Privacy Policy | Scott CPA Advisors

Privacy Policy

Effective Date: January 1, 2025

Welcome to Scott CPA Advisors (“Company,” “we,” “us,” or “our”), a brand operated by Thomas E Scott CPA PLLC, doing business as TS Retirement Plan. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, submit forms, or engage with our services.

Business Identity

Scott CPA Advisors is a brand operated by Thomas E Scott CPA PLLC, doing business as TS Retirement Plan.

References to “Scott CPA Advisors,” “TS Retirement Plan,” “we,” “us,” or “our” throughout this Privacy Policy refer to Thomas E Scott CPA PLLC and its registered DBA.

Our primary website and services related to this policy are available at: https://tsretirementplan.com/offer-2026

1. Information We Collect

a. Navigational & Technical Information

We automatically collect certain information when you visit our website, including:

  • IP address
  • Browser type and version
  • Device and operating system information
  • Pages visited and time spent on pages
  • Referring URLs

We use cookies, pixels, and similar tracking technologies to analyze traffic, improve functionality, and personalize your experience. You may disable cookies in your browser; however, some features may not function properly.

b. Personal Information You Provide

We may collect personal information when you:

  • Request a consultation or submit a form
  • Book an appointment
  • Sign up for emails or updates
  • Contact us by phone, email, or SMS

This information may include:

  • Name
  • Email address
  • Phone number
  • Business information
  • Any information you voluntarily provide

2. Communications & Messaging Consent (SMS, Email & Calls)

By submitting your contact information, booking an appointment, or otherwise engaging with Scott CPA Advisors / TS Retirement Plan, you expressly consent to receive communications from us, including emails, phone calls, and text messages (SMS), which may be sent using automated or AI-assisted systems.

These communications may include appointment confirmations, reminders, service-related updates, educational content, and follow-ups related to your inquiry.

Consent to receive messages is not a condition of purchase. Message and data rates may apply depending on your mobile carrier and plan.

You may opt out of SMS communications at any time by replying STOP to any text message. You may also opt out by contacting us directly using the information listed below.

3. How We Use Your Information

  • Provide and manage our services
  • Respond to inquiries and support requests
  • Send appointment and service-related communications
  • Improve our website, marketing, and operations
  • Comply with legal and regulatory obligations

4. Sharing Your Information

We do not sell your personal information. We may share information with trusted third parties only as necessary to operate our business, including:

  • CRM and scheduling platforms
  • Email and SMS service providers
  • Analytics and website hosting providers

These providers are contractually obligated to safeguard your data and use it only for authorized purposes.

SMS & Mobile Information

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information may be shared with subcontractors and service providers solely for the purpose of delivering support services, such as customer service, messaging delivery, or platform functionality. All other use cases exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

5. Advertising & Tracking

We may use third-party advertising and analytics tools to understand site usage and improve marketing performance. You may opt out of interest-based advertising via:

http://optout.networkadvertising.org

6. Data Retention

We retain personal information only for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required or permitted by law.

7. Data Security

We use commercially reasonable safeguards to protect your information. However, no electronic transmission or storage method is 100% secure.

8. Children’s Privacy

Our services are intended for individuals aged 18 and older. We do not knowingly collect personal information from children under 16.

9. External Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices.

10. Updates to This Policy

We may update this Privacy Policy periodically. Continued use of our services constitutes acceptance of the revised policy.

11. Contact Information

Scott CPA Advisors
Thomas E Scott CPA PLLC d/b/a TS Retirement Plan
145 E University Blvd, Ste 203
Tucson, AZ 85705

Phone: +1 (520) 906-2644
Email: [email protected]

Last updated: January 1, 2025