Privacy Policy
Last Updated: 31-12-2025
This Privacy Policy describes how Citrus Tax Advisors Series LLC (“we,” “us,” or “our”) collects, uses, discloses, and protects your personal information when you visit or use our website located at https://tax.citrustaxadvisors.com/home (“Website”) and any associated services (collectively, “Services”). By accessing or using our Website or submitting information through our services, you agree to the terms of this Privacy Policy.
Information We Collect
We collect the following types of information:
Personal Information You Provide:
We may collect personal information that you voluntarily provide to us through forms, contact requests, appointment booking, emails, or other interactions. This may include:
- Full name
- Email address
- Phone number
- Company or business name
Automatically Collected Information:
When you access or use our Website, we may automatically collect certain information, including:
- IP address
- Browser type and version
- Device and operating system
- Pages visited and time spent on the Website
- Cookies and similar tracking data
Information collected automatically may be used to analyze and improve how our Website and Services function.
How We Use Your Information
We use the collected information for the following purposes:
- To respond to your inquiries and provide requested services
- To communicate with you via email, phone, or SMS
- To schedule and manage appointments
- To improve our Website and Services
- To send you marketing communications, updates, and promotions (where permitted)
- To comply with legal and regulatory obligations
Cookies and Tracking Technologies
We use cookies and similar technologies to improve your experience on our Website, analyze usage patterns, and deliver relevant content. You may choose to disable cookies via your browser settings, but this may limit certain features of the Website.
Sharing Your Information
We do not sell your personal information. We may share your information with:
- Service providers who help us operate the Website and deliver Services
- Third-party platforms used for analytics, communication, and marketing
- Legal authorities if required by law
Third-party service providers are contractually obligated to protect your data and use it only for the purposes we specify.
Data Security
We implement reasonable security measures to protect your information from unauthorized access, loss, misuse, or alteration. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute protection.
Your Rights
You have the right to:
- Request access to the personal information we hold about you
- Request correction or deletion of your personal information
- Opt out of marketing communications
If you would like to exercise these rights, please contact us using the details below.
Third-Party Links
Our Website may contain links to third-party websites that are not controlled by us. We are not responsible for the privacy practices of those external sites, and we encourage you to review their privacy policies before providing any information.
Children’s Privacy
Our Services are not intended for individuals under the age of 13. We do not knowingly collect personal information from children under 13. If we become aware of such collection, we will take steps to delete that information.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any change will be reflected by updating the “Last Updated” date at the top. Continued use of our Website after changes constitutes your acceptance of the updated Privacy Policy.
Contact Us
If you have any questions or requests related to this Privacy Policy or your personal information, please contact us at:
Citrus Tax Advisors Series LLC fs
Website: https://tax.citrustaxadvisors.com/home
Email: [email protected]
Phone: 210-756-5681
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