Privacy Policy

Asante Tax & Consulting, LLC · Texas

Effective date: November 10, 2026

This policy explains what information Asante Tax & Consulting, LLC (“Asante Tax,” “we,” “us”) collects through our website at www.asantetax.com and the tools linked from it, how we use that information, who we share it with, and the choices you have.

Questions about privacy: email clientservices@asantetax.com or call 281-656-9666.

Who we are

Asante Tax & Consulting, LLC provides tax preparation, tax planning, tax resolution, bookkeeping, and business advisory services to small business owners, healthcare practices, and individuals in the Houston area and beyond. This policy covers our website, our online forms, and our year-end tax check tool. If you become a client, your engagement letter and the client confidentiality section below also apply.

Please do not send sensitive data through the website

Do not send Social Security numbers, bank or card account numbers, tax returns, or IRS notices through our website contact form, our intake form, or regular email. Once you are a client, we give you a secure client portal for those documents.

Information we collect

Contact and consultation requests. When you use our contact form, request a consultation, or complete our “Let’s Get Started” intake form, we collect the details you choose to share, such as your name, email address, phone number, and information about your business and the services you are interested in.

Scheduling. When you book a call, our scheduling provider collects your name, email address, and appointment details.

Email updates. If you sign up for emails from us (for example, through our year-end tax check tool), we collect your first name, email address, and a record of your consent. Every marketing email includes an unsubscribe link.

Client information. When you become a client, we collect the tax, financial, and business information needed to provide your services. We collect it through our secure client portal and engagement process, not through this website.

Technical and usage information. When you visit the site, our website host and analytics tools collect technical information such as your IP address, browser and device type, the pages you visit, and how you arrived at the site. We use this to keep the site running, protect it, and understand which pages are useful.

Cookies and analytics

Our website uses cookies and similar technologies. Some are needed for the site to work. Others come from Squarespace Analytics and Google Analytics and help us understand how visitors use the site. We do not use advertising cookies to show you ads on other websites. You can block or delete cookies in your browser settings, and you can opt out of Google Analytics with Google’s browser add-on at tools.google.com/dlpage/gaoptout. Blocking cookies may affect how parts of the site work.

How we use information

We use the information above to:

  • respond to your questions and consultation requests;

  • schedule and hold calls and meetings;

  • send the emails you asked for;

  • provide tax and advisory services to clients;

  • keep the website secure and improve it; and

  • meet our legal, regulatory, and professional obligations.

We do not sell your personal information. We do not share it with third parties for their own marketing.

Who we share it with

We share information only with service providers that help us run the firm, and only as much as each one needs to do its job:

  • Squarespace: website hosting, contact forms, and site analytics

  • Google: Google Workspace (business email and documents) and Google Analytics (website usage)

  • Typeform: our “Let’s Get Started” intake form

  • Zapier: moves intake form answers into our client portal

  • Calendly: appointment scheduling

  • Brevo: email signups and the emails you request

  • TaxDome: secure client portal, document exchange, e-signatures, and billing

  • Intuit: professional tax preparation software

  • Apps4Rent: secure cloud hosting for our tax software

  • Anthropic: AI tools we use under business terms that do not allow your information to be used to train AI models

Each provider handles information under its own agreement with us. We may also disclose information when the law requires it, for example in response to a valid subpoena or court order.

Client confidentiality

Federal law treats tax preparation firms like ours as financial institutions under the Gramm-Leach-Bliley Act and requires us to protect clients’ nonpublic personal information. Section 7216 of the Internal Revenue Code also limits how we may use or disclose tax return information. We do not use or disclose tax return information for any purpose outside your engagement without your written consent where the law requires it. We follow a written information security plan with administrative, technical, and physical safeguards for client data. Clients receive any legally required privacy notices and consent forms through our engagement process.

How we protect information

We use encrypted connections, access controls, multi-factor authentication, and secure portals to protect the information you give us. No website or internet transmission is completely secure, so please follow the guidance above about sensitive data.

How long we keep information

We keep inquiry and email signup details only as long as needed for the purpose you gave them. We keep client records as long as needed to provide services and to meet legal and professional record-keeping requirements. You can ask us to delete your information, and we will do so unless a legal or professional obligation requires us to keep it.

Your choices

To ask for a copy of your personal information, or to have it corrected or deleted, email clientservices@asantetax.com. We may need to confirm your identity before acting on a request. You can unsubscribe from marketing emails at any time with the link in any email.

Children

This website is intended for adults and businesses. We do not knowingly collect information from children under 13.

Year-end tax check tool

Our year-end tax check tool (year-end-tax-check.pages.dev, hosted by Cloudflare) is a separate page with its own signup. This section covers it.

Your tax figures. The calculator runs in your browser. The figures you enter, your result, and any summary PDF stay on your device. We do not receive them, and they are not sent to Brevo. A downloaded PDF stays wherever you save or share it.

Email signup. To get calculator access, you give us your first name and email address and agree to receive calculator access, year-end planning guidance, and occasional tax tips. Brevo stores these details and sends the emails. You can unsubscribe with the link in any email or by contacting us.

Calculator access. The access email contains a shared calculator link. It is a convenience link, not a secure personal login: it can be forwarded and reused, and we do not verify that each email address belongs to the person who entered it. If your access email does not arrive, check your spam or junk folder or contact clientservices@asantetax.com.

Tool hosting. Cloudflare hosts the tool and processes technical information such as your IP address, browser details, and request logs to deliver and protect the page. Google Fonts receives your IP address and browser information when it delivers the page’s fonts. Neither service receives your calculator figures. Advertising tracking is not enabled on the tool.

Changes to this policy

We will update this policy if our practices change. The effective date at the top shows when it was last updated.

Contact us

Asante Tax & Consulting, LLC
Texas
Email: clientservices@asantetax.com
Phone: 281-656-9666