1. Introduction
Proactive Tax Advisors, Inc. ("we," "us," "our") is committed to protecting the privacy of our clients and visitors. This Privacy Policy outlines how we collect, use, and safeguard your personal information in compliance with IRS Circular 230, the 10DLC (10-Digit Long Code) regulations for SMS messaging, and applicable privacy laws. By using our services, you agree to the terms of this Privacy Policy.
2. Information We Collect
We collect and maintain various types of personal information in the course of providing tax services, including but not limited to:
- Name, address, email, phone number
- Social Security number, Tax Identification Number
- Financial information such as income, deductions, and credits
- Information related to tax filings and returns
- Information you provide through qualification forms, appointment scheduling, and other website interactions
- Technical information automatically collected when you visit our site (IP address, browser type, pages viewed)
3. How We Use Your Information
We use the information we collect to:
- Provide tax preparation, planning, and consulting services
- Comply with IRS Circular 230 requirements
- Communicate with you about your tax matters
- Send you updates, reminders, and other information related to your account via SMS, email, or other communication channels
- Evaluate your fit for our services and schedule consultations
- Improve our website, services, and user experience
- Comply with applicable legal and regulatory obligations
4. Compliance with Circular 230
As required by IRS Circular 230, we maintain the highest standards of conduct, competence, and integrity in providing tax services. This includes safeguarding all confidential information, obtaining client consent where required, and avoiding conflicts of interest.
We do not disclose any non-public personal information about our clients or former clients to anyone, except as permitted by law.
5. SMS Messaging & 10DLC Compliance
We utilize SMS messaging to communicate with our clients for appointment reminders, updates on tax filings, and important notices. To comply with 10DLC regulations, we ensure the following:
Opt-In Consent
You will only receive SMS messages if you have explicitly opted in to receive such communications. By providing your phone number and agreeing to receive SMS messages, you consent to be contacted by us via SMS.
Message Frequency
The number of messages you receive may vary depending on your interactions with our services.
Opt-Out
You may opt out of receiving SMS messages at any time by replying "STOP" to any SMS message you receive from us. After opting out, you will no longer receive SMS messages from us unless you opt in again.
Data Security
We take reasonable measures to protect the security and confidentiality of your personal information, including any information transmitted via SMS.
Data Sharing
We do not share your phone number or other personal information with third parties for their marketing purposes.
6. Cookies & Tracking Technologies
Our website uses cookies and similar tracking technologies to enhance your experience, remember your preferences, analyze website usage, and measure the effectiveness of our marketing efforts. Cookies are small data files stored on your device when you visit our site.
Types of Cookies We Use
- Essential cookies — required for our website to function properly, such as those that enable form submissions and appointment scheduling
- Analytics cookies — help us understand how visitors use our site so we can improve our content and user experience
- Marketing cookies — allow us to measure the effectiveness of our advertisements and tailor marketing content to relevant audiences
Managing Cookies
You can control cookies through your browser settings. Most browsers allow you to refuse cookies, delete existing cookies, or receive notifications when cookies are set. Disabling cookies may affect your ability to use certain features of our site.
7. Data Security
We implement a variety of security measures to protect your personal information. These measures include encryption, access controls, and secure servers. We limit access to your information to authorized personnel who need it to perform their job functions.
Despite our efforts, no method of transmission over the internet or electronic storage is completely secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security.
8. Third-Party Service Providers
We may engage third-party service providers to assist us in providing our services. These providers are required to maintain the confidentiality and security of the information we provide to them and may only use it to perform the services we request.
Third-party services we may use include:
- Website hosting and form processing platforms
- Appointment scheduling systems
- Email and SMS communication services
- Analytics and marketing measurement tools
- Secure document exchange portals
- Professional software for tax preparation and advisory work
9. Your Privacy Rights
Depending on your state of residence or jurisdiction, you may have specific rights regarding your personal information. These rights may include the ability to:
- Access the personal information we hold about you
- Request correction of inaccurate or incomplete information
- Request deletion of your personal information, subject to our legal retention obligations
- Opt out of marketing communications at any time
- Withdraw consent for information processing, where applicable
- Request information about the third parties with whom we share your data
- Receive your information in a portable format
- Lodge a complaint with your state or local data protection authority
California Residents (CCPA)
California residents have specific rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, the right to delete personal information, and the right to opt out of the sale of personal information. We do not sell personal information to third parties.
European Residents (GDPR)
If you are located in the European Economic Area or United Kingdom, you have rights under the General Data Protection Regulation (GDPR), including the rights listed above and the right to object to processing based on legitimate interests.
Important Note for Tax Clients
As tax professionals, we are required by law to retain certain records for specified periods — generally at least three years, and longer in certain circumstances. Requests for deletion of information subject to these retention requirements cannot be fulfilled until the legally required retention period has expired.
To exercise any of these rights, please contact us using the information in Section 12.
10. Children's Privacy
Our website and services are intended for adult clients and professional audiences and are not directed to children under 13 years of age. We do not knowingly collect personal information from children under 13.
If you are a parent or guardian and believe that we have collected information from a child under 13, please contact us immediately using the information in Section 12 so we can take appropriate action to delete that information.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Effective Date." We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information.
12. Contact Us
If you have any questions or concerns about this Privacy Policy or our practices, or if you would like to exercise any of your privacy rights, please contact us: