Privacy Policy
Privacy Policy
Last Updated: March 11, 2026
Who We Are
Kershaw Tax Advisory operates the website located at https://kershawtax.com. Our services focus on providing tax planning education and consultation services to individuals and businesses.
If you have questions regarding this Privacy Policy, you may contact us through the contact information provided on our website.
Information We Collect
When you visit or interact with our website, we may collect the following information:
Personal Information
Information you voluntarily provide, including:
- Name
- Email address
- Phone number
- Information submitted through contact forms or appointment scheduling forms
This information is typically collected when you:
- Request our free tax planning guide
- Schedule a consultation
- Submit a contact form
- Subscribe to communications
Automatically Collected Information
We may also automatically collect certain technical information when you visit our website, including:
- IP address
- Browser type
- Device information
- Pages visited and time spent on the site
This information helps us improve website performance and user experience.
How We Use Your Information
We use the information we collect for purposes including:
- Delivering requested resources such as our tax planning guide
- Responding to inquiries
- Scheduling and confirming consultations
- Sending educational information related to tax planning
- Improving our website and services
- Communicating with users regarding services they have requested
SMS Communication & Consent
If you provide your phone number through our website forms, you may receive informational text messages from Kershaw Tax Advisory related to:
- Requested resources
- Follow-up information related to tax planning education
- Appointment confirmations or scheduling
Message Frequency
Message frequency may vary but generally consists of 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.
Opt-Out
You can opt out of SMS messages at any time by replying:
STOP
After opting out, you will no longer receive SMS communications from us.
Help
For assistance, reply:
HELP
or contact us through our website.
No Sharing of SMS Consent
SMS opt-in information and phone numbers collected for SMS communication purposes will not be shared with any third parties or affiliates for marketing purposes.
This is a strict policy of Kershaw Tax Advisory.
Cookies and Tracking Technologies
Our website may use cookies and similar tracking technologies to improve user experience and analyze website performance.
Cookies may be used to:
- Remember user preferences
- Analyze website traffic
- Improve website functionality
You may disable cookies through your browser settings if you prefer not to allow them.
Data Security
We take reasonable measures to protect your personal information from unauthorized access, misuse, or disclosure. This includes the use of secure technologies and trusted service providers for data storage and communication.
However, no method of internet transmission is completely secure, and we cannot guarantee absolute security.
Third-Party Services
Our website may utilize third-party services to help operate our business and deliver services, including:
- Website hosting providers
- Scheduling and CRM platforms
- Email and communication systems
These services are used solely to support our operations and are required to protect your information.
Your Rights
You have the right to:
- Request access to your personal information
- Request correction of inaccurate information
- Request deletion of your personal information
- Opt out of communications at any time
You may contact us through our website to exercise these rights.
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 the revised effective date.
Contact Information
If you have questions regarding this Privacy Policy or how your information is handled, please contact us through our website: