1. Who we are
Taylor Proactive Team is a US tax planning advisory and tax return preparation firm. This policy explains what we do with personal information collected through our websites — taylorproactiveteam.com and proactiveblueprint.com — and through our services.
Because we prepare tax returns and provide financial services, we are a “financial institution” under the Gramm-Leach-Bliley Act (GLBA). If you are or become our client, the GLBA also governs how we treat your nonpublic personal information, and we will provide our GLBA Privacy Notice to you. You may request it at any time using the details in § 9.
2. Information we collect
From website visitors
| What | How | Why |
|---|---|---|
| Name, email address, and phone number if you provide it, together with the income figures you enter | When you use a tax calculator on our site and choose to submit the form asking us to contact you. The calculator itself does not send us anything. Your figures stay in your browser unless and until you fill in that form and submit it — if you close the page without submitting, we never receive them. | So we can contact you about a consultation, and so the person who calls you has context for the conversation |
| The Keep More Plan: your first name and email address, together with the answers you gave — filing status, state, W-2 salary, business profit and how the business is set up, any one-time gain, how much you plan to give, what you are working toward, your interest and dividend income if you add it — and the estimate range the plan showed you. If you request an assessment, also your full name, phone number and the best time to reach you | When you submit your name and email to see your full plan, or submit the assessment request form. The estimate you see before that is calculated in your browser and does not send us anything. If you close the page without submitting, we never receive your answers. | To show you your full plan and follow up with you about it by email, and to reply to an assessment request |
| Name, email address, phone number and anything else you type into a booking form | When you book a call through the Calendly scheduling widget embedded on our pages. This goes directly to Calendly, our scheduling provider. See § 4. | To schedule and hold the call you requested |
| Standard technical information — IP address, browser type, pages requested, timestamps | Automatically, in the ordinary server logs of our hosting providers | To operate and secure the sites |
From clients
If you engage us, we collect the information necessary to provide tax planning and tax return preparation services, including the information you and your other advisors give us and the records required to prepare and support your return. That information is governed by our GLBA Privacy Notice and by Internal Revenue Code § 7216, which independently restricts what a tax return preparer may do with tax return information and generally requires your written, informed consent before we disclose or use it for anything other than preparing your return.
3. What we do with it
- To respond to you, schedule and hold meetings, and provide the services you engage us for.
- To show you the Keep More Plan you request, follow up with you by email about it, and reply to an assessment request.
- To operate, secure, and improve our websites.
- To meet our legal, tax, and professional obligations.
We do not sell your personal information. We do not share it with anyone for their own marketing.
4. Third parties who receive information
We list only what we have verified. This list is kept accurate.
| Who | What they get | Why |
|---|---|---|
| Calendly | Your name, email address, phone number, and anything else you enter in the booking form, submitted directly to Calendly when you book | Scheduling. Calendly handles this under its own privacy policy. |
| Vercel | Standard server-log information (IP address, request details) when you visit our websites | Website hosting |
| Railway | Standard server-log information; and, if you submit a calculator contact form or a Keep More Plan form, the information in that form, stored encrypted — our own application runs there | Hosting for our internal systems and for the small service that displays our public Google reviews. Your browser talks to our service; our service talks to Google. Your browser does not contact Google directly, and we do not send Google any information about you. |
| Cloudflare | DNS lookup information for our domains | DNS |
| Microsoft | The contents of any email you send us; and, when you submit a calculator or Keep More Plan form, an email notification to our team containing the details you submitted | Our firm email runs on Microsoft 365, and we use it to alert our team to your request |
We also use service providers who support our practice and may handle client information. Those are covered by our GLBA Privacy Notice.
6. How we protect information
We maintain a written information security program designed to protect our clients' information, as required of financial institutions under federal law. Our websites and our client systems use encryption in transit (TLS). When you submit a calculator or Keep More Plan form, your name, contact details and the figures you enter are encrypted in our database; a total-income figure we keep for sorting is not. Access to client information is limited to authorized personnel and controlled by individual accounts with defined roles. We use established hosting providers, and we review our security practices, including through independent assessment.
No system is perfectly secure, and we cannot guarantee the security of information transmitted to us over the internet.
7. Children
Our services are not directed to children, and we do not knowingly collect personal information from children through our websites. Where a client provides information about their dependents in the course of a professional engagement, we handle it as part of that client's confidential information rather than as information collected from a child.
8. Changes to this policy
We will post any changes to this policy on this page and update the “Last updated” date above.
9. Contact us
If you have a question about this policy or about how we handle your information, contact us:
Email: info@taylortaxteam.com
Postal address:
Taylor Proactive Team
11075 South State Street, Suite 32B
Sandy, Utah 84070
To see, correct or delete the details you submitted through a calculator or The Keep More Plan, email us at the address above from the address you gave us, and tell us what you would like us to do.