Last updated: May 4, 2026
Tax Expert Today LLC (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, and your rights regarding that information.
This policy applies to taxexperttoday.com and to any consultations, communications, or services initiated through this website.
INFORMATION WE COLLECT
We collect information you voluntarily provide when you:
- Submit our contact form (first name, last name, email address, phone number, service interest, message)
- Subscribe to our newsletter (email address)
- Schedule a consultation through Calendly (name, email, time zone, meeting topic)
- Log in to the client portal at taxexperttoday.taxdome.com (handled separately by TaxDome under their privacy policy)
- Communicate with us by email or phone
We also automatically collect limited technical information when you visit the site:
- IP address and approximate location (city or state level)
- Browser type and operating system
- Pages visited, time spent on pages, referring website
- Device type (desktop, tablet, mobile)
This technical information is collected through cookies and similar tracking technologies (see Cookies section below).
HOW WE USE YOUR INFORMATION
We use the information we collect to:
- Respond to your inquiries and consultation requests
- Provide tax planning, advisory, and consulting services if you become a client
- Send our newsletter (only if you have subscribed; you can unsubscribe at any time)
- Improve our website and understand how visitors use it
- Comply with legal obligations including IRS requirements where applicable
- Prevent fraud and protect the security of our website
We do not sell, rent, or trade your personal information to third parties.
COOKIES AND TRACKING TECHNOLOGIES
Our website uses cookies and similar technologies to:
- Remember your preferences (such as accepting our cookie notice)
- Measure website traffic through Google Analytics
- Verify human visitors through Mailchimp’s anti-spam protections
You can disable cookies in your browser settings. Most features of the site will still work, but some analytics and form features may be limited.
THIRD PARTY SERVICES
We share certain information with the following service providers, only as necessary to operate our business:
- Mailchimp (email newsletter delivery)
- Google Workspace (business email)
- TaxDome (client portal and document exchange, for clients only)
- Calendly (scheduling consultations)
- EasyWP by Namecheap (website hosting)
- Google Analytics (website usage statistics)
Each of these providers has their own privacy policy that governs how they handle your data. We have selected providers that meet industry standards for data protection.
CALIFORNIA RESIDENTS (CCPA RIGHTS)
If you are a California resident, you have the following rights under the California Consumer Privacy Act:
- The right to know what personal information we have collected about you
- The right to request that we delete personal information we have collected
- The right to opt out of any sale of your personal information (we do not sell personal information)
- The right not to be discriminated against for exercising any of these rights
To exercise any of these rights, contact us at pk@taxexperttoday.com with the subject line “CCPA Request.” We will respond within 45 days.
OTHER STATE PRIVACY RIGHTS
Residents of Colorado, Connecticut, Virginia, Utah, and other states with comprehensive privacy laws have similar rights to access, correct, and delete personal information we hold. To exercise these rights, contact us at the email address above.
DATA SECURITY
We use industry standard security practices to protect your information, including encrypted connections (HTTPS), restricted internal access to client data, and secure storage of sensitive tax documents through TaxDome rather than email. No system is completely secure, however, and we cannot guarantee absolute security.
DATA RETENTION
We retain personal information only as long as necessary for the purposes described in this policy or as required by law. Client records are retained for at least seven years after the end of an engagement to comply with IRS recordkeeping requirements. Newsletter subscribers are retained until they unsubscribe.
CHILDREN’S PRIVACY
Our services are intended for adults. We do not knowingly collect personal information from anyone under 18. If you believe we have collected information from a minor, please contact us so we can delete it.
CHANGES TO THIS POLICY
We may update this Privacy Policy from time to time. The “Last updated” date at the top of this policy reflects the most recent revision. We encourage you to review this policy periodically.
CONTACT US
If you have any questions about this Privacy Policy or how we handle your information, contact us:
Tax Expert Today LLC
Naples, Florida
Phone: (239) 441-2005
Email: pk@taxexperttoday.com
For privacy-specific requests (data access, deletion, opt-out), please use the subject line “Privacy Request” so we can route it appropriately.