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Communication, Consent & Data Security Policy

At Legacy Tax Financial Services, your privacy, data security, and informed consent are our top priorities. This page outlines how we communicate with you, protect your sensitive information, and comply with regulatory requirements.

SMS Communication Consent

By providing your phone number on our website, you consent to receive text messages from Legacy Tax Financial Services related to your tax preparation and financial services, including but not limited to:

  • Appointment reminders
  • Tax preparation updates
  • Document requests
  • Filing notifications

Important Notes:

  • Message frequency may vary depending on your account and service activity.
  • Standard message and data rates may apply according to your mobile carrier plan.
  • You may opt out of receiving messages at any time by replying STOP to any message.
  • For assistance, reply HELP or contact us at support@legacytaxfinancialservices.com.
  • We will never sell or share your mobile number with third parties for marketing purposes.

Secure Document Upload Notice

For your protection, all sensitive tax documents should be submitted through our secure document upload portal. Avoid sending documents containing Social Security numbers or other confidential information via email.

Our Commitment to Security:

  • We use industry-standard encryption and secure storage methods to ensure that your documents remain confidential.
  • Only authorized personnel have access to your tax information, and access is limited to what is necessary to perform tax preparation services.
  • All client documents are handled with the highest level of care to prevent unauthorized access.

Compliance and Data Security

We follow strict compliance and data protection protocols to safeguard taxpayer information. Our policies ensure that we meet legal, regulatory, and industry standards for privacy and security.

Data Protection

  • Access to taxpayer information is restricted to authorized personnel only.
  • Security measures include encrypted storage, secure access protocols, and regular audits to ensure ongoing protection.

Identity Verification

  • Clients may be required to provide government-issued identification or other documentation before filing a tax return.
  • These steps help prevent identity theft and ensure that all tax filings are accurate and authorized.

Due Diligence

  • Additional documentation may be requested to verify eligibility for tax credits, deductions, or other claims, in accordance with IRS due diligence requirements.

Document Retention

  • Tax records may be retained for compliance, regulatory, and recordkeeping purposes.
  • Retention periods follow industry standards to ensure proper documentation while protecting your privacy.

Our Commitment

At Legacy Tax Financial Services, we are committed to:

  • Transparent communication
  • Protecting your sensitive information
  • Following regulatory requirements
  • Maintaining the highest standards of data security

Your trust is essential to us, and we ensure that your data is handled responsibly at every stage of your tax preparation process.

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