Introduction
Sentinel Tax is committed to protecting your privacy. This Privacy Policy describes how we collect, use, and safeguard your personal information when you use our website and services. By using our site, you agree to the terms of this policy.
Information We Collect
Sentinel Tax collects personal information you provide directly — such as your name, email address, phone number, and tax-related data — when you schedule a consultation, use our client portal, or communicate with our team. We may also collect information automatically through your use of our website, including IP addresses and browsing behavior, to help us improve our services.
How We Use Your Information
We use your personal information to provide and improve our tax planning and preparation services, communicate with you about your account, respond to your inquiries, and send you relevant information about our offerings. We may also use aggregated, non-identifying information to analyze trends and improve our website.
Sentinel Tax may contact you via surveys to conduct research about your experience with current services or interest in potential new services.
Third-Party Services
We work with trusted third-party service providers to operate our business — including our client portal and secure document storage. All such third parties are prohibited from using your personal information except to provide services on our behalf, and are required to maintain the confidentiality of your information.
If you connect your Sentinel Tax account to a third-party account, you consent to the sharing of information between those platforms in accordance with your privacy settings on those services. You may disconnect your account at any time by contacting us or visiting your account settings.
Information Sharing & Disclosure
Sentinel Tax does not sell, trade, or rent your personal information to third parties. We will disclose your personal information without notice only if required to do so by law, or in the good faith belief that such action is necessary to comply with legal process, protect the rights or property of Sentinel Tax, or protect the personal safety of our users or the public.
Data Security
We take the security of your personal and financial information seriously. Your completed tax returns and documents are stored on secure, encrypted servers for up to seven years. We employ industry-standard security measures to protect against unauthorized access, alteration, disclosure, or destruction of your data.
Your Choices & Opt-Out
You may opt out of receiving communications from Sentinel Tax at any time by contacting us at the address below or by emailing support@sentineladvisors.co. Opting out of marketing communications will not affect transactional messages related to your active account or tax services.
External Links
Our website may contain links to third-party websites. Sentinel Tax is not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any external sites you visit.
Contact Us
If you have questions about this Privacy Policy or believe Sentinel Tax has not adhered to its terms, please contact us:
Sentinel Tax, Inc.
3301 Bonita Beach Rd. Suite 312
Bonita Springs, FL 34134
support@sentineladvisors.co