Privacy Policy
Effective Date: March 31, 2025
1. Information We Collect
We may collect the following types of information when you interact with our platform:
a. Personal Information
Full Name
Email Address
Phone number
Mailing/billing address
Payment details (processed through third-party providers)
b. Account and Login Info
When you create an account, we may collect a username and password
c. Business Information
Company Name
Business Type
Tax-related metrics or financial projections if applying for advisory services
d. Usage Data
Pages visited
Time spent on site
Links Clicked
Device type, browser, IP address
2. How We Use Your Information
We use the data we collect for purposes including but not limited to:
Processing event and program registrations
Providing access to digital products and bonuses
Delivering services and support through our coaching programs
Managing subscriptions (e.g., Tax Maverick trials and renewals)
Sending relevant updates, announcements, or marketing content
Improving the user experience and functionality of our website
Preventing fraud or unauthorized access
3. How We Share Your Information
We do not sell or rent your personal information.
However, we may share your information with trusted third-party providers that assist in operating our business, such as:
Payment processors (e.g., Stripe, PayPal)
Email and CRM platforms (e.g., GoHighLevel, ActiveCampaign)
Webinar/event platforms (e.g., Zoom)
Analytics tools (e.g., Google Analytics)
All third-party vendors are required to protect your data in compliance with applicable privacy laws.
4. Email Communication and Marketing
By registering for an event, subscribing to our products, or downloading a free resource, you agree to receive occasional emails from us regarding:
Program updates
Event logistics
Promotions or offers
Tax and advisory-related content
5. Cookies and Tracking Technologies
We use cookies and other tracking technologies to:
Understand how users interact with our website
Customize content and offers
Remember your preferences for future visits
You may disable cookies via your browser settings, but this may affect the functionality of some parts of the site.
6. Data Retention
We retain your personal data only as long as necessary to:
Fulfill the purposes for which it was collected
Comply with legal and regulatory requirements
Maintain business records and resolve disputes
7. Security
We use industry-standard security protocols to protect your personal information, including:
SSL encryption
Access control to sensitive data
Regular monitoring of systems
Despite these measures, no digital transmission or storage system is 100% secure. You use our services at your own risk.
8. Your Rights
Depending on your jurisdiction, you may have rights regarding your personal data, such as:
Accessing the data we hold about you
Correcting inaccurate data
Requesting deletion of your personal data
Opting out of marketing emails
To exercise any of these rights, email us at [email protected].
9. Children’s Privacy
Our site and services are intended for adults 18 and older. We do not knowingly collect or store personal information from children under 13.
10. Changes to This Policy
We may update this Privacy Policy periodically. When we do, we will update the “Effective Date” at the top. Continued use of our site and services indicates your acceptance of the updated policy.
11. Contact Us