Who we are

Set Up Stateside is a trade name of Read & Associates, Inc., a company incorporated in the United States, with offices at 37 N Orange Ave, Ste 222 #3010, Orlando, FL 32801.

We are UK and US qualified accountants specialising in cross-border tax and compliance for UK businesses operating in the United States.

For the purposes of UK data protection law, Read & Associates, Inc. is the data controller for the personal information we collect through this website.

What information we collect

When you complete a form on this website — including our formation checklist assessment — we collect the following information:

• Your first and last name
• Your email address
• Your company name
• Your phone number (if provided)
• Your answers to the assessment questions, including information about your business situation, the type of US entity you have or are considering, your turnover, and your timeline

We do not collect payment information, government identification numbers, or sensitive personal data through this website.

Why we collect your information

We collect your information for the following purposes:

• To respond to your enquiry. When you submit a form, you are requesting information and/or a consultation from us. We use your details to contact you in connection with that request.
• To send you your personalised checklist. Your assessment answers allow us to tailor the information we send you to your specific circumstances.
• To follow up by email. Following your submission, we may send you a short series of emails relevant to your situation. These emails relate directly to the subject of your enquiry.
• To improve our service. We may review responses in aggregate (without identifying individuals) to understand the most common questions and concerns among our clients.

The lawful basis for processing your data

We rely on the following lawful bases under UK GDPR:

• Consent. By submitting a form on this website, you are giving us consent to contact you in relation to your submission. You can withdraw this consent at any time by contacting us at info@readandassociates.us or by clicking the unsubscribe link in any email we send you.
• Legitimate interests. Where we contact you in connection with a specific enquiry you have made, we do so on the basis of our legitimate interest in responding to that enquiry.

We do not use your information for unrelated marketing purposes without your explicit consent.

How long we keep your information

We will keep your personal information for as long as is necessary to fulfil the purposes for which it was collected, or as required by law. In practice:

• If you become a client, we will retain records for a minimum of seven years in line with accounting and legal requirements.
• If you do not proceed to a consultation or engagement, we will retain your information for up to 24 months from the date of your submission, after which it will be deleted or anonymised.

You can request deletion of your data at any time — see “Your rights” below.

Who we share your information with

We do not sell your personal information. We may share it with the following third parties in the course of providing our services:

• GoHighLevel (GHL). We use GoHighLevel as our customer relationship management (CRM) platform. Your submission data is stored in GHL in order for us to manage your enquiry and send follow-up communications. GoHighLevel processes data in accordance with its own privacy policy.
• Email delivery providers. We use third-party services to send emails. These providers process your email address for delivery purposes only.

We require all third-party service providers to keep your personal information confidential and to use it only for the purposes we have specified. We do not permit them to use your information for their own purposes.

International transfers

Read & Associates, Inc. is based in the United States. When you submit information through this website, your data is transferred to and processed in the US. We take steps to ensure that appropriate safeguards are in place in connection with such transfers, in line with UK GDPR requirements.

Your rights

Under UK data protection law, you have the following rights in relation to your personal information:

• The right to access. You can ask us for a copy of the personal information we hold about you.
• The right to rectification. You can ask us to correct any information that is inaccurate or incomplete.
• The right to erasure. You can ask us to delete your personal information, subject to certain legal exceptions.
• The right to restrict processing. You can ask us to stop using your information in certain circumstances.
• The right to object. You can object to us processing your information where we rely on legitimate interests as our lawful basis.
• The right to withdraw consent. Where we rely on consent, you can withdraw it at any time by emailing us or clicking unsubscribe in any of our emails.
• The right to complain. If you believe we have not handled your data correctly, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO) in the UK: ico.org.uk.

To exercise any of these rights, please contact us at info@readandassociates.us. We will respond within 30 days.

Cookies

This website may use cookies and similar technologies to operate correctly and to understand how visitors use the site. Where we use analytics or advertising tools such as the Meta Pixel, these may set cookies on your device.

You can control cookie settings through your browser. Declining cookies may affect the functionality of some parts of this website.

Links to other websites

This website may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to read their privacy policies before providing any personal information.

Changes to this policy

We may update this Privacy Policy from time to time. When we do, we will update the date at the top of this page. We encourage you to check back periodically.

Contact us

If you have any questions about this Privacy Policy or how we handle your personal information, please contact us:

• Email: info@readandassociates.us
• Phone: +1 (407) 413-8722
• Post: Read & Associates, Inc., 37 N Orange Ave, Ste 222 #3010, Orlando, FL 32801, USA