Privacy Policy

01Who we are and what this covers

This Privacy Policy explains how Investors Accounting LLC, doing business as The Investors Accountant (“Investors Accounting,” “we,” “us,” or “our”), collects, uses, shares, and protects personal information when you visit theinvestorsaccountant.com, book a call, buy a product, join our email list, receive text messages from us, or become a client.

If you become a tax planning or tax preparation client, your signed engagement letter may include additional confidentiality terms. Where the two differ, the engagement letter controls for the services it covers.

02Information we collect

Information you give us

• Contact details: your name, email address, phone number, and mailing or billing address.
• Booking details: the time you choose and any answers you give when you schedule a Discovery Call.
• Questionnaire answers: for example, your responses to our Tax Leak Scorecard, which help us tailor follow-up to your situation.
• Purchase details: the products you buy, order totals, and billing information. Card payments are handled by our payment processor; we never see or store your full card number.
• Client financial and tax information: if you engage us, the tax returns, financial statements, entity documents, and other records needed to deliver our services.
• Messages: anything you send us by email, phone, text, or web form.

Information collected automatically

• Device and usage data: IP address, browser and device type, pages viewed, referring site, and the date and time of your visit.
• Cookies and similar technologies: small files that keep the site working (such as your cart and checkout session) and help us understand how visitors use it. See Cookies and analytics.
• Email engagement: whether our emails are opened and which links are clicked, so we can send content that is actually useful.
• Ad and campaign details: which ad or link brought you to the site, such as a Google or Meta click ID or a campaign tag. We may store these with your booking so we can tell which ads lead to Discovery Calls and new clients.

03How we use your information

• To deliver what you asked for: confirming bookings, processing orders, delivering downloads and course access, and providing client services.
• To communicate with you: answering questions, sending receipts, appointment reminders, and service updates.
• To send educational and marketing content, if you have opted in. You can stop these at any time (see Email marketing).
• To improve our website and offers, using aggregated information about how the site is used.
• To measure and improve our advertising: learning which ads lead to visits, sign-ups, bookings, purchases and new clients, and showing our ads to people who have visited the site (see Cookies and analytics).
• To keep things secure: preventing fraud, abuse, and unauthorized access.
• To meet legal and professional obligations, including record-keeping rules that apply to tax professionals.

04Tax return and client information

Client tax return information receives the highest level of protection. As a tax professional, we are subject to Section 7216 of the Internal Revenue Code and its regulations, which restrict how tax return information may be used or disclosed. We use and disclose it only to prepare your returns and deliver the services you engaged us for, as permitted by law, or with your specific written consent.

We are also subject to the Gramm-Leach-Bliley Act and the FTC Safeguards Rule, and we maintain administrative, technical, and physical safeguards to protect client information. Client documents are exchanged through our encrypted client portal rather than ordinary email whenever possible.

05Email marketing

When you download a resource, take the Tax Leak Scorecard, register for a webinar, or check the box at checkout, we may add you to our email list. We send tax strategy education, event invitations, and occasional offers.

• At checkout, the email updates box is pre-checked for convenience. You can untick it before placing your order, and your purchase is not affected either way.
• Every marketing email includes an unsubscribe link. You can also email us and we will remove you.
• Even after you unsubscribe, we may still send transactional messages such as receipts, download links, and replies to your requests.

06Text messages (SMS)

If you provide your mobile number and agree to receive texts, Investors Accounting may send you text messages about appointments and scheduling, client service updates, your orders, and, if you opted in to them, educational or promotional content. Message frequency varies. Message and data rates may apply.

• Reply STOP to any message to opt out. Reply HELP for help, or call (678) 690-5228.
• Consent to receive text messages is never a condition of any purchase.

Full messaging terms are in our Terms & Conditions.

07How we share information

We share personal information only as described here. We rely on carefully chosen service providers that process information on our behalf and are permitted to use it only to provide their services to us:

Purpose	What they do for us
Payments	Securely process card payments at checkout (WooPayments, powered by Stripe). Your card details go directly to the processor.
Email	Store our mailing list and send our emails (Constant Contact).
Scheduling	Run our Discovery Call booking calendar (YouCanBook.me).
Client portal	Encrypted document exchange, e-signatures, and billing for clients (TaxDome).
Text messaging	Deliver appointment reminders and other texts you have agreed to receive.
Automation	Securely pass form and order details between our systems (Make).
Analytics	Measure site traffic and usage (Google Analytics).
Advertising	Measure which of our ads lead to visits, sign-ups, bookings and purchases, and show our ads to people who have visited the site (Google Ads, and Meta for Facebook and Instagram, including the tools that connect our store to them).
Website	Host and run this website and its store (WordPress and WooCommerce on our hosting provider).
Video	Play embedded videos (Canva and YouTube), which may set their own cookies when you press play.

We may also share information:

• With professionals you direct us to, such as your attorney, financial advisor, lender, or cost segregation provider, at your request or with your consent.
• For legal reasons: to comply with a law, subpoena, court order, or government request, or to protect the rights, property, or safety of our clients, our firm, or others.
• In a business transfer: if our practice is merged, sold, or transferred, client information may be transferred as permitted by law and professional rules, and it would remain subject to this policy.

08Cookies and analytics

We use a small number of cookies and similar technologies:

• Essential cookies keep your cart, checkout, and account login working. The site will not work properly without them.
• Analytics cookies (Google Analytics) tell us which pages are helpful and how visitors find us. This information is aggregated and is not used to identify you personally. You can opt out with the Google Analytics opt-out browser add-on.
• Advertising cookies and pixels (Google Ads and the Meta Pixel) record actions such as viewing a page, watching our webinar, joining a waitlist, booking a Discovery Call and buying a product. We use them to measure our ads and to show our ads to people who have visited the site. When you book, take the Tax Leak Scorecard or buy, we may send Google and Meta a hashed (scrambled) version of your email address or phone number so they can match the action to an ad; they receive the scrambled value, not the plain text. If you become a client, we may also tell Google and Meta that a past ad click led to a new client, using the click ID or hashed contact details. You can limit ad personalization in Google My Ad Center and in your Meta ad preferences, and most browsers let you block third-party cookies.
• Third-party embeds, such as booking calendars and videos, may set their own cookies under their own privacy policies.

You can block or delete cookies in your browser settings. Our site does not currently respond to “Do Not Track” browser signals.

09How we protect your information

We use industry-standard safeguards, including encrypted (HTTPS) connections across this website, PCI-compliant payment processing, an encrypted client portal for documents, and access limited to team members who need it to serve you.

No method of transmission or storage is 100% secure, so we cannot guarantee absolute security. Please avoid sending Social Security numbers, tax returns, or bank details by ordinary email; use the client portal instead. If we learn of a breach affecting your personal information, we will notify you as required by law.

10How long we keep information

• Client and tax records are kept for as long as required by law and professional standards, which is often several years after the engagement ends.
• Order records are kept for accounting and tax purposes.
• Marketing contacts are kept until you unsubscribe or ask us to delete them. We keep a minimal record of your opt-out so we can honor it.

When information is no longer needed, we delete it or de-identify it securely.

11Your choices and rights

You may ask us to:

• Access the personal information we hold about you;
• Correct anything that is inaccurate;
• Delete your information, subject to records we must keep by law or for professional obligations;
• Stop marketing emails or texts at any time.

Depending on where you live, you may have additional rights under state privacy laws. We will honor those rights as applicable law requires. To make a request, email info@investorsaccounting.com or call (678) 690-5228. We may need to verify your identity before acting on a request, and we will not discriminate against you for exercising your rights.

12Children’s privacy

Our website and services are intended for adults. We do not knowingly collect personal information from children under 13. If you believe a child has given us personal information, contact us and we will delete it.

13Links to other websites

Our site links to other websites and services, such as YouTube, our client portal, and partner resources. Their privacy practices are governed by their own policies, and we encourage you to review them.

14Changes to this policy

We may update this Privacy Policy as our services or the law change. When we do, we will revise the “Last updated” date above, and for material changes we may also notify you by email or with a notice on the site. Continuing to use the site after an update means the updated policy applies.