Tall Oak Advisors (“we,” “our,” “us”) values your trust and is committed to protecting your privacy. This Privacy Policy explains how we collect, use, share, and safeguard your personal information when you engage with our services, including our website and client portals. By using our services, you consent to the practices described in this policy.

1. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, email address, phone number, billing details, and information necessary for delivering tax, bookkeeping, and tax planning services.

  • Financial Information: Tax documents, bookkeeping records, and other financial data that you provide to us for professional services.

  • Usage Data: Information about your interaction with our website, including cookies, IP addresses, browser type, and pages visited.

  • Marketing Data: Preferences and interests gathered from website activity or interactions with our marketing communications.

2. How We Use Your Information

We use collected information to:

  • Provide tax, bookkeeping, and tax planning services.

  • Communicate with you about appointments, deadlines, and service updates.

  • Improve our website, services, and customer experience.

  • Send marketing communications, recommendations, and offers relevant to your needs.

  • Fulfill legal and regulatory requirements.

3. Information Sharing

We respect your privacy and limit sharing of your information.

  • Service Delivery: Information may be shared with trusted staff, contractors, or technology providers who assist us in delivering services.

  • Advertisers & Affiliates: We may share your name and email address only with advertising partners or affiliates to deliver targeted promotions and recommendations. No sensitive financial or tax-related information is ever shared for marketing purposes.

  • Legal Compliance: We may disclose information when required by law, regulation, or legal process.

4. Cookies and Tracking Technologies

We use cookies and similar technologies to:

  • Enhance your experience on our website.

  • Track user activity for analytics and performance improvements.

  • Deliver tailored advertising and service recommendations after you visit our site.

You may manage or disable cookies through your browser settings, but some website features may not function properly without them.

5. Data Security

We use reasonable technical, administrative, and physical safeguards to protect your personal and financial information from unauthorized access, disclosure, alteration, or destruction.

However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

6. Your Choices

  • Marketing Communications: You may opt out of promotional emails by following the unsubscribe link in those messages.

  • Cookies: You may disable cookies through your browser, though this may impact website functionality.

  • Access & Updates: You may request access to or correction of your personal information by contacting us directly.

7. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices or content of those external websites.

8. Children’s Privacy

Our services are not directed toward individuals under the age of 18, and we do not knowingly collect information from minors.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

10. Contact Us

If you have any questions about this Privacy Policy or our practices, please contact us:

Tall Oak Advisors
Email: advisors@talloaktax.com
Phone: (316) 315-6575
Website: talloakadvisors.com