Last Updated:12/27,2025
Upscale Tax Professionals (“we,” “our,” or “us”) respects your privacy. This Privacy Policy explains how we collect, use, store, and protect the information you provide when you visit our website, complete our forms, use our services, or communicate with us including via SMS text messaging.
By using our website or providing your information, you agree to this Privacy Policy.
1. Information We Collect
We may collect the following types of information:
Information You Provide Directly
Name
Phone number
Email address
Mailing address
Tax or service-related details you provide
Documents or forms you upload
Any information submitted through contact forms, intake forms, or service requests
Automatically Collected Information
IP address
Browser and device type
Pages visited and time spent on the site
Cookies and similar tracking technologies
We do not knowingly collect information from children under 13.
2. How We Use Your Information
We use your information to:
Provide tax and related services
Communicate about appointments and requests
Process forms, applications, and documents
Verify identity when required
Send service updates and important notifications
Send reminders and educational messages
Send marketing or promotional messages (only if you opted in)
Improve our services, systems, and website
Meet legal, regulatory, and security obligations
3. SMS Text Messaging & Consent
When you provide your phone number and opt in, you agree to receive text messages from Upscale Tax Professionals, including:
Appointment confirmations and reminders
Status updates and service notifications
Support and customer service communication
Marketing or promotional messages (only if consented)
Message & data rates may apply.
Message frequency may vary.
You may opt out at any time by replying:
“STOP” to cancel
“HELP” for assistance
Opting out of marketing messages will not stop messages that are required to provide services you requested.
We do not sell, rent, or share your mobile number with third parties for their own marketing.
4. How We Share Information
We may share your information only when necessary with:
Service providers who help operate our business
CRM, email, or messaging platforms that deliver communications
Professional advisors (legal, compliance, accounting)
Government or regulatory agencies when legally required
All third parties must protect your information and may use it only for authorized purposes.
We do not sell personal information.
5. Cookies & Tracking
We may use cookies and similar technologies to:
Improve site performance and security
Analyze usage trends
Remember preferences
Support marketing and advertising
You may disable cookies in your browser, but some website functions may not work correctly.
6. Data Security
We use reasonable administrative, technical, and physical safeguards to help protect your information. However, no internet transmission or storage system is completely secure.
7. Data Retention
We keep information only as long as necessary to:
Provide services
Maintain records
Comply with laws and regulations
Resolve disputes
8. Your Rights
Depending on your location, you may have the right to:
Access your personal information
Request corrections
Request deletion (where legally allowed)
Withdraw consent for marketing
To make a request, contact us using the information below.
9. Third-Party Links
Our website may include links to other websites. We are not responsible for the privacy practices of those sites.
10. Changes to This Policy
We may update this Privacy Policy at any time. The updated version will include a revised “Last Updated” date.
11. Contact Us
If you have questions about this Privacy Policy or our data practices, contact:
Upscale Tax Professionals
Email: [email protected]
Phone: 470-354-4014