Cash Flow Tax Strategies
Privacy Notice
This notice explains the information this website collects and how it is used.
Effective: September 12, 2026
Information we collect
When you submit a contact or fit-check form, we collect the information you provide, which may include your name, company, work email, phone number, service interest, message, and high-level business or property context. We also record the page used, referral URL, and campaign parameters when available.
Do not submit tax returns, customs documents, payroll files, employee or health information, bank information, government identification numbers, or other sensitive records through these forms.
How we use and share information
We use submitted information to respond to your request, identify the relevant service lane, coordinate a specialist review, maintain business records, prevent abuse, and improve request handling. Submissions are stored in Close CRM and may be shared with the service provider or professional needed to evaluate the requested lane. We do not sell submitted personal information or use request-specific consent as consent for unrelated marketing.
Retention and security
We retain inquiry information only as long as reasonably necessary for follow-up, service coordination, recordkeeping, dispute prevention, and applicable legal obligations. We use administrative and technical safeguards, but no internet transmission or storage system is guaranteed to be completely secure.
Your choices
You may request access, correction, deletion, or withdrawal of contact consent by emailing [email protected]. We may need to retain limited information when required for legal, security, or recordkeeping purposes.
Cookies and analytics
The site does not currently use optional advertising pixels, session replay, or behavioral analytics. Ordinary technical data may be processed by hosting, security, and content-delivery providers to deliver and protect the site.