Privacy Policy
Practical Tax Solutions® respects your privacy and is committed to protecting the information you provide through our websites, forms, appointment pages, phone calls, text messages, emails, and other communications.
Information We Collect
When you visit our website, request information, complete a form, schedule an appointment, call us, or communicate with our team, we may collect information such as your name, phone number, email address, state, tax-related concerns, IRS-related issues, estimated tax debt, unfiled return information, appointment details, and other information you voluntarily provide.
We may also collect technical and tracking information such as page visits, referral source, advertising source, UTM source, browser information, device information, IP address, and interaction data through analytics tools, pixels, cookies, CRM systems, and advertising platforms.
Why We Ask For Your Information
We request information so Practical Tax Solutions® can understand your IRS or tax situation, route your inquiry properly, prepare for your review, contact you regarding your request, and help determine the appropriate next step.
Because tax matters may involve deadlines, IRS notices, missing returns, balances owed, collection concerns, garnishments, levies, or other sensitive issues, accurate information helps us better understand the nature and urgency of your request.
We Do Not Sell Your Information
Practical Tax Solutions® is not a lead generation company, lead broker, or lead reseller. We do not sell, rent, trade, or distribute your personal information to third-party marketers, lead providers, advertising companies, or unrelated businesses for their independent marketing use.
Information submitted through our website is used by Practical Tax Solutions® for internal business purposes, including responding to your inquiry, scheduling appointments, communicating with you, reviewing your potential tax matter, and providing information about our services.
Limited Sharing With Service Providers
We may use trusted service providers and software platforms to operate our business. These may include CRM systems, scheduling tools, secure communication platforms, document systems, analytics tools, advertising platforms, call tracking systems, payment processors, email and SMS providers, and other business technology providers.
These providers help us operate our website, manage inquiries, schedule appointments, communicate with prospective clients and clients, measure advertising performance, and maintain business records. We may also disclose information if required by law, court order, government request, legal process, or to protect our legal rights.
Advertising, Tracking & Analytics
We may use advertising and analytics technologies, including tracking pixels, cookies, tags, UTM parameters, and similar tools from platforms such as Google, Meta/Facebook, TikTok, Microsoft Advertising, Reddit, and other advertising or analytics providers.
These tools help us understand how visitors interact with our pages, measure advertising performance, improve our website experience, and determine which marketing sources are producing inquiries or appointments. This information may include page views, clicks, referral source, device data, browser data, and advertising campaign information.
SMS, Phone & Email Consent
By submitting your information through our website, forms, or appointment pages, you consent to being contacted by Practical Tax Solutions® by phone, email, SMS/text message, voicemail, and automated reminders regarding your inquiry, appointment, potential services, or related tax matters.
Message and data rates may apply. Message frequency may vary. You may opt out of text messages by replying STOP or by contacting us directly. Opting out of marketing messages does not necessarily prevent us from sending service-related or appointment-related communications where legally permitted.
Sensitive Tax-Related Information
Tax-related information may be sensitive. We ask only for information needed to understand your inquiry, prepare for communication, and determine whether our services may be appropriate. Please do not submit documents, account numbers, Social Security numbers, or highly sensitive records through general website forms unless specifically instructed through a secure process.
Data Security
We use reasonable administrative, technical, and organizational safeguards to help protect information submitted through our website and systems. However, no internet transmission, email, text message, website, CRM, or electronic storage method can be guaranteed to be completely secure.
No Client Relationship Or Guaranteed Outcome
Submitting information through this website does not create a client relationship, attorney-client relationship, fiduciary relationship, or guaranteed acceptance as a client. No legal, tax, or financial advice is provided through this website alone.
No tax outcome, IRS resolution, penalty reduction, payment plan, settlement, hardship status, levy release, garnishment release, or other result is guaranteed. Each situation depends on individual facts, IRS records, filing compliance, financial circumstances, applicable tax rules, and government discretion.
Your Choices
You may contact us to update your information, request communication preferences, or ask questions about how your information is used. You may also adjust cookie and tracking settings through your browser or device settings, though some website features or tracking functions may be affected.
Contact Us
Practical Tax Solutions®
Jacksonville, Florida
Phone: 1-877-314-6932
Website: practicaltaxsolutions.com
Social Funnel: ptsnow.tax
Updates To This Policy
We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date. Your continued use of our website after updates are posted means you acknowledge the revised policy.