Privacy Policy

What we collect

When you take the Tax Savings Scorecard or book a Free Tax Savings Review, we collect your name, mobile number, email address, your answers to the Tax Savings Scorecard, and campaign parameters from the link you used (such as utm_source and utm_campaign).

How we use it

We use your details to deliver your scorecard results, to schedule and support your Free Tax Savings Review, and to tell you about related Aligned Advisors services.

Tax returns

Tax returns are only collected through a secure upload link. We never collect tax returns by text message or email.

Text messaging

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Text messaging originator opt-in data and consent will not be shared with any third parties.

Cookies and pixels

We may use cookies and advertising pixels (such as Meta Pixel and Google Analytics) to understand how visitors use this page and to measure our marketing. You can block cookies in your browser settings.

Deleting your information

To ask us to delete your information, contact us through alignedadvisors.com or call 858-752-7179.