PRIVACY POLICY
Effective Date: August 5, 2026
Tax Savvy Financial Services Privacy Policy
Tax Savvy Financial Services (“Company,” “we,” “our,” or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains what information we collect, how we use it, protect it, and your rights when using our website and services.
Information We Collect
We may collect:
Full Name
Email Address
Phone Number
Mailing Address
Tax-related information voluntarily submitted
Appointment information
Device information
Browser type
IP address
Cookies and website analytics
How We Use Your Information
We use your information to:
Prepare and process tax returns
Schedule appointments
Respond to inquiries
Request tax documentation
Provide customer support
Send appointment reminders
Notify you regarding tax deadlines
Send service updates
Send promotional text messages only after you have provided consent
SMS Communications
By opting into SMS messaging through our website, contact forms, appointment scheduler, or any other approved method, you agree to receive text messages from Tax Savvy Financial Services regarding:
Appointment confirmations
Appointment reminders
Tax preparation updates
Requests for tax documents
Customer support
Promotional offers (only if you have opted in)
Message frequency varies.
Message and data rates may apply.
Reply STOP at any time to unsubscribe.
Reply HELP for assistance or call 727-618-8730.
SMS consent is not shared with third parties or affiliates for marketing purposes.
Cookies & Tracking
We use cookies and similar technologies to improve website functionality, analyze website traffic, personalize your experience, and improve our services.
Data Security
We use administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, alteration, or destruction.
Your Rights
You may request to:
Access your personal information
Update inaccurate information
Delete information where permitted by law
Withdraw marketing consent
Opt out of SMS communications by replying STOP
Contact Information
Tax Savvy Financial Services
Phone: 727-618-8730
Email: [email protected]