This Privacy Policy explains how Gnomon Planning, LLC (“Gnomon,” “we,” “us,” or “our”) collects, uses, shares, and protects information when you visit gnomonplan.com, use our intake application at start.gnomonplan.com, or engage us for tax and financial planning services. We are a tax-led advisory firm based in Phoenix, Arizona.
Because we prepare tax returns and handle financial information, we treat your data with the care that line of work demands. Please read this alongside any engagement letter you sign with us, which governs the specific services we provide.
1. Information we collect
Information you give us
- Contact and identity details — such as your name, email address, phone number, and mailing address when you reach out, start the Diagnostic, or become a client.
- Intake and questionnaire responses — the answers you provide in our Diagnostic intake, including information about your goals, household, business, and how you think about money.
- Financial and tax information — information needed to provide our services, which may include income, deductions, entities, investments, equity compensation, real estate, prior tax returns, and IRS records you authorize us to access.
- Engagement and payment information — engagement-letter details and payments. Card payments are processed by our payment processor (Stripe); we do not store full card numbers.
- Meeting participation — if you join a call with us, we may record and transcribe the meeting (for example, through Google Meet and Fathom) so we can capture what matters and serve you accurately. We will tell you when a meeting is being recorded.
Information collected automatically
- Usage and device data — such as your IP address, browser type, device information, pages viewed, and referring links, collected through cookies and similar technologies.
- Analytics — we use Google Analytics to understand how visitors use our site. See Cookies and analytics below.
Information from other sources
- IRS records — with your authorization, we obtain your tax records from the IRS to inform our work.
- Financial-account data — where you choose to connect accounts (for example, through Plaid, when that feature is enabled), we receive account and transaction information you authorize.
2. How we use your information
We use the information we collect to:
- provide, personalize, and improve our services, including preparing your Diagnostic and our planning work;
- communicate with you, schedule reviews, and respond to your requests;
- process payments and administer engagements;
- operate, secure, and improve our website and intake application;
- comply with our legal, tax, and professional obligations; and
- detect, prevent, and address fraud, security issues, and misuse.
3. Cookies and analytics
We use cookies and similar technologies for two purposes: those that are strictly necessary to run the site and intake application (for example, security, session handling, and payment processing through Stripe), and analytics cookies set by Google Analytics that help us understand site usage.
You can control cookies through your browser settings, and you can opt out of Google Analytics specifically by installing the Google Analytics Opt-out Browser Add-on. Blocking some cookies may affect how parts of the site work.
4. How we share information
We do not sell your personal information, and we do not share it for cross-context behavioral advertising. We share information only as needed to run our business and serve you:
- Service providers — vendors who process information on our behalf under contract, including Stripe (payments), Supabase (database hosting), Amazon Web Services (cloud processing), Google Workspace (email, meetings, calendar), Netlify (website hosting), Airtable (operations), Fathom (meeting recording and transcription), and Plaid (account connections, when enabled).
- Professional coordination — with your direction, other professionals in your financial life (for example, your attorney, lender, or bookkeeper).
- Legal and protective reasons — when required by law, to comply with legal process, or to protect the rights, safety, and property of Gnomon, our clients, or others.
- Business transfers — in connection with a merger, acquisition, or sale of assets, subject to this Policy.
5. How we handle your tax and financial information
As a firm that prepares tax returns, we are generally treated as a “financial institution” under the federal Gramm–Leach–Bliley Act, and our use and disclosure of tax return information is governed by Internal Revenue Code § 7216 and related rules. In practice, this means:
- we collect non-public personal and financial information only to provide the services you engage us for;
- we do not sell your tax or financial information to anyone;
- we use and disclose your tax return information only as you authorize, as needed to prepare and deliver your work, or as the law permits or requires — and where the law requires your written consent, we will request it before proceeding;
- we maintain administrative, technical, and physical safeguards designed to protect your information, consistent with our written information security program; and
- we limit access to your information to people who need it to do their work.
6. Data security
We use reasonable administrative, technical, and physical safeguards to protect your information, including encryption of sensitive data and access controls. No method of transmission or storage is perfectly secure, so we cannot guarantee absolute security, but we work to protect your information and to limit who can access it.
7. How long we keep your information
We keep your information for as long as needed to provide our services, maintain our records, and meet our legal, tax, and professional obligations, after which we delete or de-identify it. Tax and engagement records are typically retained for the periods required by law and professional standards.
8. Your choices and rights
Depending on where you live, you may have rights to access, correct, delete, or obtain a copy of your personal information, and to opt out of certain processing. Residents of states with comprehensive privacy laws (such as California) may have additional rights, including the right not to be discriminated against for exercising them. Because we do not sell personal information or use it for cross-context behavioral advertising, there is nothing to opt out of in that respect.
You can also unsubscribe from marketing emails at any time using the link in those emails. To make a privacy request, email us at hello@gnomonplan.com or use our contact page. We will verify your request as required and respond within the time the law allows.
9. Children’s privacy
Our website and services are intended for adults. We do not knowingly collect personal information from children under 18. If you believe a child has provided us information, please contact us and we will delete it.
10. Third-party links
Our site may link to third-party websites and services we do not control. Their privacy practices are governed by their own policies, and we encourage you to review them.
11. Where we operate
We operate in the United States and our services are directed to U.S. residents. If you access the site from outside the United States, you understand your information will be processed in the United States.
12. Changes to this Policy
We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date above, and material changes will be reflected on this page. Your continued use of the site after an update means you accept the revised Policy.
13. Contact us
If you have questions about this Policy or how we handle your information, reach us at hello@gnomonplan.com or through our contact page. Gnomon Planning, LLC is based in Phoenix, Arizona.