Privacy Policy

1. Introduction

Optas, LLC ("we," "our," "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, www.optastax.com, or engage with our services. Please read this policy carefully. If you do not agree with the terms of this policy, please do not use our website or services.

2. Information We Collect

We may collect the following types of personal and non-personal information:

Personal Information: Name, email address, phone number, and any other information you voluntarily provide when you contact us or book a meeting with us.
Automatically Collected Information: IP address, browser type, operating system, referring URLs, and interactions with our website.
Cookies & Tracking Technologies: We use cookies and similar technologies to understand how this website is used. Cookies that are not strictly necessary are set only with your consent, which you can give or withdraw at any time using the Cookie settings link at the foot of this page. You can also block or delete cookies in your browser settings.

3. How We Use Your Information

We use the collected information for the following purposes:

To provide, maintain, and improve our services.
To communicate with you regarding inquiries, support requests, and transactions.
To personalize user experience and deliver relevant content.
To comply with legal obligations and enforce our policies.

4. How We Share Your Information

We do not sell your personal data. However, we may share your information with:

Service Providers: Third-party vendors who help us run this website and our services — currently Netlify (website hosting), Google (website analytics) and Calendly (meeting scheduling).
Legal Compliance: Authorities or legal entities when required by law.
Business Transfers: In the event of a merger, sale, or acquisition of our business, your information may be transferred.

5. Data Security

We implement security measures to protect your data against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

6. Your Rights & Choices

Depending on your location, you may have the following rights regarding your personal data:

Access & Correction: Request access to or correction of your data.
Deletion: Request deletion of your data, subject to legal obligations.
Opt-Out: Unsubscribe from marketing communications by following the instructions in our emails.
Cookies Management: Change or withdraw your cookie consent at any time using the Cookie settings link at the foot of this page, or block and delete cookies in your browser settings.

To exercise these rights, contact us at meghan@optascapital.com.

7. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last Updated" date. Continued use of our website after updates constitutes acceptance of the revised policy.

9. Contact Us

If you have any questions about this Privacy Policy or how we handle your data, please contact us at:

Optas, LLC
15431 Fitzhugh Rd, Suite 203, Dripping Springs, TX 78620
meghan@optascapital.com