Last Updated: February 1, 2026
Heiress Tax Solutions (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, engage our services, or opt in to receive communications, including SMS/text messages.
By using our website or services, you consent to the practices described in this Privacy Policy.
1. Information We Collect
We may collect the following types of information:
a. Personal Information
Full name
Email address
Phone number
Mailing address
Tax, financial, and business information you voluntarily provide for tax preparation or consulting services
b. Automatically Collected Information
IP address
Browser type
Device type
Pages visited
Date and time of visits
Cookies and similar tracking technologies
c. Mobile & SMS Information
If you opt in to receive SMS/text messages, we collect your mobile phone number and records of your consent.
2. How We Use Your Information
We use the information collected to:
Provide tax preparation, consulting, and related services
Communicate with you via email, phone, or SMS
Send appointment confirmations, reminders, service updates, and account notifications
Send marketing or promotional messages only if you opt in
Improve our website, services, and customer experience
Comply with legal, regulatory, and tax obligations
3. SMS Opt-In & Consent
Users may opt in to receive SMS/text messages from Heiress Tax Solutions by submitting their phone number through our website forms, booking pages, intake forms, or other opt-in methods that clearly disclose SMS consent.
By opting in, you consent to receive SMS messages that may include:
Appointment confirmations and reminders
Service or account notifications
Important updates related to your services
Occasional promotional or marketing messages
Consent to receive SMS messages is not a condition of purchase.
Message frequency may vary based on your interaction with our services.
4. Message & Data Rates
Message and data rates may apply depending on your mobile carrier and service plan. You are responsible for any charges incurred from your carrier.
5. Opt-Out Instructions
You may opt out of receiving SMS/text messages at any time by replying STOP to any message you receive from us.
Opting out of SMS communications does not affect other non-SMS communications related to services you have requested, such as email or phone contact.
6. Mobile Information Sharing
Mobile information will not be shared, sold, or rented to third parties for marketing or promotional purposes.
Mobile information may be shared only with service providers or subcontractors solely for the purpose of delivering communications or services on our behalf and in compliance with applicable laws.
7. Data Security & Handling
We implement reasonable administrative, technical, and physical safeguards designed to protect personal information, including mobile information, from unauthorized access, disclosure, alteration, or destruction.
While we take reasonable steps to protect your information, no method of transmission over the internet or mobile networks is completely secure, and we cannot guarantee absolute security.
8. Data Retention
We retain personal information only as long as necessary to:
Provide requested services
Comply with tax, legal, and regulatory requirements
Resolve disputes
Enforce our agreements
Tax-related records may be retained for longer periods as required by law.
9. Cookies & Tracking Technologies
We use cookies and similar technologies to improve website functionality, analyze site usage, and enhance user experience. You may adjust your browser settings to refuse cookies, though some features of the website may not function properly.
10. User Privacy Rights
You have the right to:
Request access to the personal information we maintain about you
Request correction of inaccurate or incomplete information
Request deletion of your personal information, subject to legal and tax retention requirements
Withdraw consent for SMS communications at any time by replying STOP
To exercise your rights, contact us at:
11. Children’s Privacy
Our website and services are intended for individuals 18 years of age or older. We do not knowingly collect personal information from anyone under 18.
12. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. We encourage you to review their privacy policies.
13. Changes to This Privacy Policy
We reserve the right to update this Privacy Policy at any time. Updates will be posted on this page with a revised effective date. Continued use of our website or services constitutes acceptance of any changes.
14. Contact Information
If you have questions about this Privacy Policy or your personal information, contact us:
Heiress Tax Solutions
📧 Email:[email protected]