Privacy Policy

Synergy Wealthcare Solutions, LLC d/b/a ITIN Abroad

Last updated: January 25, 2026

1) Who we are

Synergy Wealthcare Solutions, LLC, doing business as ITIN Abroad (“ITIN Abroad,” “we,” “us,” “our”) provides ITIN application support, Certified Acceptance Agent (CAA) services, and related tax filing support, including guidance on required documentation and submission options. This Privacy Policy explains how we collect, use, and share information when you visit itinabroad.com (the “Site”) or interact with us.

Contact: haydenmccoy@itinabroad.com | Winter Haven, Florida, USA

2) What we collect

You provide: name, email, phone, country of residence, message details, meeting selections, and information you submit through our forms/questionnaires. If you are applying for an ITIN for a spouse or dependent, you may also provide information about family members, including minor children, as part of the application process. If you engage us for services, you may also provide additional details necessary for your ITIN/tax filing situation. Uploaded documents are collected only when requested and submitted through a secure portal or secure method we provide.

Automatically via the Site: IP address, device/browser data, pages viewed, time on page, referring site, and general location (via cookies/analytics).

From third parties (as applicable): scheduling tools, payment processors, email/CRM tools, analytics providers, and site hosting (including Wix services and add-ons).

3) How we use information

We use information to:

Respond to inquiries, schedule meetings, confirm next steps, and provide requested services
Operate the Site, maintain quality, and improve content/usability
Process payments and manage billing (through our payment provider)
Send service messages and occasional updates (you can unsubscribe anytime)
Maintain security, prevent fraud, and comply with legal and professional obligations

4) Legal bases (EU/UK visitors)

We process personal data based on: contract (to provide services), legitimate interests (site security, analytics, service improvement), consent (marketing cookies/emails where required), and legal obligations (recordkeeping and compliance).

5) Cookies & analytics

We (and providers) use cookies, web beacons, and similar technologies for core site functions, performance, and analytics. You can manage cookies in your browser and (if enabled) via our cookie banner.

6) Sharing information

We share data with trusted service providers that help us operate the Site or deliver services (e.g., hosting, analytics, scheduling, payment processing, document portals, and email/CRM tools). Providers may use data only as instructed by us. We may also share information if required by law, to protect rights/safety, to prevent fraud, or with your consent.

7) Data retention

We keep information only as long as necessary for the purposes above and to meet legal, tax, and professional recordkeeping requirements.

8) Security

We use reasonable administrative, technical, and organizational safeguards. No method is 100% secure. Please use our secure portal (not email) when we request sensitive documents.

9) Your choices & rights

You may request access, correction, deletion, or restriction of your personal information (subject to legal exceptions). Email haydenmccoy@itinabroad.com.

EU/UK/EEA and certain U.S. state residents (e.g., CA/VA/CO/CT) may have additional rights, including portability and the right to opt out of certain sharing; we do not sell personal information.

10) Children

Our Site is not directed to children. However, parents/legal guardians may submit information about minor children when requesting ITIN services for a dependent. We use that information only for service delivery and legal/recordkeeping purposes.

11) International transfers

Your information may be processed in the United States and other countries with different data laws. We use appropriate safeguards where required.

12) Third-party links

The Site may link to third-party websites. Their privacy practices govern their sites.

13) Changes

If we update this Policy, we’ll revise the “Last updated” date above.

Contact: haydenmccoy@itinabroad.com