Privacy Policy
Effective Date: 13 May 2026
Last Updated: 13 May 2026
Welcome to The Tax Experience. The Tax Experience is a financial services business operated by The Tax Experience LLC. We respect your privacy and are committed to protecting the personal information you share with us through our website, forms, appointment booking pages, webinars, consultations, SMS communications, and related services.
This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit https://www.thetaxexperience.com/ and interact with our services.
By using our website or submitting your information, you agree to the terms of this Privacy Policy.
1. Information We Collect
We may collect personal and non-personal information from you when you:
visit our website
fill out a contact form
register for a webinar
book an appointment
request a consultation
sign up for updates
communicate with us by email, phone, or SMS
Personal Information We May Collect
This may include:
First name and last name
Email address
Phone number
Business name
Appointment details
Webinar registration details
Information you provide in forms, surveys, applications, or intake questions
Any other information you voluntarily provide to us
Non-Personal Information We May Collect
This may include:
IP address
Browser type
Device information
Pages visited
Time spent on pages
Referral source
Cookies and analytics data
Marketing and tracking data
2. How We Use Your Information
We may use the information we collect to:
respond to inquiries
provide consultations, financial services, tax-related education, and business support services
schedule and manage appointments
register you for webinars or events
send confirmation emails and reminders
communicate with you regarding services, offers, and follow-up information
improve our website, user experience, and services
maintain internal records
comply with legal, regulatory, and operational requirements
3. SMS Communications and Consent
If you provide your phone number and give consent to receive SMS communications from The Tax Experience LLC, we may send you text messages related to:
appointment confirmations
appointment reminders
webinar reminders
customer care messages
follow-up communication
service-related notifications
promotional or marketing updates, where permitted
By providing your phone number and opting in, you consent to receive non-marketing text messages from The Tax Experience LLC related to appointment confirmations, appointment reminders, webinar reminders, and customer care. Message frequency may vary. Message and data rates may apply. Text HELP for assistance, reply STOP to opt out. Consent is not a condition of purchase. You may opt out of SMS communications at any time by replying STOP to any message. For assistance, reply HELP.
4. How We Share Your Information
We do not sell your personal information for monetary compensation.
We may share your information with trusted third-party service providers that help us operate our business and provide services, including but not limited to:
CRM platforms
scheduling software
webinar and communication tools
email service providers
SMS service providers
analytics and website hosting providers
contractors and vendors who support our operations
These third parties are only permitted to use your information as necessary to provide services to us or on our behalf.
5. No Sharing of Mobile Information for Marketing
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
Text messaging originator opt-in data and consent information will not be shared with any third parties, excluding aggregators and providers of the text messaging services necessary to deliver those messages.
6. Cookies and Tracking Technologies
Our website may use cookies, pixels, and similar tracking technologies to:
understand user behavior
improve website functionality
analyze performance
track marketing effectiveness
remember preferences
You may adjust your browser settings to disable cookies, but some features of the website may not function properly as a result.
7. Data Retention
We retain personal information only for as long as necessary to:
fulfill the purposes described in this Privacy Policy
provide requested services
maintain business and communication records
comply with legal, tax, regulatory, and operational obligations
resolve disputes and enforce agreements
8. Data Security
We take reasonable administrative, technical, and organizational measures to help protect your personal information from unauthorized access, disclosure, alteration, or destruction.
However, no data transmission over the internet or electronic storage system can be guaranteed to be 100% secure. Therefore, while we strive to protect your information, we cannot guarantee absolute security.
9. Third-Party Services and Links
Our website may contain links to third-party websites, tools, or services. We are not responsible for the content, privacy practices, or policies of those third parties.
We encourage you to review the privacy policies of any third-party sites you visit.
10. Children’s Privacy
Our services are not intended for children under the age of 13, and we do not knowingly collect personal information from children.
If we become aware that personal information from a child under 13 has been collected without appropriate consent, we will take reasonable steps to delete it.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our services, legal requirements, or privacy practices.
Any updates will be posted on this page with a revised effective date. Your continued use of our website or services after changes are posted constitutes your acceptance of the updated Privacy Policy.
14. Contact Us
If you have any questions about this Privacy Policy or our privacy practices, you may contact us at:
The Tax Experience LLC
50 Calm Lake Circle
Rochester, New York 14612
United States
Website: https://www.thetaxexperience.com
Email: info@thetaxexperience.com
Phone: +1 585-510-3771
The Tax Experience LLC
50 Calm Lake Circle
Rochester, New York 14612
United States