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We also offer Proactive Tax Planning Services via Proactive Tax Advisors, Inc
Privacy Policy
Effective Date: January 1st, 2025
Introduction
Full Compliance, LLC ("we," "us," "our") is committed to protecting the privacy of our clients and visitors. This Privacy Policy outlines how we collect, use, and safeguard your personal information in compliance with IRS Circular 230 and the 10DLC (10-Digit Long Code) regulations for SMS messaging. By using our services, you agree to the terms of this Privacy Policy.
Information We Collect
We collect and maintain various types of personal information in the course of providing tax services, including but not limited to:
- Name, address, email, phone number
- Social Security number, Tax Identification Number
- Financial information such as income, deductions, and credits
- Information related to tax filings and returns
How We Use Your Information
We use the information we collect to:
- Provide tax preparation, planning, and consulting services
- Comply with IRS Circular 230 requirements
- Communicate with you about your tax matters
- Send you updates, reminders, and other information related to your account via SMS, email, or other communication channels
Compliance with Circular 230
As required by IRS Circular 230, we maintain the highest standards of conduct, competence, and integrity in providing tax services. This includes safeguarding all confidential information, obtaining client consent where required, and avoiding conflicts of interest. We do not disclose any non-public personal information about our clients or former clients to anyone, except as permitted by law.
SMS Messaging and 10DLC Compliance
10DLC (10-Digit Long Code) Compliance:
We utilize SMS messaging to communicate with our clients for appointment reminders, updates on tax filings, and important notices. To comply with 10DLC regulations, we ensure that:
- Opt-In Consent: You will only receive SMS messages if you have explicitly opted in to receive such communications. By providing your phone number and agreeing to receive SMS messages, you consent to be contacted by us via SMS.
- Message Frequency: The number of messages you receive may vary depending on your interactions with our services.
- Opt-Out: You may opt out of receiving SMS messages at any time by replying "STOP" to any SMS message you receive from us. After opting out, you will no longer receive SMS messages from us unless you opt in again.
- Data Security: We take reasonable measures to protect the security and confidentiality of your personal information, including any information transmitted via SMS.
- Data Sharing: We do not share your phone number or other personal information with third parties for their marketing purposes.
Data Security
We implement a variety of security measures to protect your personal information. These measures include encryption, access controls, and secure servers. We limit access to your information to authorized personnel who need it to perform their job functions.
Third-Party Service Providers
We may engage third-party service providers to assist us in providing our services. These providers are required to maintain the confidentiality and security of the information we provide to them and may only use it to perform the services we request.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Effective Date." We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information.
Contact Us
If you have any questions or concerns about this Privacy Policy or our practices, please contact us at: info@proactivetaxadvisors.com
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