IRONCLADPARTNERS

Privacy Policy

Ironclad Partners LLC · Effective October 3, 2026

This policy explains, in plain terms, what information Ironclad Partners LLC ("Ironclad," "we," "us") collects about you, how we use it and who we share it with. It covers ironcladpartnership.com and our booking page (the "Site"), and our emails, calls and text messages. If you become a client, the confidentiality terms in your Client Agreement also apply, and they control if they differ from this policy.

1. Who we are and how we're paid

Ironclad is an introduction firm. We introduce people to independent providers of tax strategies. We aren't a CPA firm, law firm, enrolled agent, investment adviser, broker-dealer or insurance agency, and we don't give tax, legal, investment or insurance advice.

You pay us nothing. The providers we introduce people to pay us when someone completes that provider's process. That payment isn't for your personal information. We share your information with a provider only when you ask us to introduce you.

2. What we collect

When you book a call: your name, email address, mobile number, U.S. state or territory, filing status and estimated adjusted gross income (AGI), and your yes/no answers about equity compensation, rental property, retirement assets, business ownership, hiring and changes in your income.

When we talk or write to each other: anything you choose to tell us about your situation, and our own notes of it. We don't record or transcribe our calls. If we ever want to record one, we'll ask first and record only with your permission.

Automatically when you visit, unless you decline cookies: your browser and device type, the pages you view, and how and when you reached the Site. Your IP address may be collected even if you decline (see section 6).

When we email you: our email service records whether an email was opened and which links were clicked. Your website cookie choice doesn't control this. You can limit it by turning off automatic image loading in your email app.

We don't ask for Social Security numbers, account numbers or tax returns through the Site, so please don't send them.

3. How we use it

We use your information to:

  • schedule, prepare for and hold your call, and follow up afterward;
  • show you estimates based on numbers you give us and a provider's written terms;
  • make an introduction you ask for;
  • check in with you about future tax years;
  • send occasional updates by email;
  • understand how the Site is used and improve it; and
  • keep our records, meet legal obligations and protect our rights.

4. Who we share it with

We share your information only with:

  • A provider you ask to be introduced to. When you ask us to introduce you, we share your name and email with that provider, plus anything else you give us for that purpose or ask us to share.
  • Your own advisors, as you direct. This includes a tax advisor we connected you with at your request.
  • Our service providers, such as our website, scheduling, email and file-storage companies. They handle information for us and are bound to keep it confidential.
  • The person who introduced you to us, if anyone did. We tell them only whether you've spoken with us. If you become a client, your Client Agreement says what else we may tell them.
  • A person you suggest we contact. We share only the fact that you suggested it.
  • Others when the law requires it, such as in response to a subpoena or court order, or when reasonably necessary to establish or defend a legal claim.
  • A buyer or successor if our business is sold or reorganized.

5. What we don't do

  • We don't sell your personal information.
  • We don't share it for targeted (cross-context behavioral) advertising.
  • We don't share your mobile number or your text-message consent with third parties for their marketing.

6. Cookies, Global Privacy Control and Do Not Track

We use cookies to see how the Site is used and to connect your visit to any call you book. Our analytics cookies are on by default. On your first visit, a banner lets you decline them. If you decline, we turn them off and use one cookie to remember your choice. If your browser sends a Global Privacy Control (GPC) signal, we treat it as a decline. The booking calendar, run by HubSpot, may set cookies it needs to work. You can change your choice anytime with "Cookie settings" at the bottom of any page, or by blocking or deleting cookies in your browser. Even without cookies, if you book a call we receive the information you enter.

The Site doesn't respond to browser "Do Not Track" signals, but it does honor GPC as described above. Our website, scheduling and email providers (HubSpot, and Google, which serves our fonts) may collect technical information such as your IP address.

7. Calls, text messages and email

By booking, you agree to our Terms of Use and Privacy Policy, and that we may call, text or email you about your call, follow up afterward, and check in about future tax years. Message frequency varies, and message and data rates may apply. You can opt out anytime by replying STOP to a text or telling us any other way, and opting out won't affect whether we work with you.

We call from 212-390-1199. To stop calls, just tell us on a call or by email. We honor requests to stop calls and texts within 10 business days.

We send occasional updates by email to people who opted in, and from time to time to people who have booked a call or worked with us. Every update has an unsubscribe link, and we honor unsubscribes within 10 business days. Even after you unsubscribe, we may still write to you about a call you booked or an introduction you asked for.

8. How long we keep it

We keep your information only as long as we reasonably need it for the purposes in this policy. That includes staying in touch about future tax years if you'd like us to, keeping our business records, meeting legal requirements and resolving disputes. After that, we delete it or keep it only in a form that doesn't identify you. To ask us to delete it sooner, see section 10.

9. How we protect it

We use reasonable administrative, technical and physical safeguards, and we limit access to the people and service providers who need it. No way of sending or storing information is completely secure, so we can't guarantee absolute security.

10. Your choices and requests

You can ask us to:

  • tell you what personal information we have about you, and give you a copy;
  • correct it;
  • delete it; or
  • stop calls, texts or emails.

Just email melvin@ironcladpartnership.com or call 212-390-1199. We may ask you to confirm your identity, usually by replying from the email address you booked with. We'll respond within 45 days. We may keep information we're required to keep, information we need to resolve a dispute, and a record of your request so we keep honoring it. We won't treat you differently for making a request. Depending on where you live, state law may give you these and other rights. We honor these requests from everyone, wherever you live. If we decline a request, you can ask us to reconsider by replying to our response.

11. Children

The Site is for adults. We don't knowingly collect information from anyone under 18. If you believe we have, contact us and we'll delete it.

12. Changes to this policy

If we make a material change, we'll post the updated policy on this page with a new effective date.

13. Contact us

Ironclad Partners LLC

21707 Frogfruit Ct, Cypress, TX 77433

Email: melvin@ironcladpartnership.com · Phone: 212-390-1199