Tax Strategies Marketing, LLC (DeferTax.com & StartAnExchange.com)
Last Updated: March 17, 2026
At Tax Strategies Marketing, LLC ("DeferTax," "we," "us," or "our"), we take your privacy seriously. This Privacy Policy explains what information we collect, how we use it, and what choices you have. We've written this in plain language so it's easy to understand.
This policy applies to both DeferTax.com and StartAnExchange.com and to all of our services, whether you're a real estate investor, business owner, or homeowner working with us.
When you visit our websites, we automatically collect certain technical information, including:
We use this technical information to improve our websites, fix problems, and better understand how people use our services. We do not use it to identify you personally.
We may also receive information about you from third-party service providers who help us operate our business, such as scheduling tools, CRM platforms, and analytics services.
We use the information we collect to:
We do not sell your personal information to anyone, ever.
Our websites use cookies — small text files stored on your device — to help the site work properly and to understand how visitors use it.
We use cookies to:
We may also use third-party tools (such as Google Analytics or mapping services) that place their own cookies on your device to help us understand site usage. These tools may collect non-personally identifying information such as browser type and browsing behavior.
You can control cookies through your browser settings. If you disable cookies, some features of our websites may not work correctly.
For full details, please see our separate Cookie Policy on our website.
You opt in to receive text messages by checking the SMS consent box on one of our web forms. Your consent is always voluntary.
We use text messaging for:
We do not send mass marketing or promotional text blasts.
Message frequency varies and depends on the number of scheduled appointments and active transactions you have with us. You will not receive texts unrelated to your business with us.
Standard message and data rates may apply depending on your mobile carrier and plan.
You can stop receiving text messages from us at any time by replying STOP to any text message we send. After opting out, you will receive one final confirmation message and no further texts will be sent.
Reply HELP to any text message for assistance, or contact us directly at:
Wireless carriers (such as AT&T, Verizon, T-Mobile, etc.) are not responsible for delayed or undelivered text messages.
We use Go High Level, a U.S.-based CRM and messaging platform, to send text messages. Your phone number may be processed through their system solely for the purpose of delivering messages to you. Go High Level does not use your information for their own marketing purposes.
Your phone number will never be sold or shared with third parties for their marketing purposes.
Our text messaging program is registered with wireless carriers under the A2P 10DLC (Mixed Campaign) standard to ensure reliable and compliant message delivery.
SMS Terms and Conditions: https://DeferTax.com/sms-terms
We do not sell or rent your personal information. We only share it in these limited circumstances:
Vendors who help us operate (e.g., Go High Level, attorneys, auditors, software providers).
They are only allowed to use your information to provide services to us.
If required by law, court order, or government authority.
If you ask us to share your information with a specific party, we will — and you can revoke that permission in writing at any time.
All third-party service providers we work with are required to protect your information and may not use it for their own purposes.
Regardless of where you live in the United States, you have the right to:
To exercise any of these rights, contact us using the information in Section 9 below.
If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):
To submit a CCPA request:
We will respond to verified requests within 45 days.
We take reasonable steps to protect your personal information from unauthorized access, loss, or misuse. These include:
While no system is 100% secure, we are committed to maintaining industry-standard protections for your data.
We retain your personal information for as long as necessary to provide our services and meet legal requirements. If you request deletion, we will comply unless legally required to retain certain data.
We may update this Privacy Policy from time to time. When we make significant changes, we will update the "Last Updated" date at the top of this page. We encourage you to review this policy periodically.
If you have any questions, concerns, or requests, please contact:
Chris Shockowitz
Chief Compliance Officer & Managing Member
Tax Strategies Marketing, LLC
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At DeferTax, we specialize in comprehensive Tax Strategy and Tax Planning to help you achieve Financial Freedom through effective Tax Minimization. Our team of Financial Advisors and Tax Experts is dedicated to providing tailored Tax Solutions that include Estate Planning, Investment Strategy, and Business Tax consulting. With our expertise, clients can maximize Tax Savings, enhancing their Wealth Management and paving the way to smarter Money Management.
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