Effective Date: Jan 1st, 2025
IMPORTANT NOTICE REGARDING TEXT MESSAGING DATA
AQUILA FINANCIAL & TAX SERVICES (“we,” “us,” or “our”) DOES NOT share customer opt-in information, including phone numbers and consent records, with any affiliates or third parties for marketing, promotional, or any other purposes unrelated to providing our direct services. All text messaging originator opt-in data is kept strictly confidential.
1. Information We Collect
We collect the following types of information:
Personal Information: Name, email address, phone number, physical address
Payment information when you make a purchase or request a quote
Opt-in records and timestamps for all communication channels (SMS, email, etc.)Non-Personal Information:IP address, browser type, device information
Website usage patterns and analytics
Cookies and similar technologies
Customer Communication:
Records of inquiries and service requests
Appointment details and preferences
Service history and feedback
2. How We Use Your Information
We use collected data for:
Providing and improving our services
Processing transactions and payments
Communicating with you about your inquiries, appointments, and promotions
Enhancing website functionality and user experience
Ensuring security and fraud prevention
Maintaining records of your communication preferences and consent
3. SMS Messaging & Compliance
Text Message Program Terms & Conditions
By opting into our SMS messaging services, you agree to receive text messages related to our services, including appointment reminders, customer support, and important updates.
Opt-In Consent:
You must verify your consent. If you have explicitly opted in, we will maintain timestamped records of all sign-in actions.
We comply with the Telephone Consumer Protection Act (TCPA) and all applicable laws.
Opt-Out Instructions:
Users can opt out of marketing messages by replying “STOP.”
All opt-out requests will be processed in real-time.
4. Information Sharing & Disclosure
We do not sell, rent, or trade personal information. We may share information with:
Service Providers:
Third-party vendors that assist in our operations (e.g., payment processing, appointment scheduling).SMS aggregators who provide messaging services for us.
Legal Compliance:
Required by law to disclose personal information (e.g., subpoena, court orders).
5. Data Security
We implement both administrative and technical measures to protect your personal information.
Development and certified data encryption methods
Secure access controls and data protection
Despite these measures, no method of transmission over the internet or electronic storage is 100% secure. We will use commercially acceptable means to protect your personal information but cannot guarantee absolute security.
6. Cookies & Tracking Technologies
We use cookies and similar technologies for:
Analyzing site traffic and user behavior
Remembering your preferences
Improving website functionality and user experience
7. Your Rights & Choices
You have the right to:
Access, update, or delete your personal information
Opt-out of marketing emails by clicking “unsubscribe”
View, update, or delete your website information
8. Third-Party Links
Our website may contain links to third-party websites; we are not responsible for their privacy practices.
9. Changes to This Privacy Policy
We may update this policy periodically. The latest version will be published on our website.
We collect non public personal information about you from the following sources:
Information we receive from you on applications, tax preparation worksheets, other documents we use in preparing your tax return, or other forms.
Information about your transactions with us or others.
Information we receive from consumer reporting agencies.
We do not disclose any nonpublic personal information about you to anyone, except as permitted by law.
If you decide to close your account(s) or become an inactive client, we will adhere to the privacy policies and practices as described in this notice.
We restrict access to your personal and account information to those employees who need to know that information to provide products or services to you.
We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic information.
Your confidence in us is important and we want you to know that your personal and account information is safe. If you have any questions or concerns, please contact us.
Contact Information:
Enrolled Agent : James Aquila
Website: www.aftaxservices.com
Business Call: 817-374-5049
Office Line: 972-627-4776
Address: 13355 Noel Rd Suite 1100, Dallas Tx, 75240
Email: info@aftaxservices.com