Privacy Policy

Estes & Banks Tax Advisory > Privacy Policy

Estes & Banks Tax Advisory

Effective Date: February 23, 2026

Estes & Banks Tax Advisory (“we,” “our,” or “us”) respects your privacy and is committed to protecting the information you share with us. This Privacy & Cookie Policy explains how we collect, use, disclose, and safeguard your information when you visit our website.

This website is currently under development. However, our privacy practices described below apply to any information collected through this site.

1. Information We Collect

We may collect the following types of information:

A. Information You Provide Directly

When you contact us through our website, email, or phone, we may collect:

  • Name

  • Email address

  • Phone number

  • Company name

  • Property information

  • Any other information you voluntarily provide

B. Automatically Collected Information

When you visit our website, certain information may be collected automatically, including:

  • IP address

  • Browser type

  • Device type

  • Pages visited

  • Date and time of access

  • Referring website

This information helps us improve website functionality and user experience.

2. How We Use Your Information

We use collected information to:

  • Respond to inquiries and provide requested services

  • Evaluate potential client engagements

  • Improve website performance and functionality

  • Communicate important updates

  • Comply with legal and regulatory obligations

We do not sell or rent your personal information.

3. Cookies & Tracking Technologies

Our website may use cookies and similar tracking technologies.

What Are Cookies?

Cookies are small data files stored on your device that help improve website functionality and user experience.

How We Use Cookies

We may use cookies to:

  • Understand website traffic and usage patterns

  • Improve site performance

  • Enhance user experience

You may adjust your browser settings to refuse cookies. However, some features of the website may not function properly if cookies are disabled.

4. Sharing of Information

We may share your information only in the following circumstances:

  • With trusted service providers who assist in operating our website or conducting our business

  • When required by law or legal process

  • To protect our rights, property, or safety

We do not share client information for marketing purposes unrelated to our services.

5. Mobile/SMS

Mobile Opt in, SMS Consent, and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes. You can opt out of receiving SMS messages at any time by contacting us directly to request removal from our messaging list.  Message frequency, and data rates may apply.

6. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information.

However, no method of electronic transmission or storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

7. Third-Party Links

This website may contain links to third-party websites, including Estes & Banks Tax Attorneys.

Estes & Banks Tax Advisory operates independently from Estes & Banks Tax Attorneys. We are not responsible for the privacy practices or content of external websites. We encourage you to review their privacy policies separately.

8. Client Confidentiality

Any information shared with us in connection with a potential or active engagement will be handled in accordance with professional standards of confidentiality applicable to property tax consulting services.

Submission of information through this website does not create a client relationship.

9. Your Rights

Depending on your jurisdiction, you may have rights regarding your personal information, including:

  • The right to request access to your data

  • The right to request correction of inaccurate information

  • The right to request deletion of your data, subject to legal obligations

To exercise these rights, please contact us using the information below.

10. Updates to This Policy

We may update this Privacy & Cookie Policy periodically. Updates will be posted on this page with a revised effective date.

11. Contact Us

If you have questions about this Privacy & Cookie Policy or our data practices, please contact:

Estes & Banks Tax Advisory
2323 Bryan Street Ste. 2100
Dallas, Texas 75201
214.919.8700
info@estesbanks.com