Privacy Policy | Fort Collins Tax Advisory Group, LLC

Fort Collins Tax Advisory Group, LLC ("we," "us," or "our") respects your privacy. This policy explains what information we collect through this website, how we use it, and the choices you have. It applies to fctag.com and does not cover third-party sites we link to.

Information We Collect

We collect information you provide directly to us, including:

Contact form submissions — your name, email address, phone number (if provided), and the contents of your message.
Communications — information you share when you call, email, or otherwise correspond with our office.

We do not use cookies, analytics, or advertising trackers on this website at this time. If that changes in the future, we will update this policy accordingly.

How We Use Your Information

We use the information you provide to:

Respond to your inquiries and schedule consultations;
Communicate with you about our services or your engagement with our firm;
Maintain records related to our client relationships.

We do not sell, rent, or share your personal information with third parties for their own marketing purposes.

Submitting Tax Documents & Sensitive Information

Please do not submit Social Security numbers, tax returns, financial account numbers, or other sensitive documents through the contact form, by email, or over the phone. These channels are not secure enough for that kind of information.

For exchanging tax documents, please use our Secure Portal, which operates on a private, IRS Circular 230–compliant network provided by United Cloud Partners Services. Contact our office if you'd like a portal invitation set up for you.

Third-Party Service Providers

We rely on a small number of third-party services to operate this website and our practice:

Formspree — processes and delivers submissions from our contact form to our office.
United Cloud Partners Services / CPATAXBANK — provides our private, secure document portal for tax preparation work.
Google Fonts — delivers the typefaces used on this site.

Each of these providers has its own privacy and security practices governing the data that passes through their systems.

Data Security

We take reasonable measures to protect the information you share with us. Sensitive tax and financial information is handled exclusively through our Secure Portal rather than by email or web form, consistent with IRS guidance on safeguarding taxpayer data.

Your Rights and Choices

You may contact us at any time to ask what information we hold about you, to request a correction, or to request that we delete information you've submitted through this website (subject to any recordkeeping obligations we have as a tax preparation firm). Reach us using the contact information below.

Children's Privacy

This website is intended for adults seeking tax preparation and planning services. We do not knowingly collect information from children under 13.

Changes to This Policy

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

Contact Us

Questions about this policy or how we handle your information? Reach us at:

Fort Collins Tax Advisory Group, LLC
3711 John F. Kennedy Pkwy #230
Fort Collins, CO 80525
(970) 282-8743