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Privacy Policy

Fellowship Tax Advisory Privacy Policy (including SMS Communication)
Effective Date: March 1, 2025

Fellowship Tax Advisory ("we," "our," "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you engage with our services, including tax planning, tax resolution, wedding officiant services, and notary services.

1. Information We Collect

We may collect personal information in the following ways:

  • Personal Identification Information: Name, address, phone number, email address, Social Security Number, and other tax-related information.

  • Financial Information: Tax documents, income details, deductions, and other relevant financial information.

  • Notary Information: Identification documents for notarization purposes.

  • Communication Data: Information provided through emails, phone calls, consultations, and SMS (text messages).

2. SMS Messaging and Consent

We use SMS messaging solely to support the delivery of our services. This includes:

  • Appointment confirmations and updates

  • Questions and instructions related to notary or tax appointments

  • Case status notifications

  • Pre- and post-service communication

  • Real-time Q&A with clients as a text-based alternative to email

Consent:
By providing your phone number, you consent to receive SMS messages from us for service-related purposes. These messages are not used for marketing or promotional purposes. You may opt out of SMS at any time by replying "STOP." Standard message and data rates may apply.

Privacy:
All SMS communication is treated confidentially and securely. We do not share phone numbers or SMS content with third parties unless required to perform services (under strict confidentiality agreements) or as required by law.

3. How We Use Your Information

We use the information collected for the following purposes:

  • To provide tax advisory, tax resolution, wedding officiant, and notary services

  • To communicate with you regarding appointments, service updates, and questions

  • To prepare, file, and resolve tax matters with the IRS and other relevant agencies

  • To comply with legal and regulatory requirements

  • To maintain accurate records for administrative and legal purposes

4. Information Sharing and Disclosure

We do not sell or rent your personal information. However, we may share your information under the following circumstances:

  • Service Providers: With trusted third-party vendors under confidentiality obligations (e.g., tax software, messaging platforms)

  • Legal Obligations: When required by law or in response to legal process

  • Business Transfers: In the event of a merger or acquisition, your data may be transferred to the successor entity

5. Data Security

We implement appropriate administrative, technical, and physical security measures to protect your personal data from unauthorized access, disclosure, alteration, or destruction. While we strive to use commercially acceptable means to protect your information, no method of transmission is 100% secure.

6. Your Rights

Depending on your jurisdiction, you may have the right to:

  • Access, update, or delete your personal information

  • Object to or restrict processing of your data

  • Withdraw consent for communications where applicable

  • File a complaint with a data protection authority

7. Data Retention

We retain personal information only as long as necessary to fulfill the purposes for which it was collected and to comply with legal and regulatory obligations.

8. Third-Party Links

Our website or communications may include links to third-party websites. We are not responsible for the content or privacy practices of those sites.

9. Children’s Privacy

Our services are intended for individuals aged 18 and older. We do not knowingly collect information from individuals under 18.

10. California Consumer Privacy Act (CCPA) Disclosures

If you are a California resident, you have the right to request access to, correction of, or deletion of your personal information under the California Consumer Privacy Act (CCPA). You also have the right to know what categories of personal information we collect, the purposes for which it is used, and with whom it is shared.

We do not sell personal information, including phone numbers used for SMS. You may exercise your rights by contacting us as described below.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website and, where appropriate, communicated directly to you.

12. Contact Us

For questions or concerns about this Privacy Policy or your personal information, please contact us at:

📧 info@fellowshiptaxadvisory.com
📍 Jacksonville, FL
📞 904-204-5080

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