Privacy Policy

Last updated May 26, 2026.

This Privacy Policy explains how Swiech Consulting LLC (“Go Beyond Tax,” “we,” “us”) handles information you provide when you visit gobeyondtax.com or interact with us through the site. If anything here is unclear, email jim@gobeyondtax.com.

Text messaging (SMS)

We offer an optional SMS program to send appointment reminders, follow-up messages, and tax planning updates. You can opt in by checking the consent box on our contact or booking forms.

Message frequency varies — typically 2–4 messages per month per active engagement.
Message and data rates may apply depending on your carrier.
To opt out at any time, reply STOPto any message. You'll receive one confirmation, then no further messages.
Reply HELP for help, or contact us at jim@gobeyondtax.com.

We do not share or sell your mobile phone number or SMS consent data to third parties for their marketing purposes.

Information we collect

Information you give us directly — your name, email address, phone number, and anything you tell us when you fill out a form, request our free guide, schedule a session, or send us an email or text.
Scheduling information — when you book a session through our calendar tool, the time you select and any answers to pre-meeting questions.
Conversation content with our website assistant — if you use the chat assistant on our site, the messages you send are processed to give you a response and stored so we can review and improve the assistant.
Basic site analytics— pages viewed, referring source, approximate location based on IP, browser type. We use this to understand which content is useful and which isn't.
Cookies and similar technologies— to keep the site functioning (for example, remembering whether you've dismissed a banner) and to measure basic traffic patterns. You can disable cookies in your browser; some features may not work without them.

How we use what we collect

Deliver the guide, content, or information you requested.
Schedule and prepare for meetings you book with us.
Respond to questions you send by email, form, or chat assistant.
Send you follow-up emails about retirement tax topics, workshops, and updates from our practice. You can unsubscribe from these at any time using the link in any email.
Improve the site, our content, and the website assistant.
Meet our legal, professional, and recordkeeping obligations.

We do not sell your personal information for money. Other than the advertising and measurement tools described below, we don't share your information with third parties for their own marketing purposes.

Service providers we use

We use a small set of vendors to run the site and our practice. These providers process information on our behalf and are contractually limited to that role:

Calendar & scheduling — to let you pick a meeting time and to confirm it.
Email delivery — to send transactional messages and the newsletter you opted into.
Hosting & database — to operate the site and store the records described above.
Website assistant infrastructure — to process the messages you send to the chat assistant and return a response.
Workspace tools (email, calendar, documents) — to communicate with you and to run our day-to-day operations.

Advertising and conversion measurement

We run ads on Meta platforms (Facebook and Instagram) and use the Meta Pixel on this site to measure how they perform — for example, to see which visits and sign-ups came from an ad, and to improve who we show our ads to.

The pixel may set cookies and share limited activity data with Meta — such as the pages you view, actions like submitting a form, and standard device, browser, and IP information.
Meta may use that data in line with its own Privacy Policy. We do not send Meta the contents of your tax documents, the messages you send our website assistant, or your SMS consent data.
You can limit this through your browser and device ad-tracking settings and your Facebook ad preferences.

Information you share when you become a client

If you decide to engage us, the information you share as a client (tax documents, account statements, planning information) is governed by our engagement letter and the professional confidentiality rules that apply to CPAs. We don't share client information with third parties except as needed to perform the engagement, as you authorize, or as required by law.

Retention

We keep prospect and visitor information for as long as it's useful for the purposes above, and for as long as our records and tax retention obligations require. You can ask us to delete information you've shared by emailing jim@gobeyondtax.com — we'll honor reasonable requests subject to any legal recordkeeping rules that apply.

Security

We use reasonable administrative, technical, and physical safeguards to protect the information you share with us. No system is perfectly secure. If you have reason to believe your interaction with us is no longer secure, please contact us right away.

Children

The site is intended for adults. We do not knowingly collect personal information from children under 13.

Your choices

Unsubscribe from our emails using the link at the bottom of any message.
Ask us to access, correct, or delete information we hold about you by emailing jim@gobeyondtax.com.
Adjust cookie and tracking settings in your browser.

Changes to this policy

We may update this policy as the site or our practice changes. The “Last updated” date at the top reflects the most recent change.

Contact

Swiech Consulting LLC
1 East Avenue, Ste. 201
Lockport, NY 14094
jim@gobeyondtax.com
(585) 750-2445