How we collect your information

We collect information about you in a variety of ways, depending on how you interact with us. These include:

• Information you provide directly to us when you sign up for communications, request information or services, or post on publicly accessible websites. This may occur through contact by phone, email, in-person, text, or other means.
• Information we collect from other sources, such as online social media networks, government agencies, and other third parties.
• Information we collect automatically when you interact with our websites, services, mobile applications, and emails. This may include the use of website cookies, server logs, and other technologies.

Please note that you have the right to refuse to provide us with your personal or pertinent information. However, if you choose not to provide certain information we request, we may be unable to fully provide you with our services.

Personal Information We Collect

In order to comply with the IRS and other taxing authority requirements, we may collect the following information:

• Contact information for you, your spouse, dependents, and other relevant individuals. This typically includes Social Security Numbers, Individual Taxpayer Identification Numbers (ITINs), driver's license numbers, Employer Identification Numbers (EINs), or other government-issued identification.
• Date of birth and financial information such as income, revenue, assets, deductions, and expenses. This may also include personal and/or business bank account information.
• If applicable, your business name, address, financial information, and other required details.
• Health or health insurance information when relevant to your tax filing.

Collecting this information is necessary to electronically or manually file your taxes and ensure compliance with IRS and other tax regulations. We also verify your personal information against publicly available data from identification verification companies to maintain security and prevent fraud.

Text Messaging

We offer SMS text messaging as a way to communicate with you. If you choose to opt-in to this service we will store your phone number securely. We will not sell or disclose your mobile phone number to any third parties.

The SMS text messages we send may include appointment scheduling or reminders, communication about services, or other information relevant to providing you with our services.

You can opt out of our SMS text message service at any time by replying 'STOP' to 602-688-9181.