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Privacy Policy

Effective Date: [Insert Date]

Taxes&Bookkeeping, LLC (“Company,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and safeguard your personal information when you engage with our tax and bookkeeping services.

1. Information We Collect

We may collect personal information, including but not limited to:

• Name, address, phone number, and email
• Social Security Number (SSN) or Employer Identification Number (EIN)
• Financial and tax-related information
• Business and bookkeeping records

2. How We Use Your Information

We use your information to:

• Provide tax preparation and bookkeeping services
• Process financial transactions
• Communicate with you regarding services, filings, and updates via phone, email, and SMS
• Send appointment reminders, service updates, and important notifications through SMS
• Comply with legal and regulatory obligations

3. SMS Communications

By providing your phone number, you consent to receive SMS messages from us regarding:

• Appointment confirmations and reminders
• Service updates and deadlines
• Important tax or bookkeeping notifications

Terms and Conditions Overview

• Message Frequency: Users may receive messages weekly or as needed based on service updates and reminders.
• Help via SMS: Text HELP for assistance.

We do not share or sell your phone number. Standard message and data rates may apply. You may opt out at any time by replying “STOP” to any SMS.

4. Information Sharing

We do not sell or share your personal information with third parties except:

• As required by law or regulatory agencies
• With your consent for specific financial transactions
• With trusted third-party service providers under confidentiality agreements

5. Data Security

We implement appropriate security measures to protect your personal data, including SMS communications, from unauthorized access, alteration, or disclosure.

6. Your Rights & Choices

You have the right to:

• Request access to the personal data we hold about you
• Request corrections or updates to your information
• Opt out of email and SMS communications at any time

7. Changes to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on our website or communicated directly to clients.

8. Contact Us

If you have any questions or concerns regarding this policy, please contact us at:

📍 Taxes&Bookkeeping, LLC
📞 [918-614-9887]
📧 [awillis@taxesandbookkeeping.info]