Privacy Policy
Last Updated: June 1, 2026
Practical Tax Solutions® respects your privacy and is committed to protecting the information you provide through our website, online forms, appointment pages, phone calls, SMS/text messages, emails, client communications, and related business systems.
This Privacy Policy explains what information we collect, why we collect it, how we use it, how we protect it, how long we retain it, when it may be shared with trusted service providers, and the rights you may have regarding your information.
1. Information We Collect
We may collect personal information when you visit our website, submit a form, schedule an appointment, request information, call us, text us, email us, use our client portal, or otherwise communicate with our team.
Information we may collect includes, but is not limited to:
- Name
- Phone number
- Email address
- Mailing address or state of residence, if provided
- Appointment or consultation details
- Tax-related concerns voluntarily provided by you
- IRS-related concerns voluntarily provided by you
- Information related to IRS notices, tax debt, filing history, collection activity, levies, garnishments, audits, unfiled tax returns, or similar tax matters
- Information you provide through intake forms, questionnaires, uploaded documents, phone calls, SMS/text messages, emails, client portals, or other communications
- Technical and usage information described below, including cookies, analytics data, device data, and advertising attribution data
2. Sensitive Tax, IRS, and Financial Information
Because Practical Tax Solutions® provides tax resolution, tax preparation, IRS review, and related tax services, some information you voluntarily provide may be sensitive in nature. This may include information regarding tax balances, IRS notices, filing status, missing tax returns, wage garnishment concerns, bank levy concerns, collection notices, IRS account standing, business tax issues, income sources, or other tax-related financial details.
We collect this information only for legitimate business purposes, including:
- Evaluating your inquiry
- Preparing for a consultation or strategy session
- Understanding the general nature of your tax concern
- Determining whether Practical Tax Solutions® may be able to assist
- Routing your inquiry to the appropriate team member
- Communicating with you about potential services
- Complying with applicable legal, tax, accounting, recordkeeping, and compliance obligations
Submitting information through our website does not create a client relationship and does not guarantee that Practical Tax Solutions® will accept your matter or achieve any specific tax outcome.
3. How We Collect Information
Information may be collected when you:
- Complete a website form or lead form
- Schedule an appointment or consultation
- Request a tax review, strategy session, or service information
- Call, text, email, or otherwise communicate with our team
- Upload or provide documents
- Use our client portal or third-party service portals
- Click advertisements, links, buttons, or tracking-enabled URLs
- Interact with our website, pages, forms, or online content
4. How We Use Information
Practical Tax Solutions® may use the information collected for the following purposes:
- To respond to your inquiry
- To schedule, confirm, or prepare for appointments
- To communicate with you by phone, SMS/text message, email, voicemail, or other permitted channels
- To evaluate whether our services may be appropriate for your tax situation
- To provide tax resolution, tax preparation, bookkeeping, case review, or related services when a client relationship is established
- To operate, maintain, improve, and secure our website and business systems
- To measure advertising performance and website activity
- To comply with legal, regulatory, accounting, tax, security, and recordkeeping obligations
- To prevent fraud, unauthorized access, misuse, or abuse of our systems
5. We Do Not Sell Personal Information
Practical Tax Solutions® is not a lead broker, lead reseller, or third-party marketing list provider.
We do not sell, rent, trade, or distribute your personal information to third-party marketers, advertising companies, or unrelated lead buyers.
Your information is used by Practical Tax Solutions® and authorized service providers for the purposes described in this Privacy Policy.
6. Cookies, Tracking Technologies, and Online Data Collection
Our website may use cookies, pixels, scripts, tags, device identifiers, log files, analytics tools, advertising measurement tools, and similar technologies to operate the website, improve user experience, measure traffic, understand how visitors interact with our pages, and evaluate advertising performance.
These technologies may collect information such as:
- IP address
- Browser type
- Device type
- Operating system
- Pages visited
- Date and time of visit
- Referring website or advertising source
- Clicks, button interactions, form interactions, and session activity
- Approximate geographic location based on device or IP data
- Advertising attribution data such as campaign, keyword, source, medium, or click identifiers
You may control or disable cookies through your browser settings. Disabling cookies may affect certain website functions, analytics accuracy, or advertising attribution.
7. Analytics, Advertising, and Tracking Tools
Practical Tax Solutions® may use third-party analytics, advertising, and website measurement tools to understand website performance, improve user experience, and measure the effectiveness of advertising campaigns.
These tools may include, but are not limited to:
- Google Analytics
- Google Ads conversion tracking
- Google Tag Manager
- Microsoft Advertising Universal Event Tracking (UET)
- Microsoft Clarity, if installed or enabled
- TikTok Pixel or TikTok advertising measurement tools
- Meta/Facebook Pixel or Meta advertising measurement tools, if installed or enabled
- Go High Level website, funnel, CRM, form, email, SMS, and appointment tracking tools
- Other similar analytics, advertising, CRM, scheduling, communication, or performance measurement platforms
These third-party tools may collect or receive information from our website and elsewhere on the internet and may use that information to provide measurement services, analytics reporting, conversion tracking, remarketing, fraud prevention, or advertising attribution.
Practical Tax Solutions® uses this information to evaluate campaign performance, understand visitor behavior, improve website content, maintain security, and better communicate with individuals who request information.
8. Third-Party Service Providers
We may share information with trusted service providers that help us operate our business, website, marketing, communications, scheduling, payment, document, tax, bookkeeping, and client management systems.
These providers may include:
- CRM and client management platforms
- Website hosting and funnel platforms
- Appointment scheduling systems
- Email and SMS/text messaging platforms
- Phone and call tracking systems
- Document collection and e-signature platforms
- Payment processors
- Tax, accounting, bookkeeping, and case management software
- Analytics and advertising platforms
- Security, hosting, cloud storage, and operational technology providers
These providers are permitted to access information only as needed to perform services for Practical Tax Solutions® or as otherwise permitted by law. We do not authorize these providers to sell your personal information for their own independent marketing purposes.
9. Communication Consent: Phone, Email, SMS, and Automated Reminders
By submitting your information through our website, forms, appointment pages, advertisements, or related online properties, you consent to being contacted by Practical Tax Solutions® regarding your inquiry, appointment, consultation, requested information, or potential services.
Communications may include phone calls, emails, SMS/text messages, voicemail messages, appointment reminders, service-related messages, and automated or pre-scheduled communications through our business systems.
Message and data rates may apply. Message frequency may vary. You may opt out of SMS/text communications at any time by replying STOP or by contacting us directly. You may request assistance by replying HELP where available.
Consent to receive marketing communications is not required as a condition of purchasing services.
10. Data Security Measures
Practical Tax Solutions® uses administrative, technical, and organizational safeguards designed to help protect information submitted through our website and business systems.
These safeguards may include:
- HTTPS/SSL encryption for website connections where supported
- Secure cloud-based business platforms
- Access controls limiting information access to authorized personnel
- Password-protected systems
- User authentication procedures
- Role-based access controls where available
- Encrypted or protected communication and document systems where supported by service providers
- Monitoring, logging, and security features available through our software providers
- Internal policies intended to limit unnecessary access to sensitive information
While we take reasonable steps to protect information, no method of internet transmission, electronic storage, cloud storage, or online communication can be guaranteed to be completely secure. You should not submit information through our website if you do not want it collected, processed, or stored as described in this Privacy Policy.
Practical Tax Solutions® does not claim to be certified under SOC 2, ISO 27001, GDPR, HIPAA, or any other specific security framework unless expressly stated in a separate written agreement or official company document. However, we use commercially reasonable security practices and reputable third-party business systems to help protect information.
11. Data Retention
Practical Tax Solutions® retains personal information only as long as reasonably necessary for the purposes described in this Privacy Policy, including business operations, client communications, tax service evaluation, legal compliance, accounting, dispute resolution, fraud prevention, and recordkeeping.
Retention periods may vary depending on the type of information, whether a client relationship was established, applicable legal or tax obligations, operational needs, and legitimate business purposes.
If you request deletion of information, we will review the request and take reasonable steps to delete or restrict information when legally and operationally appropriate. We may retain information when required or permitted for legal, tax, compliance, accounting, security, dispute resolution, or recordkeeping purposes.
12. Client Portal, Document Uploads, and Payment Information
If you become a client or provide documents through a client portal, document system, payment processor, or secure platform, additional terms, authorizations, engagement agreements, service agreements, payment terms, or platform-specific privacy policies may apply.
Payment information may be processed by third-party payment processors. Practical Tax Solutions® does not intend to store full payment card details directly on this website. Payment processors may collect and process payment information according to their own security practices and privacy policies.
13. Legal Compliance and Required Disclosures
We may disclose information when we believe disclosure is necessary or appropriate to comply with applicable laws, legal process, governmental requests, court orders, subpoenas, tax regulations, professional obligations, fraud prevention, security enforcement, or protection of the rights, safety, property, or operations of Practical Tax Solutions®, our clients, users, or others.
14. Consumer Privacy Rights
Depending on where you live, you may have certain rights regarding your personal information. These rights may include the ability to request:
- Access to personal information we may maintain about you
- Correction of inaccurate information
- Deletion of certain information, subject to legal and business retention requirements
- Information about how your data is used or shared
- Opt out of certain marketing communications
- Restriction or objection to certain processing where applicable
To submit a privacy request, please contact us using the information listed in the "Contact Us" section below. We may need to verify your identity before processing certain requests.
15. California Privacy Notice
If you are a California resident, California privacy laws may provide additional rights regarding personal information, including the right to know, access, correct, delete, and opt out of certain uses or disclosures of personal information, subject to exceptions.
Practical Tax Solutions® does not sell personal information to third-party marketers or lead buyers. We may use analytics and advertising tools that collect online identifiers or interaction data for measurement, attribution, and advertising performance purposes.
California residents may submit privacy requests by contacting us using the information below.
16. International Visitors and GDPR-Style Notice
Practical Tax Solutions® is based in the United States and primarily serves individuals and businesses with United States tax matters. If you access our website from outside the United States, you understand that your information may be collected, processed, stored, and used in the United States.
Where applicable, the legal basis for processing information may include your consent, performance of requested services or pre-service communications, legitimate business interests, legal compliance, and protection of our rights and systems.
International visitors may contact us to request access, correction, deletion, restriction, or objection to processing where applicable and legally required.
17. Do Not Track Signals
Some browsers offer "Do Not Track" signals. Because there is not yet a uniform industry standard for responding to these signals, our website may not respond to all Do Not Track settings. You may manage cookies and tracking preferences through your browser settings and device settings.
18. Children’s Privacy
Our website and services are intended for adults and are not directed to children under the age of 18. We do not knowingly collect personal information from children under 13. If we become aware that information has been collected from a child under 18, we will take reasonable steps to delete it.
19. No Client Relationship or Guaranteed Outcome
Submitting information through this website, requesting a consultation, or scheduling an appointment does not create a client relationship, guarantee acceptance as a client, or guarantee any tax outcome or resolution result.
Each tax situation is unique. Outcomes depend on individual facts, IRS account status, filing compliance, financial circumstances, applicable tax laws, documentation, IRS review, and other factors.
20. Accuracy of Information
You are responsible for providing accurate, complete, and truthful information when submitting forms, requesting consultations, communicating with our team, or providing documents. Providing inaccurate or incomplete information may affect our ability to evaluate your inquiry or provide appropriate services.
21. Links to Third-Party Websites
Our website may include links to third-party websites, platforms, review pages, payment processors, portals, scheduling systems, or external resources. We are not responsible for the privacy practices, content, policies, or security of third-party websites or platforms. You should review the privacy policies of those third parties before submitting information to them.
22. Governing Law and Jurisdiction
This Privacy Policy is governed by the laws of the State of Florida, without regard to conflict of law principles.
To the extent permitted by law, any dispute relating to this Privacy Policy, the website, or the handling of information shall be brought in the state or federal courts located in Duval County, Florida.
23. Updates to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our business practices, technology, legal requirements, advertising platforms, website features, or data handling practices.
When updates are made, we will revise the "Last Updated" date at the top of this page. Continued use of our website after changes are posted means you acknowledge the updated Privacy Policy.
24. Contact Us
If you have questions about this Privacy Policy, how your information is collected or used, or if you would like to submit a privacy-related request, please contact:
Practical Tax Solutions®
Jacksonville, Florida
Phone:
1-877-314-6932
Website:
practicaltaxsolutions.com