Clear Tax Compass is a sole proprietor tax planning and advisory practice based in the Bay Area, California. This privacy policy applies to the website at cleartaxcompass.com and all associated forms, tools, and communications.
We collect information in the following ways:
We do not collect Social Security numbers, financial account information, or tax return data through this website. That information is collected only through the secure client portal used for active engagements.
Information collected through this website is used to:
We do not sell, rent, or share your personal information with third parties for marketing purposes.
By submitting the guide opt-in form, you consent to receive the requested guide and a limited follow-up email from Clear Tax Compass. You may unsubscribe at any time using the link included in every email.
Submitting the intake form or a contact form does not subscribe you to a mailing list. Communications following those submissions are limited to the matter at hand.
Intake form submissions are stored in a secure WordPress database accessible only to the practice. Client documents and sensitive financial information are handled exclusively through TaxDome, a secure encrypted client portal, and are never transmitted by email.
We take reasonable technical and organizational measures to protect information collected through this site. However, no transmission over the internet is completely secure, and we cannot guarantee the absolute security of information transmitted to us.
This website may use cookies and analytics tools to understand how visitors use the site. Analytics data is collected in aggregate and is not linked to personally identifiable information. You may disable cookies in your browser settings, though doing so may affect certain site functionality.
This website uses third-party services including email delivery providers and analytics tools. These providers have their own privacy policies governing how they handle data. We use only reputable providers and do not authorize them to use your information for their own marketing purposes.
California residents may have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information is collected, the right to request deletion of personal information, and the right to opt out of the sale of personal information. Clear Tax Compass does not sell personal information. To exercise your rights, contact us using the information below.
This privacy policy may be updated periodically. The date at the top of this page reflects when it was last revised. Continued use of this website after changes are posted constitutes acceptance of the revised policy.
Common gaps, warning signs, and questions worth asking when a tax situation has become more complex than a standard filing process can address.
