Privacy Policy
Profit Pilot Tax and Financial Services, LLC
Effective date: November 4, 2026
Profit Pilot Tax and Financial Services, LLC ("Profit Pilot," "we," "us," or "our") respects your privacy. This Privacy Policy explains what information we collect through our website at profitpilottax.com (the "Site"), how we use it, when we share it, and the choices you have. By using the Site, submitting a form, or communicating with us, you agree to the practices described here.
Who we are
Profit Pilot Tax and Financial Services, LLC is a tax advisory and preparation firm located at 1320 Arrow Point Dr, Ste 501, Cedar Park, TX 78613. Profit Pilot is affiliated with Freedom Day Wealth Management, a Texas state-registered investment adviser. Tax services are provided by Profit Pilot. Investment advisory services, when provided, are provided only by Freedom Day Wealth Management under a separate agreement. Using one is never required to use the other.
Information we collect
Information you give us. When you request a free guide, book a call, fill out a form, subscribe to our emails, or contact us, we may collect your name, email address, phone number, state of residence, and any information you choose to include in a message or form field. If you become a client, we collect the additional information needed to provide tax and advisory services, which may include financial and tax documents you share with us.
Information collected automatically. When you visit the Site, we and our service providers may automatically collect technical information such as your IP address, browser type, device type, pages viewed, links clicked, the page that referred you, and the dates and times of your visits. We collect this through cookies and similar technologies (see "Cookies and analytics" below).
How we use your information
We use the information we collect to:
- deliver the guides, resources, and content you request;
- respond to your inquiries and schedule and conduct calls;
- send you emails and, where you have consented, text messages about tax strategy, our services, and related education;
- provide, manage, and improve our tax and advisory services to clients;
- operate, maintain, secure, and improve the Site;
- comply with legal, tax, and regulatory obligations; and
- protect our rights and the rights of others.
Email communications
When you opt in, you agree to receive emails from Profit Pilot, including the content you requested and ongoing educational messages about tax strategy and our services. Every marketing email includes an unsubscribe link, and you can opt out at any time. You may still receive non-marketing messages related to a service you have engaged us to provide.
Text messaging (SMS)
If you provide your mobile number and consent to receive text messages, we may send you messages related to your request, appointment, or the services you have asked about. Message frequency varies. Message and data rates may apply. You can opt out of text messages at any time by replying STOP, and you can reply HELP for assistance. Consent to receive text messages is not a condition of any purchase or service.
We do not share your mobile opt-in information or the consent you give to receive text messages with third parties or affiliates for their own marketing or promotional purposes. No mobile information will be shared with third parties for marketing or promotional purposes.
How we share information
We do not sell your personal information. We share it only as follows:
- Service providers. We use third-party vendors to operate our business, for example customer-relationship and marketing platforms, email and text message delivery, scheduling, website hosting, analytics, e-signature, and payment processing. These providers may process your information only to perform services for us.
- Affiliates. We may share limited contact information with our affiliate, Freedom Day Wealth Management, where relevant to a service you have requested and consistent with applicable law. We do not use tax return information to market affiliate services without the separate written consent described below.
- Legal and protective reasons. We may disclose information to comply with the law, a subpoena, or a regulatory request, to enforce our agreements, or to protect the rights, property, or safety of Profit Pilot, our clients, or others.
- Business transfers. If our business is involved in a merger, acquisition, or sale of assets, information may be transferred as part of that transaction.
Tax return information
As a tax firm, our use and disclosure of tax return information is restricted by federal law, including Internal Revenue Code Section 7216. We do not use or disclose your tax return information for any purpose other than preparing your return and providing the services you engage us for, unless you give your prior written consent or the law otherwise permits or requires it.
Cookies and analytics
The Site uses cookies and similar technologies to remember your preferences, understand how the Site is used, and improve performance. We may use analytics services that set their own cookies and collect usage information on our behalf. Most browsers let you refuse or delete cookies through their settings. If you disable cookies, some parts of the Site may not work as intended.
Data security
We use reasonable administrative, technical, and physical safeguards designed to protect the information we collect. No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security.
Data retention
We keep personal information for as long as needed to provide our services, maintain our business records, and meet our legal, tax, and regulatory obligations, after which we take steps to delete or de-identify it.
Your choices and rights
You can unsubscribe from marketing emails using the link in any email, opt out of text messages by replying STOP, and ask us to update or delete personal information we hold about you by contacting us using the details below. Depending on where you live, you may have additional rights under state privacy laws, such as the right to access, correct, or delete your personal information, or to opt out of certain uses. We will honor rights that apply to you under applicable law. We will not discriminate against you for exercising these rights.
Third-party links
The Site may link to third-party websites and resources that we do not control. This Privacy Policy does not apply to those sites, and we are not responsible for their content or privacy practices. Please review the privacy policy of any site you visit.
Children's privacy
The Site is intended for adults and is not directed to children under 13. We do not knowingly collect personal information from children under 13. If you believe a child has provided us personal information, please contact us and we will delete it.
Changes to this policy
We may update this Privacy Policy from time to time. When we do, we will revise the effective date above and post the updated policy on this page. Your continued use of the Site after a change means you accept the updated policy.
Contact us
If you have questions about this Privacy Policy or how we handle your information, contact us at:
Profit Pilot Tax and Financial Services, LLC
1320 Arrow Point Dr, Ste 501
Cedar Park, TX 78613
Phone: 737-808-2704
Email: info@profitpilottax.cominfo@profitpilottax.com]