Effective Date: January 3rd 2025 | Last Updated: March 12th 2026
CGX Advisors LLC | [email protected] | (904) 605-3434
CGX Advisors LLC ("CGX Advisors," "we," "us," or "our") is a tax and financial advisory firm serving assisted living facility, residential assisted living, and group home owner-operators. We respect your privacy. This Privacy Policy explains what personal information we collect, how we use it, who we share it with, how we protect it, and what rights you have regarding it.
This policy applies to all personal information collected through:
Our website at cgxadvisors.com
Our landing pages, funnels, and online forms
Our client portal (TaxDome)
Our email, phone, and SMS communications
Any other digital or direct interaction with CGX Advisors
This Privacy Policy does not constitute legal advice and is not a substitute for consulting a licensed attorney about your specific privacy or compliance obligations.
Legal Business Name: CGX Advisors LLC
Website: cgxadvisors.com
Email: [email protected]
Phone: (904) 605-3434
CGX Advisors provides tax planning, financial infrastructure advisory, and related consulting services. Xae Williams operates as a tax advisor, not a licensed Certified Public Accountant (CPA).
When you submit a form, schedule a consultation, or contact us, we may collect:
Full name
Email address
Phone number (including mobile number for SMS)
Business name, structure, and location
Number of facilities and beds under operation
Revenue, expense, and financial data you choose to share
Tax identification information for service delivery
Any other information you voluntarily include in your inquiry or intake form
When you visit our website or interact with our digital properties, we automatically collect certain technical information, including:
IP address and approximate geographic location
Browser type and version
Device type and operating system
Pages visited and time spent on each page
Referring URL (how you arrived at our site)
Clicks, scrolls, and other behavioral data captured by analytics tools
We collect this data through cookies and third-party tracking technologies described in Section 5.
Because of the nature of our services, you may share financial data including income figures, expenses, tax liabilities, or business structure details through our intake forms, client portal, or consultations. We treat all financial information as confidential and apply appropriate safeguards as described in Section 8.
We use your personal information for the following purposes:
| Purpose | Details |
|---|---|
| Service Delivery | Providing tax planning, financial advisory, and consulting services you request |
| Communication | Responding to inquiries, scheduling consultations, and sending appointment reminders via email, phone, or SMS |
| Marketing & Outreach | Sending promotional emails and SMS messages about our services, offers, and educational content with your consent |
| Client Portal Access | Managing your account and documents in TaxDome |
| Analytics & Improvement | Understanding how visitors use our website to improve our content and services |
| Advertising | Serving targeted ads on Facebook/Instagram and Google to users who have visited our site or match our audience profile (see Section 5) |
| Legal & Compliance | Meeting tax recordkeeping obligations, responding to lawful requests, and enforcing our agreements |
| Security | Detecting and preventing fraud, unauthorized access, or misuse of our systems |
By submitting your mobile phone number through any CGX Advisors form or opt-in, you expressly consent to receive text messages from CGX Advisors. These messages may include:
Appointment reminders and scheduling confirmations
Follow-up messages related to a submitted inquiry
Promotional messages about CGX Advisors services, offers, and events
Your consent to receive marketing text messages is not a condition of purchasing or receiving any service from CGX Advisors.
Message frequency will vary. Message and data rates may apply. To opt out of text messages at any time, reply STOP. For help, reply HELP or contact us at [email protected].
By submitting your email address, you consent to receive email communications from CGX Advisors, which may include service-related messages, educational content, and promotional offers. You may unsubscribe at any time by clicking the unsubscribe link in any marketing email or by contacting us directly.
Transactional messages (appointment confirmations, service updates, secure document requests) may be sent regardless of marketing opt-out status, as they are necessary to deliver services you have requested.
Our website uses cookies and third-party tracking tools. These technologies collect data automatically when you visit our site. We currently use the following:
| Tool | Type | Purpose |
|---|---|---|
| Google Analytics (GA4) | Analytics | Tracks website traffic, page views, user behavior, and conversion events to help us understand how visitors interact with our site |
| Meta (Facebook) Pixel | Advertising / Retargeting | Enables us to measure ad effectiveness, build custom audiences, and serve targeted ads on Facebook and Instagram to visitors of our site |
| GoHighLevel (GHL) | CRM / Session | Powers our forms, funnels, and booking pages; may set session cookies to maintain form state and track conversions |
You can control or disable cookies through your browser settings. Note that disabling certain cookies may affect the functionality of our website. Most modern browsers allow you to:
Block all cookies
Delete existing cookies
Configure alerts before cookies are set
To opt out of Google Analytics data collection, you may use the Google Analytics Opt-Out Browser Add-On available at tools.google.com/dlpage/gaoptout.
To opt out of Meta ad targeting, visit your Facebook Ad Preferences at facebook.com/ads/preferences.
We do not sell, rent, or trade your personal information. We share data only in the following circumstances:
We share personal information with third-party vendors who help us operate our business. These providers are contractually obligated to protect your data and may only use it to perform services on our behalf. Current service providers include
| Provider | Role | Data Shared |
|---|---|---|
| GoHighLevel (GHL) | CRM, funnels, email, SMS | Name, email, phone, form responses |
| TaxDome | Client portal, document management | Name, email, tax and financial documents |
| Google (GA4) | Website analytics | Anonymized usage and behavioral data |
| Meta (Facebook) | Advertising platform | Hashed contact data, pixel event data |
| Microsoft 365 | Email and business communications | Email content for service delivery |
We may disclose your information if required to do so by law, court order, or government authority, or when we believe disclosure is necessary to protect our legal rights, prevent fraud, or protect the safety of any person.
If CGX Advisors is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will provide notice before your personal information is transferred and becomes subject to a different privacy policy.
No. CGX Advisors does not sell personal information as that term is defined under applicable state privacy laws, including the California Consumer Privacy Act (CCPA), Colorado Privacy Act (CPA), or similar statutes.
We do share limited data such as pixel event data and hashed email addresses with advertising platforms (Meta, Google) for targeted advertising purposes. Under some state laws, this may constitute "sharing" for cross-context behavioral advertising. Residents of qualifying states may opt out of this type of sharing (see Section 9)
We retain your personal information for as long as necessary to fulfill the purposes described in this policy, unless a longer retention period is required or permitted by law.
| Data Category | Retention Period |
|---|---|
| Contact and inquiry data (non-client) | Up to 3 years after last interaction, or until opt-out request is honored |
| Client financial and tax records | Minimum 7 years, consistent with IRS and state tax recordkeeping requirements |
| SMS and email consent records | Duration of the consent relationship plus 4 years |
| Website analytics data (GA4) | Up to 14 months per Google Analytics default retention settings |
| Client portal documents (TaxDome) | Duration of client relationship plus minimum 7 years |
| Marketing data and ad audience data | Up to 180 days unless renewed through active engagement |
When data is no longer needed, we dispose of it securely by deletion or de-identification.
We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include:
Encryption of data in transit using SSL/TLS protocols
Access controls limiting data access to authorized personnel on a need-to-know basis
Use of reputable, security-vetted third-party platforms (GHL, TaxDome, Microsoft 365)
Secure password policies and multi-factor authentication practices for internal systems
No method of transmission over the internet or electronic storage is 100% secure. While we take commercially reasonable steps to protect your information, we cannot guarantee absolute security. By using our services, you acknowledge and accept this inherent risk.
Depending on your state of residence, you may have certain rights regarding your personal information. CGX Advisors will honor the following requests regardless of your location, to the extent we are able:
| Right | What it means |
|---|---|
| Access | Request a copy of the personal information we hold about you |
| Correction | Request that we correct inaccurate or incomplete information |
| Deletion | Request that we delete your personal information, subject to legal retention obligations |
| Opt-Out of Marketing SMS | Reply STOP to any text message, or contact us directly |
| Opt-Out of Marketing Email | Click Unsubscribe in any marketing email, or contact us directly |
| Opt-Out of Targeted Advertising | Contact us to request exclusion from cross-context behavioral advertising (data sharing with ad platforms) |
| Data Portability | Request your data in a portable format, where technically feasible |
To exercise any of these rights, contact us at:
Email: [email protected]
Phone: (904) 605-3434
We will respond to your request within 45 days. In some cases, we may need to verify your identity before processing your request. We will not discriminate against you for exercising any privacy right.
California residents may have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), including the right to know what personal information is collected and sold, the right to opt out of sale or sharing, and the right to limit the use of sensitive personal information. To submit a CCPA request, contact us using the information above.
Our website and services are not directed to, and we do not knowingly collect personal information from, children under the age of 13. If we become aware that we have collected personal information from a child under 13 without verifiable parental consent, we will take steps to delete that information promptly.
If you believe we may have inadvertently collected information from a child under 13, please contact us immediately at [email protected].
All personal information collected and processed by CGX Advisors is stored and processed within the United States. Our service providers including GoHighLevel, TaxDome, and Microsoft 365 operate data centers in the United States and may store data on cloud infrastructure hosted domestically
We do not intentionally transfer your personal information to servers or entities located outside the United States. If this changes, we will update this policy accordingly.
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we do, we will revise the "Last Updated" date at the top of this policy.
Material changes will be communicated by:
Posting the updated policy on our website at cgxadvisors.com/privacy
Sending an email notification to active clients and subscribers, where applicable
Your continued use of our website or services after any changes constitutes your acceptance of the updated policy. We encourage you to review this policy periodically.
If you have questions, concerns, or requests related to this Privacy Policy or how CGX Advisors handles your personal information, please contact us:
| Business | CGX Advisors LLC |
| [email protected] | |
| Phone | (904) 605-3434 |
| Website | cgxadvisors.com |
This Privacy Policy was prepared for informational purposes. CGX Advisors recommends consulting a licensed privacy attorney to confirm compliance with applicable federal and state laws before publishing this policy on your website.