Privacy & information use.

Information you provide

When you request the business tax guide, we receive your name, business name and email through Zoho CRM. We use this information to deliver the resource, record the request and follow up about it. A guide request does not automatically subscribe you to a newsletter.

If you schedule through Zoho Bookings, the details you submit are processed through that service to arrange and manage your appointment. If you contact us by phone or email, we use the information to respond and discuss your needs.

Website activity and cookies

HostGator provides website hosting and may process technical request logs. Zoho SalesIQ is used for website visitor analytics; visits, page activity, device information and approximate location inferred from IP address may be recorded. Cookies may support these functions. The CRM guide form also includes Zoho webform analytics. Browser settings can restrict cookies, though some functions may be affected.

Service providers and separate websites

Hosting, scheduling and CRM providers process information needed to operate these services. Links to IRS tools and Providence Capital lead to separate websites with their own notices. The IRS headline feature requests public news from our server; it does not send your form details to the IRS.

Sensitive documents

Do not submit Social Security numbers, account credentials, full financial account numbers or tax documents through the public guide form or ordinary email. Contact Mike for appropriate secure delivery instructions. The resource checklist does not submit your selections.

Your questions and preferences

Contact mike@providencetaxpartner.com to ask about your information, request a correction or ask that follow-up stop. We will review access or deletion requests subject to applicable recordkeeping obligations. Information may be retained as needed for service, business records and those obligations.

Mailing address: P.O. Box 953, Maple Valley, WA 98038.