Privacy Policy

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Effective Date: 01.01.26

Edwards Tax & Finance Services LLC (“we,” “our,” or “us”) is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website or engage our services.

We may collect the following information:

• Name, email address, phone number
   
• Information submitted through contact or intake forms
   
• Tax-related and financial information necessary to provide services
   
• Documents uploaded through secure portals
   
• Website usage data (via cookies or analytics)
   

Your information is used to:

• Provide tax preparation and financial services
   
• Communicate with you regarding your services
   
• Process payments and invoices
   
• Maintain records required by law
   
• Improve our website and service experience

•  Comply with applicable federal and state laws and regulatory requirements
   

We use secure, encrypted systems and reputable third-party platforms to store and process sensitive data. Access to client information is limited to authorized personnel only.  Client records are retained only as long as required by law and professional standards. 

We do not sell or rent your personal information. Information may be shared only with trusted third-party service providers (such as tax software, payment processors, or secure portals) as necessary to deliver services or comply with legal requirements.

Edwards Tax & Finance Services LLC may communicate with clients via SMS text message for service-related purposes including appointment reminders, document requests, filing updates, and account notifications.

Mobile information will not be shared, sold, rented, or disclosed to third parties for marketing purposes.

SMS messaging is used only to communicate with clients who initiate contact or who have an existing service relationship with the business.

Message frequency varies. Message and data rates may apply. Clients may opt out of SMS communications at any time by replying STOP.

Our website may use cookies or analytics tools to improve functionality and user experience. You may disable cookies through your browser settings.  These tools do not collect sensitive personal or tax information. 

You may request access to, correction of, or deletion of your personal information, subject to legal and regulatory requirements.

If you have questions about this Privacy Policy, please contact us at:
hello@edwardstaxfinance.com