Privacy Policy
Effective Date: January 1, 2026
Last Updated: January 1,2026
1. Introduction
The Tax Lady LLC (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website, engage our services, or communicate with us via phone, email, or SMS text messaging.
By using our website or services, you agree to the terms of this Privacy Policy.
2. Information We Collect
We may collect the following types of information:
A. Personal Information
- Full name
- Mailing address
- Email address
- Phone number
- Date of birth
- Taxpayer identification information
- Financial and tax-related documentation
- Any other information voluntarily provided to us
B. Communication Information
- Records of phone calls
- SMS/text message communications
- Email communications
- Voicemail recordings
C. Website Usage Information
- IP address
- Browser type
- Device information
- Pages visited
- Cookies and analytics data
3. How We Use Your Information
We use collected information for the following purposes:
- Providing tax preparation and related professional services
- Responding to inquiries
- Scheduling and confirming appointments
- Requesting documentation
- Providing status updates on tax filings
- Customer service and support
- Compliance with legal and regulatory obligations
- Internal recordkeeping
- Improving our website and services
We do not use your personal information for unsolicited marketing campaigns or mass promotional messaging.
4. SMS/Text Messaging Policy
A. Purpose of SMS Communications
The Tax Lady LLC may use SMS text messaging to communicate with clients and prospective clients regarding:
- Appointment confirmations and reminders
- Requests for documents or information
- Status updates regarding tax filings
- Follow-up communications
- Client support
Messages are conversational and one-to-one in nature.
B. Consent
SMS messages are sent only after obtaining consent from the recipient. Consent may be obtained verbally during phone conversations or when a client voluntarily provides their phone number for communication purposes.
By providing your phone number and consenting to receive SMS communications, you agree to receive text messages from The Tax Lady LLC.
C. Message Frequency
Message frequency may vary depending on client interaction and service needs.
D. Message and Data Rates
Message and data rates may apply depending on your mobile carrier plan.
E. Opt-Out Instructions
You may opt out of SMS communications at any time by replying:
- STOP to unsubscribe
- HELP for assistance
After opting out, you will no longer receive SMS messages unless you provide renewed consent.
5. Sharing and Disclosure of Information
The Tax Lady LLC does not sell, rent, trade, or share your personal information, including phone numbers, with third parties for marketing, promotional, or lead generation purposes.
We may share information only in the following limited circumstances:
- With service providers who assist in delivering our services (e.g., secure document portals, communication platforms)
- To comply with federal, state, or local laws
- In response to lawful requests by public authorities
- To protect our rights, property, or safety
All service providers are required to maintain confidentiality and safeguard personal information.
6. Data Security
We implement appropriate administrative, technical, and physical safeguards to protect personal information from unauthorized access, disclosure, alteration, or destruction.
While we take reasonable precautions, no method of transmission over the internet or electronic storage is 100% secure.