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Privacy Policy

 Clients provide verbal consent to receive SMS messages during phone conversations regarding their tax preparation, tax filings, document requests, appointment scheduling, refund status updates, and other account related matters. These messages are strictly informational and are not used for promotional purposes. Message frequency varies. Message and data rates may apply. Clients may reply STOP at any time to opt out or HELP for assistance. We do not share, sell, or disclose mobile phone numbers or SMS consent information to third parties for marketing purposes. 

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