Privacy Policy
Effective date: October 2026
Your privacy matters to us. This Privacy Policy explains how Clear Tax Guides, operated by Client Forest LLC on behalf of Nth Degree CPAs ("we," "us," "our"), collects, uses, and protects your personal information when you visit this website or request a consultation.
1. Information We Collect
We collect personal information when you:
- Submit the opt-in form on this website to request your free Tax Efficiency Audit
- Book a consultation through our scheduling page
- Contact us directly by phone, text, or email
The types of data we collect include your name, email address, phone number, and basic browser/device information (such as IP address and browsing data) gathered automatically as you use the site.
2. How We Use Your Information
We use the information you provide to:
- Respond to your request and schedule your free consultation
- Connect you with a senior advisor at Nth Degree CPAs
- Send you updates, reminders, and relevant information about your inquiry
- Improve this website and our marketing
We never sell your information.
3. Communication
Calls & Text Messages: By submitting the form on this site, you consent to receive calls and text messages from Clear Tax Guides and/or Nth Degree CPAs related to your consultation request, including appointment reminders. Message and data rates may apply. You can opt out of text messages at any time by replying STOP, and opt out of calls by requesting removal.
Email: You'll receive emails if you opt in, request a consultation, or enter our scheduling process. Every email includes an unsubscribe option.
4. Protection & Security
We use reasonable administrative and technical safeguards to protect your information. That said, no method of transmission over the internet or electronic storage is ever 100% secure, and we cannot guarantee absolute security.
5. Cookies & Tracking
This site uses cookies and similar tracking technologies to remember preferences, understand how visitors use the site, and measure the performance of our advertising (including Meta/Facebook and Google ads). You can disable cookies in your browser settings; some features of the site may not work as intended without them. See our Cookie Policy for more detail.
6. Your Rights
Depending on where you live, you may have the right to access, correct, or delete the personal information we hold about you, withdraw consent to future communications, or lodge a complaint with a data protection authority. To exercise any of these rights, contact us using the information below.
7. Third-Party Services
We work with trusted third-party services — such as GoHighLevel (our CRM/scheduling platform), Calendly, payment processors, Meta/Facebook Ads, and Google Analytics — to operate this site and deliver our services. These providers have their own privacy policies governing their use of your information.
8. Policy Updates
We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised effective date.
9. Contact
Clear Tax Guides
Operated by Client Forest LLC
323 E Chapel Hill St #1482
Durham, NC 27701
919-808-5447