Privacy Policy

Platinum Tax & Tech LLC ("Platinum Tax & Tech," "we," "us," or "our") respects your privacy. This Privacy Policy explains what information we collect when you visit www.platinumtaxtech.com, contact us, book a call, or sign up for text messages, and how we use and protect it.

1. Information we collect

We collect information you give us directly, including:

• Your name, email address, phone number and business name
• Details you share about your tax business, goals and services you are interested in
• Appointment details when you book a call
• Messages you send us by text, email or phone

We also collect limited technical information automatically, such as your browser type, device type, pages visited and general location, through cookies and similar tools.

2. How we use your information

• To respond to your questions and schedule consultations
• To provide our service bureau, software setup, training and marketing services
• To send appointment reminders, account updates and customer care messages
• To send marketing messages, only if you have given us permission
• To improve our website and services
• To meet legal, tax and regulatory requirements

3. Text messaging (SMS)

If you opt in to receive text messages from Platinum Tax & Tech LLC, we use your mobile number only to send the messages you agreed to receive. Message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time, or HELP for help. Consent to receive text messages is not a condition of purchase.

4. How we share information

We do not sell your personal information. We share information only as needed to run our business, such as with service providers that host our website, manage our CRM, process payments or deliver messages on our behalf. These providers may only use your information to perform services for us. We may also disclose information when required by law or to protect our rights. Text messaging opt-in data and consent are never shared, as stated in Section 3.

5. Cookies

Our website uses cookies to make the site work and to understand how visitors use it. You can turn off cookies in your browser settings, but some parts of the site may not work as intended.

6. How we protect your information

We use reasonable administrative, technical and physical safeguards to protect your information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

7. How long we keep information

We keep your information only as long as needed for the purposes in this policy, or as required by law.

8. Your choices

• Opt out of text messages at any time by replying STOP
• Unsubscribe from emails using the link in any marketing email
• Ask us to access, correct or delete your personal information by contacting us below

9. Children's privacy

Our services are for adults. We do not knowingly collect information from anyone under 18.

10. Changes to this policy

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a new effective date.

11. Contact us