Clear Tax Compass LLC (“Clear Tax Compass,” “CTC,” “we,” “us,” or “our”) is a California limited liability company providing tax preparation, planning, and advisory services through a virtual practice based in the Bay Area, California.
This Privacy Policy describes how we collect, use, and share information through cleartaxcompass.com, its public website forms, and communications responding to those forms.
Information collected after a professional engagement begins may also be governed by the applicable engagement agreement, client privacy notice, and other professional obligations.
Information You Provide
Please do not submit Social Security numbers, financial account numbers, login credentials, tax returns, tax documents, or other sensitive financial information through public website forms or ordinary email.
Active clients should use the secure client portal for tax documents and other sensitive information.
Information Collected Automatically
Clear Tax Compass does not sell personal information or share personal information for cross-context behavioral advertising.
We may disclose information to the following categories of recipients when reasonably necessary:
Service providers may process information on our behalf to perform the services for which they were engaged. Their handling of information is also subject to their own legal and contractual obligations.
When you request a guide or other resource, you consent to receive the requested material and limited related follow-up communications. You may unsubscribe from promotional or informational emails by using the unsubscribe link included in the message.
Submitting a Fit Review, general inquiry, or professional referral form does not automatically subscribe you to a general marketing list. We may contact you as reasonably necessary to respond to the submission.
We may continue to send non-promotional communications related to an inquiry, referral, engagement, security matter, or legal obligation.
The website may use cookies and similar technologies for website operation, functionality, security, spam prevention, and basic analytics.
You may be able to restrict or disable cookies through your browser settings. Disabling cookies may affect certain website features.
Browser “Do Not Track” signals are not currently subject to a consistent industry standard. This website does not currently respond differently when it receives a Do Not Track signal.
Clear Tax Compass does not use information collected through the website for cross-context behavioral advertising.
Some website service providers may collect technical or usage information over time and across different websites as part of providing analytics, security, hosting, or other website services. Their collection and use of information are governed by their own privacy practices.
We retain website information for as long as reasonably necessary to respond to inquiries, administer referrals, provide req uested resources, maintain appropriate business records, protect the website, resolve disputes, and comply with legal or professional obligations.
Retention periods may vary depending on the type of information and the reason it was collected.
We use reasonable administrative, technical, and organizational safeguards designed to protect information collected through the website.
Sensitive client documents and tax information should be submitted only through the secure client portal.
No method of internet transmission or electronic storage is completely secure. We therefore cannot guarantee the absolute security of information transmitted or stored electronically.
You may contact us to ask about personal information that you submitted through the website or to request that it be corrected or deleted.
We may need to verify your identity before completing a request. Certain information may be retained when reasonably necessary to comply with legal, regulatory, professional, security, or recordkeeping obligations.
The website may contain links to websites or services operated by third parties. This Privacy Policy does not govern those third-party websites or services.
We encourage you to review the privacy policies of any third-party websites you visit.
We may update this Privacy Policy periodically.
Material changes will be posted on this page, and the Effective Date shown above will be updated. The revised policy will apply when it is posted unless otherwise stated.
Questions or requests relating to this Privacy Policy may be sent to:
Clear Tax Compass LLC
Bay Area, California
info@cleartaxcompass.com
Effective Date: August 6th, 2026
Common gaps, warning signs, and questions worth asking when a tax situation has become more complex than a standard filing process can address.
