Brown Tax Team LLC (“Brown Tax Team,” “BTT,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website or interact with us online.
1) Information We Collect
A. Information you provide to us
When you contact us through our website (including via our WPForms contact form), you may provide information such as:
- Name
- Email address
- Phone number
- State/location (if you choose to provide it)
- The reason for your inquiry and any message you submit
Important: Please do not submit sensitive personal information (such as Social Security numbers, tax documents, EINs, dates of birth, or financial account numbers) through website contact forms or standard email. We provide a secure client portal for sensitive information (see Section 4).
B. Information collected automatically
When you visit our website, we (and our service providers) may automatically collect certain information, including:
- Device type and browser type
- IP address (which may indicate general location)
- Pages viewed and time spent on pages
- Referring/exit pages
- Date/time of visit
- Cookies or similar tracking technologies (see Section 6)
2) How We Use Information
We may use information we collect to:
- Respond to inquiries and provide customer support
- Evaluate whether we can accept a client engagement
- Provide access to our services (through secure systems)
- Improve our website, content, and user experience
- Maintain website security and prevent fraud/spam
- Comply with legal and regulatory obligations
3) When We Share Information
We do not sell your personal information.
We may share information in limited situations, including:
- Service providers who help us operate our website and business systems (for example, website hosting, form tools, analytics, and secure portal/CRM providers)
- Professional/operational needs as required to deliver services you request (when a client relationship is established)
- Legal requirements if required by law, court order, or to protect rights/safety
4) Taxaroo Secure Portal / CRM
We use Taxaroo as part of our client intake and workflow, including CRM functions and a secure client portal used for collecting and exchanging sensitive information and documents.
If you become a client and use the Taxaroo portal, any information you submit through that portal is handled according to Taxaroo’s systems and policies in addition to ours. We encourage you to review Taxaroo’s privacy and security information when provided during onboarding.
5) WPForms Contact Form
We use WPForms to receive general inquiries submitted through our website. Information submitted through the contact form is used to respond to your request and manage communications.
Please do not upload or submit sensitive tax documents or sensitive identifiers through the contact form. We will direct clients to the secure portal for that purpose.
6) Cookies and Analytics (including Google Analytics)
Our website may use cookies and similar technologies to help the site function properly and to understand how visitors use the site.
You can control cookies through your browser settings. Disabling cookies may affect how the website functions.
7) Data Security
We take reasonable administrative, technical, and physical safeguards to protect information. However, no method of transmission over the Internet is 100% secure. We cannot guarantee absolute security.
For sensitive information and document exchange, we use our secure client portal rather than standard email or website contact forms.
8) Data Retention
We retain information collected through the website for as long as needed to respond to inquiries, operate our business, comply with legal obligations, and resolve disputes. If you become a client, retention of client records may be governed by professional and legal requirements.
9) Your Privacy Rights
Depending on where you live, you may have rights regarding your personal information, such as requesting access, correction, or deletion. To make a request, contact us using the information below. We may need to verify your identity before responding.
10) Children’s Privacy
Our website is not intended for children under 13, and we do not knowingly collect personal information from children under 13.
11) External Links
Our website may contain links to third-party websites or services. We are not responsible for the privacy practices of those third parties. Please review their policies before providing information.
12) Contact Information
Brown Tax Team LLC
Email: info@browntaxteam.com
Phone: 813-344-2219
Fax: 813-575-6520