Privacy Policy – Loyalty Tax Prep

Last Updated: December 24, 2025

Private Policy

Loyalty Tax Prep (“we,” “us,” or “our”) values your privacy and is committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, store, and protect your information when you visit loyaltytaxprep.com, our website, any sites that you are forward you to  inorder to complete our forms, schedule appointments, or communicate with us by phone, email, or text message.

Information We Collect

We may collect the following types of information:

Personal Information

  • Full name
  • Email address
  • Phone number
  • Mailing address
  • Date of birth
  • Identification information (as required for tax preparation)

Tax & Financial Information

  • Income details
  • Tax documents (W-2s, 1099s, prior tax returns, etc.)
  • Filing status and dependent information

Communication & Usage Data

  • Messages sent via SMS, email, or contact forms
  • Appointment details and call logs
  • Website interaction data (IP address, browser type, pages visited)

How We Use Your Information

Your information is used to:

  • Prepare and file tax returns
  • Verify identity and comply with IRS requirements
  • Schedule appointments and callbacks
  • Communicate about services, deadlines, and updates
  • Send reminders, confirmations, and follow-ups
  • Provide customer support
  • Improve our services and internal operations
  • Send marketing emails or text messages (only if consent is given)

Text Messaging & Email Communications

By submitting your information through our website, forms, or scheduling tools, you may opt in to receive:

  • Appointment confirmations and reminders
  • Tax filing updates
  • Service notifications
  • Promotional or educational messages

Message & data rates may apply.
You may opt out at any time by replying STOP to any text message or clicking unsubscribe in emails.

Sharing of Information

We do not sell or rent your personal information.

We may share information only with:

  • IRS and state tax agencies (as required for filing)
  • Secure third-party service providers (software, scheduling, messaging, payment processing)
  • Legal or regulatory authorities if required by law

All third-party providers are required to maintain confidentiality and data security.

Data Security

We use administrative, technical, and physical safeguards to protect your information, including:

  • Secure forms and encrypted platforms
  • Limited access to sensitive data
  • Secure storage of digital records

Despite our efforts, no method of transmission over the internet is 100% secure. We cannot guarantee absolute security but take reasonable steps to protect your data.

SMS Disclosure & Consent

By providing your phone number and submitting any form on loyaltytaxprep.com or our affliated websites/forms, you consent to receive SMS text messages from Loyalty Tax Prep related to:

  • Appointment confirmations and reminders
  • Tax return status updates
  • Requests for documents or information
  • Customer service communications
  • Promotional, educational, or marketing messages

Message frequency may vary based on your interaction with our services.

Message and data rates may apply.

You may opt out of SMS communications at any time by replying STOP to any message.
For help, reply HELP or contact us at support@loyaltytaxprep.com or 813-938-6609

Consent to receive SMS messages is not a condition of purchase or service.

Your Rights & Choices

You have the right to:

  • Request access to your personal information
  • Request corrections to inaccurate data
  • Withdraw consent for marketing communications
  • Request deletion of your data (subject to legal retention requirements)

To make a request, contact us using the information below.

Cookies & Tracking

Our website may use cookies or similar technologies to improve user experience, analyze traffic, and enhance performance. You may disable cookies through your browser settings.

Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect information from minors.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.

Policy Updates

We may update this Privacy Policy at any time. Changes will be posted on this page with an updated effective date.

Contact Us

If you have questions about this Privacy Policy or how your information is handled, contact us:

Loyalty Tax Prep
📧 Email: support@loyaltytaxprep.com
?? Phone: 813-938-6609
🌐 Website: www.loyaltytaxprep.com