Legal

Privacy Policy

Effective date: January 1, 2026 · Last updated: January 1, 2026

Outlook Tax & Advisory Corporation ("Outlook," "we," "our," or "us") respects your privacy. This Privacy Policy explains what information we collect when you visit outlooktax.com, how we use that information, and the choices you have. By using the Site, you agree to the practices described here.

Information we collect

We collect information in two categories:

Information you provide directly

When you submit the contact form, subscribe to the Outlook Monthly newsletter, or otherwise communicate with us, we collect the information you provide. This typically includes your name, email address, company, role, phone number, and the contents of your message.

Information collected automatically

When you visit the Site, we automatically collect technical information about your device and browsing activity. This includes IP address, browser type and version, operating system, referring page, pages viewed, time of visit, and general geographic location inferred from IP. We use cookies and similar technologies to collect this information.

How we use your information

We use the information we collect to:

Respond to inquiries and schedule introductory consultations
Send the Outlook Monthly newsletter to subscribers who have opted in
Operate, maintain, and improve the Site and our services
Analyze Site usage and improve content relevance
Detect, prevent, and address technical issues, fraud, and security concerns
Comply with legal obligations, protect our rights, and enforce our agreements

We do not sell your personal information. We do not share your information with third parties for their independent marketing purposes.

Service providers we use

We use vetted third-party service providers to operate the Site and deliver our services. These include website hosting, email delivery, analytics, and scheduling platforms. Each provider only receives the information required to perform its function and is contractually obligated to protect that information. Current providers include:

We may update this list as our tooling evolves. Material changes to how service providers handle personal information will be reflected here.

Cookies and tracking technologies

We use cookies for essential Site functionality, preference storage, and aggregated analytics. You can control cookies through your browser settings. Disabling cookies may affect certain Site features, including form submission and session persistence.

Data retention

We retain personal information only as long as necessary for the purposes described above, to comply with our legal obligations, resolve disputes, and enforce our agreements. Contact form submissions are retained for the duration of the engagement discussion and a reasonable period afterward. Newsletter subscriber information is retained until you unsubscribe.

Your rights and choices

Depending on your jurisdiction, you may have the right to:

Access the personal information we hold about you
Correct inaccurate or incomplete information
Request deletion of your personal information
Opt out of marketing communications at any time
Object to or restrict certain processing activities
Request data portability

California residents have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA). EU residents and UK residents have rights under the GDPR and UK GDPR. To exercise any of these rights, email [email protected].

Security

We implement reasonable technical and organizational measures to protect the information we collect. However, no transmission over the internet or electronic storage is fully secure. We cannot guarantee absolute security of information transmitted to or from the Site.

Children

The Site is not directed to children under 13 years of age. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, contact us so we can remove it.

International visitors

The Site is operated in the United States. If you access the Site from outside the United States, you consent to the transfer of your information to the U.S., which may have data protection laws different from those in your jurisdiction.

Changes to this policy

We may update this Privacy Policy from time to time. Material changes will be communicated by updating the effective date above and, where appropriate, notifying users directly. Continued use of the Site after an update constitutes acceptance of the revised policy.

Contact

Questions or requests related to this Privacy Policy should be directed to:

Outlook Tax & Advisory Corporation

Attn: Privacy Inquiries

125 S. Washington St., Remsen, IA 51050

Email: [email protected]

Phone: (855) 688-8299