1. Information We Collect
Depending on how you interact with our website, we may collect information that you voluntarily provide, including:
- Name
- Email address
- Phone number
- Contact information
- Information submitted through appointment or inquiry forms
- Information you voluntarily provide when communicating with us
- Other information necessary to respond to your inquiry or provide requested services
We may also automatically collect certain information about your interaction with our website, including:
- IP address
- Browser and device information
- Pages visited
- Links or buttons clicked
- Website interactions and engagement
- Date and time of visits
- Referring websites or sources
- Other technical and usage information
2. Cookies and Tracking Technologies
We may use cookies, pixels, tags, scripts, analytics tools, and similar tracking technologies to understand how visitors interact with our website.
These technologies may help us understand which pages visitors view, how visitors navigate the website, how they interact with website features, and how effectively our website and marketing efforts are performing.
You may be able to manage or disable cookies through your browser settings. Certain website functionality may be affected if cookies are disabled.
3. Analytics and Website Performance
We may use analytics and similar technologies to collect information about website traffic, visitor behavior, engagement, and performance.
Analytics information may be used to:
- Understand how visitors use our website
- Identify trends and areas for improvement
- Measure website performance
- Improve website functionality and user experience
- Evaluate the effectiveness of our marketing
- Better understand our audience and customer journey
- Improve our services and customer experience
Analytics information may be reviewed in aggregate or in combination with other business information for legitimate business purposes.
4. Visitor and Customer Tracking
We may track website visits, interactions, engagement, and other activity to better understand our audience and the types of individuals who may be interested in our services.
This information may be used internally to help us:
- Understand our target audience
- Identify general customer profiles and ideal customer profiles (ICP)
- Improve our brand and positioning
- Improve our services
- Improve our website and customer experience
- Develop and refine marketing strategies
- Understand how prospective customers interact with our business
This information is used for legitimate business and marketing purposes and is not intended to provide individual tax advice or make decisions about a person’s tax situation.
5. How We Use Your Information
We may use the information we collect to:
- Respond to inquiries and requests
- Schedule and manage appointments
- Communicate with prospective and existing clients or customers
- Provide requested information or services
- Follow up regarding an inquiry or appointment
- Improve our website, services, and customer experience
- Understand website and marketing performance
- Maintain business and administrative records
- Prevent fraud, abuse, or unauthorized activity
- Comply with applicable legal and regulatory requirements
6. Communications — SMS, Email, and Phone
We respect your time and do not intend to spam you through SMS/text messages, email, or phone calls.
Communications may be sent when they are relevant or reasonably necessary in connection with your inquiry, appointment, requested information, services, or relationship with us as a client, customer, or lead.
Depending on the circumstances, communications may include appointment confirmations, follow-ups, responses to inquiries, service-related information, or other communications relevant to your interaction with us.
You may opt out of communications at any time.
For SMS messages, you may typically reply STOP to unsubscribe from text messages. You may also contact us directly to request that communications be discontinued.
Opting out of certain communications may affect our ability to provide particular services or respond to certain requests.
7. Sensitive Tax Information
We understand that tax-related information may contain sensitive personal or financial information.
We do not request sensitive tax information directly through unsecured website forms.
Please do not submit Social Security numbers, tax return documents, bank account information, financial account credentials, passwords, or other highly sensitive tax or financial information through a general website contact or appointment form unless specifically instructed to do so through an appropriate secure process.
When sensitive information is required, we may request that it be provided through a secure client portal, document-upload system, or another secure process designated by us.
Submitting information through an unsecured website form does not guarantee that the information can be securely transmitted or reviewed.
8. Third-Party Services
Our website may use or contain features provided by third parties, including analytics providers, scheduling platforms, communication services, video platforms, advertising technologies, form providers, and other technology services.
These third parties may collect or process information according to their own privacy policies.
We do not control the privacy practices of third-party services and encourage you to review their applicable privacy policies.
9. How We Share Information
We do not sell or rent your personal information as part of our ordinary business operations.
We may share information with service providers, contractors, technology providers, scheduling providers, communication providers, analytics providers, or other trusted third parties when reasonably necessary to operate our business, respond to your requests, provide services, maintain our website, or perform business functions on our behalf.
We may also disclose information when required by law, legal process, regulation, or governmental authority, or when reasonably necessary to protect our rights, property, safety, or business.
10. Data Security
We take reasonable administrative, technical, and organizational measures designed to protect personal information from unauthorized access, disclosure, alteration, or destruction.
However, no website, electronic transmission, or storage system can be guaranteed to be completely secure.
For this reason, sensitive tax and financial information should only be submitted through a secure process or portal specifically designated for that purpose.
11. Data Retention
We retain information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, provide requested services, maintain appropriate business records, comply with legal and regulatory obligations, resolve disputes, and enforce our agreements.
Retention periods may vary depending on the nature of the information and the purpose for which it was collected.
12. Children’s Privacy
Our website is not directed toward children under the age of 13, and we do not knowingly collect personal information from children under 13 through our website.
13. Your Privacy Rights
Depending on your state of residence and applicable law, you may have certain rights regarding your personal information, including rights to request access, correction, deletion, or information regarding how your information is collected and used.
You may also have the right to opt out of certain communications or data practices where required by applicable law.
We may need to verify your identity before processing certain requests.
14. California Privacy Rights
If you are a California resident, applicable California privacy laws may provide additional rights concerning your personal information.
Depending on the circumstances and applicable law, these rights may include rights relating to access, correction, deletion, and certain disclosures or uses of personal information.
California residents may contact us using the information below to submit a privacy-related request.
15. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our business practices, website functionality, technology, or applicable laws.
When changes are made, the updated Effective Date will be displayed at the top of this Privacy Policy.
16. Contact Us
If you have questions about this Privacy Policy or would like to make a privacy-related request, please contact:
Michael D. Sullivan / MD Sullivan Tax Group
Sullivan4IRSMatters
Phone: (762) 800-1040
Website: Sullivan4IRSMatters.com
© 2026 Sullivan4IRSMatters / MD Sullivan Tax Group. All Rights Reserved.