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PRIVACY POLICY

Effective Date: January 1, 2026

Legacy Tax Financial Services LLC respects your privacy. By opting into our SMS messaging service, you agree to the following terms regarding how we handle your data.

Data Collection

We collect your name, email address, mailing address, and mobile phone number when you sign up for SMS updates. Information may be collected via:

  • Our website contact form
  • Email correspondence
  • Rental agreements
  • Third‑party reservation systems

We also collect personal information necessary for tax preparation, including tax documents, Social Security numbers, government identification, and financial information.

Data Usage

We use your data solely for:

  • Tax return preparation and filing
  • Appointment scheduling
  • Client communication
  • Identity verification
  • Compliance with federal and state tax laws
  • Sending informational text messages regarding updates about services, reminders, and general conversational messages

Data Security

We protect your data with secure storage measures to prevent unauthorized access, disclosure, alteration, or destruction. Access to sensitive information is restricted to authorized personnel.

Data Retention

We retain your information as long as you are subscribed to our SMS service. You may request deletion at any time. Tax records may be retained longer as required by applicable laws or business policies.

SMS Communication Details

  1. Message and data rates may apply. Your mobile carrier may charge fees for sending or receiving text messages, especially if you do not have an unlimited texting or data plan.
  2. Messages are recurring, and message frequency varies.

Opt‑Out: You can opt out of the SMS list at any time by:

  1. Texting STOP or CANCEL to +1 (877) 814-5888
  2. Emailing support@legacytaxfinancialservices.com

After unsubscribing, you will receive a final SMS confirming you have unsubscribed, and we will remove your number from our list within 24 hours.

Help: You can send HELP for additional assistance, and you will receive a text including our phone number, email, and website. We are here to help you.

Contact:
Legacy Tax Financial Services LLC
Phone: +1 (877) 814-5888
Email: support@legacytaxfinancialservices.com
Website: www.legacytaxfinancialservices.com

Non‑Sharing Clause

We do not share your data with third parties for marketing purposes. Legacy Tax Financial Services LLC will not sell, rent, or share the collected mobile numbers.

This policy incorporates our Privacy Policy Terms & Conditions. For questions, contact us at support@legacytaxfinancialservices.com.

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