Last Updated: July 6th 2026
This Privacy Policy explains how Beacon Tax Credits ("Beacon," "we," "us," or "our") collects, uses, shares, and protects information when you visit our website, submit an eligibility form, schedule a consultation, or otherwise communicate with us. By using this website or providing information to us, you agree to the practices described below.
Contact information you provide, such as your name, business email address, and phone number.
Business information you provide, such as your company name, industry, number of employees, approximate annual revenue, state, and year the business started.
Eligibility and questionnaire responses, including the answers you select during the qualifier assessment and any additional details you submit.
Consent and compliance records, including whether you accepted our terms and marketing communications, along with the date and time of consent, the consent language version, the IP address associated with the submission, and the page URL where consent was given.
Technical and usage information automatically collected when you visit the site, such as IP address, browser type, device information, pages viewed, and referring pages.
We use the information we collect to evaluate potential tax-credit eligibility, respond to your inquiry, prepare preliminary estimates, request documentation, schedule consultations, coordinate service providers, and provide and improve our services.
Where you have provided consent, we may use your contact information to send you calls, text messages, and emails regarding your inquiry, service updates, funding options, and related marketing communications.
We may also use information to maintain records required for legal and compliance purposes, to detect and prevent fraud or misuse, and to comply with applicable law.
By providing your phone number and email address and checking the applicable consent box, you agree that Beacon and its authorized representatives may contact you by phone call, text/SMS message, voicemail, and email, including through automated dialing technology and prerecorded or artificial voice messages where permitted by law.
Message and data rates may apply, and message frequency may vary. Consent to marketing communications is not required as a condition of obtaining services. You may opt out of text messages at any time by replying STOP, and you may request help by replying HELP or by contacting Info@beacontaxcredits.com.
We do not sell your personal information. We may share information with independent tax professionals, enrolled agents, CPAs, attorneys, funding providers, software vendors, document portals, and other service providers who assist in evaluating or delivering services related to your inquiry.
We may also share information when required to comply with applicable law, legal process, or governmental request, to enforce our agreements, or to protect the rights, property, or safety of Beacon, our clients, or others.
In the event of a merger, acquisition, financing, or sale of assets, information may be transferred as part of that transaction, subject to applicable law.
Our website may use cookies and similar technologies to operate the site, remember preferences, understand usage, and improve performance. You can control cookies through your browser settings, though disabling them may affect certain features.
We retain information for as long as necessary to fulfill the purposes described in this Policy, including providing services, maintaining consent and compliance records, resolving disputes, and complying with legal obligations.
We use reasonable administrative, technical, and physical safeguards designed to protect the information we collect. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
Please do not submit highly sensitive information — such as Social Security numbers, full tax returns, payroll records, or banking information — through unsecured forms or email unless we have provided a secure upload method.
You may opt out of marketing communications at any time by replying STOP to texts, using an unsubscribe link in emails, or contacting us directly.
Depending on your state of residence, you may have rights to access, correct, delete, or restrict the use of your personal information, and to opt out of certain processing. To exercise these rights, contact us at Info@beacontaxcredits.com. We will respond consistent with applicable law.
Our website may contain links to third-party websites or services that we do not control. This Policy does not apply to those third parties, and we are not responsible for their privacy practices. We encourage you to review the privacy policies of any third party you interact with.
Our website and services are intended for business owners and authorized business representatives and are not directed to children. We do not knowingly collect personal information from children.
We may update this Privacy Policy from time to time. Changes are effective when posted, and the "Last Updated" date reflects the most recent revision. Your continued use of the website after changes are posted constitutes acceptance of the updated Policy.
For privacy questions or to exercise your rights, contact:
Beacon Tax Credits
13902 N Dale Mabry Hwy Ste 225, Tampa, Florida 33618