Privacy Policy
Last updated: September 24, 2026
Zolt Advisors LLC ("Zolt Advisors," "we," "us") respects your privacy. This policy explains what we collect, how we use it, and your choices. Questions: hello@zoltadvisors.com.
Information we collect
- Contact details you give us: name, email, phone number and what you tell us in forms, calls, texts or emails.
- Client information: when you become a client, the tax and financial documents needed to provide our services. We collect this only through secure channels, never through our website form.
- Basic website data: standard server logs (such as IP address and browser type) used to keep the site secure and working.
How we use it
- To respond to you, schedule calls and provide the services you request.
- To send appointment reminders and service updates, including text messages if you opt in.
- To meet our legal and professional obligations.
Tax return information
As a tax return preparer we follow Internal Revenue Code Section 7216 and the FTC Safeguards Rule. We will not use or disclose your tax return information for any purpose other than preparing your return unless you give us signed consent, or the law requires it.
How we share information
We do not sell your personal information. We share it only with service providers who help us operate (for example secure file storage, email, e-filing and payment processors) under confidentiality obligations, with the IRS and state agencies when you ask us to file, or when required by law.
Text messaging (SMS)
If you opt in to receive text messages, we use your mobile number only to communicate with you about your inquiry, appointments and services. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent are excluded from all sharing described in this policy and will not be shared with any third parties. You can opt out at any time by replying STOP. Reply HELP for help. See our SMS Terms.
Security
We use encrypted file transfer, multi-factor authentication and access controls to protect your information. Please never send Social Security numbers or tax documents through our website form or regular email.
Retention
We keep client records as long as needed to provide services and as required by law and professional standards, then securely delete them.
Your choices
You may ask us to access, correct or delete your personal information, subject to legal record-keeping requirements, by emailing hello@zoltadvisors.com.
Changes
We may update this policy and will post the new date above.
Zolt Advisors LLC · Florida, USA