Privacy Policy
Last updated: September 16, 2026
1. Information We Collect
When you engage Pratt & LeFevre or submit a form on our website (such as the free consultation or workshop seat reservation), we may collect your name, email address, phone number, business or household income details, and any other information you voluntarily provide. We also collect information related to your tax and financial situation as part of providing our Services, including income, business structures, and entity documentation.
2. How We Use Your Information
We use the information we collect to: (a) provide and manage our tax planning, structuring, preparation, and advisory Services; (b) communicate with you about your engagement and our Services; (c) send you confirmation and scheduling details for consultations and workshops; (d) improve our website and Services; and (e) comply with applicable legal and regulatory obligations. We do not sell your personal information to third parties.
3. Information We Share
We may share your information with service providers and partners who assist us in operating our practice and delivering the Services (such as tax preparation software, calendar scheduling, and email delivery), under contractual obligations of confidentiality. We may also disclose information when required by law, court order, or governmental authority, or to protect our rights, property, or safety.
4. Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect your personal and financial information against unauthorized access, use, or disclosure. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security. Our team follows industry-standard practices for handling sensitive tax and financial data.
5. Cookies and Analytics
Our website may use cookies and similar technologies to improve your browsing experience and to understand how visitors use our site. You can control cookies through your browser settings. We may use third-party analytics tools that collect anonymized usage data to help us improve the website.
5.1 Microsoft Clarity
We use Microsoft Clarity to understand how visitors interact with our website through features such as session recordings, heatmaps, and usage analytics. Microsoft Clarity is a Microsoft service that may collect and process personal data, including your IP address, browser type, and pages visited, to generate aggregated insights about website usage. This data is processed by Microsoft as a processor on our behalf and is governed by Microsoft's Privacy Statement, available at https://privacy.microsoft.com/privacystatement. Session recordings may capture how you navigate and interact with our site, including any information you enter into forms, so please avoid entering sensitive personal or financial information in any non-secure field. You can opt out of Microsoft Clarity tracking by disabling cookies in your browser settings, by using your browser's 'Do Not Track' feature, or by visiting https://www.clarity.ms/opt-out. We do not use Microsoft Clarity data to identify individual visitors for marketing purposes, and we do not sell the information collected through this service.
5.2 Google Analytics
We use Google Analytics, via Google's gtag.js tag, to measure and understand how visitors use our website so we can improve its content and performance. Google Analytics may collect information such as your IP address, browser type, device information, pages visited, and the referring source, and may set cookies on your browser to distinguish unique users and report aggregate usage trends. This data is processed by Google as a processor on our behalf and is governed by Google's Privacy Policy, available at https://policies.google.com/privacy, and the Google Analytics Privacy Principles, available at https://support.google.com/analytics/answer/9012600. We use this information in aggregated form and do not use it to identify individual visitors for marketing purposes. You can control or opt out of Google Analytics tracking by managing cookies in your browser settings, by using your browser's 'Do Not Track' feature, or by installing the Google Analytics Opt-out Browser Add-on, available at https://tools.google.com/dlpage/gaoptout. We do not sell the information collected through Google Analytics.
6. Data Retention
We retain your personal and financial information for as long as necessary to provide the Services and to comply with applicable recordkeeping requirements, including U.S. federal and state tax record retention rules. When your information is no longer needed, we take reasonable steps to securely delete or anonymize it.
7. Your Rights
Depending on your jurisdiction, you may have the right to access, correct, or request deletion of the personal information we hold about you, and to opt out of certain communications. To exercise these rights, please contact us through the information provided on this website. We will respond within a reasonable timeframe and as required by applicable law.
8. Children's Privacy
Our Services are intended for adults and businesses. We do not knowingly collect personal information from children under the age of 13. If you believe we have collected such information in error, please contact us so we can promptly delete it.
9. Third-Party Links and Services
Our website may link to or integrate with third-party websites and services whose privacy practices differ from ours. We are not responsible for the privacy practices or content of these third parties. We encourage you to review the privacy policies of any third-party sites you visit.
10. Changes to This Policy
We may update this Privacy Policy from time to time. Changes become effective immediately upon posting the updated Policy on this page. We encourage you to review this page periodically for updates.
11. Contact Us
If you have any questions or concerns about this Privacy Policy or how we handle your information, please contact Pratt & LeFevre through the contact information provided on this website.