1) Information We Collect

Depending on how you interact with us, we may collect information you provide, including:

A) Appointment Scheduling (Calendar Bookings)
When you book an appointment through our scheduling link (powered by GoHighLevel), we may collect:

  • Name

  • Email address

  • Phone number

  • Appointment details (such as the appointment time you select)

We DO NOT use information collected through appointment bookings for marketing purposes.

B) Free Resources and Marketing (Landing Pages / Funnels)
When you request a free digital product or resource through one of our landing pages (powered by GoHighLevel), we may collect:

  • Name

  • Email address

  • Phone number

C) Website and Advertising Data (if applicable)
When you visit our Site or interact with our ads, we (or our service providers) may collect limited information automatically, such as device or browser data and activity on our pages, using cookies or similar technologies.

2) How We Use Your Information

We use your information based on how you provide it:

A) Appointment Scheduling (Calendar Bookings)
We use the information you provide for appointment-related communications only, including:

  • Sending an appointment confirmation

  • Sending appointment reminders

  • Communicating with you about your scheduled appointment (for example, changes, cancellations, or follow-ups related to that appointment)

We DO NOT use information collected through appointment bookings for marketing purposes.

B) Free Resources and Marketing (Landing Pages / Funnels)
If you request a free digital product or resource, we may use your information to:

  • Deliver the requested resource

  • Send follow-up communications related to the resource you requested

  • Provide information about our services and invite you to schedule a consultation

We do not sell your personal information.

3) Scheduling, Forms, and Third-Party Services

We use third-party services to help operate scheduling, forms, and communications, including GoHighLevel (for landing pages, forms, calendar scheduling, confirmations, reminders, and follow-up sequences).

We may also use advertising platforms such as Meta (Facebook) to promote our services and offers. These platforms may use cookies or similar technologies to measure ad performance and improve ad delivery.

4) Your Choices and How to Opt Out

You may opt out or request deletion of your contact information at any time by contacting us:

Email: joy@yourtaxhome.com

If you have opted in to receive text messages, you may also opt out by replying STOP.

Appointment communications: If you opt out of appointment reminders, we may still send essential messages related to your appointment (for example, confirming a cancellation or a requested change).

5) Data Retention

We keep the information you submit for as long as necessary to:

  • Provide the requested resource and/or manage your appointment, and

  • Maintain reasonable business records

You may request deletion as described above.

6) How We Protect Your Information

We take reasonable steps to protect your information from unauthorized access, use, or disclosure. However, no website or electronic storage method can be guaranteed 100% secure.

7) Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Last Updated” date.

8) Contact Us

If you have questions about this Privacy Policy or want to opt out or request deletion of your information, contact us at:

Your Tax Home
Email: joy@yourtaxhome.com