Last updated: October 27, 2026
This policy explains what information Sarasota Tax Planning (“we”, “us”) collects through this website and how we use it.
Information you give us
When you fill in a form or email us, we collect what you choose to send: typically your name, email address, phone number, the service you’re asking about and any message. We use it only to respond to your request and, if you become a client, to provide our services.
Information collected automatically
Like most websites, our hosting provider and any analytics tools we use may record technical information such as your browser type, device, pages visited and an approximate location derived from your IP address. Cookies may be used for these purposes. You can block or delete cookies in your browser settings.
How we share information
We don’t sell your personal information. We share it only with service providers who help us run this website and our practice (for example, website hosting and email delivery), and only as needed for those services, or when the law requires it.
Tax information
Please don’t send tax documents, Social Security numbers or account numbers through the website forms. If you become a client, we’ll give you a secure way to share documents.
How long we keep it
We keep enquiry information only as long as needed to respond and for our normal business records, unless a longer period is required by law.
Your choices
You can ask us to access, correct or delete the personal information you sent through this website by contacting us at
info@sarasotataxplanning.com or
(941) 225-5455.
Changes
We may update this policy from time to time. The date at the top shows when it last changed.
