Privacy Policy

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Last Updated: May 2026

That Smart Tax Place (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information.

Information We Collect

When you use our website, schedule a consultation, or contact us, we may collect:

* Name
* Email address
* Phone number
* Business information you voluntarily provide
* Information submitted through contact forms or appointment scheduling tools

How We Use Your Information

We use the information we collect to:

* Respond to inquiries
* Schedule and manage appointments
* Provide bookkeeping, tax, and business services
* Send appointment confirmations and reminders
* Improve our website and services
* Comply with legal obligations

Appointment Scheduling

We use Calendly to allow visitors to schedule appointments online.

When you book an appointment, the information you provide may be processed by Calendly in accordance with their privacy practices.

Calendly Privacy Policy:
https://calendly.com/privacy

Cookies and Tracking Technologies

Our website may use cookies and similar technologies to:

* Improve website functionality
* Remember user preferences
* Analyze website traffic
* Measure advertising performance
* Support appointment scheduling features

By continuing to use our website, you consent to the use of cookies as described in this policy.

Certain third-party services, including Calendly, Google Analytics, and Google Ads, may place cookies on your device to provide functionality and measure performance.

Google Analytics and Advertising

We may use Google Analytics and Google Ads to understand website usage and improve our marketing efforts.

These services may collect information such as:

* Device information
* Browser type
* Pages visited
* Time spent on the website
* Referral sources

You can learn more about how Google uses information here:

https://policies.google.com/technologies/partner-sites

Email Communications

If you provide your email address, we may send:

* Appointment confirmations
* Appointment reminders
* Service-related communications
* Responses to inquiries

We do not sell your personal information.

Information Sharing

We do not sell, rent, or trade your personal information.

We may share information with trusted service providers that assist in operating our business, including:

* Calendly
* Google
* Email service providers
* Website hosting providers

These providers are only permitted to use information as necessary to perform services on our behalf.

Data Security

We take reasonable measures to protect personal information from unauthorized access, disclosure, or misuse.

However, no method of internet transmission or electronic storage is completely secure.

Third-Party Websites

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

Your Rights

Depending on your location, you may have rights regarding your personal information, including:

* Access
* Correction
* Deletion
* Objection to certain processing activities

To make a request, contact us using the information below.

Contact Us

That Smart Tax Place

Email: [[email protected]](mailto:[email protected])

Website: https://thatsmarttaxplace.com

If you have questions regarding this Privacy Policy, please contact us.