Privacy Policy
Last updated: [November 5, 2025]
Proactive Tax Planners (“we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information.
This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website or interact with us online.
1. Information We Collect
We may collect personal information that you voluntarily provide, such as your name, email address, phone number, and company name when you contact us, subscribe to updates, or register for webinars or events.
2. How We Use Your Information
We use your information to:
We do not sell or rent your personal information to third parties.
3. Cookies and Tracking
Our website may use cookies or analytics tools to understand visitor activity and improve functionality. You can adjust your browser settings to refuse cookies if you prefer.
4. Data Security
We take reasonable administrative and technical precautions to protect your information against unauthorized access, disclosure, or misuse.
5. Your Rights
If you wish to update, correct, or delete your information, or unsubscribe from communications, please contact us at: David@ProactiveTaxPlanners.com
6. Updates to This Policy
We may update this Privacy Policy periodically. Any revisions will be posted on this page with an updated effective date.
David Kay, CPA, CFE, CMA
President
Proactive Tax Planners, PLLC
Tampa, Florida 33624
(813) 518-8768
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