Privacy Policy

Privacy Policy

Last Updated: July 7, 2026

Who We Are

Kershaw Tax Advisory (“Kershaw Tax Advisory,” “we,” “us,” or “our”) operates the website located at https://kershawtax.com (the “Site”). Our services focus on providing tax planning education and consultation services to individuals and businesses.

This Privacy Policy explains what information we collect, how we use it, and the choices you have, including with respect to SMS/text message communications. If you have questions regarding this Privacy Policy, you may contact us at info@kershawtax.com.

Information We Collect

Personal Information You Provide

When you interact with our Site, you may voluntarily provide:

  • Name
  • Email address
  • Phone number
  • Information submitted through contact forms, appointment scheduling forms, or the Proactive Tax Planning Guide download form

We typically collect this information when you:

  • Request our tax planning guide
  • Schedule a consultation
  • Submit a contact form
  • Subscribe to communications

Information Collected Automatically

When you visit our Site, we may automatically collect:

  • IP address
  • Browser type
  • Device information
  • Pages visited and time spent on the Site
  • Cookie identifiers (see “Cookies & Tracking Technologies” below)

How We Use Your Information

We use the information we collect to:

  • Deliver requested resources, such as our tax planning guide
  • Respond to inquiries
  • Schedule and confirm consultations
  • Send educational information related to tax planning
  • Operate, maintain, and improve our Site and services
  • Communicate with you regarding services you have requested
  • Comply with legal obligations

We do not sell your personal information.

SMS Terms & Mobile Opt-In Consent

If you provide your phone number through one of our website forms and opt in, you consent to receive text messages from Kershaw Tax Advisory.

Types of messages you may receive:

  • Delivery of requested resources (e.g., the tax planning guide)
  • Follow-up educational information related to tax planning
  • Appointment confirmations, reminders, and scheduling
  • Responses to inquiries you’ve submitted

These messages are purely informational. We do not send marketing or promotional text messages, and messages sent through this program do not constitute individualized tax, legal, or financial advice.

Message Frequency: Message frequency varies. You can generally expect approximately 3–5 messages over several weeks following your request for information or scheduling of a consultation.

Message and Data Rates: Message and data rates may apply, depending on your mobile carrier and plan.

Opt-Out: You may opt out of SMS messages at any time by replying STOP to any message. After opting out, you will receive one final confirmation message and will no longer receive SMS communications from us unless you opt in again.

Help: For assistance, reply HELP to any message, or contact us at info@kershawtax.com.

Carrier Liability: Mobile carriers are not liable for delayed or undelivered messages.

No Sharing of Mobile Information

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories of information sharing described in this Privacy Policy exclude text messaging originator opt-in data and consent — this information will not be shared with any third parties, regardless of purpose.

Cookies & Tracking Technologies

Our Site may use cookies and similar tracking technologies to:

  • Remember user preferences
  • Analyze website traffic
  • Improve website functionality

You may disable cookies through your browser settings. Disabling cookies may affect certain features of the Site.

Data Security

We take reasonable administrative and technical measures to protect your personal information from unauthorized access, misuse, or disclosure, including the use of secure technologies and vetted service providers for data storage and communication.

No method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Third-Party Service Providers

We may share information with third-party service providers who support our operations, including:

  • Website hosting providers
  • Scheduling and CRM platforms
  • Email and communication systems

These providers are contractually required to protect your information and are prohibited from using it for their own marketing purposes. This does not include SMS opt-in data or consent, which is never shared with any third party (see “No Sharing of Mobile Information” above).

Your Rights

You have the right to:

  • Request access to the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your personal information
  • Opt out of SMS, email, or other communications at any time
  • Update your contact preferences

To exercise any of these rights, contact us at info@kershawtax.com.

Age Restriction

Our Site and communications, including our SMS program, are intended for individuals 18 years of age or older. By submitting your information, you confirm you are at least 18 years old.

Updates to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. Updates will be posted on this page with a revised “Last Updated” date.

Contact Us

Kershaw Tax Advisory Email: info@kershawtax.com Website: https://kershawtax.com

Disclaimer: The content on this website, including information delivered via SMS, is provided for general informational and educational purposes only and does not constitute legal, tax, financial, or accounting advice for any specific individual or business. Tax and financial outcomes depend on your unique facts and applicable law. You should not act on any information on this Site without first consulting a qualified professional familiar with your circumstances.

2026 Straub Digital LLC and Kershaw Tax. Robert Kershaw, EA, admitted to practice before the Internal Revenue Service under Circular 230 (31 C.F.R. Part 10). Disclaimer: The content on this website is provided for general informational and educational purposes only. While Kershaw Tax Advisory shares insights into tax concepts, planning principles, and our services, the information on this site does not constitute legal, tax, financial, or accounting advice for any specific individual or business. Disclaimer: Tax and financial outcomes depend on your unique facts, objectives, and applicable law, which may change. The material on this website does not take the place of personalized advice tailored to your individual situation. You should not act or rely on any information on this website without first consulting a qualified professional who is familiar with your circumstances. Kershaw Tax Advisory makes reasonable efforts to ensure the accuracy of the information presented on this site as of the date published. However, we make no representations or warranties regarding the completeness, accuracy, or suitability of the content for your particular needs, and we expressly disclaim liability for errors or omissions. To the extent any discussion of U.S. federal tax matters appears on this website, such content is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code or promoting, marketing, or recommending any tax transaction or strategy. Advice specific to your situation requires engagement with Kershaw Tax Advisory or another qualified advisor.