Privacy Policy

1. Introduction

Southwest Tax Law is operated by Simple Tree Digital LLC ("Company," "we," "our," or "us"). This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you use our website and services. By using our website, you consent to the practices described in this Policy.

2. Information We Collect

We collect the following types of personal information:

• Contact Information: Name, email address, phone number, and mailing address when you submit a free consultation request.
• Tax Situation Information: Approximate amount owed, IRS notice details, filing status, and general details about your tax situation when you request a consultation or callback.
• Financial Information: General income and expense information provided during a consultation for the purpose of evaluating resolution options. We do not collect or store full financial account numbers through our website.
• Device and Usage Data: IP address, browser type, pages viewed, time spent on site, and referral source through cookies and similar tracking technologies.
• Marketing Attribution Data: UTM parameters, click IDs (fbclid, gclid), and campaign source information to understand how you found us.

3. How We Use Your Information

We use the information we collect to:

• Respond to your request for a free consultation and build your tax debt resolution action plan.
• Contact you by phone, text, or email to discuss your consultation results.
• Connect you with our network of tax attorneys, enrolled agents, and resolution specialists.
• Improve our website, marketing, and advisory services.
• Comply with applicable laws and regulations.
• Prevent fraud and protect the security of our services.

4. How We Share Your Information

We may share your personal information with:

• Our Resolution Network: Ex-IRS employees, enrolled agents, CPAs, and licensed tax attorneys within our network who will contact you about your consultation results.
• Service Providers: Third-party vendors who help us operate our website, marketing systems, and CRM (including GoHighLevel, Google, Meta/Facebook, and TrustedForm). These providers are contractually bound to protect your information.
• Legal Compliance: When required by law, court order, or to protect our rights and safety.

We do not sell your personal information to unrelated third parties for their own marketing purposes.

5. Cookies and Tracking Technologies

We use cookies, pixels, and similar technologies to track website usage and measure advertising effectiveness. These include:

• Google Analytics and Google Tag Manager: For website analytics and conversion tracking.
• Meta (Facebook) Pixel: For advertising performance measurement and retargeting.
• TrustedForm: For lead certification and TCPA compliance documentation.

You can control cookies through your browser settings. Note that disabling cookies may affect website functionality.

6. California and Other State Privacy Rights

Depending on your state of residence, you may have the right to: (1) know what personal information we collect and how it is used; (2) request deletion of your personal information; (3) opt out of the sale of personal information (we do not sell personal information); and (4) not be discriminated against for exercising these rights.

To exercise these rights, contact us at [email protected] or (520) 900-1422.

7. Text Message Communications

When you provide your phone number, you consent to receive text messages from Southwest Tax Law regarding your consultation and tax debt resolution information. Message and data rates may apply. Message frequency varies. Reply STOP at any time to unsubscribe. Reply HELP for help.

8. No Attorney-Client Relationship

Use of this website or submission of a contact form does not create an attorney-client relationship. An attorney-client relationship is established only through a signed engagement letter with a licensed attorney in our network.

9. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes described in this Policy, unless a longer retention period is required by law. Lead and consultation information is typically retained for up to three years.

10. Security

We implement reasonable security measures to protect your personal information from unauthorized access, alteration, or disclosure. However, no internet transmission or electronic storage is completely secure, and we cannot guarantee absolute security.

11. Children's Privacy

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from minors. If you believe we have inadvertently collected information from a minor, please contact us immediately.

12. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted to this page with an updated effective date. Continued use of our services after changes are posted constitutes acceptance of the revised Policy.