Privacy Policy for SMS Messaging at Premier Tax Resolution
At Premier Tax Resolution, we are committed to maintaining the privacy and confidentiality of our clients’ personal information. This Privacy Policy explains how we collect, use, store, and protect your data when you use our tax preparation services and opt-in to receive communications via SMS (text messaging). By choosing to use our services and providing your phone number for SMS messaging, you consent to the collection and use of your data in accordance with this policy.
- Information We Collect
To provide our tax preparation services and communicate with you via SMS, we may collect the following types of information:
• Personal Identification Information: Your full name, address, phone number, email address, and other personal details necessary for completing your tax preparation.
• Tax Information: Details related to your income, deductions, credits, and other tax-related documents that are necessary for the preparation of your tax returns.
• Communication Preferences: Information regarding your preferences for receiving SMS communications, such as alerts, reminders, appointment confirmations, or promotional messages.
• Device Information: We may collect information about the device you use to access our SMS messages, including the device’s operating system, browser type, and IP address for troubleshooting purposes. - How We Use Your Information
We use the information we collect from you to:
• Provide and manage our tax preparation services.
• Communicate important updates related to your tax preparation, including reminders, status updates, and notifications about deadlines.
• Send appointment confirmations and other transactional messages to ensure effective communication regarding your tax preparation process.
• Send promotional messages, newsletters, or offers related to our services, if you have consented to receive such messages.
• Comply with legal, regulatory, and ethical obligations, including responding to inquiries or fulfilling requests from government authorities, if applicable.
By consenting to receive SMS messages, you agree that we may contact you for any of the purposes listed above, using the phone number you have provided.
- Consent to Receive SMS Messages
When you opt-in to receive SMS messages from us, you provide consent for us to send you text messages to your mobile phone number. These text messages may include:
• Transactional Messages: Appointment reminders, tax document submissions, status updates, and other essential information related to your tax preparation process.
• Marketing Messages: Promotional offers, newsletters, and information regarding new services (if you have opted into marketing messages).
By providing your mobile phone number and opting into SMS messaging, you acknowledge that you are the authorized user of that phone number and agree to receive messages. You may withdraw your consent at any time by opting out or replying “STOP” to any SMS message we send.
- Opting Out of SMS Messaging
You have the right to withdraw your consent to receive SMS messages at any time. To opt out, simply reply to any SMS message with the word “STOP” or contact our office directly to request removal from our messaging list. If you opt out, we will cease sending you further marketing SMS messages, but we may still send you essential transactional messages related to your tax preparation. - Sharing of Your Information
We do not sell, rent, or share your personal information with third parties for marketing purposes. However, we may share your data with trusted service providers who assist us in delivering SMS communications. These service providers are bound by contracts to keep your information confidential and secure, and they are not permitted to use your information for any other purpose.
We may also disclose your information to third parties in the following circumstances:
• To comply with legal obligations, such as responding to a subpoena or court order.
• To protect our rights, property, or safety, and that of our clients, employees, or the public.
• If we are involved in a merger, acquisition, or asset sale, in which case your data may be transferred.
- Security of Your Information
We take the security of your personal information seriously and have implemented reasonable physical, technical, and administrative safeguards to protect it from unauthorized access, use, or disclosure. However, please be aware that no data transmission over the internet or wireless network can be guaranteed to be 100% secure. While we strive to protect your personal information, we cannot guarantee its absolute security. - Data Retention
We retain your personal and tax-related information only for as long as necessary to provide our services, comply with applicable laws, and fulfill our contractual obligations. If you opt out of SMS communications, we may still retain certain contact details for legal and operational purposes, but we will not use them for marketing or SMS communication unless you give us explicit consent again in the future. - Your Rights and Choices
As a client, you have the following rights regarding your personal data:
• Access: You have the right to request access to the personal information we hold about you.
• Correction: You have the right to request corrections to any inaccurate or incomplete data we have about you.
• Deletion: You may request that we delete your personal data, subject to certain legal restrictions or obligations.
• Opt-Out: You have the right to opt out of receiving SMS communications at any time by following the instructions above.
• Withdraw Consent: If you have given us consent to use your data for a specific purpose, you can withdraw that consent at any time.
To exercise any of these rights, please contact us using the details provided in the “Contact Information” section below.
- Children’s Privacy
Our services are not directed to children under the age of 13, and we do not knowingly collect personal information from children. If we become aware that we have collected personal data from a child under 13 without parental consent, we will take steps to delete that information. - Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or other factors. Any updates will be posted on our website, and the updated policy will be effective as of the date indicated. We encourage you to review this policy periodically to stay informed about how we are protecting your data. - Contact Information
If you have any questions, concerns, or requests regarding this Privacy Policy or the handling of your personal information, please contact us at:
Premier Tax Resolution
Manhattan Beach, CA
Phone: (888) 482-4705
Email: info@premiertaxfirm.com
By continuing to use our services and communicate with us via SMS, you acknowledge that you have read and understood this Privacy Policy and agree to its terms.