This Privacy Policy explains how Tax Maverick Inc. ("Tax Maverick," "we," "us," or "our") collects, uses, shares, and protects personal information when you visit taxmaverick.com, take the 7 Stages Growth Assessment quiz, download a Growth Roadmap PDF, book a Growth Audit Call, or otherwise interact with our Services. By using the Services, you agree to the practices described in this Policy.
1. Information We Collect
Information You Provide
- Contact details: full name, email address, and phone number submitted through the quiz or contact forms.
- Quiz responses: your answers to the stage assessment questions and the computed stage score.
- Scheduling information: meeting details, preferences, and any notes you provide when booking a call.
- Communications: messages, replies, and feedback you send us by email, SMS, phone, or form.
Information Collected Automatically
- Device and usage data: IP address, browser type, device identifiers, operating system, referring URLs, pages viewed, session duration, and approximate geolocation.
- Cookies and similar technologies: we and our service providers use cookies, pixels, local storage, and similar tools to operate the site, remember preferences, measure performance, and support marketing.
Information from Third Parties
- Analytics, advertising, CRM, and scheduling providers may share information about your interactions with our ads, calendar embeds, and email or text campaigns.
2. How We Use Your Information
- To deliver the quiz, compute your stage, and send your personalized Growth Roadmap.
- To schedule, confirm, and follow up on Growth Audit Calls and other meetings.
- To send transactional messages (confirmations, calendar invites, receipts).
- To send marketing communications by email, SMS, and phone where you have consented, including reminders, educational content, offers, and event invitations.
- To operate, maintain, secure, and improve the Services and develop new features.
- To measure and analyze usage, traffic, and campaign performance.
- To prevent fraud, abuse, and violations of our Terms, and to comply with legal obligations.
3. SMS and Phone Consent
When you provide your phone number and check the marketing consent box, you expressly consent to receive marketing and promotional text messages, phone calls, and prerecorded or artificial voice messages (including ringless voicemail) from or on behalf of Tax Maverick using automated technology. Consent is not a condition of any purchase. Message and data rates may apply. Message frequency varies. You may reply STOP to opt out of text messages at any time, or HELP for help. Opting out of marketing messages does not affect transactional messages related to a service you have specifically requested.
4. How We Share Information
We do not sell your personal information. We share information only as described below:
- Service providers: hosting, analytics, CRM, email and SMS providers, payment processors, calendar and scheduling platforms, and other vendors who process information on our behalf under confidentiality obligations.
- Legal and safety: when required by law, legal process, or government request, or to protect the rights, property, or safety of Tax Maverick, our users, or the public.
- Business transfers: in connection with a merger, acquisition, financing, reorganization, or sale of assets, your information may be transferred as part of that transaction.
- With your direction: where you ask us to share information with a specific third party.
5. Cookies and Tracking Choices
Most browsers let you refuse or delete cookies through browser settings. If you disable cookies, parts of the Services may not work correctly. You can also opt out of interest-based advertising through industry tools such as the Digital Advertising Alliance (optout.aboutads.info) and the Network Advertising Initiative (optout.networkadvertising.org).
6. Data Retention
We retain personal information for as long as needed to provide the Services, comply with legal and tax obligations, resolve disputes, and enforce our agreements. Retention periods vary based on the type of information and the purpose for which it was collected.
7. Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal information. However, no method of transmission or storage is completely secure. You use the Services at your own risk.
8. Children's Privacy
The Services are not directed to children under 16, and we do not knowingly collect personal information from children under 16. If we learn that we have collected such information, we will delete it.
9. Your Rights
Depending on where you live, you may have rights to access, correct, delete, or receive a copy of your personal information, and to object to or restrict certain processing. Residents of California, Colorado, Connecticut, Virginia, Utah, and other states with comprehensive privacy laws may have additional rights, including the right to opt out of targeted advertising and certain sharing. You may exercise your rights by emailing us at privacy@taxmaverick.com. We will verify your request and respond within the time required by applicable law. We will not discriminate against you for exercising your rights.
10. International Users
Tax Maverick is based in the United States. If you access the Services from outside the U.S., your information will be transferred to, stored, and processed in the U.S., where data protection laws may differ from those of your country.
11. Third-Party Links and Services
The Services contain links to and embeds from third-party sites and services (for example, calendar embeds and analytics). This Policy does not apply to those third parties. Please review their privacy policies before providing information.
12. Changes to This Policy
We may update this Policy from time to time. We will post the updated version with a new "Last Updated" date. Material changes will be communicated where appropriate. Your continued use of the Services after the changes take effect constitutes your acceptance of the revised Policy.
13. Contact Us
Questions about this Privacy Policy or our practices? Contact us at privacy@taxmaverick.com.