Privacy Policy & Cellular Messaging Policy

**Priority Tax Service, Inc.

Privacy Policy & Cellular Messaging Policy**

Effective Date: January 2020

Priority Tax Service, Inc. (“PTS,” “we,” “our,” or “us”) is committed to protecting the privacy, confidentiality, and security of our clients’ personal and financial information. This Privacy Policy explains how we collect, use, protect, and disclose information, including mobile phone numbers used for text messaging.

1. Information We Collect

We collect personal and financial information necessary to provide tax preparation, tax planning, bookkeeping, payroll, business consulting, and related services, including but not limited to:

  • Name, address, email, and phone number

  • Social Security Number or Taxpayer Identification Number

  • Income, tax documents, and financial records

  • Banking and payment information

  • Communication preferences, including text message consent

This information is provided directly by the client through in-office visits, phone calls, secure portals, forms, or digital communications.

2. How We Use Your Information

Your information is used solely for legitimate business purposes, including:

  • Preparing and filing tax returns

  • Providing tax, accounting, and business services

  • Communicating with you about your account, appointments, and tax matters

  • Sending authorized reminders, updates, and notifications

  • Compliance with IRS, state, and regulatory requirements

We do not use client data for marketing by third parties, data sales, or lead generation.

3. Data Security

All client information is stored on secure, private, and access-controlled servers using industry-standard security measures including:

  • Encrypted data transmission

  • Secure portals

  • Role-based access controls

  • IRS Publication 1075–compliant safeguards

Only authorized Priority Tax Service personnel may access client data.

4. No Sale or Sharing of Client Data

Priority Tax Service does not sell, rent, license, trade, or share client data with:

  • Data brokers

  • Marketing companies

  • Lead generators

  • Third-party advertisers

Your information remains private and is used only to serve you as our client or as required by law.

5. Cellular Phone Numbers & Text Messaging

We collect mobile phone numbers only when voluntarily provided by the client for communication purposes.

When you provide a mobile number, you may receive:

  • Appointment reminders

  • Tax return updates

  • Requests for documents

  • Compliance notifications

  • Customer service communications

We do not send unsolicited marketing messages.

6. Consent to Receive Text Messages

By providing a mobile phone number to Priority Tax Service, you consent to receive SMS or MMS messages related to your account and services.

Consent is obtained through:

  • Client intake forms

  • Written or electronic authorization

  • Verbal consent recorded in client records

Message frequency varies. Message and data rates may apply.

7. Opt-Out and STOP Commands

You may opt out of text messaging at any time by replying:

STOP

Once you opt out, you will no longer receive text messages unless you re-authorize them. You may also contact us to update or remove your phone number from our system.

8. Third-Party Messaging Providers

We use secure, reputable communications platforms (such as Twilio) to deliver text messages. These providers act only as delivery agents and do not own, sell, or use your information for any purpose other than transmitting authorized messages on our behalf.

9. Legal Compliance

Priority Tax Service complies with:

  • IRS confidentiality rules

  • IRS Publication 1075

  • TCPA (Telephone Consumer Protection Act)

  • A2P 10DLC carrier messaging requirements

  • State and federal privacy laws

10. Contact Us

If you have any questions about this policy or your data:

Priority Tax Service, Inc.
📞 (209) 222-3660
🌐 www.prioritytaxes.com