Welcome to Squares Tax Planning . Your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your information when you visit our website https://www.squarestaxplanning.com and use our services.
By using our Site or submitting any personal information, you agree to the practices outlined in this policy.
1. Information We Collect
We may collect personal and non-personal information in the following ways:
🔹 Personal Information:
When you voluntarily provide it through:
Contact forms
Appointment scheduling tools (e.g., Calendly)
Newsletter signups
Client onboarding or document submissions
This may include:
Full name
Email address
Phone number
Business name
Tax-related or financial information
Any other details you provide
🔹 Automatically Collected Information:
IP address
Browser type and version
Device information
Pages visited on our Site
Referral sources
Date and time of access
We may use cookies or similar technologies to improve user experience.
2. How We Use Your Information
We use your information to:
Respond to inquiries or contact requests
Schedule appointments or consultations
Provide tax planning and related financial services
Send important service updates or newsletters (if opted in)
Improve website functionality and user experience
Comply with legal and regulatory obligations
3. Sharing of Information
We do not sell, trade, or rent your personal information.
We may share information with third parties in the following cases:
Service Providers: Like CRM, email marketing, or scheduling tools (e.g., Calendly)
Legal Requirements: If required by law or in response to valid legal requests
Business Operations: If needed for our operations or protection of rights
All third parties we work with are expected to maintain the confidentiality and security of your data.
4. Cookies and Tracking Technologies
We may use cookies or similar tracking tools to:
Remember your preferences
Analyze traffic and usage patterns
Improve overall website experience
You can adjust your browser settings to refuse cookies, but some features may not work correctly.
5. Data Retention
We retain your personal information only as long as necessary to:
Fulfill the purposes outlined in this policy
Comply with legal, tax, or regulatory requirements
6. Your Rights
Depending on your location, you may have the right to:
Access the personal data we hold about you
Request corrections or updates to your information
Request deletion of your personal data
Withdraw consent at any time (e.g., unsubscribe from emails)
To exercise any of these rights, please contact us at info@squirestaxplanning.com.
7. Data Security
We take reasonable and appropriate security measures to protect your data from unauthorized access, loss, misuse, or alteration.
However, no online system is 100% secure. Please take care when submitting sensitive information.
8. Third-Party Links
Our website may contain links to third-party websites or services. We are not responsible for their privacy practices or content. Please review their privacy policies before providing them with your data.
9. Children’s Privacy
Our services are not intended for children under the age of 13. We do not knowingly collect data from minors. If we become aware of such data, we will take steps to delete it promptly.
10. Changes to This 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 it periodically.