Privacy Policy
Effective Date: September 1, 2026
Sharp Tax & Accounting LLC (“Sharp Tax & Accounting,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit www.sharptaxandaccounting.com, use tools or applications made available through our website, submit information through a form, subscribe to communications, or otherwise interact with us online.
Information We Collect
Information You Provide to Us
We may collect personal information that you voluntarily provide when you:
Submit a contact or consultation form
Schedule an appointment
Subscribe to an email newsletter or other communications
Use an online calculator, estimator, questionnaire, or other interactive tool
Request a resource, report, estimate, or other information
Communicate with us by email or through the website
Depending on the interaction, this information may include your:
Name
Email address
Telephone number
Business information
Property address or property characteristics
Rental or financial information you choose to provide
Responses to questionnaires
Information included in messages or submissions
Some tools may allow you to use certain features without providing your name or contact information, while other features may require contact information in order to provide a requested report, resource, or follow-up communication.
Please do not submit Social Security numbers, tax returns, financial account numbers, passwords, or other sensitive tax or financial information through general website forms, calculators, estimators, or other public-facing website tools.
Existing clients should use the secure client portal or another secure method provided by Sharp Tax & Accounting when transmitting sensitive information.
Website Analytics
We use analytics tools, including Squarespace Analytics and Google Analytics, to understand how visitors use our website and to improve our website, marketing, content, and services.
These technologies may collect information such as:
Pages you visit
How you arrived at our website
Links, buttons, or features you interact with
Approximate geographic location
Browser and device information
Date and time of visits
Session and interaction information
Referring websites or traffic sources
Google Analytics may use cookies or similar technologies to distinguish visitors and sessions. Google may also process technical information, including an IP address, in connection with providing its analytics services.
We generally use analytics information in aggregated or pseudonymous form to understand website traffic, evaluate marketing performance, identify popular content, and improve the website experience.
Cookies and Similar Technologies
Our website uses cookies and similar technologies.
Some cookies are necessary for the website to function properly. Other cookies may be used for analytics, performance measurement, and related purposes.
Cookies or similar technologies may be provided by:
Squarespace, our website hosting platform
Google Analytics and other Google services
Zite and its supporting technology
Other service providers or integrations used on our website
Where available, you can use our cookie banner to accept, decline, or manage non-essential cookies.
You may also control cookies through your browser settings. Disabling certain cookies may affect the functionality of some portions of the website or interactive tools.
Interactive Tools and Zite Applications
We may make calculators, estimators, questionnaires, reports, and other interactive applications available through our website. Some of these applications are built or hosted using Zite.
Information you submit through a Zite-powered application is collected on behalf of Sharp Tax & Accounting and may be stored or processed through Zite's technology, hosting environment, databases, and related infrastructure.
Sharp Tax & Accounting uses information collected through these applications to:
Operate the requested tool
Perform calculations
Generate estimates, reports, or other results
Respond to requests
Improve our website, applications, and services
Communicate with you when you request information or provide appropriate contact information or consent
Zite acts as a technology service provider that helps Sharp Tax & Accounting operate these applications. Use of Zite does not change Sharp Tax & Accounting's ownership or control of information collected for our business purposes, subject to applicable laws and the terms governing the services we use.
Depending on the particular application, information collected may include:
Name and contact information
Property addresses
Property characteristics
Rental information
Business information
Responses to questions or questionnaires
Information necessary to perform a calculation or generate a report
Information about how you interact with the application
Please do not submit Social Security numbers, tax returns, account credentials, bank account information, or other highly sensitive information through these tools unless the tool specifically states that it is designed for secure submission of that information.
Information provided through an interactive tool is for informational purposes and is not intended to constitute tax, accounting, legal, investment, or other professional advice.
Use of an interactive tool does not create a CPA-client, attorney-client, or other professional relationship with Sharp Tax & Accounting.
Third-Party Data and API Services
Some of our website applications use third-party data providers or application programming interfaces (“APIs”) to generate estimates, calculations, reports, or other results.
When necessary to provide a requested feature, information you enter into a tool may be transmitted to a third-party data provider.
For example, a property address or property characteristics may be transmitted to a third-party real estate data provider in order to retrieve rental market information, comparable property data, or related information.
Information obtained from a third-party provider may be combined with information you submit through the application to generate the requested result.
Third-party providers may process information according to their own terms of service, privacy policies, and data-handling practices.
Contact Forms and Website Submissions
When you submit information through a form on our website, we may use that information to:
Respond to your inquiry
Provide requested information
Schedule a consultation
Evaluate whether our services may be appropriate for your needs
Communicate with you about your request
Maintain records of our communications
Manage our relationship with you
Information submitted through our website may be processed or stored by Squarespace, Zite, email service providers, scheduling providers, customer relationship management providers, and other technology providers we use to operate our business.
Submitting a contact form, completing a questionnaire, requesting information, or using an online tool does not create a CPA-client, attorney-client, or other professional relationship with Sharp Tax & Accounting.
Email Communications
If you subscribe to our newsletter, request information, download a resource, request a report, or otherwise consent to receive communications from us, we may use your contact information to send:
Tax updates
Firm news
Educational content
Blog updates
Service information
Invitations to webinars or events
Other communications relating to Sharp Tax & Accounting
We may use a third-party email service provider to manage and deliver these communications.
You may unsubscribe from marketing emails at any time by using the unsubscribe link included in those communications.
Even if you unsubscribe from marketing communications, we may still send administrative, transactional, or service-related messages when appropriate.
Scheduling and Third-Party Services
Our website may contain links to or integrations with third-party services, including services used for:
Appointment scheduling
Video conferencing
Email marketing
Website analytics
Data and API services
Online forms
Interactive applications
Customer relationship management
Other technology and business functions
When you interact with a third-party service, that provider may collect or process information according to its own privacy policy and terms of service.
How We Use Information
We may use information collected through our website and online applications to:
Operate and maintain our website
Provide online calculators, estimators, reports, and other tools
Perform requested calculations or data lookups
Respond to inquiries and consultation requests
Schedule appointments
Provide requested resources or information
Communicate with prospective and existing clients
Send newsletters and marketing communications when permitted
Measure website traffic and marketing performance
Understand how visitors interact with our website and applications
Improve our website, content, tools, services, and user experience
Maintain records of inquiries and communications
Detect or prevent fraud, misuse, or security incidents
Comply with legal, regulatory, professional, or contractual obligations
How We Share Information
We may share information with service providers that perform services on our behalf, including providers of:
Website hosting
Application hosting
Database services
Analytics
Data and API services
Email communications
Scheduling
Customer relationship management
Technology infrastructure
Security
Other business services
These providers may access or process information as reasonably necessary to perform services for Sharp Tax & Accounting.
We may also disclose information when reasonably necessary to:
Comply with applicable laws or regulations
Respond to lawful legal process
Satisfy professional or regulatory obligations
Protect our legal rights
Protect the rights or safety of others
Investigate suspected fraud, misuse, or security incidents
Protect the security or integrity of our website and services
We do not disclose personal information to third parties merely so that those third parties can independently market their own products or services to you.
Data Security
We use reasonable administrative, technical, and organizational safeguards designed to protect information under our control.
However, no website, online application, email transmission, API connection, database, or electronic storage system can be guaranteed to be completely secure.
For this reason, sensitive tax and financial documents should not be transmitted through general website forms, calculators, estimators, or ordinary email unless specifically instructed otherwise.
Existing clients should use the secure client portal or another approved secure method for transmitting sensitive tax and financial information.
Data Retention
We retain personal information for as long as reasonably necessary to:
Fulfill the purposes described in this Privacy Policy
Respond to inquiries
Maintain appropriate business records
Provide requested services
Comply with legal, regulatory, and professional obligations
Resolve disputes
Enforce agreements
Protect our business and legal interests
Retention periods may vary depending on the type of information, the reason it was collected, and the systems or service providers used to process it.
Your Privacy Choices
Depending on where you live, applicable law may provide certain rights concerning your personal information.
You may contact us to request that we update or delete personal information you previously submitted through the website, subject to any legal, regulatory, professional, contractual, security, or legitimate business reasons requiring us to retain the information.
You may also:
Unsubscribe from marketing emails using the unsubscribe link in those communications
Manage certain cookies through our website's cookie controls
Adjust cookie settings through your web browser
Decline certain non-essential cookies where that option is available
Third-Party Links and Services
Our website and online applications may contain links to, connect with, embed, or rely on websites and services operated by third parties.
Sharp Tax & Accounting does not control the privacy, security, availability, accuracy, or content practices of third-party services.
We encourage you to review the privacy policies and terms of any third-party services you use.
Children's Privacy
Our website, applications, and services are intended for adults and businesses and are not directed to children under the age of 13.
We do not knowingly seek to collect personal information from children under 13 through our website or online tools.
Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes to:
Our website
Online applications
Technology
Service providers
Business practices
Legal or regulatory requirements
When we make changes, we will update the effective date shown at the top of this Privacy Policy.
Contact Us
If you have questions about this Privacy Policy or our privacy practices, please contact:
Sharp Tax & Accounting LLC
Minneapolis, Minnesota
www.sharptaxandaccounting.com