Effective Date: August 27, 2026
Last Updated: August 27, 2026
TaxSmart 365 LLC (“TaxSmart 365,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide when you visit or use TaxSmart365.com (the “Website”).
This Privacy Policy explains what personal information we collect, how we use it, how we may share it, how we protect it, and the choices and rights available to you.
By using our Website or submitting information through our forms, you acknowledge that you have read and understood this Privacy Policy.
The Website is operated by:
TaxSmart 365 LLC
Florida, United States
Email: clients@taxsmart365.com
Website: TaxSmart365.com
TaxSmart 365 provides bookkeeping, accounting-related support, and tax strategy services to individuals and businesses.
For privacy-related questions or requests, you may contact us at:
We may collect personal information that you voluntarily provide to us when you complete a form, request information, communicate with us, or otherwise interact with our Website.
Depending on the services or information you request, the information we may collect includes:
To help determine whether our services may be appropriate for you, our forms may request information such as:
Our forms may also request:
You should only provide information that is reasonably necessary for the purpose for which it is requested.
We do not request Social Security numbers, bank account numbers, credit card numbers, passwords, or complete tax returns through the initial website lead-generation form. If such information is required later to provide professional services, it should be provided only through a secure method specifically designated by TaxSmart 365.
When you visit our Website, certain information may be collected automatically through cookies, pixels, tags, analytics technologies, and similar technologies.
This information may include:
This information is generally used to understand Website performance, measure advertising effectiveness, improve our services, and provide a better user experience.
TaxSmart 365 may use cookies, tracking pixels, tags, scripts, and similar technologies.
These technologies may be used for:
Some cookies may be placed by third-party service providers acting on our behalf or providing advertising, analytics, or technical services.
You may be able to control or disable cookies through your browser settings. Disabling certain cookies may affect the functionality of portions of the Website.
We may use Google advertising and measurement technologies, including Google Ads and Google Tag, to promote our services and measure the effectiveness of our advertising campaigns.
These technologies may allow Google to collect or receive information concerning your interaction with our Website, including information related to advertising clicks, visits, conversions, and Website activity.
Google may use cookies or similar technologies for advertising and measurement purposes, subject to Google’s own policies and settings.
You can learn more about how Google handles information through its Privacy Policy.
TaxSmart 365 does not control the information practices of Google and is not responsible for Google’s independent processing of information.
We may use personal information for the following purposes:
We will not use personal information for purposes that are materially incompatible with the purposes described in this Privacy Policy without obtaining additional consent when required by applicable law.
Some information collected through our forms is intended to help TaxSmart 365 determine whether a prospective client may be a suitable fit for our services.
For example, we may review information concerning income, profession, location, marital status, dependents, and tax circumstances.
This information may be used to:
Submitting information through the Website does not guarantee acceptance as a client or the provision of any particular service.
Our Website is built using WordPress and may use the Forminator plugin to collect information submitted through Website forms.
Information submitted through a form may be transmitted to and/or stored within our Website’s hosting environment and may subsequently be transferred to our customer relationship management systems.
Form submissions may include the personal and financial information described in this Privacy Policy.
We take reasonable measures to restrict access to information submitted through our Website to authorized personnel and service providers who need the information for legitimate business purposes.
TaxSmart 365 may use Brevo as a customer relationship management and communication platform.
Information submitted through our Website may be transferred to Brevo so that we can:
Brevo processes information according to its own terms, privacy practices, and applicable data processing agreements.
TaxSmart 365 does not sell your personal information to Brevo.
Brevo acts as a service provider used by TaxSmart 365 for business and communication purposes.
We may share personal information with selected third parties when reasonably necessary to operate our business, provide services, communicate with you, or comply with legal obligations.
These third parties may include categories such as:
Examples of technology providers used by the Website may include WordPress-related hosting services, Forminator, Google advertising and measurement services, and Brevo.
We do not sell your personal information for monetary consideration.
TaxSmart 365 may use third-party advertising technologies, including Google Ads, to advertise our services.
Advertising technologies may use cookies or similar technologies to measure advertising performance and, where applicable, provide advertisements based on interactions with websites or services.
You may have rights under applicable privacy laws to opt out of certain forms of targeted advertising or certain processing of your personal information.
Where legally required, TaxSmart 365 will honor applicable opt-out requests.
Some information submitted through our lead qualification forms may constitute financial or other sensitive personal information under applicable privacy laws.
We collect such information only when reasonably necessary for the purposes described in this Privacy Policy.
We do not sell sensitive personal information.
We do not intentionally collect sensitive information from children through this Website.
You should not submit Social Security numbers, financial account credentials, payment card information, passwords, or other highly sensitive information through the Website unless specifically instructed to do so through a secure process.
We retain personal information only for as long as reasonably necessary for the purposes described in this Privacy Policy, including:
The length of time information is retained may vary depending on the type of information and the reason it was collected.
When information is no longer reasonably necessary, we may delete it, anonymize it, or securely dispose of it, subject to applicable legal or regulatory retention requirements.
TaxSmart 365 takes reasonable administrative, technical, and physical measures designed to protect personal information against unauthorized access, disclosure, alteration, loss, or destruction.
However, no method of transmitting or storing information electronically can be guaranteed to be completely secure.
For this reason, while we work to protect your personal information, we cannot guarantee absolute security.
If we become aware of a security incident involving personal information, we will take appropriate steps consistent with applicable law.
Depending on your state of residence and applicable law, you may have certain rights regarding your personal information.
These rights may include the right to:
Not all rights apply in every circumstance, and certain legal exceptions may apply.
To submit a privacy request, contact us at:
Please include:
We may need to verify your identity before completing certain requests in order to protect your personal information.
We will respond to verified requests within the time period required by applicable law.
We will not discriminate against you for exercising privacy rights available to you under applicable law.
If applicable law provides you with a right to appeal our decision regarding a privacy request, you may request an appeal by contacting:
Your appeal should identify the original request, the decision you wish to appeal, and any information you believe should be considered.
We will review the appeal and respond within the time required by applicable law.
If you are a California resident, additional privacy rights may apply to you under the California Consumer Privacy Act and other applicable California privacy laws, to the extent TaxSmart 365 is subject to those laws.
Depending on the circumstances, California residents may have rights concerning access, correction, deletion, and opting out of certain uses or disclosures of personal information.
TaxSmart 365 does not sell personal information for monetary consideration.
If you believe additional California-specific rights apply to you, you may contact us at:
TaxSmart 365 is organized in the State of Florida.
Florida residents may have additional rights under applicable Florida privacy law, including rights relating to access, correction, deletion, portability, and certain opt-out choices.
Where applicable, Florida residents may request to opt out of certain processing activities, including targeted advertising, the sale of personal data, or certain profiling activities.
Requests may be submitted to:
We may take reasonable steps to authenticate requests before providing access to or deleting personal information.
Our Website and services are intended for adults and businesses.
We do not knowingly collect personal information from children under 13 through the Website.
If you believe that a child under 13 has provided personal information to us, please contact us at clients@taxsmart365.com so that we can take appropriate steps to delete the information, subject to applicable law.
Our Website may contain links to third-party websites, services, or platforms.
We are not responsible for the privacy practices, security, content, or policies of third-party websites.
We encourage you to review the privacy policies of any third-party website or service before providing personal information.
If you provide your contact information, we may contact you regarding your inquiry, requested services, consultation, or other legitimate business purposes.
If you separately consent to receive marketing communications, you may unsubscribe from marketing emails by using the unsubscribe mechanism included in those communications or by contacting us at:
Please note that you may continue to receive transactional or service-related communications when necessary to respond to your request or maintain an existing business relationship.
Some web browsers offer a “Do Not Track” feature.
Because there is currently no universally accepted standard for responding to Do Not Track signals, our Website may not respond to such signals unless required by applicable law.
TaxSmart 365 primarily provides services in the United States.
If you access the Website from outside the United States, your personal information may be transferred to, processed, and stored in the United States or other locations where our service providers operate.
Privacy laws in those locations may differ from the laws of your country or region.
By using the Website and providing information, you acknowledge that your information may be processed in accordance with this Privacy Policy and applicable law.
We may update this Privacy Policy from time to time to reflect changes in our business, technology, services, legal requirements, or privacy practices.
When we make changes, we will update the “Effective Date” or “Last Updated” date at the beginning of this Privacy Policy.
We encourage you to review this Privacy Policy periodically.
Where required by law, we will provide additional notice regarding material changes.
If you have questions about this Privacy Policy, our privacy practices, or your personal information, please contact us:
TaxSmart 365 LLC
Florida, United States
Email: clients@taxsmart365.com
Website: TaxSmart365.com