This Privacy Policy explains how North Texas Advisors LLC (“North Texas Advisors,” “we,” “us,” or “our”) collects, uses, and protects information when you use this website.
We may collect information you provide directly — such as your name, email address, phone number, business details, and the contents of any message or intake you submit. We may also automatically collect limited technical information (such as IP address, browser type, pages visited, and referring pages) through cookies and analytics tools.
We do not request Social Security numbers, tax documents, or other sensitive financial documents through this website. Secure document exchange for engaged clients takes place through our client portal.
We may use cookies and third-party analytics services to understand how visitors use the site and to improve it. [ If Google Analytics 4, Google Search Console, and/or Microsoft Clarity are enabled, name them here and describe their use. ] You can control cookies through your browser settings.
We use trusted third-party providers to operate our business and this website, which may process information on our behalf, including: scheduling and intake (booking widget), our client portal and billing provider (TaxDome), accounting software, and email/communication tools. Their use of information is governed by their own privacy policies.
We do not sell your personal information. We may share information with service providers who help us operate, with your consent, or as required by law.
We use reasonable administrative, technical, and physical safeguards designed to protect information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
You may request access to, correction of, or deletion of certain personal information by contacting us using the details below. You may also opt out of non-essential communications at any time.
This website is not directed to children under 13, and we do not knowingly collect personal information from them.
We may update this Privacy Policy from time to time. Changes take effect when posted, and the “last updated” date will be revised accordingly.
Questions about this policy? Contact North Texas Advisors at 682.267.1700, [ email pending ], or 1560 E. Southlake Boulevard, Suite 100, Southlake, TX. See our Contact page.
This firm is not a CPA firm and its services are not regulated by the Texas State Board of Public Accountancy. Information on this website is general in nature and is not tax, legal, or investment advice.
