Here is our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.

We collect nonpublic personal information about you from the following sources:

• Information we receive from you on applications, tax organizers, worksheets and other documents;
• Information about your transactions with us, our affiliates, or others;
• Information we receive from a consumer-reporting agency.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

Online information is stored on secure servers located in CPA Website Solutions SOC 1 certified datacenters.

If you have any questions about this policy, please do not hesitate to contact us.

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TAXcellent Financial Services Privacy and Policy for Messaging

At TAXcellent Financial Services, we respect your privacy. By opting into our SMS messaging service, you agree to the following terms regarding how we handle your data:

Data Collection: We will collect your name, email address, and mobile phone number when you sign up for SMS updates. This information will be gathered through our Contact US form in our website.

Data Usage: We use your data solely for scheduling, confirming and reminding appointments.

Data Security: We protect your data with secure storage measures to prevent unauthorized access.

Data Retention: We retain your information as long as you are subscribed to our SMS service. You may request deletion at any time.

Message and Data Rates may apply: Your mobile carrier may charge fees for sending or receiving text messages, especially if you do not have an unlimited texting or data plan. Messages are recurring and message frequency varies based on communication needs.

Contact TAXcellent Financial Services at 877-278-5589 or info@taxcellentfs.com for HELP or to STOP or CANCEL receiving messages.

Opt-Out: You can opt out of the SMS list at any time by texting, emailing, or replying STOP or CANCEL to info@taxcellentfs.com or 877-278-5589. After unsubscribing, you will receive a final SMS to confirm you have unsubscribed and we will remove your number from our list within 24 hours. You can send HELP for additional assistance, and you will receive a text including our phone number, email address, and website. We are here to help you.

Non-Sharing Clauses:

• TAXcellent Financial Services does not share your data with third parties for marketing purposes.
• TAXcellent Financial Services does not sell, rent, or share the collected mobile numbers or mobile opt-in information with anyone.