Privacy Policy

1) Scope of This Policy

This policy applies to information collected through:

• Website forms and contact requests
• Appointment scheduling via our calendar system
• Inbound phone calls to our business phone number
• Text messages, email communications, and support conversations
• Documents and information you provide for tax-related services

This policy does not cover third-party websites or services that may be linked or referenced. Those providers maintain their own privacy practices.

2) Information We Collect

We collect information that you voluntarily provide and information generated through your interaction with our services. Depending on your situation, we may collect:

A. Contact and Identity Information

• Name
• Phone number
• Email address (if provided)
• Appointment details (date/time, reason for appointment)

B. Service and Tax-Related Information

• Information you provide for tax preparation or advisory services
• Documents you upload or send (e.g., W-2, 1099, receipts, prior returns)
• Notes, communications, and support history related to your request

C. Communications

• Messages submitted through forms or email
• Information shared during inbound phone calls
• Text message exchanges related to service delivery

Important: Do not send highly sensitive information through unsecured channels unless requested. Where available, we may provide secure methods for document submission.

3) How We Use Your Information

We use information for legitimate business purposes, including:

• Providing tax preparation, advisory, and support services
• Scheduling and managing appointments
• Requesting and organizing documents needed for your service
• Sending confirmations, reminders, and service status updates
• Responding to questions, inbound calls, and support requests
• Maintaining records for compliance and operational needs
• Protecting against fraud, misuse, or unauthorized access

4) Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance functionality, improve user experience, analyze website traffic, and support basic operational features. Cookies are small data files stored on your device that help us understand how visitors interact with our site.

You may choose to disable cookies through your browser settings. Please note that disabling cookies may affect certain features or functionality of our website.

5) SMS / Text Messaging Privacy (A2P Compliance)

If you provide your phone number through our forms, booking calendar, or during an inbound phone call, you may receive service-related text messages from SFA TAX SOLUTION. These messages may include:

• Appointment confirmations and reminders
• Document requests and follow-ups
• Service status updates related to your tax filing or inquiry
• Customer support communications

Message frequency may vary. Message and data rates may apply.

Opt-Out: Reply STOP to unsubscribe at any time.
Help: Reply HELP for assistance or call +1 (561) 283-7650.

We do not sell or share mobile numbers for third-party marketing. Messaging is used to support and deliver requested services.

6) How SMS Consent Is Obtained and Used

End users opt in by visiting https://sfataxsolutions.com/contact or https://sfataxsolutions.com/tax-consultation. Users enter their details and must manually check a box that states “I agree to receive SMS text messages from SFA TAX SOLUTIONS.” This checkbox is unchecked by default. Consent is optional and is not a condition of purchase. By clicking submit, the user agrees to receive appointment reminders and promotional messages.

7) How We Share Information

We do not sell your personal information. We may share information in limited circumstances, including:

• Service Providers: Trusted vendors supporting our operations
• Legal & Compliance: When required by law
• Business Operations: Accounting and recordkeeping

8) Data Security

We take reasonable measures to safeguard your information, though no system can guarantee absolute security.

9) Data Retention

Information is retained only as long as necessary for legal and service-related purposes.

10) Your Rights and Choices

You may request access, correction, or deletion of your personal information. SMS opt-out is available at any time.

11) Children’s Privacy

Our services are intended for adults and are not directed to children under 13.

12) Updates to This Policy

We may update this Privacy Policy periodically.

13) Contact Information

SFA TAX SOLUTION
Phone: +1 (561) 283-7650
Business Hours: Monday–Friday, 10:00 AM – 7:00 PM (EST)

Office Address (Physical):
6841 Miramar Pkwy, Miramar, FL 33023, USA

Mailing / Registered Address:
8927 Hypoluxo Rd Ste A-4 #167, Greenacres, FL 33467, USA