1. Information We Collect

We collect personal and sensitive information necessary to provide tax services, including but not limited to:

- Name, email address, phone number, and mailing address

- Payment and billing information

- Information submitted through contact forms, assessments, surveys, or applications

- Communications with us via email, text message, or other channels

- Any other information you choose to provide

When you visit our website, we may automatically collect certain technical information, including:

- IP address

- Browser type and version

- Device type and operating system

- Pages visited and time spent on our website

- Referring website or source

- Cookies and similar tracking technologies

2. How We Use Your Information

Your information is used solely for legitimate business purposes, including:

- Preparing and filing tax returns

- Meeting IRS due diligence and compliance requirements

- Communicating with you regarding services

- Processing payments and bank products

- To provide and deliver our services, programs, and products

- To process transactions and send confirmations, invoices, and receipts

- To communicate with you, including responding to inquiries and providing customer support

- To send you marketing communications, newsletters, and promotional materials (you may opt out at any time)

- To send you transactional text messages and emails related to your purchases or enrollments

- To improve our website, services, and user experience

- To analyze website traffic and usage patterns

- To comply with legal obligations and enforce our Terms of Use

- To protect against fraud, security risks, and other harmful activities

3. Data Storage and Security

Client information may be stored and processed using secure third-party platforms, including tax software, form providers, cloud storage, e-signature services, and payment processors. Crestview takes reasonable administrative, technical, and physical safeguards to protect your information in accordance with applicable federal and state regulations.

4. Information Sharing

We do not sell, rent, or trade your personal information to third parties for their marketing purposes.

We may share your information in the following circumstances:

- With service providers and vendors who assist us in operating our business (as described in Section 4)

- To comply with legal obligations, such as responding to subpoenas, court orders, or legal processes

- To protect our rights, property, or safety, or the rights, property, or safety of others

- In connection with a business transaction, such as a merger, acquisition, or sale of assets

- With your consent or at your direction

5. Data Breach Notification

In the event of a data breach involving your personal information, Crestview will comply with applicable federal and state notification requirements.

6. Record Retention

Client records are retained in accordance with IRS regulations and applicable laws. Clients are encouraged to keep copies of their tax documents for their own records. When your information is no longer needed, we will securely delete or anonymize it.

7. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your experience and collect information about how you use our website.

A. What Are Cookies?

Cookies are small text files stored on your device that help us recognize you, remember your preferences, and analyze website usage.

B. Types of Cookies We May Use

- Essential Cookies: Required for the website to function properly

- Analytics Cookies: Help us understand how visitors use our website (e.g., Google Analytics, Facebook Pixel)

- Marketing Cookies: Used to deliver relevant advertisements and track campaign performance

C. Managing Cookies

You can control or delete cookies through your browser settings. Please note that disabling cookies may limit your ability to use certain features of our website.

8. Managing Cookies

We work with trusted third-party service providers to operate our business and deliver our services. These providers may have access to your personal information only to perform specific tasks on our behalf and are obligated to protect your information.

Third-party services we use include:

- Systeme.io: Website hosting, email marketing, course delivery, and payment processing

- Twilio: SMS/text message communications

- Stripe: Payment processing

- Zoom: Video conferencing for coaching sessions and workshops

- Cognito Forms and Jotform: Form collection and data management

- Google Drive: File storage and delivery of digital products

- Google Analytics (if implemented): Website analytics

- Facebook Pixel (if implemented): Advertising and analytics

Each third-party provider has its own privacy policy governing how they handle your data. We encourage you to review their policies.