Privacy Policy

Last Updated: May 11, 2026

Welcome to Alluvial Tax & Planning. Your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your information when you visit our website, submit a form, communicate with us, or use our services.

By using this website, you consent to the practices described in this Privacy Policy.

Information We Collect

We may collect personal information including but not limited to:

Name
Phone number
Email address
Mailing address
Business information
Tax and financial information voluntarily provided by you
Information submitted through forms, scheduling tools, chat widgets, or consultations

We may also collect non-personal information such as:

Browser type
Device information
IP address
Website usage analytics
Cookies and tracking data

How We Use Your Information

We may use your information to:

Provide tax planning, accounting, bookkeeping, payroll, and advisory services
Respond to inquiries
Schedule appointments
Send service updates and reminders
Deliver customer support
Improve our website and services
Communicate regarding requested services
Send text messages and emails related to your account or inquiries

SMS/Text Messaging Communications

By submitting your phone number through our website, forms, scheduling pages, chat widgets, or other communication methods, you consent to receive conversational text messages from Alluvial Tax & Planning related to:

Appointment scheduling
Appointment reminders
Customer support
Account communication
Requested service information

Message frequency may vary.

Message and data rates may apply.

Reply STOP at any time to opt out of text communications.

Reply HELP for assistance.

Consent is not a condition of purchase.

We do not sell or share SMS opt-in information or phone numbers with third parties or affiliates for marketing purposes.

Information Sharing

We do not sell, rent, or trade your personal information.

We may share information with trusted third-party service providers who assist us in operating our business, including:

CRM and communication platforms
Secure document storage providers
Tax software providers
Payment processors
Scheduling and automation tools

These providers are required to maintain the confidentiality and security of your information.

We may also disclose information if required by law.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, or misuse.

However, no electronic transmission or storage method can be guaranteed to be 100% secure.

Cookies & Tracking Technologies

Our website may use cookies and similar technologies to improve user experience, analyze traffic, and enhance website functionality.

You may disable cookies through your browser settings.

Your Rights

You may request to:

Access your information
Correct inaccurate information
Delete your information where legally permitted
Opt out of communications

To make a request, contact us using the information below.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites.

Changes to This Policy

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

Contact Information

Alluvial Tax & Planning
Marion, Ohio

Website: Alluvial Tax & Planning

Phone: 740.305.0007

Email: info@alluvialtax.com