PRIVACY POLICY
Effective Date: January 4, 2026
MaxTax Accounting LLC (“MaxTax,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, protect, and limit the sharing of your personal information, including SMS communications.
We may collect the following personal information when you interact with MaxTax:
• Name
• Phone number
• Email address
• Mailing address
• Appointment and service related information
• Tax preparation information provided directly by you
We do not collect, request, or transmit sensitive personal information via SMS, including Social Security numbers, bank account numbers, or tax documents.
We use collected information solely to:
• Provide tax preparation and related services
• Schedule and confirm appointments
• Send service related notifications and updates
• Respond to client inquiries and support requests
• Improve internal operations and customer service
SMS messaging is used strictly for conversational and informational purposes and is not used for marketing or promotional messaging.
By providing your phone number, you expressly consent to receive conversational and informational SMS messages from MaxTax related to your existing relationship with us. These messages may include:
• Appointment confirmations or reminders
• Missed call follow ups
• Status updates regarding tax services
• Requests to contact our office
You may opt in to SMS communications by:
• Calling or texting MaxTax
• Providing your phone number during appointment scheduling
• Providing your phone number during tax preparation services
• Submitting a website form where SMS consent is clearly disclosed
You may opt out at any time by replying STOP.
For assistance, reply HELP.
Message and data rates may apply.
Messaging frequency may vary.
No mobile opt in data, SMS consent, or text message content will be shared, sold, rented, leased, transferred, or disclosed to any third parties or affiliates for any purpose.
Mobile information is used solely by MaxTax Accounting LLC for direct client communication related to services requested by the client.
We do not share personal information for marketing purposes under any circumstances.
If you provide your phone number through a website form, SMS consent is optional and collected using an unchecked checkbox with the following disclosure:
“I consent to receive conversational and informational SMS messages from MaxTax Accounting LLC related to appointments and tax services. Reply STOP to opt out. Reply HELP for support. Message and data rates may apply. Messaging frequency may vary.”
Consent to SMS is not required to receive services.
By opting in to receive SMS messages from MaxTax Accounting LLC, you agree to receive conversational and informational messages related to:
• Appointments
• Service updates
• Customer support
Reply STOP to opt out
Reply HELP for assistance
Message and data rates may apply
Messaging frequency may vary
We take reasonable administrative and technical measures to protect personal information. SMS is used strictly for communication and coordination and is never used to transmit sensitive personal or tax data.
MaxTax Accounting LLC
750 South Orange Blossom Trail Suite 102
Orlando, FL 32805
Phone: 4077773946
Email: support@maxtaxw2.com
