TAX COMPLIANCE EXPERTS LLC ("company", "we", "our", or "us") respects your privacy and is committed to protecting your personal information. This privacy policy explains how we collect, use, store and protect your information when you visit www.taxcomplianceexerts.netuse our services, schedule appointment or communicate with us.
The policy applies to Customers and users located in the United States.
Information We Collect
TAX COMPLIANCE EXPERTS LLC collects personal information that you voluntarily provide when you interact with our website, services, or communication channels. This may include:
Name, email address, phone number, and mailing address
Information submitted through forms, appointment bookings, or consultations
Communication records such as SMS messages, emails, and call interactions
Service-related details necessary for tax preparation services.
We also collect limited technical data required to operate our systems effectively.
How We Use Information
We use the information we collect to:
Provide tax preparation services
Schedule and manage appointments
Communicate with you via SMS, email, or phone
Respond to inquiries and customer service requests
Maintain internal records and improve our services
Comply with legal and regulatory obligations
How We Share Information
TAX COMPLIANCE EXPERTS LLC does not sell, rent, or share personal information for marketing or promotional purposes.
No mobile information will be shared with third parties or affiliates for marketing/promotional purposes.
Information sharing to subcontractors in support services, such as customer service, is permitted. All other use cases and scenarios exclude text messaging originator opt-in data and consent. This information will NOT be shared with any third parties.
Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers of the Text Message services.
We may only provide limited necessary data to trusted service providers strictly for operational purposes (such as system hosting and communication delivery), and only to the extent required to perform those services.
SMS & Communications
By providing your phone number, you consent to receive SMS messages from TAX COMPLIANCE EXPERTS LLC.
Types of messages you may receive include:
Appointment confirmations and reminders
Service updates related to tax preparation services
Follow-ups regarding your inquiries or services
Message frequency: Message frequency varies but typically ranges from 1–5 messages per week depending on your interaction with our services.
Message and data rates may apply.
Opt-in method: You may opt-in by:
Filling out forms on our website
Booking an appointment
Requesting services from TAX COMPLIANCE EXPERTS LLC
Opt-out instructions: You can opt out at any time by replying STOP to any SMS message. Once you opt out, you will no longer receive SMS communications from us.
Help instructions: Reply HELP for assistance or contact us directly using the information below.
We explicitly confirm that SMS consent is not shared with third parties or affiliates for marketing purposes.
Data Sharing Policy
Customer opt-in data is never sold, rented, or shared for marketing purposes.
We explicitly state that TAX COMPLIANCE EXPERTS LLC does not share SMS consent with any third party or affiliate.
Cookies & Tracking Technologies
TAX COMPLIANCE EXPERTS LLC does not use cookies or tracking pixels for marketing or tracking purposes.
Data Security Procedures
We implement appropriate technical and organizational security measures to protect your personal information. This includes:
Secure data storage systems
Controlled access to sensitive information
Encryption and secure communication protocols where applicable
While we take reasonable precautions, no method of transmission over the internet is completely secure.
Third-Party Services
We use GoHighLevel as our primary platform to manage customer data, communications, appointment scheduling, and automation workflows.
GoHighLevel acts as a data processor and securely stores:
Contact information
Form submissions
Communication records (SMS and email)
Appointment scheduling data
We do not authorize the use of your information for independent marketing purposes by any platform.
Your Rights & Choices
You have the right to:
Request access to your personal information
Request corrections to inaccurate data
Request deletion of your personal information where applicable
Opt out of communications at any time
To exercise your rights, please contact us using the details below.
Children’s Information
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.
Changes to This Policy
We may update this Privacy Policy from time to time. Any updates will be posted on this page with a revised date.
Tax Compliance Experts LLC founded by Dr. Alicia small, empowers individuals, small businesses, and entrepreneurs with straightforward, worry-free tax solutions.