This Privacy Policy describes the information HowToPickATaxPro.com may collect through this website and how that information may be used. This version is intended for the initial site launch and should be reviewed whenever new analytics, advertising, CRM, or other data-processing services are added.
Information you choose to provide
You may provide information when you contact us, complete an intake form, or choose to request a review of your assessment results. Depending on the form, this may include your name, email address, telephone number, state of residence, business state or states, preferred meeting method, and a general description of the tax assistance you are seeking.
Assessment information
The Tax Professional Fit Assessment can be completed without providing contact information. If you later choose to submit contact information together with assessment results, those responses may be used to understand your needs and evaluate whether our firm may be an appropriate fit.
Sensitive information
Please do not submit Social Security numbers, taxpayer identification numbers, financial account numbers, passwords, complete tax returns, or other highly sensitive tax documents through public website forms. If a professional engagement proceeds, secure document-sharing instructions will be provided separately.
Technical and usage information
The website may collect ordinary technical information such as browser type, device type, pages requested, referring pages, approximate location derived from network information, and similar server-log data. If analytics or advertising technologies are added, this policy and any required consent controls should be updated before those technologies are activated.
How information may be used
- To respond to inquiries and evaluate service fit
- To operate, secure, and improve the website
- To understand which educational resources are useful
- To comply with legal or regulatory obligations
- To communicate with you when you have requested or consented to communication
Service providers
Website hosting, security, email, CRM, form-processing, analytics, or other service providers may process information on our behalf when those services are enabled. We do not sell personal information to advertisers.
Retention and deletion
Information should be retained only as long as reasonably necessary for the purpose for which it was collected, subject to applicable legal, security, and recordkeeping needs. A method for requesting access, correction, or deletion should be provided through the site’s contact page.
Cookies and similar technologies
The initial version of the site is intended to operate without advertising trackers. WordPress and infrastructure providers may use essential technologies necessary for security, administration, or site operation. If nonessential analytics, advertising, or cross-site tracking is introduced, the site should implement the notice and consent controls appropriate to the technologies used and applicable law.
Policy updates
This policy may be updated when the site’s technology, service providers, or legal obligations change. The effective date displayed on the page should be updated when material changes are made.