Privacy Policy

Intellitax Financial Solutions Privacy Policy

Data Sharing

• Customer data is not shared with 3rd parties for promotional or marketing purposes.
• Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing that may be mentioned elsewhere in this policy excludes mobile opt-in data.

Messaging Terms and Conditions

• By providing your phone number, you may choose to receive text messages from Intellitax Financial Solutions at 2148643084 regarding customer care. Providing your number and opting in to receive texts is optional and not required to receive our services.
• Consent is not a condition of purchase.
• Message frequency varies.
• Message & data rates may apply.
• You can reply STOP to unsubscribe at any time or HELP for assistance.
• You can also contact us at 2148643084 or info@intellitaxfinancialsolutions.com.
• Mobile opt-in information is never shared with third parties.

Intellitax Financial Solutions is committed to protecting the privacy of our clients and website visitors. This Privacy Policy explains how we collect, use, and protect your information, and your rights regarding your data.

1. Information We Collect

We may collect personal information you provide directly to us, including but not limited to:

• Name, address, email address, and phone number
• Financial information relevant to tax preparation and business services
• Other information you provide when using our services, forms, or communications

2. How We Use Your Information

We use the information collected to:

• Provide and manage our financial and tax services
• Communicate with you regarding your account, services, and customer care
• Comply with legal and regulatory requirements

3. Data Sharing

• Customer data is not shared with third parties for promotional or marketing purposes.
• Mobile opt-in and consent information is never shared with anyone for any purpose. Any information sharing described elsewhere in this policy excludes mobile opt-in data.
• We may share your information only as required by law or for purposes necessary to provide our services (e.g., with regulatory authorities or service providers assisting us in tax preparation), but never for marketing or promotional use.

4. Messaging Terms and Conditions

• By providing your phone number and agreeing to receive texts, you consent to receive text messages from Intellitax Financial Solutions from 214-864-3084 regarding customer care.
• Consent is not a condition of purchase.
• Message frequency may vary.
• Message and data rates may apply.
• You may reply STOP to unsubscribe at any time, or HELP for assistance.
• You may also contact us at 214-864-3084 or info@intellitaxfinancialsolutions.com for support.
• Mobile opt-in information is never shared with third parties.

5. Security

We implement reasonable administrative, technical, and physical measures to protect your information from unauthorized access, use, or disclosure.

6. Your Rights

Depending on your location, you may have rights to access, correct, or delete your personal information. To exercise these rights, please contact us at info@intellitaxfinancialsolutions.com.

7. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on our website with the effective date. We encourage you to review this policy periodically to stay informed.

8. Contact Us

If you have questions or concerns regarding this Privacy Policy or our practices, please contact us:

Intellitax Financial Solutions
214-864-3084
info@intellitaxfinancialsolutions.com