Privacy Policy

“Maxwell Tax Advisory LLC is committed to protecting your privacy. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. By providing your phone number, you consent to receive text messages from Maxwell Tax Advisory LLC. Message frequency varies. Message and data rates may apply. Reply STOP to opt out, or HELP for more information.”

1. Introduction

Maxwell Tax Advisory (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

2. Information We Collect

We may collect the following types of personal information:

a. Information You Provide

  • Full name
  • Phone number
  • Email address
  • Business information
  • Financial or tax-related information (if applicable)
  • Any information submitted through forms, consultations, or communications

b. Automatically Collected Information

  • IP address
  • Browser type
  • Device information
  • Pages visited and time spent on our website
  • Cookies and tracking technologies

3. How We Use Your Information

We use the information we collect to:

  • Provide tax advisory and related services
  • Respond to inquiries and schedule consultations
  • Communicate with you regarding your account or services
  • Send appointment reminders and service updates
  • Improve our website and services
  • Comply with legal and regulatory obligations

4. How We Share Your Information

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

We may share your information with:

  • Service providers (e.g., CRM systems, secure document portals, communication platforms)
  • Professional advisors (accountants, legal, compliance when necessary)
  • Government or regulatory authorities when required by law

All third parties are required to protect your information and use it only for authorized purposes.

5. SMS Communication & Consent

a. SMS Use

We may use SMS (text messaging) to communicate with you regarding:

  • Consultation scheduling
  • Appointment reminders
  • Document requests
  • Tax preparation updates
  • Customer support

b. Consent

By providing your phone number through our website, forms, or direct communication, you consent to receive SMS messages from Maxwell Tax Advisory related to your inquiry or services.

c. Message Frequency

Message frequency varies depending on your interaction with our services.

d. Opt-Out

You may opt out of SMS communications at any time by replying STOP.
For assistance, reply HELP.

e. Data Sharing Restriction

SMS consent is not shared with third parties or affiliates for marketing purposes.

6. Cookies and Tracking Technologies

We use cookies and similar technologies to:

  • Improve user experience
  • Analyze website traffic
  • Understand user behavior

You can control cookie settings through your browser.

7. Data Security

We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, disclosure, or misuse.

However, no method of transmission over the internet is 100% secure.

8. Data Retention

We retain personal information only as long as necessary to:

  • Provide services
  • Comply with legal obligations
  • Resolve disputes

9. Your Rights and Choices

Depending on your location, you may have the right to:

  • Access your personal information
  • Request corrections
  • Request deletion of your data
  • Opt out of certain communications

To exercise these rights, contact us using the information below.

10. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices.

11. Children’s Privacy

Our services are not directed to individuals under 18. We do not knowingly collect personal information from children.

12. Updates to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.

13. Contact Us

If you have any questions about this Privacy Policy, please contact us:

Maxwell Tax Advisory
Website: https://maxwelltaxadvisory.com
Email: info@maxwelltaxadvisory.com
Phone: 1 (800) 732-9596