Privacy policy.

Introduction

Tolli Tax & Accounting (“we,” “our,” “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy outlines how we collect, use, disclose, and protect your information when you interact with us, whether online, in person, or via SMS.

1. Information We Collect

We may collect the following types of information:

- Personal Identifying Information (PII): Name, address, phone number, email, date of birth, Social Security Number, driver's license, or other government-issued IDs.
- Financial Information: Tax documents, W-2s, 1099s, income and expense reports, banking details, and related financial data necessary for tax preparation or resolution.
- Technical Information: IP address, browser type, device identifiers, cookies, and usage data when you use our website or digital platforms.
- Communications: Emails, phone call records, SMS messages, and other communications with us.

2. How We Use Your Information

We use your information to:

- Prepare and file tax returns.
- Provide accounting, bookkeeping, and consulting services.
- Verify your identity and maintain security.
- Communicate with you via email, phone, or SMS about your account, documents, appointments, deadlines, and relevant services.
- Comply with federal and state legal obligations and regulatory requirements.

3. SMS/Text Messaging Policy

By providing your phone number and opting in, you consent to receive SMS/text messages from Tolli Tax & Accounting regarding your tax services, deadlines, reminders, appointment scheduling, and service updates.

Key points:
- Message frequency: Varies based on your engagement.
- Message & data rates may apply.
- You can opt out at any time by replying STOP.
- For help, reply HELP or contact us at 417-698-5597.

We will never use SMS to collect sensitive personal or financial information. SMS is used solely for service-related communications and is never sold or shared with third parties for marketing purposes.

4. Information Sharing and Disclosure

We do not sell, rent, or lease your personal information.

We may share information only in the following limited situations:
- With your consent
- With service providers (e.g., cloud storage, tax software providers) under confidentiality agreements
- As required by law, regulation, subpoena, or government request
- To protect your rights or the security of our firm

5. Data Security

We implement industry-standard security measures to protect your personal data, including:
- Encrypted data storage and transmission
- Secure file portals
- Password-protected systems
- Regular software and hardware updates

However, no system can guarantee 100% security. We encourage clients to use secure methods when sharing sensitive data.

6. Your Rights & Choices

- Access & Correction: You may request a copy of the information we have and ask for corrections.
- Opt-Out: You may opt out of marketing emails or SMS communications at any time.
- Data Retention: We retain your data only as long as necessary to fulfill our services and comply with legal obligations.

7. Third-Party Services

Our website may contain links to third-party websites or tools. We are not responsible for their privacy practices. Please review their policies separately.

8. Children’s Privacy

We do not knowingly collect personal information from children under 13. If you believe we have received such information in error, contact us immediately.

9. Changes to This Policy

We may update this policy from time to time. Any changes will be posted on our website with the updated effective date. Continued use of our services after updates constitutes agreement to the revised policy.

10. Contact Us

If you have questions about this Privacy Policy, your data, or our practices, please contact us:

Tolli Tax & Accounting
123 S Main St
Nevada, MO 64772
Phone: 417-698-5597
Email: Nicole@TolliTax.com
Website: www.tollitax.com