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Work With A Pro
Last Updated: May 1st, 2025
PRIVACY POLICY
At The Tax Team Inc., we prioritize your privacy and are committed to protecting your personal and financial information. This Privacy Policy outlines how we collect, use, and safeguard your data when you visit our website, use our services, or interact with our firm.
1. Data Collection
We collect the following types of information:
Personal Information: Name, phone number, email address, mailing address, and any details provided in our contact forms.
Financial & Tax Information: Data necessary for tax preparation, accounting, and business management services.
Technical Data: IP addresses, device information, browser type, and cookies for analytics and performance tracking.
SMS Consent Data: If you opt in to receive SMS messages, we collect your phone number and preferences.
2. Data Usage
The information we collect is used to:
Provide tax preparation, business accounting, and consulting services.
Process transactions, appointments, and customer inquiries.
Send SMS notifications related to tax deadlines, reminders, and service updates.
Improve website functionality and enhance user experience.
Comply with legal obligations.
3. SMS Opt-In & Communication Policy
By checking the opt-in checkbox on our forms, you agree to receive SMS messages from The Tax Team Inc. at the phone number provided.
Message frequency may vary.
Standard message and data rates may apply.
You can opt out at any time by replying STOP.
For assistance, reply HELP or visit www.gotaxteam.com.
SMS opt-in and phone numbers collected for SMS communication purposes will not be shared with any third party and affiliates for marketing purposes.
4. Data Protection
We implement industry-standard security measures, including:
Data encryption for sensitive tax and financial records.
Access controls to protect client information.
Regular security audits to ensure compliance and safety.
5. User Rights & Opt-Out Options
You have the right to:
✅ Access your personal data upon request.
✅ Request correction or deletion of inaccurate information.
✅ Withdraw SMS consent by replying STOP.
✅ Opt out of email or marketing communications.For privacy-related inquiries, contact us at info@gotaxteam.com.
6. Policy Updates & Accessibility
We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated revision date.📌 For questions, please contact us at info@gotaxteam.com.
Last Updated: May 1st, 2025
SMS TERMS AND CONDITIONS
1- SMS Consent Communication: The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.
2- Types of SMS Communications: If you have consented to receive text messages from The Tax Team Inc., you may receive messages related to the following: Appointment reminders (if applicable), Follow-up messages (if applicable), Billing inquiries (if applicable)Promotions or offers (if applicable)
Example: "Hello, this is a friendly reminder of your upcoming appointment with John Doe, CPA at [Location] on [Date] at [Time]. You can reply STOP to opt out of SMS messaging from The Tax Team Inc. at any time." For assistance text HELP. Message frequency may vary. Message and data rates may apply
3- Message Frequency: Message frequency may vary depending on the type of communication. For example, you may receive up to [X] SMS messages per week related to your [appointments/billing, etc.].
4- Potential Fees for SMS Messaging: Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.
5- Opt-In Method: You may opt-in to receive SMS messages from The Tax Team in the following ways:
- Verbally during a conversation,
- By submitting an online form, [Signing Up on Calendly or Using our Chat Bot Widget]
- By entering your phone number during scheduling or intake and confirming consent
By checking this box, you agree to receive SMS messages from The Tax Team Inc. You can reply stop to opt-out at any time. Replay Help for customer care www.gotaxteam.com.
Messages and data rates may apply. Message frequency will vary". You can verify our Privacy policy and Terms & Conditions on the following link: https://www.gotaxteam.com/privacy-policy-terms
6- Opt-Out Method: You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.
7- Help: If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at www.gotaxteam.com or call us at (305) 269-8445
Additional Options: If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms. By accessing and using our services, you agree to the following terms.
8- Standard Messaging Disclosures: Message and data rates may apply.
You can opt-out at any time by texting "STOP."
For assistance, text "HELP" or visit our Privacy Policy [LINK] and Terms and Conditions [LINK] pages.
Message frequency may vary
TERMS & CONDITIONS
1. Introduction
Welcome to The Tax Team Inc.. By using our website, services, and SMS communications, you agree to comply with these Terms and Conditions. If you do not agree, please do not use our services.
2. Consent for SMS Communication
By opting in to receive SMS messages, you consent to receive text messages from The Tax Team Inc. at the phone number you provide.
SMS data will not be shared with third parties for marketing purposes.
3. Types of SMS Communications
If you have opted in, you may receive messages related to:
Clients: Tax deadlines, appointment reminders, refund updates, and account notifications.
Business Owners: Compliance alerts, tax strategies, and accounting updates.
4. Standard Messaging Disclosures
Message and data rates may apply as per your mobile service provider.
You can opt out at any time by texting STOP.
For assistance, text HELP or visit www.gotaxteam.com.
5. Privacy Policy Compliance
We respect your privacy. Any personal data collected for SMS communication will be used as outlined in our PrivacyPolicy.
6. Modifications to Terms
We reserve the right to update or modify these terms at any time. Continued use of our services constitutes acceptance of the new terms.📌 For questions, please contact us at info@gotaxteam.com.
