Privacy Policy for Speedy Tax & Financial Services

Effective Date: 11/8/2025

Speedy Tax & Financial Services (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our services, including SMS communications. By using our services, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect the following types of personal information:

• Contact Information: Name, email address, phone number, mailing address.
• Tax Information: Social Security Number (SSN), Employer Identification Number (EIN), income details, deductions, dependents, and other tax-related data.
• Account Information: Username, password, security questions.
• Device Information: IP address, browser type, operating system, access times.
• SMS Data: Phone number, message content, delivery status, opt-in/opt-out status.

2. How We Collect Information

• Directly from you via forms, account registration, and tax submission.
• Automatically through cookies and tracking technologies.
• Through SMS opt-in forms and interactions.

3. Use of Your Information

We use your information to:

• Prepare and file tax returns.
• Communicate via SMS (e.g., appointment reminders, status updates, marketing).
• Respond to inquiries and provide customer support.
• Improve our website and services.
• Comply with legal obligations.

4. SMS Messaging Compliance

We comply with the Telephone Consumer Protection Act (TCPA) and CTIA guidelines:

• You must opt-in to receive SMS messages.
• You may receive messages related to tax services, updates, promotions, and alerts.
• You can opt-out at any time by replying “STOP.”
• Message and data rates may apply.
• We do not share your SMS data with third parties except service providers who help deliver messages.

5. Sharing of Information

We may share your information with:

• Service Providers: Tax software platforms, SMS delivery services, cloud hosting providers.
• Legal Authorities: If required by law or to protect our rights.
• Business Transfers: In case of merger, acquisition, or asset sale.

We do not sell your personal information.

6. Data Security

We implement industry-standard security measures including:

• Encryption of sensitive data.
• Secure servers and firewalls.
• Access controls and authentication protocols.

Despite our efforts, no method of transmission over the Internet is 100% secure.

7. Data Retention

We retain tax-related data for at least 7 years in accordance with IRS guidelines. SMS data is retained as long as necessary for service delivery and compliance.

8. Your Rights

Depending on your location, you may have rights to:

• Access and correct your personal data.
• Request deletion of your data.
• Opt-out of marketing communications.
• File a complaint with a regulatory authority.

California residents may exercise rights under the California Consumer Privacy Act (CCPA) and CPRA.

9. Children’s Privacy

Our services are not intended for children under 13. We do not knowingly collect personal information from children.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.

11. Contact Us

If you have questions or concerns about this Privacy Policy, please contact:

Speedy Tax & Financial Services
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
Phone: (843) 788-9844
Website: https://www.speedytaxfs.com