Privacy Policy
Your website must include a clear and comprehensive privacy policy that explicitly outlines the handling and sharing of personal data, as well as the methods of information collection. Typically, the TCR approves privacy policies that contain the following key points:
- SMS Consent: add the statement SMS consent and Phone number won’t be shared or sold to any third party or affiliates for marketing purposes
Key Elements to Include:
Collection of Personal Information
- This section should explain how you collect data (e.g., through website forms, cookies, emails, or offline interactions).
Types of Personal Information We Collect
- List the types of data you collect (e.g., names, email addresses, phone numbers, IP addresses, or sensitive
data such as financial or health information).
Utilization of Your Personal Information
- Clearly explain the purpose for which the data is used (e.g., providing services, improving user experience, sending marketing communications).
Sharing of Your Personal Information: Methods and Purpose
- Be transparent about any data-sharing practices, including third-party services or affiliates, and the purpose of such sharing.
SMS Consent Checkbox
Your website should include an opt-in checkbox that allows users to voluntarily consent to receive SMS notifications. This checkbox should not be mandatory for form submission and must be accompanied by the following statement:
“By clicking this box, you agree to receive SMS messages about [message types] from [company name]. Reply STOP to opt out at any time. For help, text [phone number]. Message data rates may apply. Messaging frequency may vary. See our Privacy Policy here: [insert link].”
The privacy policy link should be next to the checkbox for easy access.
Term and communications
In alignment with SMS communication policies, we recommend creating a dedicated page on your website to clearly outline your texting practices. Alternatively, this information can be incorporated into your existing privacy policy. This page should include the following key elements:
- Consent for SMS Communications: Upon granting consent to receive SMS communications from our company, rest assured that your phone number and consent will remain confidential. We will not sell or share your information with third parties or affiliates for marketing purposes. The phone number and consent will only be used to facilitate communication with you.
- Types of SMS Communications: The following types of messages may be sent after obtaining consent:
- Customers and Guests: Updates on orders, deliveries, or other relevant information.
- Job Applicants: Notifications regarding the status of their application.
- Appointment Reminders: Reminders about upcoming appointments or events.
Example Message:
- “Hi [Customer Name], this is a reminder about your upcoming appointment with [Business Name] on [Date] at [Time]. We look forward to seeing you!”
To opt out, reply “STOP” to unsubscribe. Message data rates may apply. Messaging frequency may vary. For assistance, reply “HELP.”
Standard Messaging Disclosures:
- To opt out of SMS communications, simply reply with “STOP.”
- For assistance or inquiries, reply with “HELP.”
- Message and data rates may apply.
- Sample Response for “HELP” Reply:
- “For further assistance, please visit our website at https://demowebs.1stopwebsitesolution.com/tpnd/ or contact us at 888-898-4591.”
- Message Frequency: You may receive approximately 5-10 messages per day related to your requests. However, the frequency may vary depending on the nature of the communication.
Opt-In Method:
- You may opt-in to receive SMS messages from [Company Name] in the following ways:
- Verbally, during a conversation
- By submitting an online form
- By filling out a paper form
Opt-Out Method:
- You can opt-out of receiving SMS messages at any time. To do so, simply reply “STOP” to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.
Additional Options:
- If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.
SMS Consent Clause
Your phone number will not be shared or sold to any third party or affiliates for marketing purposes.
Contact Information
At Tax Planning and Defense, protecting your privacy and securing your personal information is our top priority. We are dedicated to maintaining your trust by handling your data with the highest level of care and transparency. This Privacy Policy outlines how we collect, process, use, and disclose personal information in connection with our tax planning and defense services. SMS consent and Phone number won’t be shared or sold to any third party or affiliates for marketing purposes.
How We Collect Your Personal Information:
Clearly explain the purpose for which the data is used (e.g., providing services, improving user experience, sending marketing communications).
We collect your personal information through various methods to provide tailored tax and legal services. This includes:
Online Forms: Information you provide through our website forms.
Cookies: Data collected automatically when you visit our website.
Emails: Communications you send or receive from us.
Offline Interactions: Information gathered during in-person meetings or phone calls.
By using our website or engaging with our services, you consent to the collection of this data in accordance with our Privacy Policy.
What Personal Information We Collect:
List the types of data you collect (e.g., names, email addresses, phone numbers, IP addresses, or sensitive data such as financial or health information).
To provide tailored tax and legal services, we collect essential personal information such as financial data, contact information, and relevant legal documents. This information enables us to understand your needs and ensure that our services align with your legal goals and obligations.
1. Basic Identifying Information
Name, birthdate, marital status, nationality, contact details, social security numbers, email address, and mailing address.
2. Financial Information
Bank and investment accounts, property records, income, debts, and liabilities.
3. Legal Documents
Wills, trusts, powers of attorney, insurance policies, and property titles.
4. Family & Beneficiary Details
Names and birthdates of dependents, spouse/partner info, and guardian nominations.
5. Employment & Business Info
Occupation, business ownership, assets, and retirement plans. make this shorter pls
How We Use Your Personal Information:
Clearly explain the purpose for which the data is used (e.g., providing services, improving user experience, sending marketing communications).
We use your personal information to provide accurate and efficient tax and legal services. This information allows us to process your requests, provide status updates, ensure compliance with applicable tax laws, and develop legal strategies that align with your goals. Additionally, we may use your information to communicate important reminders, deadlines, and any changes that could impact your planning needs.
How and Why We Share Personal Information with Third Parties:
Be transparent about any data-sharing practices, including third-party services or affiliates, and the purpose of such sharing.
In order to provide comprehensive tax and legal services, we may share your personal information with trusted third parties, such as financial institutions, Legacy Assurance Plan (LAP) representatives, ESP Financial Services, tax software companies, legal counsel, and relevant government agencies. This sharing is necessary to provide quality and accurate services, comply with applicable tax laws, or facilitate related services. We take appropriate precautions to ensure that all third parties with whom we share information maintain strict standards of privacy and data protection.
Data Security Measures
We understand the importance of keeping your personal information secure. At Tax Planning and Defense, we implement robust security measures to protect your data from unauthorized access, loss, or misuse. This includes the use of encryption, secure servers, a secure documents portal, and strict access controls to safeguard your information.
Managing tax issues can be challenging. But with the right support, you don’t have to face them on your own.
Take the first step toward resolving your tax concerns with confidence. At Tax Planning and Defense, we provide expert solutions in tax planning, estate planning, tax defense, and tax debt relief to help you navigate complex financial challenges. TPD specializes in IRS negotiations, tax resolution, and asset protection, ensuring you get the best possible outcome. financial clarity and peace of mind.