Platinum Tax Advisory (“we,” “us,” “our”) respects your privacy. This policy explains what information we collect through platinumtaxadvisory.com and in the course of serving you, how we use it, and the choices you have.
1. Information we collect
Information you give us. Your name, email address, phone number, your Legacy Stress Test answers, the topic of your inquiry and any message you send through our contact form, scheduling tool, email or phone.
Information you provide as a client. Documents and details needed to prepare your return or advise you, which may include Social Security numbers, income, retirement account, Medicare and Social Security benefit information, and dependent information.
Information collected automatically. Basic technical data such as browser type, device, IP address and pages visited, collected through cookies, server logs and security tools.
2. How we use information
- To respond to your inquiries and schedule appointments
- To prepare and file tax returns and provide planning services you request
- To send you information about our services, offers and tax deadlines, with your consent
- To protect our website from spam, fraud and abuse
- To meet legal, regulatory and recordkeeping obligations
3. Tax return information
As a tax return preparer, we are subject to Internal Revenue Code Section 7216 and related regulations. We do not use or disclose your tax return information for any purpose other than preparing your return unless the law permits it or you give us written consent. We also safeguard client financial information as required by the Gramm-Leach-Bliley Act and FTC Safeguards Rule.
Please do not send Social Security numbers, account numbers or tax documents through our website contact form. We will provide a secure way to share documents.
5. Email, phone calls & text messages
By submitting our contact form, you agree to receive emails, phone calls and text messages from Platinum Tax Advisory about your inquiry and our services. Consent is not a condition of service. Message frequency varies; message and data rates may apply.
- Email: click “unsubscribe” in any marketing email.
- Text: reply STOP to opt out, or HELP for help.
- Phone: ask us to stop calling, or email info@platinumtaxadvisory.com.
Mobile numbers and text-messaging consent are not shared with third parties for their marketing purposes.
7. Security & retention
We use administrative, technical and physical safeguards to protect your information under a written information security plan. No method of transmission or storage is completely secure. We keep client records as long as needed to serve you and as required by law and professional standards, then dispose of them securely.
8. Your choices
You may ask to review, correct or delete the personal information we hold about you, subject to our legal recordkeeping obligations. To make a request, contact us using the details below.
9. Other terms
Children. Our website is not directed to children under 13, and we do not knowingly collect their information online.
Third-party links. Our site links to outside services such as Facebook, X, Google and ePIC. Their privacy practices are their own.
Changes. We may update this policy. The date at the top shows when it last changed.
10. Contact us
Platinum Tax Advisory
104 N Pearl St, Belton, TX 76513
210-392-0834 · info@platinumtaxadvisory.com