Privacy Policy

Last Updated: February 20, 2026

1. Introduction

SG Tax Pros (“we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our website, services, SMS messaging programs, email communications, appointment scheduling systems, and related tools.

By using our services or opting into our communications, you agree to this Privacy Policy and our Terms and Conditions.

2. Information We Collect

A. Contact Information

We may collect your:

First and last name
Email address
Phone number
Mailing address
Company name (if applicable)

This information is collected when you:

Submit a form
Book an appointment
Request information
Opt into SMS or email marketing
Engage with our services

B. Consent and Communications Records

If you opt into SMS or email communications, we collect and retain:

The date and time of your opt-in
The method of opt-in (web form, keyword, checkbox, etc.)
The language shown at time of consent
Your IP address (when applicable)
Records of opt-out activity

We retain proof of consent in accordance with applicable law and carrier requirements.

C. Usage and Device Information

We may use cookies, pixels, and analytics tools to collect:

IP address
Browser type
Device type
Pages visited
Interaction data
Referral sources

This helps us improve performance and user experience.

D. Appointment and Service Data

If you schedule appointments or use our services, we collect information related to:

Appointment date and time
Service requests
Communication history

3. How We Use Your Information

We use collected information to:

Provide requested services
Deliver customer support
Send appointment confirmations and reminders
Send SMS and email communications you have expressly consented to receive
Improve website functionality and marketing performance
Maintain legally required consent and compliance records
Prevent fraud, abuse, and security threats

We do not sell your personal information.

4. SMS Marketing and TCPA Compliance

We comply with the Telephone Consumer Protection Act (TCPA) and applicable carrier regulations.

By providing your phone number and opting in, you provide prior express written consent to receive recurring automated marketing and informational text messages from SG Tax Pros at the number provided.

Consent is not a condition of purchase.

Message frequency varies.

Message and data rates may apply.

You may opt out at any time by replying STOP. You will receive a confirmation message and no further SMS messages will be sent unless you opt in again.

We retain proof of opt-in consent as required by law.

Mobile opt-in data and consent records will not be shared with third parties for marketing or promotional purposes.

5. Email Marketing and CAN-SPAM Compliance

Our email communications comply with the CAN-SPAM Act.

Marketing emails:

Clearly identify SG Tax Pros as the sender
Contain accurate subject lines
Include our valid physical mailing address
Include a visible unsubscribe link

Unsubscribe requests are honored within 10 business days.

6. Cookies and Tracking Technologies

We use cookies and similar tracking technologies for:

Website analytics
Marketing performance measurement
Personalization

You may disable cookies in your browser settings, though certain features may not function properly.

7. How We Share Information

We do not sell or rent personal information.

We do not share mobile numbers, SMS opt-in data, or consent records with third parties for marketing or promotional purposes.

We may share information only in these limited circumstances:

A. Service Providers

With trusted vendors who assist with:

SMS delivery
Email delivery
CRM systems
Appointment scheduling
Analytics

These providers may only use information to perform services on our behalf.

B. Legal Obligations

If required by law, court order, or to protect rights, safety, or security.

C. Business Transfers

In the event of merger, acquisition, or asset sale. Any successor entity must honor this Privacy Policy.

8. Data Retention

We retain personal information only as long as necessary to:

Provide services
Maintain compliance records
Meet legal obligations
Resolve disputes

9. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information. However, no transmission method is 100% secure.