Your information deserves careful handling.

1. Information We May Collect

When you use the Black Swan Tax Group website, we may collect information that you voluntarily provide, including:

• Name
• Email address
• Phone number
• Basic information about the type of tax service you are seeking
• Your preferred method of service, such as online or in-person
• General messages submitted through contact or intake forms

We may also automatically collect limited technical information through our website hosting, analytics or advertising tools, such as browser type, device type, referring page, approximate location, IP address and pages visited.

2. Information You Should Not Submit Through Public Website Forms

Do not submit sensitive taxpayer or financial information through our general contact forms, newsletter forms or preliminary intake forms. This includes:

• Social Security numbers
• Driver's license or passport images
• Bank account or routing numbers
• W-2s, 1099s or other tax documents
• Prior tax returns
• Taxpayer identification documents
• Other sensitive financial or identity information

Once Black Swan Tax Group accepts an engagement, we will provide instructions for securely submitting sensitive documents through the approved client workflow.

3. How We May Use Information

We may use information collected through the website to:

• Respond to questions and service inquiries
• Evaluate whether a requested tax service fits the services we currently offer
• Schedule or coordinate appointments
• Send administrative communications related to your inquiry
• Provide newsletters, tax-season reminders or marketing communications when you have opted in
• Improve our website, advertising and client experience
• Protect the security and integrity of our systems
• Comply with legal or regulatory obligations

4. Email Marketing and Newsletters

If you subscribe to The Swan Report, tax reminders or another Black Swan email list, we may use your name and email address to send educational or promotional communications.

You may unsubscribe from marketing emails at any time by using the unsubscribe link included in the message. Transactional or service-related communications may still be sent when necessary to respond to an inquiry or service request.

5. Cookies, Analytics and Advertising

Black Swan Tax Group may use cookies or similar technologies for basic site functionality, traffic measurement and advertising performance.

We may use services such as website analytics, Meta advertising tools or similar platforms to understand how visitors interact with our website and how advertising performs. These services may collect technical information according to their own privacy policies.

Where required, visitors may be given options to manage non-essential cookies or advertising technologies.

6. Service Providers

We may use third-party providers to operate parts of the business, such as website hosting, email delivery, appointment scheduling, answering services, payment processing, tax software, secure client portals, analytics and advertising platforms.

We provide service providers only the information reasonably necessary for the services they perform, subject to applicable agreements and legal requirements.

7. Taxpayer Information and Confidentiality

Information provided in connection with an accepted tax-preparation engagement may be subject to additional federal and state privacy, confidentiality and tax-preparer requirements.

Black Swan Tax Group does not use or disclose tax return information except as permitted by law, with appropriate consent where required, or as necessary to provide the tax-preparation services you have requested.

8. Information Security

We use administrative, technical and physical safeguards designed to protect personal information from unauthorized access, use or disclosure.

No method of internet transmission or electronic storage can be guaranteed to be completely secure. For that reason, sensitive tax information should be submitted only through the secure methods provided by Black Swan Tax Group.

9. Data Retention

We may retain website inquiry information for as long as reasonably necessary to respond to your request, maintain business records, comply with legal obligations, prevent fraud or resolve disputes.

Tax-return records and engagement information may be retained for different periods based on legal, professional and operational requirements.

10. Sharing of Personal Information

We do not sell your personal information.

We may disclose information when reasonably necessary to service providers, when required by law, to protect rights or security, or in connection with a legitimate business transfer or reorganization.

11. Children's Privacy

This website is not directed to children under 13, and we do not knowingly collect personal information directly from children through the public website.

12. External Links

Our website may link to third-party websites or platforms, including secure client portals, appointment tools, social-media pages and The Swan Report. Black Swan Tax Group is not responsible for the privacy practices of third-party websites.

13. Changes to This Policy

We may update this Privacy Policy from time to time as our services, technology or legal obligations change. The effective date at the top of the policy will be updated when material changes are made.

14. Contact Us

If you have questions about this Privacy Policy or how information submitted through the website is handled, contact:

Black Swan Tax Group
Vero Beach, Florida

blackswantaxgroup@gmail.com