Privacy Policy

1. Information We Collect

We collect information you voluntarily provide to us, including through our website and lead forms:

• Identity Data: First and last name, and, where provided, title and company name.
• Contact Data: Email address and telephone number.
• Form Submissions: Other information you choose to submit through our forms, such as your preferred time to be contacted, a description of your tax situation, or answers to diagnostic questions.
• Transaction Data: Payment or billing details, processed through our payment partners.
• Interaction Data: Information pertinent to the tax resolution and advisory services we provide.
• SMS Consent Metadata: When you opt in to SMS, we record the disclosure version shown, the timestamp of your consent, the page URL where you consented, and the form you used.
• Website, Device, and Analytics Data: When you visit the site, analytics and advertising tools may automatically collect information such as pages viewed, referring pages, browser and device type, and approximate location derived from your IP address.

2. How We Use Information

We use your information to:

• Respond to your inquiries.
• Provide information you request about our services.
• Schedule and manage consultations and appointments.
• Communicate with you by telephone, email, or text message, where you have provided the applicable consent.
• Provide and manage our tax resolution services and client support.
• Process transactions and send related notices.
• Understand how our website is used and measure the performance of our advertising.
• Maintain records to comply with legal and regulatory requirements.

3. Cookies and Analytics

Our website uses cookies and similar technologies provided by analytics and advertising services, including Google Analytics, the Meta (Facebook) Pixel, and Leadfeeder. These tools help us understand site traffic, which pages are visited, and whether our advertising is effective. You can limit cookies through your browser settings; blocking some cookies may affect how parts of the site work.

4. How Information May Be Shared

We do not sell, rent, or lease our customer lists to third parties. We may share information only when necessary and only with:

• Service Providers: Platforms we use to operate our website and business, strictly for purposes such as website hosting and form storage, our CRM and communications platform (LeadConnector), appointment scheduling (Cal.com), payment processing (Wave), secure client document portal (Canopy), live chat, and the analytics and advertising tools described above.
• Legal Authorities: When required by law, subpoena, or court order.

Exclusion for Text Messaging Data: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

5. SMS and Communications

SMS consent is optional and never required to purchase our services or submit a form on this site. When you choose to opt in by checking the SMS consent box, you agree to receive non-marketing SMS messages from M&H Strategic Partners LLC, doing business as Milk & Honey Co., regarding your inquiry, appointment reminders, scheduling updates, requested follow-up, and service-related communications. These are non-marketing, transactional and conversational messages only.

• Opt-In: You must actively check the SMS consent box on our web forms to opt in. Providing your phone number alone is not SMS consent.
• Opt-Out: Reply STOP to any message at any time. You will receive one confirmation message and no further SMS.
• Help: Reply HELP for assistance or email info@milkandhoneyfirm.com.
• Message Frequency: Varies based on your inquiry and case activity.
• Fees: Message and data rates may apply.
• Carriers: Carriers are not liable for delayed or undelivered messages.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Any future promotional SMS program will require a separate, optional marketing-consent checkbox with its own disclosure — we will never merge marketing consent with service-related consent. You may also ask us at any time to stop contacting you by phone or email.

6. Data Security

We implement industry-standard security measures — including encryption and restricted access — to protect your personal information from unauthorized access, alteration, or disclosure. No method of transmission or storage is completely secure.

7. Data Retention

We keep personal information for as long as needed to respond to your inquiry, provide our services, and meet our legal, regulatory, and recordkeeping obligations.

8. Privacy Choices / Requests

Depending on your location, you may have rights to access, correct, or delete your personal data. To make a request, or to opt out of communications, contact us at info@milkandhoneyfirm.com.

9. Children’s Privacy

Our website and services are intended for adults. We do not knowingly collect personal information from children under 13. If you believe a child has provided us information, contact us and we will delete it.

10. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will post the updated version on this page and revise the "Last Updated" date above.

11. Contact Information