Last Updated: August 11, 2026
Royalty Risk Management, Inc., operating the Solopreneur Sherpa Tax website and public-facing brand (“Solopreneur Sherpa Tax,” “we,” “our,” or “us”), respects your privacy. This Privacy Policy explains how information is collected, used, disclosed, and protected when you visit https://solosherpatax.com/, submit a website form, request a consultation, communicate with us, or use related website services.
01. Information We Collect
We may collect the following categories of information when you use our website or contact us:
- Contact Information: name, email address, phone number, mailing address, and other contact details you choose to provide.
- Inquiry and Service Interest Information: questions, messages, service interests, consultation requests, booking details, and other information submitted through website forms.
- SMS and Communication Consent Records: whether you selected an SMS consent checkbox, the date/time of consent, the form or page source, and related communication preferences.
- Scheduling and Client-Service Information: appointment requests, consultation status, reminders, service-related notes, and communication history connected to a submitted request.
- Website and Technical Information: IP address, browser type, device information, pages visited, referring pages, cookies, analytics events, and other technical or usage data generated when you use the website.
02. How We Use Your Information
We may use information for the following purposes:
- To respond to inquiries and provide information about incorporation, bookkeeping, tax returns, tax planning, financial systems, consultations, and related services.
- To coordinate consultations, appointments, requested follow-ups, reminders, service-related updates, and customer support.
- To send non-marketing SMS/text messages only when you have opted in through a compliant SMS consent method.
- To send promotional or marketing SMS only if a separate compliant marketing consent is collected and the applicable messaging campaign is approved.
- To operate, secure, analyze, and improve our website, forms, scheduling workflows, CRM, and customer experience.
- To maintain records of consent, communication preferences, and business interactions.
- To comply with applicable law, professional obligations, platform requirements, carrier rules, and valid legal requests.
03. SMS Program & Text Messaging
SMS Consent & Opt-In
By providing your mobile phone number and actively selecting the optional SMS consent checkbox on a Solopreneur Sherpa Tax form, you consent to receive non-marketing text messages related to your submitted inquiry, consultation or appointment coordination, confirmations and reminders, requested service updates, and customer support. SMS consent is not a condition of purchasing or receiving services.
Message Frequency
Message frequency may vary depending on your inquiry, consultation or appointment activity, requested service updates, and support needs.
Message & Data Rates
Message and data rates may apply based on your wireless carrier and mobile plan.
Opt-Out
Reply STOP to any message at any time to opt out. You may receive one final confirmation message. If you later want to receive messages again, you must opt in again through an accepted consent method.
Help
Reply HELP for assistance, or contact us at info@solosherpa.com or +1 (657) 238-8466.
Mobile Information and Consent Sharing
No mobile information will be shared with third parties/affiliates for marketing or promotional purposes. Information may be shared with subcontractors or service providers that support business operations or customer service. Text-messaging originator opt-in data and consent will not be shared with third parties for their own use or marketing.
04. How We Share Information
We do not sell, rent, exchange, or provide personal information to third parties for their own marketing purposes. We may disclose information only in limited circumstances such as:
- Service Providers: vendors that help operate the website, CRM, scheduling, communications, payment or accounting systems, analytics, cloud hosting, security, or customer support, and that process information only to provide services to us.
- Legal and Compliance Requirements: when required by law, subpoena, court order, governmental request, professional obligation, or to protect rights, safety, security, or property.
- Business Administration: if ownership or control of the business changes, information may be handled as part of a legitimate business transaction subject to applicable privacy obligations.
Regardless of the above, text-messaging opt-in data and consent will not be shared with third parties for their own marketing or promotional purposes.
05. Cookies & Analytics
Our website may use cookies, analytics tools, and similar technologies to understand website usage, improve performance, remember preferences, and support security. You can control cookies through your browser settings. Disabling cookies may affect certain website features.
06. Data Security
We use reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, disclosure, alteration, loss, or misuse. No method of internet transmission or electronic storage is completely secure, so absolute security cannot be guaranteed.
07. Data Retention
We retain personal information only as long as reasonably necessary for the purposes described in this Policy, including responding to requests, maintaining business and consent records, satisfying professional or legal obligations, resolving disputes, and enforcing agreements. Retention periods may vary depending on the type of information and applicable requirements.
08. Your Choices and Rights
Depending on applicable law, you may have rights regarding your personal information. You may also:
- Request access to or correction of personal information we maintain about you.
- Request deletion of certain personal information, subject to legal and business-record requirements.
- Opt out of marketing communications using the unsubscribe method provided in those communications.
- Opt out of SMS/text messages at any time by replying STOP.
- Contact us regarding privacy questions or requests at info@solosherpa.com.
09. Children’s Privacy
Our website is not directed to children under 13, and we do not knowingly collect personal information from children under 13 through the website. If you believe a child has provided personal information to us, please contact us so we can review and address the request.
10. Third-Party Links
The website may contain links to third-party websites, scheduling platforms, social networks, software tools, or resources. We do not control those third parties and are not responsible for their content, privacy practices, or services. Review the privacy terms of any third-party service you use.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When changes are made, the “Last Updated” date will be revised. Continued use of the website after an updated Policy is posted is subject to the revised Policy as permitted by applicable law.
12. Contact Us
If you have questions, privacy requests, or concerns about this Privacy Policy, contact:
Solopreneur Sherpa Tax
Email: info@solosherpa.com
Phone: +1 (657) 238-8466
Address: 421 East Coeur D’Alene Ave Suite 4, Coeur D’Alene, ID 83814
Website: https://solosherpatax.com/