Privacy Policy

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At Tax Solutions and Bookkeeping Inc (“we,” or “us”), we value the privacy of individuals who use our websites and related services (collectively, our “Services”). This Privacy Notice explains how we collect, use, and share the personal information of users of our Services (“users,” “you,” or “your”). By using our Services, you agree to the collection, use, disclosure, and processing of your information as described by this Privacy Notice.

Personal information is information that identifies or could be used to identify a specific person. Personal information does not include deidentified information (anonymized or pseudonymized) or aggregated information derived from personal information.

We may collect a variety of personal information and other information about you or your devices from various sources, as described below.

Registration Information. If you sign up for an account, register to use our Services, or sign up for emails or other updates, we may ask you for basic contact information, such as your name, email address, phone number, and/or mailing address. We may also collect certain demographic information when you register for our Services, including your age, gender, personal interests, income, and/or marital status.

Communications. If you contact us directly, we may collect additional information from you. For example, when you reach out to our customer support team, we may ask for your name, email address, mailing address, phone number, or other contact information so that we can verify your identity and communicate with you. We may also store the contents of any message or attachments that you send to us, as well as any information you submit through any of our forms or questionnaires.

Events. If you register for an event that we host, whether in-person or online, we may collect relevant information such as your name, address, title, company, phone number, or email address, as well as specific information relevant to the event for which you are registering.

User Content. We may allow you and other Users of our Services to share their own content with others. This may include posts, comments, reviews, or other User-generated content. Unless otherwise noted when creating such content, this information may be shared publicly through our Services.

Payment Information. If you make a purchase through our Services, we (or a third-party payment processor acting on our behalf) may collect your payment-related information, such as credit card or other financial information.

Job Applications. If you apply for a job with us, we may collect relevant information such as your name, phone number, email address, position, job history, education history, references, a cover letter, and other similar information.

At [Tax Solutions & Bookkeeping], we are committed to protecting your privacy and ensuring that your personal information is handled securely. When you communicate with us via text message at 916-547-9199, we want you to understand how your information is used, how we protect it, and how you can manage your text message preferences. Mobile opt-in will not be shared 

When you send text messages to 916-547-9199, we may collect the following information:

• Your phone number
   
• The content of your messages (e.g., inquiries, requests, or responses)
   
• Any other information you voluntarily provide during text communication
   

We take your privacy seriously. All information transmitted through text messaging is stored and protected in compliance with applicable data security laws and regulations. We employ industry-standard measures to protect your personal information from unauthorized access, use, or disclosure.

We will never sell, rent, or share your phone number or personal information with third parties for marketing purposes. Your information will only be used for the purpose of providing customer service, processing your tax-related inquiries, and communicating necessary updates related to your tax filings.

When you first reach out to us via text at 916-547-9199, or if you opt in through any other method (such as via a form or during a phone conversation), you will be enrolled to receive text message updates from us about your tax services, deadlines, and related information.

• To opt in: Simply text YES to 916-547-9199 or follow the opt-in instructions provided in the initial message you receive from us.
• Mobile opt-in will not be shared
   

By opting in, you are giving us consent to send you periodic text messages related to your account and tax service updates.

If, at any time, you no longer wish to receive text messages from us, you have the right to opt out.

• To opt out: Simply reply with the word STOP to any text message we send. You will be immediately unsubscribed from future text communications.
   

Once you opt out, you will no longer receive updates, reminders, or other text-based communications from us, unless you decide to opt back in.

By opting in to our text messaging service, you understand that you may receive periodic messages related to your tax services. The frequency of messages will depend on the nature of your account and relevant tax deadlines.

Please note that standard message and data rates may apply according to your mobile service provider. Contact your provider for more information about any charges that may be incurred.

You have the right to access, correct, or delete any personal information you have shared with us. If you wish to exercise these rights, or if you have any concerns about how your personal information is handled, please contact us at [Your Company’s Email Address] or [Phone Number].

For more information on how we handle your personal data, please refer to the full [Privacy Policy].

Device Information. We may collect information about the devices and software you use to access our Services, such as your IP address, web browser type, operating system version, device identifiers, and other similar information.

Usage Information. To help us understand how you use our Services and to help us improve them, we may collect data about your interactions with our Services. This includes, but is not limited to, information such as crash reports, session lengths and times, the specific pages and other content you view, and any searches you conduct on our site.

Cookies and Similar Technologies. We and our third-party partners may collect information using cookies, pixel tags, or similar technologies. Cookies are small text files containing a string of alphanumeric characters. We may use both session cookies and persistent cookies. A session cookie disappears after you close your browser. A persistent cookie remains after you close your browser and may be used by your browser on subsequent visits to our Services.

We may receive information about you from other sources, including third parties that help us update, expand, and analyze our records, identify new customers, or detect or prevent fraud. What information we receive from third parties is governed by the privacy settings, policies, and/or procedures of the relevant organizations, and we encourage you to review them.

We may use the information we collect:

• To provide, maintain, improve, and enhance our Services;
• To understand and analyze how you use our Services and develop new products, services, features, and functionality;
• To facilitate purchases of products or services that you order;
• To host events;
• To allow you to share content with other Users of our Services;
• To evaluate and process applications for jobs with us;
• To communicate with you, provide you with updates and other information relating to our Services, provide information that you request, respond to comments and questions, and otherwise provide User support;
• For marketing and advertising purposes, including developing and providing promotional and advertising materials that may be relevant, valuable or otherwise of interest to you;
• To detect and prevent fraud, and respond to trust and safety issues that may arise;
• In connection with generative AI applications;
• For compliance purposes, including enforcing our Terms of Use or other legal rights, or as may be required by applicable laws and regulations or requested by any judicial process or governmental agency; and
• For other purposes for which we provide specific notice at the time the information is collected.

Our Services may contain links to other websites, products, or services that we do not own or operate. We are not responsible for the content provided by, or the privacy practices of, these third parties. Please be aware that this Privacy Notice does not apply to your activities on these third-party services or any information you disclose to these third parties. We encourage you to read their privacy policies before providing any information to them.

We make reasonable efforts to protect your information by using administrative, technological, and physical safeguards designed to improve the security of the information we maintain and protect it from accidental loss, unauthorized access or use, or any other inappropriate or unlawful processing. Because no information system can be 100% secure, we cannot guarantee the absolute security of your information.

We do not knowingly collect, maintain, or use information from children under 13 years of age, and no part of our Services are directed toward children. If you learn that a child has provided us with information in violation of this Privacy Notice, then you may alert us at lisa@taxsolutionsandservices.com.

Our Services are hosted in the United States and intended for use by individuals located within the United States. If you choose to use the Services from the European Union or other regions of the world with laws governing data collection and use that may differ from U.S. law, please note that you are transferring your information outside of those regions to the United States for storage and processing. Also, we may transfer your data from the U.S. to other countries or regions in connection with operating the Services and storing or processing data. By using our Services, you consent to the transfer, storage, and processing of your information as described in this Privacy Notice.

We will post any adjustments to the Privacy Notice on this page, and the revised version will be effective when it is posted. If we make material changes, we may notify you via a notice posted on our website or another method. We encourage you to read this Privacy Notice periodically to stay up to date about our privacy practices.

All feedback, comments, requests for technical support, and other communications relating to the Sites and our data collection and processing activities should be directed to: lisa@taxsolutionsandservices.com.

Last updated: May 14, 2025