Privacy Policy

 

Last Updated: November 18, 2025

This Privacy Policy describes how Schabell Tax Services (“we,” “us,” or “our”) collects, uses, and shares information when you visit or use our website, schabelltax.com. We are committed to protecting your privacy and handling your personal information with transparency and trust.

1. Information We Collect

We only collect information necessary to provide our tax preparation, accounting, and financial advisory services, and to improve our website experience.

  • Information You Provide Directly:

    • Contact Information: Name, phone number, email address, and any messages you submit through the consultation request form on our website.

    • Financial Information: We do not collect sensitive financial data directly through the website. Any detailed financial or tax information is securely collected during the client onboarding process, governed by a separate, formal engagement agreement.

  • Information Collected Automatically (Through WordPress/Analytics):

    • Usage Data: Information about how you access and use the website, such as your IP address, browser type, operating system, the pages you visit, and the time and date of your visit.

    • Cookies: Small data files stored on your device by your browser. We use cookies (via tools like Yoast SEO and SiteKit) to analyze traffic, track user interactions, and remember preferences.

2. How We Use Your Information

We use the information we collect for the following purposes:

  • Service Delivery: To respond to your inquiries, schedule consultations, and manage our business relationship.

  • Communication: To send you relevant information, service updates, and marketing communications (you can opt-out at any time).

  • Website Improvement: To monitor and analyze the use of our website, troubleshoot technical issues, and improve the user experience (e.g., ensuring a fast, mobile-first design).

  • Security: To protect against and prevent fraudulent transactions and unauthorized access to our services (using tools like Wordfence).

  • Compliance: To comply with legal obligations and regulatory requirements.

3. Sharing Your Information

We do not sell or rent your personal information to third parties. We may share your information only in the following limited circumstances:

  • Service Providers: We may share data with trusted third-party services that help us operate our website, run our business, or provide services on our behalf (e.g., web hosting, email service providers). These parties are bound by confidentiality agreements.

  • Legal Requirements: We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court order or government agency).

  • Business Transfers: If Schabell Tax Services is involved in a merger, acquisition, or asset sale, your personal information may be transferred as a business asset.

4. Data Security

We implement reasonable security measures, including HTTPS encryption and website security tools (Wordfence), to protect the confidentiality and integrity of your information. However, no electronic transmission or storage is 100% secure.

5. Your Choices

  • Opt-Out of Communications: If you receive marketing emails from us, you can unsubscribe by following the instructions in those emails.

  • Cookie Control: You can usually set your browser to remove or reject browser cookies. However, this may affect the functionality of our website.

6. Contact Us

If you have questions or concerns about this Privacy Policy or your personal data, please contact us:

  • Email: tax@schabelltax.com

  • Phone: 331-808-5267