Last updated: April 2026
When you sign up, we collect personal information you provide, including your name, email address, and phone number. We collect this information to communicate with you about your tax services.
If you provide your phone number, you may receive SMS messages including appointment reminders, document status updates, verification codes, and direct communications about your tax matters. Message frequency varies. Message and data rates may apply. You can opt out at any time by replying STOP, or get help by replying HELP.
We do not share your phone number, mobile opt-in information, or any data collected through SMS messaging with third parties for marketing purposes.
We use the information you provide solely to deliver tax preparation services, communicate with you, and comply with legal obligations. We do not sell your personal information.
We retain your information for as long as necessary to provide services and comply with applicable tax-record retention laws.
For privacy questions, contact your tax professional directly.