Privacy Policy

Information You Provide to Us

When you fill out our consultation request form, we may collect:

• Contact Information: First and last name, email address, and phone number
• General Tax Inquiry Information: A brief description of your tax situation or the nature of your inquiry. We do not collect Social Security Numbers, financial account details, tax return data, or income figures through our Site.

Information Collected Automatically

When you visit the Site, we and our third-party partners may automatically collect certain technical and usage information, including:

• IP address and general geographic location
• Browser type and version
• Device type and operating system
• Pages visited and time spent on the Site
• Referring URLs and interaction data

This information is collected through cookies, pixels, and similar tracking technologies. See our Cookie Policy for more detail.

We use the information we collect to:

• Schedule and facilitate your tax consultation
• Contact you by phone, email, or text message to confirm, follow up on, or complete your consultation request
• Respond to your questions or inquiries
• Improve our Site's functionality and user experience
• Serve relevant advertisements and measure their effectiveness
• Analyze Site traffic and usage trends
• Comply with applicable legal obligations

We do not sell your personal information to third parties. We may share your information in the following limited circumstances:

• Service Providers: Trusted vendors who help us operate the Site (e.g., scheduling platforms, email service providers, analytics providers). These parties are contractually obligated to use your information only as directed by us.
• Advertising Partners: Third-party advertising platforms (such as Google and Meta/Facebook) that may receive certain technical identifiers to deliver and measure advertising.
• Legal Requirements: When required to do so by law, court order, or government request, or to protect the rights, property, or safety of the Company, our users, or others.
• Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

We use cookies, pixels, and similar technologies to operate the Site and understand how users interact with it. These may include tools provided by Google Analytics, Meta (Facebook), and other advertising or analytics platforms. For full details on the types of cookies used and how to manage your preferences, please see our Cookie Policy.

By submitting a consultation request form on our Site, you expressly consent to be contacted by Tax Leads, LLC and its representatives by telephone, email, and/or text/SMS message regarding your inquiry. This consent applies even if your number is on a Do Not Call registry.

• Calls and Texts: You may opt out of future calls or texts at any time by replying STOP to any text message or by contacting us directly.
• Emails: All marketing emails include an unsubscribe link. You may opt out at any time by clicking that link or contacting us directly.

If you are a California resident, you have the following rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA):

• Right to Know: Request disclosure of the categories and specific pieces of personal information we have collected about you.
• Right to Delete: Request that we delete personal information we have collected from you, subject to certain exceptions.
• Right to Correct: Request correction of inaccurate personal information we hold about you.
• Right to Opt Out: We do not sell your personal information. However, our use of certain advertising technologies may constitute "sharing" under the CPRA. You may opt out via cookie preference tools on our Site.
• Right to Non-Discrimination: We will not discriminate against you for exercising any of your privacy rights.

To submit a CCPA/CPRA request, please contact us using the information in Section 10. We will respond within 45 days of receiving a verifiable request.

Residents of states including Virginia, Colorado, Connecticut, Texas, and others may have similar rights to those described in Section 6, including rights to access, correct, delete, and opt out of certain processing of personal data. To exercise these rights, please contact us using the information in Section 10.

We retain your personal information for as long as necessary to fulfill the purposes described in this Policy, including to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements.

Our Site is not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately.

If you have any questions about this Privacy Policy, please contact us:

We may update this Privacy Policy from time to time. If we make material changes, we will update the "Last Updated" date at the top of this page. Your continued use of the Site after any changes constitutes your acceptance of the updated Policy.