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Privacy policy

Last updated October 12, 2026

TaxBooksCFO LLC (“we”, “us”) respects your privacy. This policy explains what we collect through taxbookscfo.com, our assistant and our forms, and how we use it.

What we collect

  • Details you give us: name, email, phone, company, state, revenue range, timeline and messages.
  • Conversations with the TaxBooksCFO Assistant, used to answer your questions and, if you share contact details, to follow up.
  • With your consent, analytics data about how the site is used.

How we use it

  • To respond to inquiries and prepare proposals.
  • To manage our client relationship in our CRM (HubSpot) and send occasional updates through our email platform (Brevo). You can unsubscribe at any time.
  • To improve the site and our services.

AI assistant

The assistant is powered by a third-party AI model provider. Messages are processed to generate replies and are not used by us to make automated decisions about you. Please do not share Social Security numbers, account numbers or other sensitive identifiers in chat.

Sharing

We do not sell personal information. We share it only with service providers that help us operate (hosting, CRM, email, AI), under confidentiality obligations, or when the law requires.

Retention and security

We keep information only as long as needed for the purposes above or as required by professional and legal obligations, and protect it with administrative and technical safeguards.

Your choices

You may request access, correction or deletion of your information, and you may withdraw analytics consent through Cookie settings in the footer. Contact support@taxbookscfo.com.