Privacy Policy

Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. 

 A. Types of Information We Collect: We collect certain personal information about you – but only when that information is provided by you or is obtained by us with your authorization. We use that information to prepare your personal income tax returns and may also provide various tax services to you at your request. Examples of sources from which we collect information include: 

    a. Interviews and phone calls with you

    b. Letters or mails from you

    c. Previous tax returns filed with us

 B. Parties to Whom We Disclose Information: We do NOT disclose your personal information without your consent to anyone unless it's strictly required by law.

C. SMS Communications: If consent has been given to receive text messages from Tax Plus, messages may be received related to the following: 

    a. Appointment reminders

    b. Follow up messages 

Phone numbers obtained as part of the SMS consent process will not be shared with third parties for marketing purposes. Opting out of receiving SMS messages can be done at any time by replying "STOP" to any SMS message received. Alternatively, direct contact can be made to request removal from the messaging list. 

At Tax Plus, we maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction. Thank you for allowing us to serve your accounting and tax needs. We value your business and are committed to protecting your privacy. We hope you view our firm as your most trusted tax partner and we will work to continue earning your trust. Please call us if you have any questions or if we can be of further service.