Privacy Policy
Tax Planning Solutions LLC · 7700 Byron Center Ave SW, Byron Center, MI 49315 · (616) 258-5656
Last updated: October 10, 2026
This policy explains what information this website (taxplanningsolutionsllc.com) collects, how it is used, and the choices you have. It covers the website only. Information you share with us as a client — tax documents, returns and account details — is handled under your engagement letter and our client privacy notice, and is exchanged through our secure client portal, never through this website.
What we collect
- Information you give us. If you email or call us, or book a consultation through a specialist's scheduling link, we receive what you choose to provide, such as your name, email, phone number and the topics you want to discuss. Bookings are handled by our scheduling provider (Calendly).
- Website usage information. Like most websites, we use analytics and advertising tools that record how visitors use the site: pages viewed, the site or ad that referred you, approximate location, device and browser type, and whether you clicked a link to book a consultation. These tools use cookies, pixels and similar technologies and do not give us your name or tax information.
Tools we use
- Google Analytics — to understand how visitors use the site.
- Google Ads — to measure whether our ads lead to consultation bookings.
- ChatGPT Ads (OpenAI) — for visitors who arrive from one of our ads in ChatGPT, to measure whether the ad led to a booking.
- Meta Pixel (Facebook and Instagram) — to measure visits and to show our ads to people who have visited the site.
- Squarespace — our website host, which keeps standard server logs.
- Website chat assistant — the "Questions? Ask us" assistant sends the questions you type to Anthropic's Claude AI service to generate an answer and suggest a specialist. We do not store chat conversations. Please don't type tax documents, account numbers or Social Security numbers into the chat.
We do not send tax information, account numbers or the content of any form to these tools.
How we use information
To respond to inquiries and schedule consultations; to understand which pages and ads are useful; to show relevant ads; and to keep the website secure and working.
Sharing
We do not sell personal information. We share website information only with the service providers listed above, to operate and measure the site, and when required by law.
Your choices
- Block or delete cookies in your browser settings.
- Opt out of Google Analytics with Google's browser add-on (tools.google.com/dlpage/gaoptout).
- Adjust ad personalization at adssettings.google.com and in your Facebook and Instagram ad preferences.
- Use your browser's "Do Not Track" or Global Privacy Control settings where supported.
Children
This website is not directed to children under 13, and we do not knowingly collect their information online.
Changes
We may update this policy; the date at the top shows the latest version.
Contact
Questions about this policy: (616) 258-5656 or stephanie.friedman@taxplanningsolutionsllc.com, or by mail at the address above.