PRIVACY POLICY
Effective Date: July 9, 2026
Introduction
Matterhorn Tax Planning Inc. (“Matterhorn Tax Planning,” “Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide through our website, services, communications, consultation requests, and other interactions with us.
This Privacy Policy explains how we collect, use, disclose, and protect information obtained through the Matterhorn Tax Planning website, online forms, consultation requests, newsletters, SMS messaging programs, email communications, and related services (collectively, the “Services”).
Matterhorn Tax Planning provides educational information, tax planning resources, consultation services, and connections to independent CPAs, tax attorneys, and other professionals who may assist users with tax planning and related financial strategies.
By accessing or using our Services, you acknowledge that you have reviewed and understand this Privacy Policy. If you do not agree with this Privacy Policy, you should discontinue use of the Services.
Information We Collect
Matterhorn Tax Planning may collect personal information that you voluntarily provide when you interact with our Services. This may occur when you submit a contact form, request a consultation, provide information regarding your tax planning goals, subscribe to communications, request educational materials, communicate with us by email, telephone, or text message, or otherwise provide information to us.
The information we collect may include your name, email address, telephone number, mailing address, business information, general financial or tax-related information voluntarily submitted by you, communication preferences, and other information necessary to respond to your inquiry or provide requested services.
You should not submit confidential tax, legal, financial, or sensitive personal information through general website forms unless specifically requested through an appropriate secure process.
Information Collected Automatically
When you visit our website, we may automatically collect certain information regarding your device and interaction with our Services.
This information may include your Internet Protocol address, browser type, device type, operating system, pages viewed, links clicked, referring website information, date and time of access, approximate geographic information derived from your IP address, and other technical information.
We use this information to maintain website functionality, improve user experience, analyze website performance, protect against fraud, and better understand how visitors use our Services.
Cookies and Tracking Technologies
Matterhorn Tax Planning may use cookies, pixels, web beacons, analytics tools, and similar tracking technologies to improve website functionality, understand user behavior, measure engagement, support marketing activities, and provide a more personalized experience.
Cookies are small data files stored on your device that allow websites to recognize your browser and remember certain information about your interactions.
We may use these technologies to analyze website traffic, evaluate marketing performance, understand how visitors interact with our website, improve content, maintain security, and support communication efforts.
You may adjust your browser settings to refuse or limit cookies. However, disabling cookies may impact certain website features and functionality.
How We Use Personal Information
Matterhorn Tax Planning may use personal information collected through the Services for legitimate business purposes, including responding to inquiries, evaluating consultation requests, providing educational materials, scheduling communications, facilitating introductions to independent professionals, sending requested information, improving our Services, maintaining business operations, preventing fraud, complying with legal obligations, and enforcing our agreements.
We use personal information only for purposes consistent with the reason it was collected or as otherwise permitted by applicable law.
Tax Professional Referral Services
Matterhorn Tax Planning may collect information from users seeking assistance with tax planning, wealth preservation strategies, business planning, or related services.
Information voluntarily provided by users may be used to evaluate whether a connection with an independent CPA, tax attorney, or other professional may be appropriate.
Matterhorn Tax Planning does not provide legal, accounting, tax preparation, or professional advisory services unless expressly stated in a separate written agreement.
Any information shared with an independent professional following a referral or introduction will be governed by the privacy practices and professional obligations of that independent professional.
Matterhorn Tax Planning does not control how independent professionals use information after a user establishes a direct relationship with such professional.
SMS and Mobile Messaging Privacy Disclosure
Matterhorn Tax Planning may operate SMS or mobile messaging programs for informational communications, consultation updates, appointment reminders, educational materials, newsletters, customer service communications, and other business-related messages.
If you provide your mobile telephone number and affirmatively opt into SMS communications, we may collect and use your telephone number to send text messages in accordance with your consent and applicable law.
By opting into SMS communications, you expressly consent to receive recurring automated and/or non-automated text messages from Matterhorn Tax Planning Inc. at the mobile telephone number provided.
Message frequency varies depending on your interaction with our Services. Message and data rates may apply.
Your consent to receive SMS messages is not a condition of purchasing any goods or services.
You may withdraw consent at any time by replying STOP to any text message received from Matterhorn Tax Planning. For assistance, reply HELP or contact us using the information provided below.
Mobile Information Sharing Practices
Matterhorn Tax Planning does not sell, rent, lease, or share mobile telephone numbers, SMS opt-in information, or consent records with third parties for their own independent marketing purposes.
Mobile information collected through SMS consent is used only for operating our messaging programs and providing requested communications.
We may share mobile information with trusted service providers that assist us with SMS delivery, telecommunications services, customer relationship management, website operations, compliance monitoring, and communication management.
These service providers are authorized to use information only as necessary to provide services on behalf of Matterhorn Tax Planning and are not permitted to use mobile information for their own marketing purposes.
SMS Consent Records and Compliance
Matterhorn Tax Planning may maintain records relating to SMS consent and communication preferences to comply with applicable laws and industry requirements.
These records may include the mobile telephone number provided, date and time of consent, method of consent collection, website page or form where consent was obtained, consent language presented at the time of enrollment, IP address, device information, browser or user-agent information, session information, and communication history.
These records may be maintained by Matterhorn Tax Planning or authorized service providers for compliance, auditing, and recordkeeping purposes.
Sharing of Personal Information
Matterhorn Tax Planning does not sell personal information.
We may share personal information with trusted third-party service providers that assist with operating our business, including website hosting providers, email communication providers, SMS providers, scheduling platforms, analytics providers, customer relationship management platforms, compliance providers, and administrative service providers.
These providers may access personal information only as necessary to perform services on our behalf and are contractually or commercially obligated to protect the information.
We may also disclose information when required by law, regulation, legal process, court order, governmental request, or when necessary to protect the rights, safety, and property of Matterhorn Tax Planning, our users, or others.
Email Communications
If you subscribe to newsletters or other email communications, Matterhorn Tax Planning may use your email address to provide educational information, tax planning updates, announcements, and information regarding our services.
You may unsubscribe from marketing emails at any time by using the unsubscribe instructions included in those communications.
Unsubscribing from marketing communications does not prevent us from sending transactional, administrative, or service-related communications.
Data Security
Matterhorn Tax Planning uses commercially reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction.
Although we take reasonable precautions to protect information, no method of electronic transmission or storage is completely secure. Therefore, we cannot guarantee absolute security of personal information.
Data Retention
Matterhorn Tax Planning retains personal information only for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, maintain business records, comply with legal obligations, resolve disputes, enforce agreements, and protect legitimate business interests.
When information is no longer required, we take reasonable steps to securely delete or anonymize such information.
Children’s Privacy
The Services are not intended for individuals under eighteen (18) years of age.
Matterhorn Tax Planning does not knowingly collect personal information from children under eighteen (18). If we become aware that we have collected information from a child under eighteen, we will take reasonable steps to remove such information.
Your Privacy Choices
You may contact Matterhorn Tax Planning to request information regarding personal information we maintain about you, request correction of inaccurate information, update communication preferences, or request deletion where permitted by applicable law.
You may opt out of SMS communications at any time by replying STOP to any text message received from us.
Third-Party Websites
Our website may contain links to third-party websites, including websites operated by professional service providers.
Matterhorn Tax Planning is not responsible for the privacy practices, security, content, or policies of third-party websites.
We encourage you to review the privacy policies of any third-party website you visit.
Changes to This Privacy Policy
Matterhorn Tax Planning may update this Privacy Policy from time to time to reflect changes in our business practices, services, technology, legal requirements, or operational needs.
Updated versions will be posted on our website with a revised Effective Date. Your continued use of the Services after changes are posted constitutes acceptance of the updated Privacy Policy.
Contact Information
If you have questions regarding this Privacy Policy or our privacy practices, please contact us:
Matterhorn Tax Planning Inc.
870 SE 47th Terrace, Apt. 454
Cape Coral, Florida 33904
Email: team@matterhorntaxplanning.com
Phone: (800) 555-PEAK