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Privacy Policy



Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you, how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.


The types of personal information we collect and share depends on the product or service you have with us. This information can include:
* Social Security number and contact information;
* Income, employment, and tax information;
* Bank account and credit or debit card information;
When you are no longer our customer, we may continue to store and/or share your information as described in this notice.


All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Strategic Tax Planning chooses to share; and whether you can limit this sharing.

Reasons We Can Share Your Personal Information Does Strategic Tax Planning share? Can you limit this sharing?
For Our Everyday Business Purposes * Such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus. Yes No
For Our Marketing Purposes * To offer our products and services to you. Yes No
For Joint Marketing with Other Financial Companies No No
For Our Affiliates’ Everyday Business Purposes *
Information about your transactions and experiences.
No Yes
For Our Affiliates’ Everyday Business Purposes *
Information about your creditworthiness
No Yes
For Nonaffiliates to Market to You No Yes


Call (800) 577-2190 or go to www.StrategicTaxPlanning.com.

Who is providing this notice?

Strategic Tax Planning.

How does Strategic Tax Planning protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
For more information, please contact Information at Information@StrategicTaxPlanning.com or call (800) 577-2190.


How does Strategic Tax Planning collect my personal information?

We collect your personal information, for example, when you
* Fill a form, place an order, or subscribe to our newsletter;
* Use a credit or debit card or bank account information;
* Provide contact, income, employment, or tax information

Why can I not limit all sharing?

Federal law gives you the right to limit only:
* Sharing for affiliates’ everyday business purposes-information about your creditworthiness;
* Affiliates from using your information to market to you;
* Sharing for non-affiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.



Companies related by common ownership or control. They can be financial and nonfinancial companies.
* Strategic Tax Planning


Companies not related by common ownership or control. They can be financial and nonfinancial companies.
* We share with nonaffiliates in the categories of service providers and direct marketing

Joint Marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
* We currently do not share with joint marketing partners.

Additional Information Regarding Collection and Use

We collect personally identifiable information to execute a requested transaction; provide you with a particular service; further enhance your account or customer experience; and/or provide you with promotional offers. We also collect other information, such as IP addresses, internet service providers, referring/exit pages, and clickstream data, which does not identify individual users, to analyze trends and to administer and optimize our site.

Disclosure of Information

We may disclose your personally identifiable information to service providers or others in order to effect or carry out any transaction that you have requested of us or as necessary to complete our contractual obligations with you. These parties are not allowed to use personally identifiable information for any other purpose.

We may also disclose your personally identifiable information to other companies that we have a joint marketing agreement with in order for them to inform you about the products or services they offer that may interest you. These parties are not allowed to use your personally identifiable information except for the purpose of marketing in accordance with the relevant agreement.

We may also disclose your personally identifiable information to our affiliates for marketing or other specified purposes with your consent, at your direction, and/or to effect a transaction requested or authorized by you. For example, we may disclose your personally identifiable information to an affiliate with your consent when you do not qualify for our service but may be eligible with a similar service through the affiliate. If you wish to limit this type of sharing with our affiliates on a going forward basis please contact us at Information@StrategicTaxPlanning.com or call (800) 577-2190.

We reserve the right to disclose your personally identifiable information, as required, to comply with the law, applicable regulations, governmental and quasi-governmental requests, judicial proceedings, court orders or subpoenas, to enforce our Legal Notices or other agreements, or to protect our rights, property or safety or the rights, property or safety of our users or others.

Securing Information

Our site uses security technology to protect information you provide to us through the site when entering personal information. We employ generally accepted industry standards to protect the personal information submitted to us both online and offline.

How We Use Cookies and Other Tracking Technologies

Cookies are small text files placed on your computer, phone, or other device when you visit websites and are used to record information about your activity, including the pages you view, the content you provide so that you don’t have to re-enter it each time you visit our website, and your settings and preferences. We may also use other data collecting technologies with similar functionality as cookies, such as web beacons on our site and in our emails. A web beacon is similar in function to a cookie, but is stored on the web page rather than on a user’s computer. In addition, we use web analytics services such as Google Analytics. These web analytics service providers use information such as your IP address, browser information, and the content you view on our behalf for the purpose of evaluating the number of users on our website, the location of our users, the most frequently used parts of our website, the most commonly used browsers, and the interests of our users. All of these tracking technologies and web analytics help us provide you with customized content, fast navigation through our website, and allow us to learn about your visit and your use of our online services to track and improve their functionality.

You can manage or disable cookies at any time by adjusting your browser setting. For instructions on how to change your cookie preferences, refer to the settings menu of your browser. Please note that if you choose to disable cookies, our website may not function properly and certain services may not be available.

We also employ ‘web beacons’ on this site and in our emails. A web beacon is similar in function to a cookie, but is stored on the web page rather than on a user’s computer. We do not tie the information gathered by web beacons to any personally identifiable information.

Response to Do Not Track Signals

We currently do not respond to Do Not Track signals.

Links to Other Sites

Our website may contain links to other sites which are not owned or controlled by us. Please be aware that we are not responsible for the content or privacy practices of such other sites.

Changes to Privacy Policy and Statement

We reserve the right to modify this privacy statement at any time. Whenever material changes are made to the privacy statement, we will post those changes to this privacy statement and any other places on our site we deem appropriate.

The provisions contained in this privacy statement supersede all previous notices or policies regarding our privacy practices with respect to this site. We encourage you to check our site frequently to see the current privacy statement.

Contact Us

If you have questions, comments, complaints, or suggestions regarding our privacy policy or our website, please contact us at:
2000 Pennsylvania Avenue NW

Washington, DC 20006

(800) 577-2190


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