Privacy Policy

Your privacy matters to us. This policy explains how Pinnacle Tax Associates collects, uses, and protects the personal information you share with us through our website, scheduling tools, and communications.

Information We Collect

We may collect personal information that you provide directly to us — such as your name, email address, phone number, or other details when you schedule an appointment, complete a form, or contact us.
We also automatically collect limited technical information through website analytics tools, such as your browser type, device, and visit duration.


How We Use Your Information

We use your information to:

Schedule and manage appointments

Respond to inquiries and provide requested services

Send relevant updates, confirmations, and follow-up communications

Improve our website and client experience

We do not sell, rent, or trade your personal data.


Cookies and Tracking

Our website may use cookies and tracking pixels to measure traffic, ad performance, and website usage. You can disable cookies in your browser settings at any time.


Data Security

We take reasonable administrative and technical measures to protect your personal information from unauthorized access or misuse. However, no system is 100% secure, and we cannot guarantee absolute security.


Third-Party Services

We may use trusted third-party tools (such as scheduling platforms, analytics, or email providers) to support our operations. These services are contractually bound to protect your data and use it only for authorized purposes.


Your Choices

You can opt out of marketing emails or request that we delete your information by contacting us at:
📧
[email protected]


Changes to This Policy

We may update this Privacy Policy periodically. The updated version will be posted here with the latest revision date.


Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:
Pinnacle Tax Associates, LLC
881 3rd Street Suite B4
Whitehall, PA 18052
📞 (610) 443-2033
📧 [email protected]

Helping retirees minimize lifetime taxes.

(610) 443-2033

[email protected]

881 3rd Street Suite B4

Whitehall, PA 18052

© 2025 Pinnacle Tax Associates, LLC. All rights reserved.