Privacy Policy for iTax Group LLC

Privacy Policy for iTax Group LLC

Effective Date: 11/25/2025

iTax Group LLC (“we,” “our,” “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you interact with our website, services, and SMS communications.

1. Information We Collect

We may collect personal information that you voluntarily provide, including but not limited to:

  • Name
  • Phone number
  • Email address
  • Business information
  • Any other information submitted through our website forms or during service interactions

We may also automatically collect certain technical information when you use our website (e.g., IP address, browser type, device information).

2. How We Use Your Information

We use the information we collect to:

  • Provide tax, accounting, payroll, and advisory services
  • Communicate with you regarding your account, appointments, or filings
  • Send SMS messages related to updates, reminders, important notices, or promotional information (with your consent)
  • Improve our website and customer experience
  • Maintain legal and regulatory compliance

3. SMS Communication Policy

By providing your phone number to iTax Group LLC, you consent to receive SMS messages from us. These messages may include reminders, service updates, deadlines, confirmations, and promotional content (if applicable).

Your SMS Rights

  • Consent – By opting in, you agree to receive messages from iTax Group LLC.
  • No Third-Party Sharing – Your phone number and personal information will not be sold or shared with third parties for marketing purposes.
  • Message Frequency – Messages may be periodic and may vary depending on your relationship with us. You may receive recurring messages for ongoing services (e.g., tax reminders, appointment confirmations).
  • Opt-Out – You may reply STOP at any time to opt out of future SMS communications.
  • Help – You may reply HELP for additional information or assistance.
  • Message & Data Rates – Message and data rates may apply based on your mobile carrier and plan.

4. How We Protect Your Information

We use reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, loss, misuse, or disclosure. While we take these precautions, no electronic transmission or storage method is completely secure.

5. Sharing of Information

Your personal information may be shared only when necessary to:

  • Provide services (e.g., with authorized tax software providers or payroll systems)
  • Comply with legal requirements
  • Protect the rights, property, or safety of our clients, staff, or business

We do not share or sell your information to third parties for marketing or advertising.

6. Cookies & Tracking Technologies

Our website may use cookies or similar technologies to enhance your browsing experience and analyze website traffic. You may disable cookies in your browser settings.

7. Your Rights & Choices

You may:

  • Request to access or correct your personal information
  • Request deletion of your information (subject to legal retention requirements)
  • Opt out of non-essential SMS or email communications

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites.

9. Updates to This Policy

We may update this Privacy Policy from time to time. The updated version will be posted on our website with a revised “Effective Date.”

10. Contact Us

If you have questions about this Privacy Policy, SMS communication, or how your information is handled, please contact us:

Last Updated: 11/25/2025