Privacy Policy

Privacy Policy

Last Updated: 6/12/2026

At Everett Family Tax LLC, we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and when you register to receive text messages from us.

1. Information We Collect

We collect information that you voluntarily provide to us when you fill out forms on our website, schedule an appointment, or register for our services. This may include:

• Personal Identifiers: Name, email address, mailing address, and phone number.

• Tax and Financial Information: Documents and data necessary for tax preparation and financial services.

2. How We Use Your Information

We use the collected information to:

• Provide, operate, and maintain our tax and financial services.

• Process your transactions and manage your client account.

• Communicate with you, including responding to inquiries and sending updates.

• Send text messages (SMS) if you have explicitly opted in to receive them.

3. SMS and Text Messaging Privacy & Compliance

If you choose to register your mobile phone number on our website to receive text messages from Everett Family Tax LLC, the following compliance terms apply:

• Explicit Consent: By providing your phone number and checking the opt-in box on our registration forms, you explicitly consent to receive recurring automated account notifications (such as appointment reminders, document requests, and tax updates) from us, as well as customer care messages. Consent is not a condition of any purchase.

• No Third-Party Sharing for SMS: Your mobile information, text messaging originator opt-in data, and consent will not be shared, sold, or rented to any third parties or affiliates for marketing or promotional purposes under any circumstances.

• Message and Data Rates: Message and data rates may apply depending on your mobile carrier plan. Message frequency varies based on your interactions with us typically 1-2 messages per month.

• How to Opt-Out: You can cancel the SMS service at any time. Simply text STOP to our number or reply STOP to any message you receive from us. After you send the message STOP, we will send you a final confirmation SMS text.

• How to Get Help: If you experience any issues with our messaging program, you can reply with the keyword HELP for more assistance, or contact us directly at support@everettfamilytax.com or 763-333-1040.

4. Sharing Your Information

Except for the strict limitations on SMS data outlined in Section 3 above, we may share information with trusted third-party service providers who assist us in operating our website and conducting our business (such as secure client portals or encrypted document storage), provided those parties agree to keep this information confidential. We do not sell your personal information.

5. Data Security

We implement a variety of industry-standard security measures to maintain the safety of your personal and financial information. However, please note that no method of transmission over the internet or method of electronic storage is 100% secure.

6. Your Rights and Choices

Depending on your location, you may have the right to request access to, correction of, or deletion of your personal data. You can opt-out of marketing emails by clicking the "unsubscribe" link or contacting us directly.

7. Contact Us

If you have any questions or comments about this Privacy Policy, please contact us at:

Everett Family Tax LLC

Email: support@everettfamilytax.com 

Phone: 763-333-1040