Privacy Policy

Privacy Policy

Last updated: October 1, 2025

We value your privacy. This Online Privacy Policy (the “Privacy Policy”) describes how Lone Star Tax Advisors handles information practices online and outlines the choices available to you. Please review our cookie policy here.

This Privacy Policy governs our websites, including www.lonestartaxappeals.com, and any additional websites that display this Privacy Policy, along with the services provided through our websites (collectively, our “Sites”). Where a separate privacy policy is applicable to a specific website, this will be clearly indicated. This Privacy Policy explains how Lone Star Tax Advisors collects, utilizes, and shares personal information from individuals who use our Sites, and details the rights and options users have concerning their personal information.

Consent to the use of cookies

To ensure proper functionality of our website, we utilize cookies. To obtain your valid consent for the placement and storage of cookies in your browser when accessing our website and to properly document this consent, we employ a consent management platform: CookieFirst. This service is operated by Digital Data Solutions BV, Plantage Middenlaan 42a, 1018 DH, Amsterdam, The Netherlands. Website: https://cookiefirst.com referred to as CookieFirst.

Upon visiting our website, a connection is made with CookieFirst’s server to enable us to obtain your valid consent for the deployment of certain cookies. CookieFirst subsequently places a cookie in your browser to activate only the cookies you have authorized and to maintain proper documentation. The information processed is retained until the predetermined storage duration expires or until you submit a deletion request. Certain legally mandated storage periods may remain in effect notwithstanding the above.

CookieFirst is utilized to secure the legally required consent for cookie deployment. The legal foundation for this is article 6(1)(c) of the General Data Protection Regulation (GDPR).

Data processing agreement

We have executed a data processing agreement with CookieFirst. This agreement is mandated by data protection regulations and guarantees that visitor data from our website is processed exclusively according to our directives and in adherence with the GDPR.

Server log files

Our website and CookieFirst automatically gather and store data in server log files, which your browser transmits to us automatically. The collected data includes:

  • Your consent status or consent withdrawal
  • Your anonymized IP address
  • Browser information
  • Device information
  • Date and time of your website visit
  • The webpage url where consent preferences were saved or modified
  • Approximate user location when consent preferences were saved
  • A universally unique identifier (UUID) of the website visitor who interacted with the cookie banner

GDPR

Our GDPR Privacy Notice provides additional details regarding how Lone Star Tax Advisors processes personal information governed by EU data protection regulations (including those implementing the EU General Data Protection Regulation, or “GDPR”), and covers personal information about Site users and other individuals we interact with.

Plugins and Companies That Collect Information

  • Authorize.net
    • Lone Star Tax Advisors utilizes Authorize.net for payment collection and processing payment information. They maintain PCI compliance and all data is securely stored with Authorize.net. Learn more about their privacy policy.
  • Google Analytics
    • Lone Star Tax Advisors gathers data for Google Analytics purposes. Learn more about Google Analytics privacy policy.
  • Grist
    • Lone Star Tax Advisors collects your first name, last name, email address, mailing address, phone number, and additional contact information when you become our client. We employ Grist as our customer relationship management system. All data is secured and we do not retain credit card information within Grist. Learn more about their privacy policy.
  • Simply Schedule Appointments
    • Lone Star Tax Advisors collects your name, email address, phone number, location, and other contact information to facilitate your appointment scheduling. We do not sell or distribute any personal information you provide to us. This information is used solely to contact you and arrange consultations with our tax advisors. Learn more about Simply Schedule Appointments privacy policies.
  • Cloudflare
    • Lone Star Tax Advisors employs Cloudflare for website security and protection.
  • Gravity Forms Plugin
    • Lone Star Tax Advisors uses Gravity Forms for our contact page. We collect your complete name, email address, and phone number for the purpose of responding to your inquiry. Learn more about Gravity Forms privacy policy.
  • Gravity SMTP
    • Lone Star Tax Advisors uses Gravity SMTP to transmit forms completed via Gravity Forms on our website to our email system. Gravity SMTP does not store or monitor user information in any manner but instead modifies the email delivery method. Therefore, while SMTP is not directly involved in GDPR matters, any plugins responsible for collecting user information would be subject to such regulations (such as forms plugins, etc).
  • Yoast SEO Premium Plugin
    • Lone Star Tax Advisors utilizes Yoast SEO premium plugin. Learn more about Yoast SEO GDPR.

The Information We Collect

We gather information directly from individuals online and automatically through the operation of our Sites.

  • Information collected directly
    We may collect personal information about you—including your name, physical address, telephone number, fax number, email address, and similar details—directly from you. For instance, personal information may be gathered when you complete a ‘Contact Us‘ form, subscribe to our mailing lists, register for consultations or events we offer, submit inquiries, post feedback on our site, or otherwise share information with us through the Sites. Typically, the information we gather includes your:
    • Name, company name, and title/position
    • Email address, phone number, mailing address, and contact information
    • Communication preferences and areas of interest
    • Business relationships
    • For consultations or events, dietary needs, accessibility requirements, and other preferences
    • Tax-related information such as Employer Identification Numbers (EIN), property identification numbers, property appraisal data, assessed property values, protest deadlines, taxing jurisdiction information, and other tax-specific details necessary to provide our services
    • Additional information relevant to your inquiry or service request
  • Automatically-collected information
    We employ cookies, log files, pixel tags, local storage objects, and similar tracking mechanisms to automatically gather information when users visit, access, or utilize the services or our Site. This includes IP addresses, general geographic information, domain names, page visits, date/time stamps, browser types, device types, device IDs, Internet service providers (“ISP”), referring/exit URLs, operating systems, languages, clickstream patterns, and other data regarding links accessed, features utilized, file sizes uploaded, streamed or removed, and comparable device and usage data. For additional details, please refer to the “Cookies and similar devices” section below.

Our Use Of Personal Information

We utilize the personal information you supply to address your inquiries and requests and in the normal course of operating our business. Generally, we use the information (including personal information) gathered online in the following ways:

  • Providing support and services
    To deliver and operate our Sites, communicate regarding your use of the Sites, provide technical assistance and troubleshooting, respond to inquiries, process your orders and requests, handle your payments, communicate with you, and for comparable service and support functions.
  • Responding to your requests
    To address your questions, fulfill orders and requests, and evaluate your request or application (for example, if you have submitted a resume or application materials online or via email, we will utilize it during the application review process).
  • Personalization
    To customize content we may deliver or display on the Sites, including offering location-based customization and personalized guidance and instructions, and to otherwise enhance your experiences.
  • Newsletters, mailing lists and direct marketing
    For direct marketing activities, including delivering newsletters, client updates, and information we believe may be of interest to you. If you reside in a jurisdiction requiring opt-in consent for electronic marketing messages, we will only send such communications if you provide consent.
  • Analytics and improvement
    To gain better insight into how users visit and utilize the Sites and our other products and services, and for additional research and analytical objectives, such as assessing and enhancing our services and business operations and developing new services and features.
  • Protect our legal rights and prevent misuse
    To safeguard the Sites and our business operations; to prevent and identify fraud, unauthorized activities and access, and other misuse; where we deem it necessary to investigate, prevent, or take action concerning illegal activities, suspected fraud, circumstances involving potential threats to the safety or legal rights of any individual or third party, or violations of our Terms of Use or this Privacy Policy.
  • Comply with legal obligations
    To comply with legal requirements or legal proceedings. For instance, we may disclose information in response to subpoenas, court orders, and/or other lawful demands by regulators and/or law enforcement, including responding to national security or law enforcement disclosure requirements.
  • General business operations
    Where necessary, for the administration of our general business functions, accounting, recordkeeping, and legal requirements.
  • Anonymous and de-identified information
    We generate and utilize anonymous and de-identified information to evaluate, enhance, and develop our business, products, and services, and for comparable research and analytics objectives.

Disclosure Of Personal Information

Lone Star Tax Advisors may share any information we collect or that you provide across our organization. We will not rent or sell your personal information, nor will we distribute it to third parties outside of Lone Star Tax Advisors for their marketing activities.

We may share personal information with the following categories of third parties:

  • Third-party service providers that deliver services to us or to whom we delegate certain functions, such as data hosting or software or technology services
  • Professional advisers, including lawyers and accountants
  • Government and/or regulatory authorities
  • Professional liability insurers
  • Regulators, tax authorities, and/or corporate registries

In addition, we may disclose personal information to other third parties under the following circumstances:

  • Business transfers
    In connection with any merger, sale and transfer of our assets, acquisition or restructuring of all or part of our business, bankruptcy, or comparable event, including related to due diligence conducted prior to such event where permitted by law.
  • Legally required
    If we are obligated to do so by law (for example, to law enforcement, courts or others, in response to a subpoena or court order).
  • Protect our rights
    Where we believe it necessary to respond to claims made against us, comply with legal processes (such as subpoenas or warrants), enforce or administer our agreements and terms, or for fraud prevention, risk assessment, investigation, and to protect the rights, property, or safety of Lone Star Tax Advisors, our clients and customers, or others.

We may also share aggregate or de-identified information with third parties for research, marketing, analytics, and other purposes, provided such information does not identify any particular individual.

Cookies And Similar Devices

We and our service providers employ cookies, pixels, log files, and other mechanisms to collect information about your interaction with our Sites.

  • Cookies
    Cookies are alphanumeric identifiers transferred to your computer’s hard drive via your web browser for recordkeeping purposes. Certain cookies facilitate easier navigation of our Site, while others enable faster login processes or allow us to monitor your activities while using our Site. Most web browsers are configured to accept cookies automatically, but you may modify your browser settings to block them if you prefer. The Help section of the toolbar on most browsers will guide you on how to prevent your computer from accepting new cookies, how to receive notifications when you receive a new cookie, or how to disable cookies entirely.
  • Clear GIFs, pixel tags and other technologies
    Clear GIFs are small graphics with a unique identifier, functionally similar to cookies. Unlike cookies, which are stored on your computer’s hard drive, clear GIFs are invisibly embedded on web pages. We may utilize clear GIFs (also known as web beacons, web bugs, or pixel tags) in connection with our services to track user activities, manage content, and compile usage statistics. We and our third-party service providers also incorporate clear GIFs in HTML emails sent to our customers to track email response rates, determine when our emails are opened, and monitor whether our emails are forwarded.
  • Log files
    Most browsers gather certain information, including your IP address, device type, screen resolution, operating system version, and internet browser type and version. This information is collected automatically and stored in log files.
  • Third party analytics
    We also employ automated tools and applications, such as Google Analytics (more info here), to assess the usage of our services. We use these tools to collect non-personal data about users to help us enhance our services and user experiences. These analytics providers may utilize cookies and other technologies to perform their services and may combine information they collect about you on our Sites with other information they have gathered for their own purposes. This Policy does not govern such data uses by third parties.
  • Do-not-track signals
    Our Site does not respond to do-not-track signals. For more information about do-not-track signals, please click here. You may, however, disable certain tracking as discussed above (for example, by disabling cookies) and as outlined in our Cookie Policy.

Our Cookie Policy contains further information about our use of cookies.

Direct Marketing

As mentioned, we may send periodic promotional emails to you, and where mandated by law, we will obtain your consent before doing so. You may opt out of such communications at any time by following the opt-out instructions provided in the email or by contacting us. If you opt out of receiving emails about recommendations or other information we believe may interest you, we may still send you emails regarding your account or any services you have requested or received from us.

International Transfers

When you provide personal information to us, or when others share personal information with us, we will receive and process it in the United States and in other locations where we operate or maintain service providers. To deliver services, we may also need to transfer your personal information to locations in other jurisdictions.

If you are located within the European Economic Area (EEA), please be aware that where necessary to provide services, we will transfer personal information to countries outside the EEA. Countries outside the EEA may not offer an adequate level of protection for your personal information. To address this, we have implemented appropriate safeguards to ensure an adequate level of protection for personal information.

You have a right to obtain details of the mechanism under which your personal information is transferred outside of the EEA; you may request such details by contacting us as described in the “How to contact us” section below.

Access And Correction

If you would like to review the personal information we have collected about you via the Sites, or request that we update or delete it, please contact us.

Third Party Websites And Links

Our Site contains links to other websites whose information practices may differ from ours. Visitors should review the privacy notices of other sites, as we have no control over information submitted to or collected by these third parties.

Co-Sponsored Events

Lone Star Tax Advisors posts information about programs and events. These may be sponsored or co-sponsored by other firms or organizations. Should you choose to register electronically for any of these events or provide your information to these third parties, Lone Star Tax Advisors will have no control over the third-party sponsors’ use of this information, and this Privacy Policy will not apply.

Our Commitment To Security

We implement security measures to prevent unauthorized access to information collected online. However, we cannot guarantee absolute security of your personal information.

How To Contact Us

If you have any questions or concerns about the Privacy Policy for Lone Star Tax Advisors or its implementation, you may contact us. If at any time you decide that we should no longer retain any of your personal information, or you wish to modify the use to which any such information can be applied, please let us know by emailing us contact us page.

Revisions To Our Privacy Policy

We reserve the right to modify this Policy or any portion of it from time to time. Please review the Policy periodically for updates. If we make material changes, we will endeavor to provide advance notice of such changes, such as by email or through a notice on www.lonestartaxappeals.com.