Tally Tax Services Privacy Policy

This Privacy Policy explains how Tally Tax Services (“we,” “us,” “our”) collects, uses, shares and protects personal information when you visit our website, request an appointment, become a client, or communicate with us by phone, email or text message.

Information we collect

Information you give us

• Contact details: name, email address, phone number and mailing address.
• Appointment requests: the service you’re interested in, preferred dates and times, notes you add, and whether you consented to text messages.
• Client information: once you engage us, the tax, income, business and financial information and documents needed to provide our services, including taxpayer identification numbers. Client documents are exchanged through our secure client portal, not by email or text.
• Communications: messages you send us and records of our calls and correspondence.

Information collected automatically

When you use our website we receive standard technical information such as IP address, browser and device type, pages visited and time of visit. When you submit a form with SMS consent, we record the date, time, IP address and consent wording as evidence of your consent.

Payment information

Payments are handled by third-party payment processors. We don’t store full card numbers on our systems.

How we use your information

• To schedule and confirm appointments and respond to your requests
• To provide tax preparation, planning, representation, bookkeeping and related services
• To send service messages such as reminders, deadline notices and filing updates
• To send marketing and promotional messages, where you’ve agreed to receive them
• To bill for services, keep business records and meet our legal and professional obligations, including IRS requirements for tax return preparers
• To secure our systems, prevent fraud and improve our website

Text messaging (SMS)

If you opt in, we’ll send text messages to the number you provide as described in our Mobile Terms and Conditions. Message frequency varies. Message and data rates may apply. Reply STOP to 203-587-4310 to opt out, or HELP for help.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All of the categories of sharing described below exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

How we share information

We do not sell your personal information. We share it only as follows:

• Service providers that help us operate — for example website hosting, secure client portal and document storage, tax preparation software, scheduling, email, payment processing and message delivery. They may use your information only to perform services for us.
• Tax authorities, such as the IRS and state agencies, when we file returns or represent you with your authorization.
• Legal requirements: when required by law, subpoena or other legal process, or to protect our rights, clients or staff.
• Business transfers: in connection with a merger, acquisition or sale of our practice, subject to confidentiality protections.

Tax return information is also protected by federal law. We use and disclose it only as permitted under Internal Revenue Code section 7216 and its regulations, and we ask for your written consent where those rules require it.

Cookies and analytics

Our website may use cookies and similar technologies for basic functionality and to understand how visitors use the site. You can block or delete cookies in your browser settings, though some features may not work as intended.

How we protect your information

We maintain administrative, technical and physical safeguards designed to protect client information, including encryption, access controls, multi-factor authentication and a written information security program as expected of tax professionals under the FTC Safeguards Rule. No method of transmission or storage is completely secure, so we can’t guarantee absolute security.

We will never ask you to send Social Security numbers, tax documents, passwords or payment details by email or text message.

How long we keep information

We keep information for as long as needed to provide services and meet legal, regulatory and professional record-keeping requirements, including support for possible IRS examinations. When it’s no longer needed, we delete or de-identify it securely.

Your choices and rights

• Opt out of text messages at any time by replying STOP.
• Unsubscribe from marketing emails using the link in any email.
• Depending on where you live, you may have the right to access, correct or delete your personal information, or to request a copy of it. Contact us using the details below. Some records must be kept by law even if you ask us to delete them.

Children’s privacy

Our website and services are intended for adults. We don’t knowingly collect personal information online from anyone under 18. If we learn that we have, we’ll delete it.

Other websites

Our website may link to other sites, such as government tax agencies. We aren’t responsible for their privacy practices.

Changes to this policy

We may update this policy from time to time. The date at the top shows when it last changed. Material changes will be posted on this page.

Contact information