Privacy Policy

Privacy Policy Last Updated: February 4th, 2025

1. Who We Are and What We Do Flex-Tax, Inc. d/b/a Flex Tax and Consulting Group (“Flex Tax,” “we,” or “us”) provides tax preparation and consulting services to individuals and businesses for their non-commercial use. This Privacy Policy explains our information collection practices concerning Personal Information (defined in Section 2), the kinds of information we collect, how we use and share that information, and the options you have concerning the information we Process.

2. Scope This Privacy Policy applies to Personal Information Processed by us and our subsidiaries in connection with providing our Services. “Personal Information” refers to any data that can identify you as an individual or business entity.

This policy also complies with The Campaign Registry (TCR) requirements and applicable data protection laws, including but not limited to compliance with 10DLC regulations concerning business messaging.

3. Personal Information We Collect We collect different types of information depending on your interaction with our Services:

• Account Information

• Transaction Information

• Communication Information

• Information Collected Automatically (Cookies, IP address, etc.)

• Information from Third Parties

4. How We Use Your Information We process Personal Information for various business purposes, including:

(a) To Provide Services:

• Tax preparation and consulting

• Customer account management

• Communication regarding tax filings and other requests

(b) Administrative Purposes:

• Identity verification

• Compliance with legal obligations

• Service improvement

• Prevention of fraudulent activity

(c) Marketing and Communication:

• Sending transactional and promotional messages in compliance with TCR and 10DLC requirements.

• Opt-in and opt-out mechanisms for marketing messages, ensuring compliance with text messaging regulations.

5. How We May Disclose Your Information (a) Service Providers – Third-party vendors assisting in tax preparation and digital marketing (e.g., Mailchimp, cloud storage providers). (b) Tax Agencies – When required for tax return filings. (c) Business Transactions – In cases of mergers or acquisitions. (d) Legal Obligations – When required by law enforcement or regulatory authorities.

6. International Data Transfers Personal Information may be transferred, stored, and processed outside of your country of residence, including in the United States, in accordance with applicable data protection laws.

7. Your Choices (a) Opting Out of Marketing Communications – Users can opt out of promotional messages at any time via email or text by replying STOP or using the unsubscribe link in emails. (b) Do Not Track (DNT) – We do not currently respond to DNT signals. (c) Cookies and Tracking Technologies – Users can manage cookie preferences in their browser settings.

8. Access, Rectification, and Erasure Users have the right to:

• Request access to their data.

• Request correction of inaccurate information.

• Request deletion of their Personal Information, subject to legal retention requirements.

9. Data Retention We retain tax return information for seven (7) years. Other data is retained as necessary to fulfill service needs or comply with legal obligations.

10. Security of Your Information We implement security measures to protect Personal Information from unauthorized access. However, no system can be guaranteed to be 100% secure.

11. Children’s Information Our Services are not intended for children under 13, and we do not knowingly collect Personal Information from them.

12. Compliance with The Campaign Registry (TCR) and 10DLC Requirements Flex Tax complies with TCR and 10DLC regulations governing business messaging. We ensure that all text messages sent to clients adhere to these compliance standards, including:

• Proper registration of business messaging campaigns.

• Clear opt-in and opt-out mechanisms for SMS communication.

• Secure storage and handling of phone numbers used for messaging.

We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign. We may share your Personal Data, including your SMS opt-in or consent status, with third parties that help us provide our messaging services, including but not limited to platform providers, phone companies, and any other vendors who assist us in the delivery of text messages.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

13. California Privacy Rights California residents have specific rights under the CCPA, including the right to know, delete, and opt-out of Personal Information sharing.

14. Changes to Our Privacy Policy We may revise this Privacy Policy from time to time. Any material changes will be communicated in accordance with legal requirements.

15. Contact Us For questions about our Privacy Policy, please contact us at: Flex-Tax, Inc. d/b/a Flex Tax and Consulting Group Email: support@flextcg.com