MODEST TAX SERVICES LLC (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information, particularly in relation to appointment confirmations, reminders, and promotional communications.
1. Information We Collect
We may collect the following categories of personal information:
Customer information: Appointment details, service inquiries, communication preferences
Technical data: IP address, browser type, device information, interaction data
Marketing data: Consent records and message interaction history
2. How We Use Your Information
We use your information to:
Schedule, confirm, and remind you of appointments
Provide tax and related services
Send service-related notifications
Deliver marketing and promotional communications (with consent)
Improve our services and customer experience
Comply with legal and regulatory obligations
3. SMS, Email & Marketing Communications
By providing your contact information, you consent to receive appointment-related messages and promotional communications via SMS, email, or phone.
Message and data rates may apply
You may opt out anytime by replying STOP to SMS or using the unsubscribe link in emails
Opting out of marketing messages does not affect transactional or service-related communications
4. How We Share Information
We do not sell your personal information.
We may share your data only with:
Service providers (CRM platforms, messaging services, scheduling tools)
Government or regulatory authorities when legally required
Business partners strictly for service delivery purposes
All third parties are required to protect your information and use it only for authorized purposes.
5. Data Retention
We retain personal information only as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce agreements.
6. Your Privacy Rights
A. GDPR Rights (For EEA/UK Residents)
You have the right to:
Access your personal data
Request correction or deletion
Restrict or object to processing
Request data portability
Withdraw consent at any time
B. CCPA Rights (For California Residents)
You have the right to:
Know what personal information we collect
Request deletion of your personal information
Opt out of the sale of personal data (we do not sell data)
Not be discriminated against for exercising your rights
To exercise any rights, contact us using the information below.
7. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of transmission over the Internet or electronic storage is completely secure.
8. Children’s Privacy
Our services are not directed to individuals under 13, and we do not knowingly collect information from children.
9. Changes to This Policy
We may update this Privacy Policy from time to time. Updates will be posted with a revised effective date.
10. Contact Information
If you have questions or wish to exercise your privacy rights, contact us at:
