Privacy Policy

What we collect

When you complete our questionnaire, we collect the information you provide: your name, email address, phone number, general location (ZIP code and state), and your answers about your tax and business situation. We also collect basic technical and marketing information automatically, such as which page referred you, search or advertising campaign details (UTM parameters and, where applicable, a Google Ads click identifier), and standard web analytics.

We do not ask for, and you should never submit through this form, your Social Security number, bank account or routing numbers, or copies of tax documents. If you accidentally include this kind of information in a free-text field, contact us and we will delete it.

How we use your information

We use the information you provide to evaluate whether we can help with your situation, to contact you about a potential consultation or engagement, and to improve how we match prospective clients with the right services. We do not sell your information to third parties.

Consent to be contacted

By submitting the questionnaire, you consent to be contacted by our firm by phone, email, or text message regarding your inquiry, using the contact information you provided. Message and data rates may apply to SMS communications where enabled. You may opt out of future communications at any time.

How we protect your information

We apply reasonable administrative, technical, and physical safeguards designed to protect the information you share with us, including encrypted transmission, access controls on our internal systems, and minimizing what we collect in the first place. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Your choices

You may request a copy of the information we hold about you, ask us to correct it, or ask us to delete it, subject to our recordkeeping obligations as a tax and accounting practice. Contact us at info@antlertax.com to make a request.

Contact

Questions about this policy can be sent to Antler Tax & Accounting, LLC, 4785 E 91st St Ste A 2002, Tulsa, OK 74137, or info@antlertax.com.