Privacy Policy

Last updated: April 30, 2025

1. Introduction

Taxshift Advisors (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit taxshiftadvisors.com (the “Site”) or use our advisory services.

By using the Site or submitting your information to us, you agree to the terms of this Privacy Policy.

2. Information We Collect

We may collect the following types of information:

  • Contact information — your name, email address, and phone number when you submit a lead form or book a call.
  • Calculator inputs — income figures and other data you enter into our savings calculator. This information is processed on your device and is only stored if you submit the lead form.
  • Usage data — information about how you interact with our Site, including pages visited, time spent, and referring URLs, collected through cookies and analytics tools.
  • Communications — any information you provide when contacting us by email or phone.

3. How We Use Your Information

We use the information we collect to:

  • Contact you regarding your inquiry or scheduled call
  • Provide and improve our advisory services
  • Send you information relevant to your inquiry (you may opt out at any time)
  • Analyze Site usage and improve user experience
  • Comply with legal obligations

We do not sell, rent, or trade your personal information to third parties for their marketing purposes.

4. How We Share Your Information

We may share your information with:

  • Service providers — trusted third parties who assist us in operating the Site and conducting our business (e.g., scheduling platforms, CRM tools, email services), under confidentiality obligations.
  • Professional partners — licensed CPAs and attorneys we coordinate with on your behalf, only with your consent.
  • Legal requirements — if required by law, regulation, or valid legal process.

5. Cookies and Tracking

We use cookies and similar tracking technologies to analyze traffic, remember your preferences, and improve our Site. You can instruct your browser to refuse cookies, though some features of the Site may not function properly as a result.

6. Data Security

We implement reasonable technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no internet transmission or electronic storage method is 100% secure, and we cannot guarantee absolute security.

7. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, or as required by applicable law. You may request deletion of your information at any time by contacting us.

8. Your Rights

Depending on your location, you may have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your information
  • Opt out of marketing communications at any time

To exercise any of these rights, contact us at hello@taxshiftadvisors.com.

9. Children's Privacy

Our Site and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on this page with a revised date. Your continued use of the Site after any changes constitutes your acceptance of the updated policy.

11. Contact Us

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

Taxshift Advisors
hello@taxshiftadvisors.com