Effective Date: 28 May 2026
Last Updated: 28 May 2026
Welcome to Holistic Tax Advisors LLC (“Company,” “we,” “our,” or “us”). We are committed to protecting your privacy and safeguarding the personal and financial information you share with us. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, communicate with us, or use our services. By using our website or services, you agree to the terms of this Privacy Policy.
1. Company Information
Holistic Tax Advisors LLC is a United States-based tax advisory and financial consulting company providing tax planning, tax preparation, financial analysis, and related advisory services.If you have questions regarding this Privacy Policy, you may contact us at:
Holistic Tax Advisors LLC
515 W 41st St. Ste 1248, Sioux Falls, SD 57105
contact@holistictaxadvisors.com
801-382-7936
2. Information We Collect
We may collect personal, financial, and business-related information that you voluntarily provide to us, as well as certain technical information automatically collected through your use of our website.Information we may collect includes:
Personal Information
- Name
- Email address
- Phone number
- Mailing address
- Date of birth
- Social Security Number or Tax Identification Number
- Driver’s license or government-issued identification
Financial & Tax Information
- Income information
- Tax returns and tax documents
- Payroll information
- Business financial statements
- Investment information
- Banking information
- Retirement account details
- Real estate and asset information
- Deduction and expense records
Business Information
- Business entity information
- Ownership structures
- Payroll and contractor details
- Revenue and expense information
- Corporate filings and records
Website & Technical Information
- IP address
- Browser type
- Device information
- Website usage activity
- Cookies and analytics data
- Referral sources and advertising interactions
3. How We Use Your Information
We use collected information for legitimate business and legal purposes, including:
- Providing tax preparation and advisory services
- Creating personalized tax strategies
- Preparing and filing tax documents
- Communicating with clients
- Scheduling consultations
- Providing customer support
- Improving our website and services
- Sending service updates and reminders
- Conducting internal analytics and performance monitoring
- Complying with legal and regulatory obligations
- Preventing fraud or unauthorized activity
We may also use aggregated or anonymized data for internal business analysis and operational improvement.
4. Cookies & Tracking Technologies
Our website may use cookies, pixels, analytics tools, and similar technologies to improve user experience and analyze website traffic. These technologies may collect:
- Browsing behavior
- Device identifiers
- Pages visited
- Time spent on pages
- Advertising interactions
We may use third-party services such as:
- Google Analytics
- Google Ads
- Meta/Facebook Pixel
- Call tracking and marketing platforms
- Scheduling and CRM systems
You can adjust your browser settings to refuse cookies; however, some website functionality may be limited.
5. Information Sharing & Disclosure
We do not sell your personal information.
We may share information with trusted third parties only when necessary to operate our business and provide services, including:
- Tax preparation software providers
- Payroll and accounting platforms
- Cloud storage providers
- Financial institutions
- Legal or regulatory authorities
- Contractors or service providers assisting with operations
- Technology vendors and CRM systems
All third-party providers are expected to maintain reasonable confidentiality and security standards.
We may also disclose information:
- To comply with legal obligations
- To respond to lawful requests or subpoenas
- To protect our legal rights
- To prevent fraud or security threats
- In connection with a business transfer, merger, or acquisition
6. Data Security
We implement commercially reasonable administrative, technical, and physical safeguards designed to protect your information from unauthorized access, loss, misuse, disclosure, or alteration.
However, no method of electronic transmission or storage is completely secure. While we strive to protect your information, we cannot guarantee absolute security.
Clients should avoid sending highly sensitive information through unsecured email whenever possible.
7. Data Retention
We retain information for as long as necessary to:
- Provide services
- Comply with legal, tax, accounting, and regulatory obligations
- Resolve disputes
- Enforce agreements
Retention periods may vary depending on the nature of the information and applicable legal requirements.
8. Your Privacy Rights
Depending on your state of residence, you may have certain rights regarding your personal information, including:
- The right to request access to your information
- The right to request corrections
- The right to request deletion where legally permitted
- The right to opt out of certain data uses
- The right to request information regarding data sharing practices
To exercise any applicable rights, please contact us using the information listed above.
9. Third-Party Websites
Our website may contain links to third-party websites or services. We are not responsible for the privacy practices, content, or security of those external websites.
We encourage users to review the privacy policies of any third-party websites they visit.
10. Children’s Privacy
Our services are intended for adults and business owners. We do not knowingly collect personal information from children under the age of 13.
If we become aware that information from a child under 13 has been collected without parental consent, we will take reasonable steps to delete such information.
11. SMS & Communications Consent
By providing your phone number, you consent to receive communications related to your account, services, appointments, or inquiries.
Message frequency may vary. Standard message and data rates may apply depending on your mobile carrier.
You may opt out of SMS communications at any time by replying STOP.
12. Professional & Regulatory Disclaimer
Holistic Tax Advisors LLC provides tax planning, tax preparation, financial education, and advisory services. Information provided through our website or communications is for informational purposes only and should not be construed as legal, investment, or financial guarantees.
Tax outcomes depend on individual circumstances, current laws, regulatory interpretation, and proper implementation of strategies.
13. California Privacy Notice
If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA) and related laws.
California residents may request:
- Information regarding categories of collected data
- Sources of collected data
- Purposes for data usage
- Categories of third parties receiving data
- Deletion requests where applicable
We do not sell personal information as defined under California law.
14. Changes to This Privacy Policy
We may update this Privacy Policy periodically. Changes become effective upon posting the updated version on our website.
Your continued use of our website or services after changes are posted constitutes acceptance of the updated policy.
15. Contact Information
If you have questions regarding this Privacy Policy or your information, please contact:
Holistic Tax Advisors LLC
515 W 41st St. Ste 1248, Sioux Falls, SD 57105
contact@holistictaxadvisors.com
801-382-7936
