Effective Date: August 24, 2026
Last Updated: August 24, 2026

Apex Tax & Advisory LLC (“Apex Tax & Advisory,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide when using our website, services, forms, and communications.

This Privacy Policy explains how we collect, use, protect, and handle your information when you visit apextaxteam.com, request information, become a client, communicate with us, or opt in to receive text messages.

1. Information We Collect

We may collect personal information that you voluntarily provide to us, including:

First and last name

Phone number

Email address

Mailing or physical address

Information submitted through website forms

Appointment or consultation information

Information related to requested tax, bookkeeping, tax planning, or advisory services

Communications you send to us

SMS consent and opt-in records

Depending on the services you request, additional information may be collected when reasonably necessary to provide those services.

We may also automatically collect certain technical information when you use our website, such as:

IP address

Browser type

Device information

Pages visited

Referring website

Approximate location based on IP address

Website interaction and usage information

2. How We Collect Information

We may collect information when you:

Complete a form on our website

Request a consultation

Contact us by phone, email, or text message

Schedule an appointment

Become a client

Subscribe or separately opt in to marketing communications

Interact with our website

Voluntarily provide information to our team

Providing a phone number does not automatically enroll you in SMS communications. Where SMS messaging is offered, consent to receive text messages is obtained separately.

3. How We Use Your Information

We may use information we collect to:

Respond to inquiries

Schedule and manage appointments

Provide requested services

Communicate regarding your account, appointments, documents, or requested services

Provide customer support

Send service-related notices and updates

Send marketing or promotional communications when you have separately consented to receive them

Maintain internal records

Improve our website and services

Protect against fraud, misuse, or security threats

Meet applicable legal and regulatory requirements

We do not use SMS consent obtained for one purpose as consent for unrelated messaging.

4. SMS and Text Messaging Privacy

Apex Tax & Advisory LLC may offer SMS communications for both marketing and non-marketing purposes.

Marketing messages may include information about services, promotions, reminders to schedule services, company updates, or similar promotional communications when the recipient has expressly opted in.

Non-marketing messages may include appointment confirmations and reminders, service updates, document-related notifications, customer support communications, account-related information, or responses to requests initiated by the customer.

Consent to receive SMS messages is voluntary and is not required as a condition of purchasing services.

Message frequency may vary. Message and data rates may apply.

Recipients may reply STOP to opt out of SMS communications and HELP for assistance.

SMS consent and phone numbers collected for SMS purposes are not transferred to third parties or affiliates for their independent marketing or promotional purposes.

No mobile information will be shared with third parties or affiliates for marketing/promotional purposes.

Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers of the Text Message services.

The following disclosure applies specifically to mobile information and SMS consent:

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

5. Disclosure of Personal Information

We may disclose information when reasonably necessary to service providers that perform functions on our behalf, such as website hosting, scheduling, communications infrastructure, customer support, data storage, security, or similar operational services.

These providers are permitted to use information only as necessary to perform services on our behalf and are expected to appropriately safeguard that information.

We may also disclose information when required by law, regulation, legal process, court order, or governmental request, or when reasonably necessary to protect the rights, safety, property, or security of Apex Tax & Advisory LLC, our clients, or others.

We do not sell personal information for monetary consideration.

Mobile information and text messaging opt-in consent are subject to the additional restrictions described in the SMS and Text Messaging Privacy section above.

6. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to operate the website, remember preferences, understand website usage, improve performance, and measure the effectiveness of website content or advertising.

Certain service providers, analytics providers, or advertising technologies may collect information about website interactions over time or across websites where permitted by applicable law.

You may be able to control cookies through your browser or device settings. Disabling certain cookies may affect website functionality.

SMS opt-in data and consent are not provided to advertising platforms for their independent marketing or promotional purposes.

7. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.

However, no internet transmission or electronic storage system can be guaranteed to be completely secure. You should use appropriate care when submitting sensitive information electronically.

8. Data Retention

We may retain personal information for as long as reasonably necessary to:

Provide requested services

Maintain business and client records

Fulfill the purposes described in this Privacy Policy

Meet tax, accounting, regulatory, or legal obligations

Resolve disputes

Enforce agreements

Maintain records of SMS opt-ins and opt-outs

Information that is no longer reasonably required may be deleted, anonymized, or securely disposed of in accordance with applicable requirements.

9. Your Privacy Choices

You may contact us to request access to, correction of, or deletion of certain personal information we maintain about you, subject to applicable legal requirements and record-retention obligations.

You may unsubscribe from marketing emails using the unsubscribe method provided in those communications.

You may withdraw SMS consent at any time by replying STOP to a text message from Apex Tax & Advisory LLC.

Withdrawal of marketing consent does not prevent us from communicating with you when otherwise permitted or required for requested services, provided appropriate consent exists for the applicable communication channel.

10. Nevada Privacy Rights

Nevada residents may have additional rights regarding covered information under applicable Nevada privacy law.

You may contact Apex Tax & Advisory LLC to request review or correction of certain covered information we maintain about you or to exercise other rights available under applicable Nevada law.

We do not sell covered information for monetary consideration as described in this Privacy Policy.

Requests may be submitted using the contact information listed below. We may take reasonable steps to verify your identity before processing a privacy request.

11. Third-Party Websites

Our website may contain links to websites or services operated by third parties.

Apex Tax & Advisory LLC is not responsible for the privacy practices, security, or content of third-party websites. We encourage you to review the privacy policies of any third-party website you visit.

12. Children's Privacy

Our services and SMS program are not intended for individuals under 18 years of age.

We do not knowingly solicit SMS consent from individuals under 18.

If we learn that personal information has been collected from a minor in circumstances where it should not have been collected, we may take reasonable steps to delete the information as appropriate.

13. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes to our practices, services, technologies, or legal requirements.

When material changes are made, we will update the “Last Updated” date above and may provide additional notice when appropriate.

We encourage users to review this Privacy Policy periodically.

14. Contact Us

For questions regarding this Privacy Policy, your personal information, or our privacy practices, contact:

Apex Tax & Advisory LLC
Website: apextaxteam.com
Phone: +1 866-466-7012
Email: [email protected]