Privacy Notice

Information We Collect and How We Use It

Personal Information

"Personal Information" is information that identifies you as an individual, such as:

• First and last name, or firm/company name
• Postal address (billing and shipping, where applicable)
• Email address
• Phone number
• Passwords and security questions, where an account is created

Collection Methods. We gather personal information when you:

• Submit a form on this website (including "Get the Real Number," "Book an Intro Call," or similar lead forms)
• Create an account
• Register for communications via this website or social media
• Participate in a call, demo, or consultation
• Engage with us through blogs, forums, or social channels

We may combine personal information we collect about you with personal information you provide to us through other sources, such as our third-party scheduling, CRM, or payment applications.

Other Information

"Other Information" is any information that does not reveal your specific identity or relate to you as an identifiable individual. Other Information is anonymous data, including browser information, cookie and pixel tag data, demographic information, aggregated information, and general physical location. Because Other Information does not personally identify you, we may use and disclose Other Information for any purpose.

Automatically Collected Information

We may passively collect information automatically sent to us by your web browser or internet service provider, including domain names, usernames, and IP addresses. We use this to analyze website visitor patterns and improve our services.

Cookie-Generated Information

We may actively obtain information about you by installing a marker on your computer commonly called a "cookie." Cookies create unique identifiers and store previous preferences. You can configure your browser to reject cookies, though some website features may not function properly as a result.

User-Generated Information

We collect information when you contact us, complete a form, or request a call. If you email us directly, you are voluntarily releasing the content of that email to us, including your email address.

How Information Is Used and Shared

We use personal information to:

• Respond to your inquiry and fulfill your request (including scheduling a call or following up on a form submission)
• Send important updates about our services
• Send marketing communications (excluding SMS/mobile information shared with third parties, per the section above)
• Personalize your experience on this website
• Support business analytics and service development
• Comply with legal obligations and investigate security matters

Sharing. In the course of these activities, we may transmit personal information (other than mobile/SMS information, which is never shared for marketing purposes per the section above) to affiliates or third parties who perform business functions on our behalf, such as CRM, scheduling, or email-service providers.

Direct Marketing

We may use information collected at this website for direct marketing and e-marketing purposes, including sharing information with our affiliates or third parties, unless you specifically request that it not be used for that purpose — except that, as stated above, mobile phone numbers and SMS consent are never shared with third parties for marketing purposes.

Links to Other Sites

This Privacy Notice applies only to information collected on this website and not to information collected on linked sites.

Children's Information

We do not target this website to children under 16 years of age, and we do not knowingly collect information from children for the purpose of selling products or services.

Privacy Information for Nevada Residents

Under Nevada law, Nevada residents who have purchased goods or services from us may opt out of the "sale" of "covered information." Submit opt-out requests to legal@specialtytaxdesk.com.

Retention Period

We retain personal information for the period necessary to fulfill the purposes outlined in this Privacy Notice, unless a longer retention period is required or permitted by law (for example, to comply with legal obligations, resolve disputes, or enforce our agreements).

Changes to This Privacy Notice

We reserve the right to modify this Privacy Notice at any time, so please review it periodically.

Cross-Border Transfer

Your personal information may be stored and processed in any country where we or our service providers operate, including the United States. If you are located in the EEA and information is transferred outside the EEA to a country not considered adequate, contact us to discuss the safeguards in place.