Privacy Policy

We collect the information you provide through our website forms — such as your name, email address, phone number, city and state, and details about your tax situation or inquiry. We do not request Social Security numbers, dates of birth, bank details, or tax documents through our ordinary marketing forms. Sensitive taxpayer records are collected only through our separately approved secure intake and document portal.

We use your information to respond to inquiries, schedule appointments, prepare your return, and communicate with you about your filing. We may use contact information to send relevant updates about your tax preparation. Marketing messages by SMS or email are sent only when you have provided separate, explicit consent, and you can opt out at any time.

A general contact form submission does not authorize promotional text messages. Marketing SMS and email require your separate, explicit consent. Message and data rates may apply. You may opt out of marketing messages at any time by replying STOP to a text message or using the unsubscribe link in an email. We do not activate marketing automations until consent, sender registration, message templates, and program terms are approved.

We maintain a Written Information Security Plan and documented taxpayer-data handling procedures. Access to sensitive data is role-based. We do not treat a public marketing form as a secure tax document intake system, and we do not collect SSNs, tax documents, banking credentials, or IRS login credentials through chat or ordinary email.

Contact & your rights

You may request access to, correction of, or deletion of your personal information, or opt out of marketing communications, by contacting us at info@approvedtaxandfinancial.com or 501-529-4850. For accessibility requests, see our Contact page.