Privacy Policy

Last updated October 4, 2026

What we collect

When you request a consultation, we collect what you type into the form: your name, phone number, email address, and any details you choose to share. If you call us, we keep a record of the call. With your consent, cookies and similar tools also collect information about how you use this site, such as pages viewed and the ad that brought you here.

Cookies and advertising tools

This site uses Google Tag Manager, which can load the Meta Pixel and Google measurement tags, and HubSpot's tracking code, which records the pages you visit so our team can see how you found us. These tools run only if you click Accept on the cookie banner. If you click Decline, or if your browser sends a Global Privacy Control signal, they do not load. You can change your choice at any time with the Cookie Settings link at the bottom of any page.

How we use it

• To respond to your inquiry and schedule a consultation.
• To provide services if you become a client.
• With your consent, to measure and improve our advertising.

We do not sell your personal information.

Who can see it

Our team, and the service providers that run this website and deliver form submissions to us, including HubSpot for forms and client records and Vercel for hosting. If you accept cookies, Google, Meta, and HubSpot receive information about your visit under their own privacy policies.

Calls and texts

If you submit a form, we may contact you about your inquiry by call, text, or email. Message and data rates may apply. Reply STOP to any text to opt out.

Your California privacy rights

California residents may ask to know what personal information we hold, ask us to correct or delete it, and opt out of the sale or sharing of personal information. We honor Global Privacy Control signals as an opt-out. To make a request, email or call us using the details below. We will not discriminate against you for exercising these rights.

Contact

Succession Tax, 401 Wilshire Blvd., Santa Monica, CA 90401, meetings by appointment only. Phone (213) 845-0783.