Privacy Policy
How we collect, use, and protect your information.
Last updated: October 16, 2026
Stay The Course Society ("Company," "we," "our," or "us") respects your privacy and is committed to protecting the personal information you provide when using our website and services.
Information we collect
- Name, email address, phone number, and mailing address
- Date of birth
- Social Security number (when required for tax preparation or credit services)
- Credit-related information you provide voluntarily
- Financial information necessary for tax preparation or funding-readiness services
- Uploaded documents and identification
How we use your information
- Provide credit consulting services
- Prepare tax returns
- Assist with personal and business funding preparation
- Verify identity
- Communicate with you about our services
- Improve customer experience
- Comply with legal and regulatory requirements
Information security & retention
We implement reasonable administrative, technical, and physical safeguards to protect your personal information, including sensitive tax and identity information. We keep personal information only as long as needed to provide services and meet legal and record-retention requirements. However, no electronic transmission or storage system can be guaranteed to be 100% secure. TODO: confirm retention periods & safeguards (FTC Safeguards Rule / IRS Pub 4557)
Information sharing
We do not sell your personal information. Information may be shared with:
- Credit reporting agencies, when you authorize it
- Financial institutions, when you authorize it
- Tax software providers and government agencies, for tax preparation
- Service providers that help us deliver the services you request
SMS & phone communications
If you check the consent box on one of our forms, you agree to receive marketing and informational calls and text messages, including by autodialer or prerecorded/artificial voice, at the number you provide. Consent is not a condition of purchase. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help at any time.
Mobile numbers and SMS opt-in data and consent are not shared with or sold to third parties or affiliates for their marketing purposes.
Cookies
Our website may use cookies and privacy-friendly analytics to improve user experience and website performance. Embedded third-party tools (such as our booking calendar) may set their own cookies.
Your rights
You may request access to, correction of, or deletion of your personal information, subject to applicable laws and record-retention requirements. Contact us using the details below.
Contact
Stay The Course Society
Email: [email protected]
Phone: (510) 205-7587