Frequently Asked Questions about Tax Services

Privacy Policy
 

This SMS/Text Messaging Program Privacy Policy ("SMS Policy") outlines how LBR Tax Services (referred to herein as "we," "us," or "our") collects, uses, shares, and protects the personal information collected from you through your participation in our text messaging program ("SMS Service"). By opting in to the SMS Service, you agree to the terms of this SMS Policy.

 

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2. Information We Collect

 

When you engage with the SMS Service, we collect the following types of information:

• Contact Information: Your mobile phone number, which is necessary to enroll you in and communicate via the SMS Service.

• Transaction Information: Records of the messages we send to you and the messages you send to us (including keywords like STOP and HELP).

• Opt-in/Opt-out Data: Information regarding the time, method, and location of your consent (opt-in) and withdrawal of consent (opt-out).

• Technical Data: Your mobile network carrier (e.g., Verizon, AT&T, T-Mobile), time zone, device type, and other relevant metadata related to message delivery and service maintenance.

 

3. Use of Information

 

We use the information collected from the SMS Service to:

• Provide the Service: Send you the messages you requested, which may include transactional alerts, promotional offers, service updates, appointment reminders, or customer service follow-ups, as described during the opt-in process.

• Customer Support: Respond to your inquiries and provide necessary support, including information related to the SMS Service when you text HELP.

• Service Improvement: Analyze message delivery rates, user engagement, and opt-out trends to maintain and improve the quality and efficiency of our SMS Service.

• Compliance: Maintain accurate records of consent and opt-outs as required by the TCPA and carrier guidelines.

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4. Sharing and Disclosure of Information

 

We value your privacy. We will not sell, rent, or lease the information collected through our SMS Service to third parties, except as outlined below:

 

4.1. Restriction on Marketing Data Sharing (Carrier Requirement)

 

LBR Tax Services hereby affirms that mobile phone numbers and text messaging originator opt-in data and consent will not be shared, sold, or rented to any third parties or affiliates for their own direct marketing or promotional purposes.

 

4.2. Disclosure to Service Providers

 

We may share your information with trusted third-party service providers who assist us in operating and delivering the SMS Service (e.g., text messaging platforms, software providers, and technical consultants). These service providers are contractually obligated to protect your information and are only permitted to use it for the purpose of providing services on our behalf.

 

4.3. Legal and Safety Compliance

 

We may disclose your information if required to do so by law, court order, or governmental regulation, or in the good faith belief that such action is necessary to: (a) comply with legal obligations; (b) protect and defend our rights or property; or (c) protect the personal safety of our users or the public.

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5. Data Security

 

We implement commercially reasonable technical, administrative, and physical safeguards designed to protect the information collected via the SMS Service from unauthorized access, disclosure, use, or modification. However, no security system is impenetrable, and we cannot guarantee the security of our databases.

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6. Your Choices and Opt-Out

 

Your participation in the SMS Service is voluntary. You can withdraw your consent and opt-out of receiving text messages at any time.

• To opt-out, reply to any message you receive with the keyword STOP, CANCEL, END, QUIT, or UNSUBSCRIBE.

• You will receive one final message confirming your opt-out. After this confirmation, no further messages will be sent unless you explicitly opt-in again.

• To receive information about the service or customer support, reply HELP.

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7. Changes to This SMS Policy

 

We reserve the right to modify this SMS Policy at any time. Any changes will be effective immediately upon posting the revised policy on our website. Your continued participation in the SMS Service after such modifications constitutes your acceptance of the revised SMS Policy.

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8. Contact Information

 

If you have any questions or concerns regarding this SMS Policy or our data practices, please contact us at:

LBR Tax Services, 7100 George Washington Memorial Hwy, Yorktown, VA 23692. Or call at 757-333-1859, email info@lbrtax.net.