Privacy Policy

Last updated: March 19, 2026

Information We Collect

When you use the contact form on our website, we collect the information you provide, including your name, email address, phone number, and message content. We collect this information solely to respond to your inquiry and to provide the services you request.

How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and contact form submissions
  • Provide tax preparation, bookkeeping, and advisory services
  • Communicate with you about your account or services
  • Improve our website and services

Google Analytics

This website uses Google Analytics to understand how visitors interact with our site. Google Analytics collects information such as how often users visit the site, what pages they visit, and what other sites they used prior to coming to this site. We use this information to maintain and improve our website. Google Analytics collects the IP address assigned to you on the date you visit the site, but does not collect your name or other personally identifying information. You can opt out of Google Analytics by installing the Google Analytics Opt-out Browser Add-on.

Data Sharing

We do not sell, trade, or rent your personal information to third parties. We may share your information only when necessary to provide our services (for example, with tax preparation software to file your returns) or when required by law.

SMS/Text Messaging

By providing your phone number and opting in, you consent to receive SMS/text messages from Suncoast Tax and Ledger related to our services, including appointment reminders, tax filing updates, and other communications relevant to your account. Message and data rates may apply. Message frequency varies.

We do not sell, share, or disclose your phone number or any consumer personal information (including phone numbers) to third parties or affiliates for marketing or lead generation purposes. Your phone number will only be used by Suncoast Tax and Ledger for the purposes described in this policy.

You may opt out of SMS/text messages at any time by replying STOP to any message. For help, reply HELP or contact us at the information below.

Data Security

We take reasonable measures to protect your personal information from unauthorized access, use, or disclosure. As a CPA practice, we are bound by professional standards regarding the confidentiality of client information.

Third-Party Services

Our website uses third-party services including Formspree (for contact form submissions), Calendly (for appointment scheduling), and Google Analytics (for website analytics). Each of these services has its own privacy policy governing the use of your information.

Changes to This Policy

We may update this privacy policy from time to time. Any changes will be posted on this page with an updated revision date.

Contact Us

If you have questions about this privacy policy or how we handle your information, please contact us: