Privacy Policy

Last updated: January 1, 2026

1. Information We Collect

We collect information you provide directly to us, such as when you schedule a consultation, request information about our tax planning strategies, submit a contact form, or communicate with us by email or phone. This may include your name, email address, phone number, and details about your financial planning needs.

2. How We Use Your Information

We use the information we collect to provide, maintain, and improve our services, including scheduling consultations, delivering educational content about tax strategies, processing requests for proposals, and communicating with you about our services.

3. Information Sharing

We do not sell, trade, or otherwise transfer your personal information to third parties without your consent. We may share information with trusted service providers who assist us in operating our website and conducting our business, such as our CRM platform and scheduling tools, so long as those parties agree to keep this information confidential.

4. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

5. Your Rights

You have the right to access, update, or request deletion of your personal information. You may also opt out of marketing communications from us at any time by using the unsubscribe link in our emails or contacting us directly.

6. Cookies and Tracking

We use cookies and similar tracking technologies to track activity on our website and improve your experience. These may include analytics cookies to understand how visitors interact with our site and marketing cookies to measure the effectiveness of our advertising. You can control cookie preferences through your browser settings.

7. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on this page with a revised “Last updated” date.

8. Contact Us

If you have any questions about this Privacy Policy, please contact us at kevin@theqcompanies.com or call (800) 694-5133.