Scope
This Privacy Policy applies to information collected through TaxBowl.com, website forms, email links, analytics, advertising tags, scheduling tools, and other online features that link to this policy. It does not apply to separate client portals, third-party platforms, or services governed by a separate agreement or policy.
Information We Collect
We may collect information you provide directly, including name, company name, role, email, phone number, years in business, service interests, messages, and other information you choose to submit.
We may also collect technical and usage information, including IP address, browser, device, operating system, referring pages, pages viewed, time on site, clicks, scrolling, pointer movements, navigation, form interactions, error events, cookie identifiers, analytics events, and similar website activity data.
Please do not submit sensitive records through general website forms unless we expressly request them through an approved secure process.
How We Use Information
We may use information to respond to inquiries, evaluate potential services, schedule conversations, operate and improve the website and online experience, troubleshoot forms and technical issues, personalize content, analyze traffic, measure marketing performance, investigate suspected abuse or security issues, prevent fraud or misuse, comply with law, enforce our rights, and communicate about TaxBowl services.
SMS and Text Messaging Privacy
If you provide a mobile phone number and separately opt in to receive text messages from TaxBowl, we may use your mobile number and related consent records to send transactional, conversational, service-related, appointment, reminder, account, support, and limited marketing messages connected to your inquiry or relationship with us.
SMS consent is optional and is not a condition of purchasing any product or service. Message frequency varies based on your interactions with us. Message and data rates may apply. You can opt out at any time by replying STOP, CANCEL, END, QUIT, UNSUBSCRIBE, or other supported opt-out keyword. You can request help by replying HELP or by contacting info@taxbowl.com.
We may maintain records of your SMS opt-in, opt-out, message history, timestamp, source page or form, phone number, and related compliance information to document consent, honor opt-out requests, troubleshoot delivery, comply with law, and meet carrier, messaging provider, and industry requirements.
We may share mobile information with vendors and service providers who help us deliver and manage text messaging, such as telecommunications carriers, messaging aggregators, SMS platforms, customer relationship tools, compliance vendors, hosting providers, security providers, and professional advisors. These providers may use the information only to provide services to us, comply with law, protect rights and security, or support messaging operations.
Cookies and Tracking
We may use cookies, pixels, tags, analytics tools, advertising tools, and similar technologies to operate the website, remember preferences, understand website performance, and support marketing. Some tools may be provided by third parties and may collect information according to their own policies.
We use Google Analytics 4 to measure page visits, traffic sources, and interactions with our website forms. Form analytics records which field was reached or completed, validation problems, and whether a submission succeeded; it does not send the contents of name, email, phone, or other form fields to Google Analytics. Google Analytics uses IP addresses to estimate location and then discards them rather than storing the addresses in our Analytics property. We use Meta Pixel and Conversions API to measure advertising activity; Meta may receive browser identifiers, click identifiers, and technical information with eligible events.
TaxBowl is intended for businesses in the United States. You can manage cookies through your browser settings. For more detail, see our Cookie Notice.
Session Replay and Microsoft Clarity
We partner with Microsoft Clarity and Microsoft Advertising to understand how people use and interact with our website through behavioral metrics, heatmaps, and session replay. We use this information to improve and market our services, optimize the website and its forms, troubleshoot technical issues, and investigate suspected fraud, abuse, or security incidents. Clarity is set to load automatically on ordinary website visits; we do not present a separate Clarity opt-in step. By accessing or using the website, you acknowledge and, to the extent permitted by applicable law, consent to the collection and use described here by TaxBowl and Microsoft.
Website usage data is collected using first- and third-party cookies and other tracking technologies. A session replay visually reconstructs activity on our website; it is not a video or audio recording of you, your device, or anything outside the website. Data may include pages viewed, clicks or taps, scrolling, pointer movements, navigation, form interaction patterns, technical errors, page and referring URLs, device and browser details, approximate location derived from technical data, and session or cookie identifiers. Microsoft receives data through Clarity and may process it for its own purposes, including advertising, as described in the Microsoft Privacy Statement. Clarity is also connected to our Google Analytics property to compare website activity.
We configure Clarity to mask form entries and selected sensitive content, and we do not intentionally send contact details as Clarity custom data. Public page text and non-masked interactions may remain visible in replays. Masking and URL safeguards reduce exposure but cannot guarantee that information you enter or display on a page will never be captured. Do not put sensitive records in general website forms. Content inside an embedded third-party scheduling tool is not replayed by Clarity.
Microsoft generally retains ordinary replay data for 30 days; selected, sampled, or favorited sessions and some analytics data may be retained for up to nine months under Microsoft's current retention policy. Microsoft says you can opt out of Clarity telemetry by selecting Microsoft in the Digital Advertising Alliance WebChoices tool. That external choice is stored for the browser you use, so you may need to repeat it in another browser or after clearing browser data. TaxBowl does not offer a separate on-site Clarity preference control. Blocking cookies alone may not stop all limited analytics collection. For questions or to exercise rights provided by applicable law, contact info@taxbowl.com; see also our Cookie Notice.
How We Share Information
We may share information with service providers, contractors, advisors, analytics and advertising partners, scheduling and communication providers, hosting and security vendors, professional advisors, affiliates, and as part of a business transaction. We may also disclose information if required by law, legal process, regulatory request, or to protect rights, safety, security, users, systems, or the public.
We do not sell personal information for money. Some analytics or advertising uses may be considered a "sale," "sharing," or targeted advertising under certain state privacy laws. If those laws apply to you, you may contact us at info@taxbowl.com to make a request.
For clarity, mobile phone numbers, SMS opt-in data, SMS consent records, and text messaging originator opt-in data are not sold and are not shared with third parties or affiliates for their marketing or promotional purposes.
Privacy Requests and Communications
You may ask us to update, delete, or provide access to personal information as required by applicable law. We may need to verify your identity and may deny requests where permitted by law, including where information is needed for security, compliance, legal claims, business records, or service delivery.
You can opt out of marketing emails by using the unsubscribe instructions in those emails or contacting us. Transactional and service-related messages may still be sent where appropriate.
Data Security and Retention
We use administrative, technical, and organizational measures intended to protect information, but no website, network, email, or storage system is perfectly secure. You use the website and submit information at your own risk.
We retain information for as long as reasonably necessary for the purposes described in this policy, including inquiry handling, business operations, legal compliance, dispute resolution, security, and recordkeeping.
Children
This website is intended for business users and is not directed to children under 13. We do not knowingly collect personal information from children under 13. If you believe a child has provided information through the website, contact us and we will take appropriate steps.
External Links
The website may link to third-party websites, tools, or platforms. We are not responsible for their privacy practices, security, content, or policies. Review third-party policies before providing information to them.
Changes to This Policy
We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised effective date. Your continued use of the website after a policy update means the updated policy applies to your use.
Contact
Questions or requests can be sent to JDC Consulting Group LLC DBA TaxBowl at 83-75 Woodhaven Blvd, Woodhaven, NY 11421, or by email at info@taxbowl.com.