CEOHAVEN

Legal

Privacy Policy

Last updated: July 10, 2026

CEOHAVEN ("CEOHAVEN," "we," "us," or "our") respects your privacy. This Privacy Policy explains how we collect, use, disclose, retain, and safeguard personal information when you visit ceohaven.co, submit a form, book a consultation, subscribe to our content, become a client, or otherwise interact with our tax planning, tax preparation, bookkeeping, and related advisory services.

By using our website or providing your information, you acknowledge this Privacy Policy. Where required by law, we will obtain your consent before certain processing activities, such as marketing texts or emails.

1. Who We Are

CEOHAVEN provides tax and accounting services to entrepreneurs, real estate investors, and high-income professionals across the United States. Our primary website is ceohaven.co. You may contact us at info@ceohaven.co or through our contact page.

2. Information We Collect

We collect information in several ways depending on how you interact with us.

Information you provide directly

This includes information you submit through website forms, landing pages, consultations, email, phone, text, chat, or our client portal, such as:

  • Name, email address, phone number, mailing address, and preferred contact method
  • Business name, industry, revenue range, team size, entity type, and other qualifying details you share in funnels such as the Money Stack Roadmap or Tax Blueprint
  • Appointment and scheduling details when you book through Calendly or similar tools
  • Tax records, financial statements, bookkeeping records, payroll data, bank information, identification documents, and other materials needed to deliver professional services
  • Communications you send us, including support requests, feedback, and survey responses
  • Newsletter or content opt-ins when you subscribe to CEOHAVEN or partner email programs

Information collected automatically

When you visit our website or interact with our ads, we and our service providers may automatically collect:

  • Device and browser information, IP address, operating system, and general location derived from IP
  • Pages viewed, links clicked, time on page, referral source, and on-site actions
  • Cookie, pixel, tag, and similar identifier data
  • Advertising and campaign attribution data, including UTM parameters, Google click IDs (gclid), and Meta/Facebook click IDs (fbclid)
  • Funnel step progress, form completion status, and conversion events tracked through analytics tools

Information from third parties

We may receive information from advertising platforms, analytics providers, scheduling tools, CRM systems, payment processors, identity or enrichment vendors, and publicly available business sources. This may include lead form data submitted on Meta, Google, or other ad platforms, as well as information used to match, attribute, or measure campaign performance.

3. How We Use Your Information

We use personal information for the following purposes:

  • Deliver services: Provide tax planning, tax preparation, bookkeeping, advisory support, client onboarding, document review, filings, and ongoing account management
  • Respond to requests: Answer inquiries, send requested resources such as roadmaps or guides, and follow up on consultations
  • Marketing and advertising: Promote CEOHAVEN services through email, SMS/text, phone calls, paid ads, retargeting, lookalike or custom audiences, social media, and other campaigns on platforms such as Meta (Facebook and Instagram), Google, and similar channels
  • Personalization: Tailor content, offers, landing pages, and follow-up based on the information you provide in forms and your engagement history
  • Analytics and improvement: Measure website performance, funnel conversion, campaign ROI, and user experience using tools such as Google Tag Manager and related analytics services
  • Automation and AI-assisted operations: Use workflow automation, CRM tools, and artificial intelligence or machine-learning technologies to organize data, draft or summarize communications, route leads, analyze engagement, generate marketing content, and improve internal efficiency. We do not use automated processing as the sole basis for professional tax determinations
  • Security and fraud prevention: Protect our website, systems, clients, and business from abuse, unauthorized access, and misuse
  • Legal and compliance: Meet tax, accounting, regulatory, recordkeeping, and law-enforcement obligations

4. Marketing Communications and Consent

When you submit a form on our website or through a CEOHAVEN campaign, you may receive marketing or service-related communications by email, text message, or phone about your request, our services, educational content, events, and promotions.

By providing your contact information and submitting a form, you authorize CEOHAVEN and its service providers to contact you using the information provided, including autodialed or prerecorded calls and texts where permitted by law. Message and data rates may apply. You can opt out of marketing emails by using the unsubscribe link in those emails. You can opt out of marketing texts by replying STOP. You may also contact us at info@ceohaven.co to update your preferences.

We do not sell your personal information for money. We may, however, share information with advertising and analytics partners to measure campaigns, deliver relevant ads, and build custom or lookalike audiences, as described below.

5. Cookies, Pixels, and Tracking Technologies

We use cookies, pixels, tags, local storage, and similar technologies on our website and in our marketing stack. These technologies help us remember preferences, understand traffic sources, measure conversions, and run advertising campaigns.

Our site uses Google Tag Manager (container ID GTM-TQ47RW98), which may load additional tags for analytics, advertising, and conversion tracking. Third-party platforms such as Google and Meta may also set or read cookies when you interact with our site or ads.

You can manage cookies through your browser settings and, where available, platform-specific ad preference tools. Disabling certain cookies may affect site functionality or our ability to measure campaigns accurately.

6. How We Share Information

We may share personal information with trusted service providers and partners that help us operate our business, including:

  • CRM and marketing automation: Customer relationship and pipeline tools such as Go High Level, HubSpot, Zapier, and related workflow systems used to store leads, trigger follow-up, and manage campaigns
  • Email and SMS providers: Platforms such as Beehiiv and CRM-integrated messaging tools used to deliver newsletters, nurture sequences, and service communications
  • Advertising and analytics: Google, Meta, and other ad or measurement partners used for campaign delivery, attribution, and reporting
  • Scheduling: Calendly and similar tools used to book consultations
  • Client service platforms: TaxDome and related secure portals used for document exchange, signatures, and client collaboration
  • Website and technology vendors: Hosting, form, security, analytics, and managed-service providers, including partners that support our website and marketing operations
  • Professional advisors: Accountants, lawyers, insurers, or consultants when reasonably necessary
  • Business transfers: A successor entity in connection with a merger, acquisition, financing, or sale of assets
  • Legal requirements: Courts, regulators, or law enforcement when required by law or to protect rights, safety, and security

These providers are authorized to use information only as needed to perform services for us and are expected to protect it under contractual and legal obligations.

7. International and Cross-Border Processing

CEOHAVEN is based in the United States and primarily serves U.S. clients. If you access our website or services from outside the United States, you understand that your information may be transferred to, stored in, and processed in the United States and other countries where we or our service providers operate.

Those countries may have data-protection laws that differ from the laws in your jurisdiction. Where required, we take steps designed to provide appropriate safeguards for cross-border transfers, such as contractual protections with vendors.

8. Data Retention

We retain personal information for as long as reasonably necessary to provide services, maintain business records, comply with legal and professional obligations, resolve disputes, enforce agreements, and support marketing or analytics reporting. Retention periods vary based on the type of information, whether you are a prospect or active client, and applicable law.

Tax and accounting records may be retained for longer periods as required by professional standards, IRS rules, or state law.

9. Data Security

We use administrative, technical, and physical safeguards designed to protect personal information, including access controls, secure portals for client documents, and vendor security reviews where appropriate. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

10. Your Privacy Rights

Depending on where you live, you may have rights regarding your personal information, including the right to:

  • Request access to the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of certain information, subject to legal and contractual limits
  • Opt out of certain marketing communications
  • Opt out of certain targeted advertising or profiling activities where applicable law provides that right
  • Request a portable copy of certain information you provided to us
  • Appeal a denial of a privacy request where required by law

Residents of California, Virginia, Colorado, Connecticut, Utah, Texas, and other U.S. states with privacy laws may have additional rights. We do not sell personal information for money, and we do not share personal information for cross-context behavioral advertising in exchange for money in a manner that would constitute a "sale" under California law without appropriate notice and choice mechanisms where required.

To exercise your rights, contact us at info@ceohaven.co with the subject line "Privacy Request" and describe your request. We may need to verify your identity before responding.

11. Children's Privacy

Our website and services are not directed to children under 18, and we do not knowingly collect personal information from children. If you believe a child has provided us information, contact us and we will take appropriate steps to delete it.

12. Third-Party Links and Services

Our website may link to third-party websites, forms, portals, social networks, scheduling pages, and payment tools. This Privacy Policy does not apply to those third parties. Their privacy practices are governed by their own policies.

13. Changes to This Policy

We may update this Privacy Policy from time to time. The "Last updated" date at the top will reflect the most recent revision. Material changes may also be communicated through our website or by other appropriate means. Continued use of our website after an update constitutes acceptance of the revised policy, to the extent permitted by law.

14. Contact Us

If you have questions about this Privacy Policy or our data practices, contact us at:

CEOHAVEN
Email: info@ceohaven.co
Website: ceohaven.co/contact

This policy is provided for transparency and operational use. It does not constitute legal advice. CEOHAVEN recommends review by qualified legal counsel for your specific compliance needs.