This Privacy Policy explains how Tax Sherpa and TaxAlign AI collect, use, disclose, and protect information when you visit taxalign.ai, use our inflation-adjusted capital gains tools, interact with our ads, or communicate with us.
This Privacy Policy applies to websites, landing pages, funnels, forms, tools, reports, emails, advertisements, and other online services operated by or on behalf of Tax Sherpa, including TaxAlign AI, taxalign.ai, and related domains or subdomains that link to this Privacy Policy.
In this Privacy Policy, “Tax Sherpa,” “TaxAlign AI,” “we,” “us,” and “our” refer to the business operating these services. “You” and “your” refer to visitors, users, leads, customers, prospective customers, and other people who interact with our services.
We may collect information directly from you, automatically through your device or browser, from advertising platforms, from service providers, and from other lawful sources.
We may collect your name, email address, phone number, mailing address, business information, asset type, cost basis, purchase year, estimated current value, expected sale year, filing status, income range, notes, questions, form responses, consultation requests, and any other information you choose to submit.
If you use our calculator, assessment, report generator, strategy pack, or related tools, we may collect information about your assets, estimated gains, investment history, real estate, securities, business assets, potential tax exposure, and planning interests. This information may be used to generate educational outputs, follow up with you, improve our tools, and market relevant services.
We may collect your IP address, device identifiers, browser type, device type, operating system, referring URLs, pages viewed, links clicked, form interactions, session data, approximate location, timestamps, and other usage information through cookies, pixels, tags, scripts, server logs, analytics tools, advertising technologies, and similar technologies.
We may receive or infer information from advertising networks and analytics providers, including campaign source, ad engagement, audience segments, conversion events, retargeting eligibility, hashed contact information, and information used to measure or improve advertising performance.
If you call, email, text, submit a form, book an appointment, respond to an advertisement, or otherwise communicate with us, we may collect the content of those communications and associated metadata.
We may use information for any lawful business or commercial purpose, including to:
TaxAlign AI may use automated systems, algorithms, formulas, artificial intelligence tools, analytics, or third-party technology providers to process your inputs and generate educational outputs. These outputs may include inflation-adjusted estimates, phantom gain estimates, strategy summaries, suggested next steps, marketing follow-up, or other informational content.
Unless we separately enter into a written engagement agreement with you, the tools and outputs are provided for general educational and informational purposes only. They are not tax, legal, investment, financial, accounting, or fiduciary advice. You should consult a qualified professional before making decisions based on any calculation, estimate, report, or strategy.
We and our service providers may use cookies, pixels, tags, scripts, local storage, software development kits, and similar technologies to operate the site, remember preferences, understand visitor behavior, measure campaign performance, attribute conversions, improve user experience, and deliver or personalize advertising.
These technologies may be used by us and by third parties such as hosting providers, CRM and funnel platforms, analytics providers, advertising platforms, email and SMS providers, payment processors, security providers, and other technology vendors.
We may use Google Analytics, Google Ads, Meta Pixel, Meta Conversions API, HighLevel-related tracking tools, and similar technologies. These tools may use first-party and third-party cookies or identifiers to help us understand traffic, create audiences, measure conversions, perform remarketing, and improve advertising. You can usually manage cookies through your browser settings and advertising preferences through the applicable advertising platform.
We may disclose information to the following categories of recipients:
Hosting providers, CRM providers, funnel builders, analytics providers, payment processors, email and SMS platforms, automation providers, customer support tools, security vendors, professional advisors, and other vendors who help us operate our business.
Platforms and networks that help us measure, optimize, personalize, and deliver advertising, including retargeting, lookalike audience creation, conversion attribution, and campaign analytics.
Accountants, attorneys, consultants, tax professionals, auditors, insurers, and other advisors when reasonably necessary for business, compliance, legal, or professional purposes.
Parties involved in a merger, acquisition, financing, reorganization, sale of assets, bankruptcy, transfer, due diligence review, or similar business transaction.
Courts, regulators, law enforcement, government agencies, counterparties, or other recipients when we believe disclosure is required or appropriate to comply with law, enforce rights, prevent harm, or protect our business.
Other parties when you request, direct, authorize, or consent to the disclosure, including when you ask us to connect you with a professional or submit information through an integrated service.
We do not sell personal information for money. However, some privacy laws define “sale,” “sharing,” or “targeted advertising” broadly. Under those laws, our use of advertising pixels, cookies, analytics tools, retargeting technologies, conversion APIs, lookalike audiences, or similar advertising technologies may be considered a “sale,” “sharing,” or use for targeted advertising.
You may opt out of certain advertising-related disclosures by contacting us at [PRIVACY EMAIL] with the subject line “Do Not Sell or Share My Personal Information.” You may also use browser, device, platform, and cookie controls where available. If we make a dedicated opt-out link or preference center available, you may use that mechanism as well.
If you submit your contact information, request a report, opt in, book a consultation, download a resource, or otherwise interact with us, we may contact you by email, phone, SMS, direct message, mail, or other channels. Communications may include requested reports, reminders, educational content, offers, appointment information, service updates, and marketing.
You can unsubscribe from marketing emails by using the unsubscribe link in the email. You can opt out of SMS messages by replying STOP where supported. Transactional, operational, legal, or service-related communications may continue where permitted by law.
We may retain information for as long as reasonably necessary or appropriate for the purposes described in this Privacy Policy, including to operate our business, provide services, maintain records, comply with legal obligations, resolve disputes, enforce agreements, prevent fraud, improve our tools, and conduct marketing or analytics.
Retention periods may vary depending on the type of information, the purpose for which it was collected, applicable legal requirements, business needs, backup practices, and whether deletion is technically feasible or legally required.
We use reasonable administrative, technical, and organizational measures designed to protect information. However, no website, platform, transmission, storage system, or electronic communication is completely secure. We cannot guarantee absolute security.
Depending on where you live and the laws that apply, you may have rights or choices regarding your personal information, including the ability to:
To submit a privacy request, contact us at [PRIVACY EMAIL]. We may need to verify your identity before fulfilling certain requests. We may deny or limit requests where permitted by law, including where an exception applies.
If you are a California resident, California law may provide additional rights regarding personal information. This section supplements the rest of this Privacy Policy.
Identifiers; contact information; internet or network activity; commercial information; financial, tax, asset, or investment-related inputs you provide; approximate geolocation; professional or employment information; inferences; communications; and other information you provide or that is reasonably related to our services.
You; your device or browser; forms and tools; advertising platforms; analytics providers; service providers; public sources; business partners; and other lawful sources.
Providing tools and reports; responding to requests; marketing and advertising; analytics; personalization; customer support; security; compliance; business operations; product improvement; and other purposes described in this Privacy Policy.
Service providers, contractors, advertising partners, analytics partners, professional advisors, legal or compliance recipients, business transfer parties, and other recipients described in this Privacy Policy.
We may collect information that could be considered sensitive under certain laws if you provide it through our tools, forms, communications, or consultations. We use such information for disclosed business purposes and as otherwise permitted by law.
California residents may have the right to know, access, delete, correct, opt out of sale or sharing, limit certain uses of sensitive personal information, and not be discriminated against for exercising privacy rights.
To exercise California privacy rights, contact us at [PRIVACY EMAIL]. To opt out of sale or sharing, email us with the subject line “Do Not Sell or Share My Personal Information.” If required by law, we will also honor recognized opt-out preference signals, such as Global Privacy Control, in a manner consistent with applicable requirements.
Residents of certain U.S. states may have additional rights under applicable privacy laws, including rights to access, correct, delete, obtain a copy of, or opt out of certain uses of personal information, such as targeted advertising, sale of personal information, or certain profiling. To exercise available rights, contact us at [PRIVACY EMAIL].
Our services are intended primarily for users located in the United States. If you access our services from outside the United States, you understand that your information may be collected, processed, transferred, and stored in the United States or other jurisdictions where we or our service providers operate. Privacy laws in those jurisdictions may differ from those where you live.
Our services are not directed to children under 13, and we do not knowingly collect personal information from children under 13. If you believe a child has provided us with personal information, contact us at [PRIVACY EMAIL] so we can take appropriate action.
Our websites, ads, emails, or tools may link to third-party websites, platforms, calculators, payment processors, scheduling tools, social media sites, or other services. We are not responsible for the privacy practices, content, security, or policies of third parties. Your use of third-party services is governed by their own terms and privacy policies.
We may update this Privacy Policy from time to time. When we update it, we may revise the effective date above. Your continued use of our services after an update means you acknowledge the updated Privacy Policy, subject to applicable law.
If you have questions about this Privacy Policy or want to submit a privacy request, contact us at:
Tax Sherpa / TaxAlign AI
Email: [email protected]
Mailing Address: 2302 Parklake Dr NE Ste 675, Atlanta, GA 30345