Privacy Policy

Effective date: November 3, 2026

Clear Path Tax & Financial Strategy Services respects your privacy. This policy explains how we handle information collected through our website, forms, and communications.

Information We Collect

We collect information you provide, such as your name, email address, phone number, appointment requests, referral information, and answers to our forms.

Our website and service providers may also collect technical information, such as your IP address, browser type, pages visited, and cookies used to operate the website.

Please do not submit Social Security numbers, tax returns, banking details, or identity documents through our VIP signup form or ordinary text messages. Use the designated client portal for sensitive documents.

How We Use Your Information

We use your information to respond to questions, schedule appointments, understand your service needs, maintain records, and communicate with you.

When you choose to receive marketing communications, we may send tax season updates, service information, and special offers. Providing a phone number or submitting a form does not, by itself, authorize marketing text messages.

How We Share Information

We do not sell your personal information or share website submissions with other businesses for their own marketing or referral purposes.

We use service providers to host our website, maintain forms and contact records, schedule appointments, and deliver communications. These providers may process information as needed to support those services.

We may also disclose information when required by law or when reasonably necessary to protect our rights, prevent fraud, or address security concerns.

Text Messaging Privacy and Choices

We do not share mobile information with third parties or affiliates for their marketing or promotional purposes. Providers supporting our messaging and customer service may process information only as needed to perform those services. Text messaging opt-in records and consent are not sold, transferred, or shared to let another business send its own messages.

If you opt in, you may receive the message types described beside the consent checkbox you select. Message frequency varies. Message and data rates may apply.

Reply STOP to unsubscribe from text messages. Reply HELP for assistance, or contact us at 770-758-3628 or [email protected]. Consent to marketing texts is not a condition of purchasing services.

You may unsubscribe from marketing emails using the unsubscribe link in those emails.

Cookies

Cookies and similar technologies may help our website function and help us understand website use. You can manage cookies through your browser settings. Disabling cookies may affect some website features.

Security and Retention

We use reasonable safeguards designed to protect personal information. No website, transmission method, or storage system can be guaranteed completely secure.

We retain information for as long as reasonably needed to provide services, maintain business records, meet legal obligations, and resolve disputes.

Your Choices

Contact us to request access to, correction of, or deletion of information you provided. We may need to verify your identity and retain certain records for legal or business purposes.

Other Websites

Our website may link to appointment systems, client portals, or other websites. Those services have their own privacy policies.

Tax Preparation Information

Information provided for tax preparation may be subject to additional privacy notices, engagement terms, and legal protections. This website policy does not replace those protections or authorize disclosure of tax return information.

Policy Updates

We may update this policy as our practices change. The revised policy and effective date will appear on this page.

Contact Us

Clear Path Tax & Financial Strategy Services
Phone: 770-758-3628
Email: [email protected]