Privacy Policy

Last Updated: 2024

 

SMART INCOME TAX is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and share your information, including your phone number for SMS communications.

 

1. Information We Collect

 

We may collect the following information when you interact with our services:

 

  • Name, contact information (phone number, email, address)
  • Tax-related documents and financial information (for tax preparation purposes)
  • Communication preferences, including SMS opt-in status

 

2. How We Use Your Information

 

We use your information to:

 

  • Provide tax preparation services
  • Contact you regarding your tax filings and required documents
  • Send SMS messages for appointment reminders, document requests, and important updates
  • Send promotional messages about tax-related services (only with your consent)

 

3. SMS Communications

 

By providing your phone number, you consent to receive text messages from us, including service updates, appointment reminders, and promotional offers.

 

  • Message Frequency: Varies based on your interaction with our services.
  • Opt-Out: You can opt out of SMS at any time by replying STOP.
  • Help & Support: Reply HELP for assistance.
  • Message & Data Rates May Apply.

 

We use trusted third-party service providers to facilitate SMS communication with our clients. Your mobile information will not be shared with third parties or affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will only be used for service-related messaging and will not be sold or shared for marketing outside of our direct communications.

 

4. Information Sharing

 

We do not sell your personal information. We may share information with:

 

  • Third-party service providers who assist in delivering our services
  • Legal or regulatory authorities when required by law

 

5. Data Security

 

We implement industry-standard security measures to protect your information.

 

6. Updates to This Privacy Policy

 

We may update this Privacy Policy from time to time. Changes will be posted on this page.

 

7. Contact Us

 

For questions about this Privacy Policy, contact us at:


SMART INCOME TAX
5225 Canyon Crest Dr Suite 301-B Riverside California 92507
info@smartincometax.com 909-577-3777