Privacy Policy
Effective Date: August 6, 2026
Business Name: Pretty Quick Tax Service
Contact: [email protected] | (469) 420-0062
Address: 11206 Lake June Rd suite D
1. Purpose of This Policy
This Privacy Policy explains how Pretty Quick Tax Service collects, uses, stores, shares, protects, retains, and deletes personal information when you use our website, complete forms, communicate with us, become a client, enroll in a program, or otherwise interact with our services.
We are committed to maintaining the confidentiality, integrity, and security of the personal, financial, tax-related, communication, and digital information entrusted to us.
2. Information We Collect
We may collect the following types of information:
Personal identifiers:
Name, address, phone number, date of birth, Social Security number, email address, and other identifying information needed to provide services.
Tax-related information:
W-2s, 1099s, prior-year tax returns, dependent information, deduction records, business records, and other documents necessary for tax preparation or related services.
Financial information:
Bank account information for direct deposit or payment, income information, investment information, business revenue, expenses, and other financial records.
Verification documents:
Driver’s license, state-issued identification, passports, or other identity-verification documents.
Communication information:
Messages, appointment requests, form submissions, email communications, SMS communications, support requests, communication preferences, SMS consent status, and opt-in or opt-out records.
Digital and website information:
IP address, browser type, device type, operating system, referring website, pages viewed, buttons or links clicked, form activity, approximate location derived from IP address, session information, and other website usage data.
We collect information that is reasonably necessary to provide services, operate our website, communicate with you, improve our business, comply with applicable legal requirements, and protect our systems and clients.
3. How We Use Your Information
We may use your information to:
Prepare, file, amend, and maintain tax returns.
Communicate with you regarding your tax matters or requested services.
Request documents or additional information.
Respond to IRS or state taxing authority inquiries when authorized.
Provide financial, business, bookkeeping, payroll, credit, advisory, educational, or related services you request.
Process program or membership enrollment.
Verify your identity and prevent fraud.
Maintain records for compliance, quality control, and security purposes.
Schedule and confirm appointments.
Process payments.
Improve our website, forms, customer experience, marketing, and business operations.
Send email or SMS communications when you have provided appropriate consent.
Maintain records of SMS consent, opt-outs, and communication preferences.
We do not sell your sensitive tax or financial information to third parties for unrelated marketing purposes.
4. Cookies, Tracking Technologies & Website Analytics
Our website may use cookies and similar technologies to operate properly, understand website activity, improve user experience, measure marketing performance, and remember certain preferences.
Cookies are small data files that may be stored on your browser or device when you visit a website.
We may use the following types of cookies and tracking technologies:
Essential cookies:
These help our website function properly and may support features such as form submissions, security, session management, navigation, and website functionality.
Analytics cookies:
These may help us understand how visitors use our website, including which pages are viewed, how long visitors remain on a page, traffic sources, device information, and website performance.
Preference cookies:
These may remember certain selections or settings so your experience is more convenient on future visits.
Marketing and advertising technologies:
We may use advertising pixels, tags, cookies, or similar technologies to measure the effectiveness of advertising campaigns, understand whether visitors completed certain actions, and improve marketing communications.
These technologies may collect information such as:
IP address.
Browser and device information.
Pages visited.
Referral source.
Links or buttons clicked.
Date and time of visits.
Website interactions.
Form or conversion activity.
We may use third-party technology providers, website platforms, analytics tools, advertising platforms, CRM systems, scheduling systems, or marketing automation providers to help process this information on our behalf.
Where required, visitors may be presented with options to accept, reject, or manage certain non-essential cookies.
You may also control cookies through your browser settings. Disabling certain cookies may affect the functionality or performance of portions of our website.
5. Online Advertising and Conversion Tracking
We may use online advertising platforms or tracking technologies to determine whether advertisements lead visitors to our website, forms, booking pages, or other conversion actions.
This may include technologies provided by social media networks, search engines, advertising providers, or analytics services.
These platforms may use their own cookies or tracking technologies according to their respective privacy policies.
Where applicable, we may receive aggregated or campaign-related information such as:
Ad views.
Ad clicks.
Website visits.
Form submissions.
Conversion events.
General audience or campaign performance information.
We do not intentionally provide tax return information, Social Security numbers, bank account information, tax documents, or SMS opt-in consent data to advertising platforms for advertising purposes.
6. SMS Opt-In and Consent
Pretty Quick Tax Service sends promotional text messages only to individuals who have provided consent to receive them.
Our SMS opt-in disclosure states:
“By providing your phone number and checking this box, you agree to receive promotional text messages and updates regarding exclusive deals and membership instructions from Pretty Quick Tax Service. Message and data rates may apply. Message frequency varies. Reply STOP to opt out, HELP for help. View our Privacy Policy and Terms of Service.”
Consent is obtained when a user voluntarily:
Provides a mobile phone number.
Checks the applicable SMS consent checkbox.
Submits the associated form.
Consent to receive promotional SMS messages is voluntary.
Where applicable, consent to receive promotional text messages is not a condition of purchasing goods or services.
We may maintain records showing:
The phone number provided.
The date and time consent was submitted.
The form or source through which consent was provided.
The disclosure presented at the time of opt-in.
Opt-out activity.
SMS communication preferences.
These records may be maintained for compliance, documentation, security, and communication-management purposes.
7. SMS Messaging Terms
If you opt in to SMS communications from Pretty Quick Tax Service, messages may include:
Exclusive deals.
Membership information.
Membership instructions.
Enrollment information.
Program updates.
Educational information.
Promotions.
Service announcements.
Reminders.
Related Pretty Quick Tax Service updates.
Message frequency varies.
Message and data rates may apply.
Wireless carriers are not liable for delayed or undelivered messages.
To stop receiving SMS messages, reply:
STOP
After submitting STOP, you may receive a confirmation message confirming that your opt-out request was processed.
For assistance, reply:
HELP
or contact:
[email protected]
(469) 420-0062
Opting out of promotional SMS messages does not necessarily prevent us from sending communications required to complete a transaction, provide a requested service, or address an account or security matter where otherwise legally permitted.
8. NO SHARING OF SMS OPT-IN DATA
SMS opt-in information, mobile phone numbers, and SMS consent records will not be sold, rented, shared, or disclosed to third parties or affiliates for their own marketing or promotional purposes.
We do not share SMS opt-in consent data or mobile phone numbers collected for SMS messaging purposes with third-party marketers.
Information associated with SMS consent may only be disclosed when reasonably necessary to:
Provide or deliver the messaging service you requested.
Work with service providers that facilitate our SMS communications on our behalf.
Maintain, host, or operate our communication systems.
Prevent fraud, misuse, or security incidents.
Comply with applicable law, regulation, court order, subpoena, or legal process.
Any service provider used to facilitate SMS communications receives information only as reasonably necessary to perform services on our behalf and is not authorized by us to use your SMS opt-in information for its own independent marketing purposes.
SMS consent and phone numbers collected for SMS purposes are not shared with third parties or affiliates for marketing purposes.
9. Email Communications
If you provide your email address and consent where required, you may receive transactional or promotional email communications from Pretty Quick Tax Service.
These may include:
Service updates.
Appointment reminders.
Membership information.
Educational information.
Promotions.
Product or service announcements.
Special offers.
You may opt out of promotional emails at any time by clicking the Unsubscribe link contained in the message.
Opting out of marketing emails may not prevent necessary transactional or service-related emails.
10. Information Sharing and Disclosure
We may share personal information when reasonably necessary to provide services or operate our business.
This may include:
Taxing authorities:
With the IRS, state taxing authorities, or other government agencies when required or authorized.
Service providers:
With vendors that assist with tax preparation, e-filing, tax software, bank products, payment processing, secure storage, website hosting, CRM systems, scheduling, email delivery, SMS delivery, analytics, or business operations.
Service providers may only receive information reasonably necessary to perform services on our behalf and may be subject to contractual, legal, or confidentiality obligations.
Authorized third parties:
When you authorize us to disclose information to another party, such as a banker, lender, attorney, financial advisor, or representative.
Legal requirements:
When disclosure is required by applicable law, court order, subpoena, government request, or legal process.
Business protection:
When reasonably necessary to prevent fraud, investigate misuse, protect our systems, enforce agreements, or protect the rights and safety of our business, clients, or others.
For clarity, the general information-sharing practices described in this section do not authorize the sharing of SMS opt-in consent or phone numbers with third parties or affiliates for their own marketing purposes.
11. Data Security
We maintain administrative, technical, physical, and procedural safeguards designed to protect personal information.
Security measures may include:
Encrypted file storage and transmission.
Password-protected systems.
Role-based or limited staff access.
Multi-factor authentication where available.
Staff training related to confidentiality and cybersecurity.
Secure document handling.
Secure document shredding.
Digital data deletion and retention procedures.
Monitoring or security tools designed to reduce unauthorized access.
No electronic transmission or storage system can be guaranteed to be completely secure. However, we take reasonable measures to protect information entrusted to us.
12. Data Storage, Retention, Cache, and Deletion
We store personal information using secure electronic systems, cloud-based platforms, customer relationship management systems, tax software, document storage systems, communication platforms, and other service providers used to operate our business.
Certain website data may also be temporarily stored through browser cache, cookies, session storage, or similar technologies to improve website performance, maintain sessions, remember preferences, and support website functionality.
We retain personal information only for as long as reasonably necessary to:
Provide services.
Maintain business and tax records.
Document communication consent.
Maintain SMS opt-in and opt-out records.
Comply with legal and regulatory obligations.
Resolve disputes.
Enforce agreements.
Prevent fraud.
Meet legitimate business needs.
Certain tax-preparation and related records may be retained for a minimum of three (3) years, or longer where required by law, regulation, professional standards, contractual obligations, or legitimate business needs.
SMS consent and opt-out records may also be retained for a reasonable period when necessary to demonstrate compliance with messaging requirements and honor communication preferences.
Temporary website data, cached files, cookies, and similar browser-based information may remain on a user's device until they expire, are automatically cleared, or are manually deleted through the user's browser or device settings.
When personal information is no longer required, we may securely delete, destroy, anonymize, or archive it in accordance with applicable record-retention and disposal requirements.
You may request deletion of eligible personal information by contacting:
We will review the request and, where permitted by law, delete or de-identify eligible information.
Certain records may need to be retained despite a deletion request when necessary for tax preparation, legal, regulatory, compliance, fraud-prevention, contractual, consent-documentation, or recordkeeping purposes.
13. Your Privacy Choices
Depending on the information involved and applicable law, you may request to:
Review certain personal information we maintain about you.
Correct inaccurate or incomplete information.
Update your contact information.
Change communication preferences.
Opt out of promotional email communications.
Opt out of SMS communications by replying STOP.
Request information regarding certain uses or disclosures of your data.
Withdraw consent for certain optional uses of information where permitted.
Request deletion of eligible personal information.
Requests may be submitted to:
or mailed to:
Pretty Quick Tax Service
11206 Lake June Rd suite D
Certain information may need to be retained despite a request where required for tax preparation, regulatory, compliance, fraud-prevention, legal, contractual, consent-documentation, or recordkeeping purposes.
14. Cookie, Cache, and Browser Controls
Most internet browsers allow you to review, block, delete, or restrict cookies through browser settings.
You may also be able to limit certain advertising or tracking technologies through:
Browser privacy settings.
Device privacy settings.
Advertising-platform privacy settings.
Cookie preference tools offered on our website, if available.
Clearing your browser cache, cookies, or stored website data may remove locally stored information and reset certain website preferences, sessions, or saved functionality.
Some browsers or devices may send privacy signals such as Do Not Track or similar preference signals.
Because standards and requirements regarding these signals may vary, our website may not respond to every browser-based signal in the same manner.
Where legally required and technically supported, we may honor applicable privacy preference mechanisms.
15. Third-Party Websites and Services
Our website may contain links to websites, booking systems, payment processors, social media platforms, tax software providers, banks, or other third-party services.
We are not responsible for the privacy practices, security, content, or data-handling practices of third-party websites or platforms.
We encourage you to review the privacy policies of any third-party service you choose to use.
16. Children's Privacy
Our services are not directed toward children for independent use.
Although information regarding dependents or minors may be collected as part of legitimate tax preparation services, we do not knowingly solicit minors to independently submit personal information through our website for marketing purposes.
17. Updates to This Policy
We may update this Privacy Policy periodically to reflect changes in our services, website technology, communication practices, business practices, legal requirements, or privacy practices.
Any revised version will be posted on our website with an updated effective date.
Your continued use of our website or services after an updated policy becomes effective may constitute acknowledgment of the revised policy where permitted by law.
18. Contact Information
If you have questions about this Privacy Policy, SMS communications, SMS consent, website tracking practices, cookies, cache, data retention, deletion requests, or how your information is handled, please contact:
Pretty Quick Tax Service
11206 Lake June Rd suite D
📞 (469) 420-0062
📧 [email protected]