Privacy Policy
1. Introduction
BizTax Playbook (“Platform,” “we,” “us,” or “our”) is an online platform operated by BizTax Advisory LLC, a Florida limited liability company. We provide business and tax educational resources, tools, calculators, and advisory content for business owners and finance and tax professionals.
This Privacy Policy describes how we collect, use, share, and protect your information when you visit our website at biztaxplaybook.com, create an account, use our tools, subscribe to our communications, or otherwise interact with the Platform. By accessing or using the Platform, you acknowledge that you have read and understand this Privacy Policy. If you do not agree with the practices described here, please do not use the Platform.
We are committed to transparency about our data practices. This Privacy Policy is intended to be read alongside our Terms of Use, which govern your use of the Platform.
2. Information We Collect
We collect information in two general categories: information you provide to us directly, and information collected automatically when you use the Platform.
A. Information You Provide
When you create an account, complete a form, or otherwise interact with the Platform, you may provide the following types of information:
(i) Registration Information. When you register for an account on the Platform, we collect your first name, last name, business name, company size, industry, services provided, state of operation, email address, telephone number, website URL, and account credentials (username and password). We may also collect your responses to optional questions, such as your biggest business pain point that a simple tool could solve.
(ii) Newsletter and Mailing List Information. When you subscribe to our mailing list, alerts, or promotional updates through our website, we collect your first name, last name, company name, email address, phone number, and referral source (how you heard about us).
(iii) Communications. When you contact us with questions, feedback, or tool recommendations, we collect the contents of your message and any contact information you include.
(iv) Business and Financial Information. When you use our advisory tools, calculators, or upload documents through the Platform, we may collect business and financial data you input to generate results or recommendations. This information is used to deliver the functionality of the tool or service you have selected.
B. Information Collected Automatically
When you visit or interact with the Platform, certain information is collected automatically through cookies, analytics services, and similar technologies:
(i) Device and Browser Information. We collect your device type, operating system, browser type and version, screen resolution, and language preferences.
(ii) Usage Data. We collect information about how you interact with the Platform, including pages visited, features used, links clicked, session duration, and the date and time of your visits.
(iii) Network and Location Information. We collect your Internet Protocol (IP) address, approximate geographic location (derived from your IP address), and referring URLs (the website or source that directed you to the Platform).
(iv) Google Analytics. We use Google Analytics, a web analytics service provided by Google LLC, to analyze usage of the Platform. Google Analytics collects information such as your IP address, geographic location, demographic data, user activity on the Platform, session duration, device information, browser type, and referring URLs. Google may use this data in accordance with its own privacy policy, available at https://policies.google.com/privacy. You can opt out of Google Analytics data collection by installing the Google Analytics Opt-Out Browser Add-on, available at https://tools.google.com/dlpage/gaoptout.
3. How We Use Your Information
We use the information we collect for the following purposes:
(a) Providing and Operating the Platform. To create and manage your account, deliver tools, calculators, and educational resources, and provide access to Platform features.
(b) Communications. To send you newsletters, deadline alerts, tax tips, educational content, marketing communications, and updates about our services, tools, and events. You may opt out of marketing communications at any time as described in Section 6 below.
(c) Improving the Platform. To analyze usage trends, monitor Platform performance, troubleshoot technical issues, and improve the functionality, content, and user experience of the Platform.
(d) Personalization. To tailor content, recommendations, and marketing to your interests, industry, and business profile.
(e) Business Operations and Monetization. To support our business operations, including by working with approved vendors and third-party partners to deliver advertisements, promotions, and solutions relevant to business, finance, and tax topics. This may include sharing certain information as described in Section 4 below.
(f) Legal Compliance and Protection. To comply with applicable laws, regulations, and legal processes, and to protect the rights, property, and safety of BizTax Advisory LLC, Platform users, and the public.
4. How We Share Your Information
We do not sell your personal information to unrelated third parties. We may share your information in the following circumstances:
(a) Service Providers. We share information with vendors and service providers who perform services on our behalf, such as website hosting, email marketing platforms, client portal providers, payment processors, and analytics providers. These service providers are authorized to use your information only as necessary to provide services to us.
(b) Approved Partners and Third Parties for Marketing. We may share limited information (such as your name, email address, business name, industry, and state) with carefully selected, approved third-party partners to deliver advertisements, newsletters, promotional campaigns, or business solutions relevant to business, finance, and tax topics. We select these partners with the goal of providing you with reputable products and services. If you prefer not to have your information shared for these purposes, you may contact us as described in Section 10 below.
(c) Legal Obligations. We may disclose your information if required to do so by law, regulation, subpoena, court order, or other valid legal process, or if we believe in good faith that disclosure is necessary to protect our rights, your safety, or the safety of others.
(d) Business Transfers. In the event of a merger, acquisition, reorganization, sale of assets, or bankruptcy involving BizTax Advisory LLC, your information may be transferred as part of that transaction. We will notify you of any such change by posting a notice on the Platform.
(e) With Your Consent. We may share your information with third parties when you have given us your consent to do so.
5. Cookies and Tracking Technologies
The Platform uses cookies, pixel tags, and similar tracking technologies to collect usage data, remember your preferences, and support our analytics and marketing efforts.
(a) Cookies. Cookies are small data files placed on your device when you visit the Platform. We use both session cookies (which expire when you close your browser) and persistent cookies (which remain on your device until they expire or you delete them). Cookies help us recognize returning visitors, understand usage patterns, and deliver a more personalized experience.
(b) Google Analytics Cookies. As described in Section 2(B)(iv), we use Google Analytics, which places its own cookies on your device to collect and analyze usage data.
(c) Third-Party Cookies. Certain third-party services integrated into the Platform (such as embedded videos, social media features, or advertising partners) may place their own cookies on your device. We do not control these third-party cookies, and their use is governed by the respective third party’s privacy policy.
(d) Managing Cookies. Most web browsers allow you to manage or disable cookies through your browser settings. Please note that disabling cookies may affect the functionality of certain features on the Platform.
6. Your Choices and Rights
(a) Marketing Opt-Out. You may opt out of receiving marketing and promotional emails from us at any time by clicking the “unsubscribe” link included in our emails. Even after opting out of marketing communications, you may still receive transactional or account-related messages from us.
(b) Access, Correction, and Deletion. You may request access to, correction of, or deletion of the personal information we hold about you by contacting us at the address provided in Section 10. We will respond to your request within a reasonable timeframe. We may need to verify your identity before processing your request, and certain information may be retained as required by law or for legitimate business purposes.
(c) Cookie Preferences. You may adjust your cookie preferences through your browser settings as described in Section 5(d).
(d) Google Analytics Opt-Out. You may opt out of Google Analytics tracking by installing the Google Analytics Opt-Out Browser Add-on.
(e) Do Not Track Signals. Some web browsers transmit “Do Not Track” signals to websites. At this time, the Platform does not respond to “Do Not Track” signals due to the absence of a uniform industry standard for processing such signals. We will update this policy if a standard is adopted in the future.
7. Data Security
We implement reasonable administrative, technical, and organizational safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, and destruction. These measures include encrypted data transmission (SSL/TLS), secure account authentication, and restricted access to personal information by authorized personnel only.
No method of electronic transmission or data storage is completely secure. While we take reasonable steps to protect your information, we cannot guarantee absolute security. You are responsible for maintaining the confidentiality of your account credentials.
8. Data Retention
We retain your personal information for as long as your account is active or as needed to provide you with the Platform’s services. We may also retain your information as necessary to comply with legal obligations, resolve disputes, enforce our agreements, and support legitimate business operations. When your information is no longer needed for these purposes, we will delete or de-identify it in accordance with our internal data retention practices.
9. Third-Party Links and Services
The Platform may contain links to third-party websites, products, or services that are not owned or controlled by BizTax Advisory LLC. We are not responsible for the privacy practices, content, or security of any third-party websites or services. We encourage you to review the privacy policies of any third-party websites you visit. The inclusion of a link on the Platform does not imply our endorsement of the linked website or service.
10. Children’s Privacy
The Platform is not directed to individuals under the age of 18, and we do not knowingly collect personal information from children under 18. If we become aware that we have inadvertently collected personal information from a child under 18, we will take steps to delete that information promptly. If you believe a child under 18 has provided us with personal information, please contact us at the address below.
11. State Privacy Disclosures
BizTax Advisory LLC is based in the State of Florida. If you are a resident of a state that provides specific privacy rights (such as the right to know what personal information is collected, the right to request deletion, or the right to opt out of the sale or sharing of personal information), you may exercise those rights by contacting us at the address provided in Section 13. We will process your request in accordance with applicable law. We do not discriminate against any user for exercising their privacy rights.
12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our data practices, Platform features, or applicable law. When we make changes, we will revise the “Last Updated” date at the top of this page and post the updated Privacy Policy on the Platform. We encourage you to review this Privacy Policy periodically. Your continued use of the Platform after any changes to this Privacy Policy constitutes your acceptance of the updated terms.
13. Contact Us
If you have questions or concerns about this Privacy Policy, your personal information, or our data practices, please contact us at:
BizTax Advisory LLC d/b/a BizTax Playbook
Email: info@biztaxplaybook.com
