Privacy Policy for Taylor Associates Financial Services (taylorassociatescpa.com) and The Creator CPA (thecreatorcpa.com)

Effective Date: May 9, 2025

This Privacy Policy describes how Taylor Associates Financial Services (“we,” “us,” or “our”) collects, uses, and shares information from visitors to our websites, taylorassociatescpa.com and thecreatorcpa.com (collectively, the “Sites”) and individuals who consent to receive mobile messages from us. Your privacy is important to us, and we are committed to protecting your personal information.

Information We Collect

We collect limited information from visitors to our Sites and individuals who opt-in to receive mobile messages:

  • Information Collected Through Contact Forms: When you use our “Book a Call” contact form, we collect the information you provide, which may include your name, email address, phone number, and any other information you choose to include in your message.  
  • Information Collected Through Calendly: Our Sites use Calendly, a third-party scheduling tool, to manage meeting bookings. When you schedule a meeting through Calendly, you will be directly interacting with Calendly’s platform, and the information you provide will be subject to Calendly’s own privacy policy. We may have access to the information you provide to Calendly for the purpose of managing and fulfilling your meeting request.  
  • Email Addresses for Marketing: If you provide your email address through our contact form or via Calendly when booking a call, we may add your email to our marketing email list to send you updates, newsletters, and promotional materials. You will have the option to unsubscribe from these emails at any time by clicking the “unsubscribe” link provided in the emails.
  • Cookies and Tracking Technologies: We use cookies and similar tracking technologies to enhance your browsing experience, analyze website traffic, and for advertising purposes, including retargeting. Cookies are small data files stored on your device. We may use both session cookies (which expire when you close your browser) and persistent cookies (which remain on your device for a longer period).  
  • Mobile Messaging Information: If you consent to receive mobile messages from us, we will collect your mobile phone number.
    How We Use Your Information

We use the information we collect for the following purposes:

  • To Respond to Inquiries: We use the information you provide through our contact form to respond to your questions and requests.
  • To Schedule Meetings: Information collected through Calendly is used to schedule and manage our meetings with you.
  • Marketing Communications: If you have provided your email address, we may use it to send you marketing communications about our services and industry updates.
  • Website Analytics: We use cookies and similar technologies to analyze how visitors use our Sites, including which pages are visited, how long users stay on the site, and the links they click. This helps us improve the functionality and content of our Sites.
  • Retargeting Advertising: We may use cookies to track your visit to our Sites and then show you targeted advertisements for our services on other websites and online platforms. These third-party advertising partners may use cookies to collect information about your browsing activities across different websites to provide you with relevant advertisements.
  • Mobile Messaging: If you have opted-in to receive mobile messages, we will use your mobile phone number to send you communications related to appointment reminders, important updates, etc.

Mobile Messaging

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

If you wish to be removed from receiving future mobile communications, you can opt out by texting STOP to the number from which you received the messages.

Information We Do Not Collect

  • Comments: Our Sites do not have comment sections, so we do not collect any information through user comments.

Sharing Your Information

We only share your personal information in the following limited circumstances:

  • With Calendly: Information you provide when scheduling a meeting is shared with Calendly in accordance with their privacy policy.
  • With Service Providers: We may use third-party service providers (e.g., email marketing platforms, website analytics providers, advertising partners, and SMS delivery platforms) to assist us in operating our business and providing our services. These providers have access to your personal information only to perform specific tasks on our behalf and are obligated not to disclose or use it for any other purpose.  
  • Legal Requirements: We may disclose your personal information if required to do so by law or in response to a valid legal request, such as a subpoena or court order.

Your Choices Regarding Cookies

Most web browsers automatically accept cookies, but you can usually modify your browser settings to decline cookies if you prefer. Please note that disabling cookies may affect the functionality of some parts of our Sites.  

You can also typically opt-out of receiving personalized advertisements from third-party advertisers who are members of organizations like the Network Advertising Initiative (NAI) and the Digital Advertising Alliance (DAA). Please visit their respective websites for more information and opt-out options.

External Links

Our Sites may contain links to external websites, such as our client portal. Please note that we are not responsible for the privacy practices of these other websites. We encourage you to review the privacy policies of any website you visit.  

Data Security

We take the security of your information very seriously. As an accounting firm, we have implemented and maintain a comprehensive Written Information Security Plan (WISP) designed to protect the confidentiality, integrity, and availability of the information we collect and maintain. This plan includes administrative, technical, and physical safeguards appropriate to the sensitivity of the information.

While we strive to use commercially acceptable means to protect your personal information, please be aware that no method of transmission over the internet or method of electronic storage is completely secure.  

Your Rights

Depending on your location, you may have certain rights regarding your personal information, such as the right to access, correct, or delete your information. If you would like to exercise any of these rights, please contact us using the information provided below.  

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will post any changes on this page and update the “Effective Date” at the top of the policy. We encourage you to review this Privacy Policy periodically for any changes.  

Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:  Taylor Associates Financial Services, 205 W. Atlantic St, Branson, MO 65616, services @ taylorassociatescpa.com, 417-336-1913