Horizon Tax Planning | Effective Date: March 3, 2026

1. Introduction

Horizon Tax Planning (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website at horizontaxplanning.com or contact us for services.

By using our website, you agree to the collection and use of information in accordance with this policy.

2. Information We Collect

We collect information you voluntarily provide when you:

• Submit our contact form (name, company, phone number, email address, and message)
• Schedule an appointment through our Calendly booking system
• Communicate with us via email or phone

We may also automatically collect certain technical information when you visit our website, including IP address, browser type, pages visited, and time spent on the site, through cookies and similar tracking technologies.

3. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and provide requested services
• Schedule and manage consultations and appointments
• Send you relevant communications about our services
• Improve our website and user experience
• Comply with applicable legal obligations
• Protect against fraud or unauthorized activity

4. Cookies

Our website uses cookies to enhance your browsing experience. Cookies are small data files stored on your device. We use cookies to:

• Remember your preferences and settings
• Analyze website traffic and usage patterns
• Improve site functionality and performance

You can control cookies through your browser settings. However, disabling cookies may affect the functionality of certain features on our site.

5. Third-Party Services

We use the following third-party services that may collect and process your information:

• Calendly: Used for appointment scheduling. Their privacy policy is available at calendly.com/privacy.
• Analytics providers: We may use tools such as Google Analytics to understand how visitors use our site.

These third parties have their own privacy policies, and we encourage you to review them.

6. Data Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• With service providers who assist in operating our website or conducting our business, under confidentiality agreements
• When required by law, court order, or government regulation
• To protect the rights, property, or safety of Horizon Tax Planning, our clients, or others

7. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

8. Data Retention

We retain your personal information for as long as necessary to provide our services and comply with applicable legal obligations, including tax and accounting record retention requirements. When data is no longer needed, it is securely deleted or anonymized.

9. Your Rights

Depending on your jurisdiction, you may have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information, subject to legal requirements
• Opt out of marketing communications at any time

To exercise any of these rights, please contact us using the information below.

10. Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately.

11. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by updating the effective date at the top of this document. We encourage you to review this policy periodically.

12. Contact Us

If you have questions or concerns about this Privacy Policy, please contact us at:

Horizon Tax Planning

Email: info@horizontaxplanning.com

Phone: (385) 601-8507