me will provide or honor those rights as required.

8. GoHighLevel and Customer Relationship Management

We use GoHighLevel and related services to assist with customer relationship management, contact management, communications, email delivery, automation, and related business functions.

Information maintained in our CRM may include contact information, professional designation, registration identifiers, educational preferences, study interests, communication preferences, and other information appropriate for relationship management.

Our USTCP systems remain the authoritative source for educational registration and learning records.

9. Payment Information

Some USTCP For Me services, products, events, or optional features may require payment now or in the future. Payments may be processed by third-party payment processors.

When you make a payment, information such as your credit or debit card number, expiration date, security code, billing address, and related transaction information may be collected and processed directly by the payment processor.

When payment information is entered directly into a third-party processor's secure payment system, USTCP For Me generally does not receive or store complete payment-card numbers or card security codes.

We may receive and retain transaction information such as your name and contact information, billing address, amount paid, product/service/event purchased, transaction identifier, payment status, refund information, card type, and limited payment information such as the last four digits.

Payment processors process information according to their own privacy policies, contractual terms, and applicable payment-card security requirements.

10. Google Analytics

We may use Google Analytics, including Google Analytics 4 ("GA4"), to understand how visitors use our website and Services.

Google Analytics may use cookies and similar technologies to collect information concerning website interactions, devices, browsers, approximate location, traffic sources, and usage patterns.

We may use Analytics information to understand website performance, identify popular content, improve user experiences, measure engagement, and evaluate marketing efforts.

We do not intend to send personally identifiable information such as names, email addresses, or personal telephone numbers to Google Analytics through ordinary Analytics data collection.

11. Google Advertising

We may use Google Ads and related Google advertising, conversion measurement, audience, and remarketing services to advertise USTCP For Me, measure conversions and advertising effectiveness, attribute actions to advertising, create advertising audiences, conduct remarketing, reach previous website visitors, and optimize campaigns.

When Google advertising features are enabled, we and third-party vendors such as Google may use first-party cookies or identifiers together with third-party advertising cookies or identifiers.

Users may manage certain personalized-advertising choices through Google's advertising settings and other controls provided by Google.

12. Meta, Facebook, and Instagram Advertising

We may advertise USTCP For Me through Meta Platforms, including Facebook and Instagram.

We may use technologies such as the Meta Pixel, Meta Conversions API, and related Meta audience and measurement tools to measure advertising performance and conversions, attribute activity to campaigns, optimize advertisements, create/manage advertising audiences, reach previous visitors, and understand advertising effectiveness.

Meta may process information it receives through these technologies according to its own terms and privacy practices. Users may manage certain advertising preferences through controls provided by Facebook, Instagram, Meta, browsers, devices, and applicable industry opt-out services.

13. Cookies and Similar Technologies

We may use strictly necessary technologies for security, registration, authentication, fraud prevention, session management, and essential functionality; preference technologies to remember settings; analytics technologies to understand traffic and performance; and advertising technologies to measure advertising, attribute conversions, create audiences, conduct remarketing, or provide more relevant advertising.

Where applicable law or platform requirements require consent before non-essential technologies are activated, we will request appropriate consent.

Users may also control cookies through browser settings, although disabling certain technologies may affect website functionality.

14. Service Providers

We may disclose information to third parties that provide services on our behalf, including website hosting, cloud infrastructure, WordPress technologies, CRM services, email/SMS communications, video hosting and streaming, analytics, advertising, security, technical support, learning-platform infrastructure, payment processing, and artificial intelligence services.

Our providers may include Hostinger, WordPress-related providers, GoHighLevel, Cloudflare, Google, Meta, payment processors, and AI technology providers, depending upon the Services and features in use.

15. Artificial Intelligence

USTCP For Me is being developed as an AI-assisted educational platform.

We may use artificial intelligence and automated systems for educational tutoring, practice questions, explanations, study recommendations, adaptive learning, assessment analysis, identifying areas requiring additional study, search/retrieval of educational resources, curriculum improvement, and other educational assistance.

Interactions with AI-powered features may be processed and stored as necessary to provide the Services, maintain educational progress, improve functionality, maintain security, and evaluate educational effectiveness. Third-party technology providers may provide some AI functionality.

16. Sale, Sharing, and Targeted Advertising

We do not sell personal information for money in the ordinary meaning of the word "sell."

However, some privacy laws define terms such as sale, sharing, targeted advertising, or similar concepts more broadly. Certain advertising technologies, audience tools, or disclosures to sponsors or promotional partners may fall within those definitions under applicable law.

As explained in this Privacy Policy, we may share name, telephone number, email address, professional designation, and address with sponsors and promotional partners.

Where applicable law provides a right to opt out of a particular form of sale, sharing, or targeted advertising, we will provide or honor that right as required.

17. Legal and Safety Disclosures

We may disclose information when reasonably necessary to comply with law or legal process; respond to lawful governmental requests; protect rights, property, or safety; detect or prevent fraud, abuse, security threats, or illegal activity; enforce agreements and policies; or establish, exercise, or defend legal claims.

18. Business Transfers

If USTCP For Me, LLC is involved in a merger, acquisition, financing, reorganization, sale of assets, bankruptcy, or similar transaction, information may be disclosed or transferred as part of that transaction, subject to applicable law.

19. Data Retention

We retain information for as long as reasonably necessary to maintain registrations and educational records, provide Services, maintain learning progress, fulfill legal and contractual obligations, resolve disputes, maintain security, prevent fraud and abuse, enforce agreements, and maintain appropriate business records.

When information is no longer reasonably necessary, we may delete, anonymize, or de-identify it, subject to legal, operational, backup, archival, and security requirements.

20. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information. Depending upon the information involved, safeguards may include encryption, access controls, secure communications, authentication controls, separation of certain sensitive information from ordinary CRM data, logging, and other security practices.

No website, network, transmission method, or electronic storage system can be guaranteed completely secure, and we cannot guarantee absolute security.

21. Your Privacy Choices and Rights

Depending upon where you reside and applicable law, you may have rights to request access, correction, deletion, portability, information about disclosures, opt-outs from certain targeted advertising/sharing/sales, withdrawal of certain consents, appeals, and other rights provided by law.

These rights are not absolute and may be subject to statutory exceptions.

To submit a privacy request, contact updates@mail.ustcpforme.com. We may need to verify your identity before processing certain requests. We will not unlawfully discriminate against you for exercising applicable privacy rights.

22. California and Other U.S. State Privacy Rights

Residents of California and other states with comprehensive consumer privacy laws may have additional rights under applicable state law, potentially including access, correction, deletion, portability, and rights to opt out of certain sales, sharing, profiling, or targeted advertising.

The availability of a particular right depends upon applicable law, statutory thresholds, exemptions, and the nature of our processing. Where USTCP For Me is subject to additional statutory requirements, we will provide required notices and controls.

23. Browser Privacy Signals and Do Not Track

Some browsers and devices provide "Do Not Track," opt-out preference signals, or other privacy controls.

Because standards and legal requirements vary, our response may depend upon the particular signal, technology, jurisdiction, and applicable law. Where applicable law requires recognition of a legally valid browser-based opt-out preference signal, we will process it as required.

24. Children's Privacy

USTCP For Me is a professional educational platform and is not directed to children under 13 years of age.

We do not knowingly collect personal information from children under 13. If we learn that such information was collected without appropriate authorization, we will take reasonable steps to delete it.

25. External Websites and Third-Party Services

Our Services may contain links to third-party websites, publications, government resources, educational materials, social-media services, or other services that we do not control.

This Privacy Policy does not govern those third parties' privacy practices. We encourage users to review their privacy policies.

26. International Users

USTCP For Me is operated from the United States and is primarily designed for individuals interested in U.S. federal tax practice and practice before the United States Tax Court.

If you access the Services from outside the United States, information may be transferred to, stored in, and processed in the United States or other countries where our service providers operate. Where required by applicable law, we will implement appropriate measures concerning international data transfers and consent.

27. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our Services, technology, business practices, service providers, advertising practices, or applicable law.

When we make changes, we will update the Last Updated date at the beginning of this Privacy Policy. If changes are material, we may provide additional notice when appropriate or required.

28. Contact Us

Questions, concerns, and privacy requests concerning this Privacy Policy or our privacy practices may be directed to:

USTCP For Me, LLC
USTCPForMe.com
Email: updates@mail.ustcpforme.com