Introduction and overview
We believe everyone has a right to privacy. We also believe in providing transparency on how we collect, process, and share personal information. Review this Privacy Statement thoroughly, as it is a legal agreement between you and Sentinel Tax LLC (collectively referred to as “Sentinel Tax,” “we,” “our,” or “us”).
Scope of this Privacy Statement
This Privacy Statement describes our privacy practices for individuals in the United States when we process:
- Personal information for the purposes of providing general business financial- and tax-related educational material.
- Personal information for the purposes of providing the benefits of tax coaching, strategy, preparation, and other affiliated services, including professional services fulfilled by licensed individuals (collectively, the “Sentinel Tax Services”).
- Personal information as necessary to manage, run, and improve our business.
Your Sentinel Tax Account
In order to access the benefits we make available as part of the Sentinel Tax Services, data entered into one service or feature becomes a part of your Sentinel Tax Account. Your account may include your credentials, name and contact details, payment information, information about your activities and preferences, information we have collected from third-party sources, and insights associated with you.
Information we collect
The personal information we receive depends on the context of your interactions with Sentinel Tax and the choices you make. This may include:
- Account creation. Contact information (name, address, phone, email), billing information, and details regarding your business and tax circumstances.
- Device and usage information. IP addresses, log information, browser type, pages viewed, features used, and links clicked.
- Content. Information about your business, finances, expenses, tax return details, income and wage information, and investment information.
- Cookies and similar technologies. We and our service providers may use cookies, web beacons, pixels, and similar technologies to collect information about you so we can provide the experiences you request and improve our services.
- Campaign attribution. Referral data, analytics events, and device-level session information used to evaluate advertising performance.
How we use personal information
We collect and process personal information only where we have your consent, need it to perform a contract or provide a service, have a legitimate business interest, or must comply with legal requirements. Personal information is used to:
- Provide the Sentinel Tax Services and manage your account
- Improve our products and services
- Qualify consultations and deliver follow-up
- Communicate with you about your engagement, scheduling, and strategy
- Advertise and market our services
- Comply with legal and regulatory requirements
- Protect the rights, property, safety, or security of Sentinel Tax, our clients, employees, or others
How we share your information
- With your consent. We share information with third parties when we have your consent to do so.
- With service providers. We share personal information with service providers who perform services on our behalf, such as CRM, scheduling, analytics, and advertising platforms.
- For legal reasons. We may share information to comply with a subpoena, court order, or applicable law, or to protect the rights, property, or safety of Sentinel Tax or others.
- Sales of personal information. We do not and will not sell personal information to third parties without your permission.
Data retention and security
Sentinel Tax retains personal information as long as necessary to comply with our data retention policies, legal and regulatory requirements, and legitimate business needs. We use physical, technical, and organizational safeguards designed to protect your information. However, no data transmission over the internet can be guaranteed to be 100% secure.
Your information rights and choices
Depending on your state of residence, you may have the right to access, correct, or delete your personal information. You may also opt out of marketing communications at any time. To exercise any of these rights, contact us at advisors@sentinel.tax.
Children's information
Our services are not intended for or directed to children under the age of 13. We do not knowingly collect personal information from users under the age of 13. If you believe we may have information from a child under 13, please contact us.
Changes to this Privacy Statement
We may update this Privacy Statement from time to time. If we make material changes, we will notify you by posting a notice on our website. Please review this Privacy Statement periodically.
Contact us
If you have questions about this Privacy Statement, contact us at advisors@sentinel.tax.