Legal

Privacy Policy

Effective date: February 15, 2026

Realtor Tax Pro ("Realtor Tax Pro," "we," "us," or "our") provides bookkeeping and tax-organization services built for real estate professionals. This Privacy Policy explains what information we collect, how we use and protect it, and the choices you have.

1. Information you provide to us

  • Lead and contact details — when you request the free checklist or a strategy call: your name, email, phone, and brokerage or company name.
  • Purchase information — when you buy the $27 Tax Mistake Audit or start a monthly or annual plan, payments are processed by Stripe. We receive confirmation and limited order details; we do not store your full card number.
  • Member intake information — to deliver bookkeeping and tax-organization services, our secure intake form collects business and tax details, which may include your business structure, EIN or Social Security Number, state(s) of operation, income range, and uploaded tax documents (for example prior tax returns, 1099s, brokerage and bank statements, and expense records).
  • Scheduling and communications — if you book a call (via Calendly) or email us, we receive the information you share.

2. Information collected automatically

Like most websites, we collect limited technical and usage data through cookies and analytics (including Google Analytics), such as your device type, browser, pages viewed, and referring source. This helps us understand site performance and improve the experience.

3. How we use your information

  • Provide, maintain, and deliver our services, including bookkeeping and tax organization.
  • Process payments, manage subscriptions, and deliver digital products.
  • Communicate with you — service messages, onboarding, reminders, and support.
  • Send marketing emails you can opt out of at any time.
  • Maintain security, prevent fraud, and comply with legal and regulatory obligations.

4. Sensitive financial and tax information

Some information we collect is sensitive (for example your SSN/EIN and tax documents). We treat this information with heightened care: it is collected through a secure, encrypted intake form, access is limited to personnel who need it to perform the service, and documents are reviewed only in secure provider dashboards — not forwarded over plain email. We use this information solely to provide the bookkeeping and tax-organization services you request.

5. How we share information

We do not sell your personal information. We share it only with service providers who help us operate, under agreements that limit their use of it, including:

  • Stripe — payment processing.
  • Brevo — email delivery and contact management.
  • Calendly — call scheduling.
  • Our secure intake form provider (for example Jotform or Fillout) — collecting your intake responses and documents.
  • Netlify — website hosting.
  • Google Analytics — website analytics.

We may also disclose information to comply with the law, enforce our agreements, protect rights and safety, or in connection with a business transfer.

6. Cookies and analytics

We use cookies and similar technologies for analytics and site functionality. You can control cookies through your browser settings, and you can opt out of Google Analytics using Google's opt-out browser add-on.

7. Data retention

We keep personal information for as long as needed to provide our services and for legitimate business or legal purposes (for example, tax and recordkeeping requirements). When no longer needed, we delete or de-identify it.

8. Security

We use administrative, technical, and physical safeguards designed to protect your information, including encrypted transmission (HTTPS) and encrypted storage for intake documents. No method of transmission or storage is 100% secure, but we work to protect your information and limit access to it.

9. Your choices and rights

  • Marketing — unsubscribe any time using the link in our emails.
  • Access, correction, deletion — you may request to review, update, or delete your information by emailing us.
  • State privacy rights — depending on where you live, you may have additional rights over your personal information; contact us to exercise them.

10. Third-party links

Our site may link to third-party services (such as Stripe or Calendly). Their privacy practices are governed by their own policies.

11. Children's privacy

Our services are intended for business use by adults (18+) and are not directed to children.

12. Changes to this policy

We may update this Privacy Policy from time to time. Material changes will be reflected by updating the effective date above.

13. Contact us

Questions about this policy? Contact us at wrabanks@realtortaxpro.net.