Privacy Policy

1. Who We Are

Beyond 415 Tax Coaching is operated by Demara Woodson, a sole proprietor doing business as Beyond 415 Tax Coaching ("Beyond 415," "we," "us," or "our").

We respect your privacy and are committed to protecting personal information entrusted to us. This Privacy Policy explains how we collect, use, disclose, retain, and safeguard information when you visit our websites, contact us, purchase products or memberships, participate in educational programs, receive coaching, or engage our professional services.

Tax preparation services are also subject to applicable confidentiality requirements, laws, and separate client engagement agreements.

2. Information We Collect

Depending on how you interact with us, we may collect the following information:

• Contact information: Name, email address, telephone number, mailing address, business name, and information you voluntarily provide.
• Account and membership information: Login details, enrollment information, membership status, purchases, course participation, and account preferences.
• Transaction information: Purchase history, invoices, payment status, subscription information, and related records.
• Communications: Information submitted through forms, chat, email, text messages, consultations, and customer support requests.
• Professional service information: Information necessary to provide tax preparation, consulting, coaching, and other services.
• Technical information: Our website and service providers may automatically process IP addresses, browser and device information, and information needed to operate website features.

Please do not submit Social Security numbers, sensitive tax documents, financial records, or other confidential information through ordinary email, text messages, or general website contact forms. When appropriate, we will direct you to an approved secure communication method.

3. How We Use Information

We may use information to:

• Respond to inquiries and provide support.
• Deliver purchased products, memberships, courses, coaching, and professional services.
• Create and manage customer accounts.
• Process payments and recurring subscriptions.
• Send appointment reminders, receipts, service notices, and account updates.
• Send marketing communications when permitted by law and applicable consent.
• Improve our services and website experience.
• Maintain records, prevent fraud, and comply with legal obligations.

We do not use tax return information for unrelated marketing or other purposes except as permitted by applicable law and, where required, with the taxpayer's specific consent.

4. Confidentiality and Security

We treat confidential client information with care and restrict access to individuals who require it to perform authorized business functions.

We maintain administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, use, or disclosure.

No website, electronic communication system, or data storage method can be guaranteed completely secure.

Tax preparation information is subject to additional federal confidentiality and disclosure restrictions.

5. Service Providers and Information Sharing

We use third-party providers to operate our business and deliver services. These include:

• Total All In One Solutions (TAIOS): Our website, customer relationship management, communications, automation, and related business platform, which uses GoHighLevel technology.
• Authorize.net: Our payment processing provider.
• Other providers: Hosting, communications, administrative, technology, and professional service providers as reasonably necessary for business operations.

We may disclose information to providers as necessary for their authorized services, consistent with applicable contractual and legal requirements.

We may also disclose information when required by law, in response to valid legal process, to protect legal rights, or with your authorization.

We do not sell personal information in exchange for money. Certain advertising or data-sharing practices may be subject to separate legal definitions and requirements.

Tax return information is handled according to applicable federal tax confidentiality and consent requirements.

6. Email and Text Message Communications

We may send service-related communications about appointments, purchases, memberships, accounts, and services.

We may also send promotional emails and text messages about courses, coaching, products, events, and other offerings when permitted by law and applicable consent requirements.

You can unsubscribe from marketing emails using the unsubscribe link included in those messages.

You can opt out of marketing text messages by replying STOP to the sending number, where supported, or by contacting us.

Consent to marketing text messages is not a condition of purchase. Message and data rates may apply. Message frequency may vary.

Providing a phone number alone does not automatically constitute consent to promotional text messages.

Opting out of marketing does not necessarily prevent essential service communications where permitted by law.

7. Cookies and Website Technologies

Our website and underlying platform may use cookies or similar technologies necessary to operate website features, support account access, and maintain user sessions.

We do not currently use Google Analytics, Meta Pixel, or other visitor-tracking tools for advertising or retargeting.

You can manage certain cookies through your browser settings. Disabling cookies may affect website functionality.

8. Payments

Website purchases and subscription payments are processed through Authorize.net and related payment infrastructure.

We may maintain transaction details such as payment confirmations, transaction identifiers, purchase amounts, billing information, and subscription status.

Payment information is handled according to the applicable practices and security arrangements of our payment service providers.

9. Information Retention

We retain personal information for as long as reasonably necessary to deliver services, administer customer relationships, maintain records, resolve disputes, and meet legal, tax, accounting, and regulatory obligations.

Retention periods may vary depending on the information and services involved. Tax preparation records may be subject to separate recordkeeping requirements.

When information is no longer required, we take reasonable steps to delete, dispose of, or otherwise protect it, consistent with applicable obligations and systems.

10. Privacy Rights and Choices

Depending on applicable law, you may have rights to request access to certain personal information, correction of inaccurate information, deletion of eligible information, or other legally available privacy choices.

Some requests may be limited by recordkeeping obligations, legal exceptions, or security requirements. We may verify your identity before responding.

We will not unlawfully discriminate against individuals for exercising applicable privacy rights.

11. Third-Party Websites

Our website and communications may link to independently operated third-party websites. Their privacy practices are governed by their own policies.

12. Children's Privacy

Our website and professional education services are intended for adults and are not directed toward children under 13.

We do not knowingly collect personal information directly from children under 13 through our website. If we become aware of such collection, we will address it as required by law.

13. Policy Updates

We may update this Privacy Policy to reflect changes in our services, technology, business practices, or legal obligations.

Updated versions will be posted on our website with a revised effective date. Additional notice or consent will be provided when required by law.

14. Contact Us

For questions about this policy or requests concerning your personal information, please contact us: