Tax Strategies Marketing, LLC
Privacy Policy
Updated: July 15, 2021
We respect the privacy of everyone who visits our website and are dedicated to protecting consumer privacy on the Internet.
 This privacy notice discloses the privacy practices for and This privacy notice applies solely to information collected by these websites. Personal information is data that identifies you, such as your name, contact information, etc. We may need to change this privacy policy from time to time in order to address new issues or regulations relating to our website – please check this policy regularly.
Tax Strategies Marketing, LLC (“DeferTax”, “we” or “our”) believes it is essential that we maintain the privacy of the personal information that you provide to us and that we obtain in connection with providing our products and services to you. DeferTax has a standing policy of protecting the confidentiality and security of information we collect about our clients. We will not share non-public information about our clients (“Information,” as further described below) with third parties, except for the specific purposes described below. This notice describes the Information we may gather and the circumstances under which we may share it.
DeferTax limits the use, collection, and retention of such information to what we believe is necessary or useful to conduct our business and to provide and offer you quality products and services, as well as other opportunities that may be of interest to you. Information collected may include, but is not limited to name, address, telephone number, tax identification number, date of birth, employment status, annual income, and net worth for individuals and other identifying documentation for institutions.
In providing services to you, we collect public and non-public personal information about you from the following sources:
  • Information we receive from your email opt-in, and
  • Information we receive from your Quiz Responses, and
  • Information gathered by third party service providers
Because we must maintain accurate records, DeferTax has established procedures to maintain the accuracy of your information and to keep such information current and complete. If our clients desire to review any file we may maintain, please contact us. If our clients notify us that any Information is incorrect, we will review it and make revisions as appropriate. Information collected in connection with, or in anticipation of, any claim or legal proceeding may not be made available.
DeferTax places strict limits on who receives specific information regarding your personally identifiable data. As a rule, we do not disclose personal information we collect to others. However, because we rely on certain third parties for services that enable us to provide our advisory services to you, such as our attorneys, auditors, other consultants, brokers, software providers, and custodians who, in the ordinary course of providing their services to us, may require access to information, we may share non-public personal information with such third-parties. Additionally, we will share such information where required by legal or judicial process, such as a court order, or otherwise to the extent permitted under the federal privacy laws.
Our employees are required to protect the confidentiality of Information and to comply with our established policies. They may access Information only when there is an appropriate reason to do so, such as the execution of transactions on behalf of our clients. We also maintain physical, electronic and procedural safeguards to protect Information, which comply with Federal standards.
We may also disclose such information to others upon your instructions and you may amend this provision, and/or rescind your request at any time in writing.
DeferTax reserves the right to change these Privacy Principles, and any of the policies or procedures described above, at any time without prior notice. However, you will be promptly provided with a current copy of our privacy notice upon material changes or upon request. These Privacy Principles are for general guidance and do not constitute a contract or create legal rights, and do not modify or amend any agreements we have with you. The examples contained within this Privacy Policy are illustrations and they are not intended to be inclusive. This notice complies with a recently enacted Federal law and new SEC regulations regarding privacy. You may have additional rights under other foreign or domestic laws that may apply to you.
This privacy policy will notify you of the following:
  • What personally identifiable information is collected from you through the website, how it is used and with whom it may be shared.
  • What choices are available to you regarding the use of your data.
  • The security procedures in place to protect the misuse of your information.
  • How you can correct any inaccuracies in the information.
Information Collection, Use, and Sharing. We are the sole owners of the information collected on this site. We only have access to/collect information that you voluntarily give us via email or other direct contact from you. We will not sell or rent this information to anyone. We will use your information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization, other than as necessary to fulfill your request, e.g. to ship an order. Unless you ask us not to, we may contact you via email in the future to tell you about new products or services, or changes to this privacy policy.
When you visit our site, some information may also be automatically collected through the use of log files, such as your computer’s Internet Protocol (IP) address, your computer’s operating system, the browser type, the address of a referring website and your activity on the site. We use this information for purposes such as analyzing trends, administering the site, improving customer service, diagnosing problems with our servers, tracking user movement, and gathering broad demographic information for aggregate use. We may also automatically collect certain information through the use of “cookies.” See our “Cookie Policy” for detailed information about the cookies we use.
Cookies are small data files that are stored on a user’s hard drive at the request of a website to enable the site to recognize users who have previously visited them and retain certain information such as customer preferences and history. If we combine cookies with or link them to any of the personally identifying information, we treat this information as personal information. If you wish to block, erase, or be warned of cookies, please refer to your browser instructions or help screen to learn about these functions. However, if your browser is set not to accept cookies or if a user rejects a cookie, you will not be able to access certain site features or services.
We may also use third parties to provide certain functionalities (such as maps), or to collect, track and analyze non-personally identifiable usage and volume statistical information from users, such as the user’s browser type, operating system, browsing behavior and demographic information.
These third parties may collect personal information from you in connection with the services they provide and may place cookies, web beacons or other devices on your computer to collect non-personal information which may be used, among other things, to deliver advertising targeted to your interests and to better understand the usage and visitation of our site and the other sites tracked by these third parties.
We are not responsible for, and do not control, any actions or policies of any third party service providers.
Your Access to and Control Over Information. You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number given on our website:
  • See what data we have about you, if any.
  • Change/correct any data we have about you.
  • Have us delete any data we have about you.
  • Express any concern you have about our use of your data.
Contact Us. We are sincerely committed to protecting your personal privacy. While information is the cornerstone of our ability to provide superior service, our most important asset is our clients’ trust. Keeping your information secure and using it in a responsible manner is a top priority. If you feel that we are not abiding by this privacy policy, you should contact us immediately via the contact information provided on our website’s CONTACT page or as listed below.
Privacy Policy Changes. This Privacy Policy is effective July 15, 2021. The privacy policy may change at any time without notice.
If you have questions about this privacy policy, please contact Chris Shockowitz, Chief Compliance Officer and Managing Member, at