Privacy Notice — Capital Financial Consultants

Last updated: October 2, 2026

Overview

Capital Financial Consultants (“we,” “us,” “our,” or “the firm”) respects the privacy of clients and prospective clients. This Privacy Notice explains how we collect, use, protect, retain, and share information submitted through our website, tax intake form, booking tools, and related communications.

Information We Collect

Depending on the services requested and the information you choose to provide, we may collect contact details; taxpayer and dependent information; income, deduction, business, health-insurance, and other tax-related information; documents uploaded through the intake process; bank-account details when you choose an authorized refund or payment option; appointment and consultation records; communications; and technical information collected by the services used to operate our website and forms.

How We Use Information

We use information to review whether we can provide requested tax-preparation or consultation services; prepare, review, and communicate about tax-related work when an engagement is accepted; request missing information or documents; schedule appointments; process authorized payments; maintain records; meet legal and professional obligations; help prevent fraud; and improve our website, forms, and client experience.

Submitting an intake form does not create a tax-preparer/client engagement and does not mean a return has been filed, accepted, or guaranteed. An engagement begins only after Capital Financial Consultants confirms acceptance and the parties complete any required agreement or authorization.

How Information Is Shared

We do not sell personal information. We may share information only as reasonably necessary to provide services, operate our business, comply with law, protect rights or safety, or with your authorization. This may include authorized personnel and service providers that support our website, intake form, scheduling, payment, document, and communication operations; tax authorities, financial institutions, or other parties where required or authorized for the service requested; and professional advisers, insurers, or government agencies when legally required or reasonably necessary.

Security

We use administrative, technical, and physical safeguards designed to help protect the information we handle. No website, internet transmission, or storage system can be guaranteed completely secure. Please do not send Social Security numbers, bank-account information, identity documents, or tax records through unencrypted email, social-media messages, or text messages unless Capital Financial Consultants provides a secure method and asks you to do so.

Use the designated secure intake/upload process for tax documents. Keep your own devices and email accounts protected with strong, unique passwords and multi-factor authentication where available.

Data Retention

We retain information for as long as reasonably necessary to provide services, comply with legal, regulatory, tax, accounting, professional, and recordkeeping obligations, resolve disputes, and enforce agreements. The exact retention period may vary based on the matter and applicable obligations.

Your Choices and Requests

To request access, correction, an update to contact information, or to ask questions about this notice, contact us using the information below. Requests may be subject to identity verification and applicable legal, tax, professional, or recordkeeping obligations.

Capital Financial Consultants
9535 Forest Lane, Suite 207
Dallas, TX 75243
Phone: 214-945-5180
Email: info@capitalfinancialonline.com

Updates to This Notice

We may update this notice from time to time. The “Last updated” date at the top shows when it was most recently revised. Material changes will be posted on this page or communicated as appropriate.