Privacy Policy
1) Information We Collect
We collect personal information that you provide to us, including your name, contact information, financial documents, and social security numbers necessary for tax preparation. This information is collected when you engage our services, visit our office, or submit inquiries through our digital platforms.
2) How We Use Your Information
Your information is used strictly to provide accurate tax preparation, strategic financial planning, and to comply with legal and regulatory obligations. We do not sell or trade your data to third parties for marketing purposes.
3) SMS & Email Communications
By providing your phone number and email, you consent to receive communications regarding your tax accounts, appointment reminders, and marketing updates. You can opt-out of SMS marketing by replying STOP or clicking unsubscribe in emails. Message and data rates may apply.
4) Data Security
We implement rigorous physical, electronic, and procedural safeguards to protect your non-public personal information. Our systems are monitored and encrypted to ensure the highest level of integrity and confidentiality.
5) Your Rights & Choices
You have the right to review, update, or correct the information we hold about you. You may also request details on how your data is being used. Please contact us directly to exercise these rights.
6) Contact Us
For any questions or concerns regarding this Privacy Policy or our data handling practices, please refer to the contact details listed below.
If you have any questions regarding your privacy or wish to update your preferences, please reach out to us using the following information:
Email: sophia@srftaxservices.com
Phone: 317-345-8804
Mailing Address: Decatur, GA 30033
If you have any questions or concerns regarding our Privacy Policy or the way we handle your information, our dedicated team is here to assist you. Please reach out to us through any of the following contact methods.
sophia@srftaxservices.com
Phone
317-345-8804
Mailing Address
SRF Tax Services
Decatur, GA