Privacy Policy

Last updated: May 26, 2026

Spies Tax Connections (“we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect your information when you interact with us, including through our website and our services.

By using our website or providing your information to us, you agree to this Privacy Policy.

We may collect the following types of information:

Contact information: Name, email address, phone number, mailing address.

Tax and financial information: Information you provide for tax preparation, planning, or related services.

Account and communication information: Messages, notes, and records of communications with us.

Website usage information: IP address, browser type, device information, pages visited, and usage data (via cookies or analytics tools).

Form and scheduling information: Details submitted through contact forms, intake forms, or scheduling tools.

SMS information: Phone number, opt‑in status, message content, and related metadata when you choose to receive text messages from us.

We may use your information to:

• Provide tax preparation, planning, and related services.
• Communicate with you about appointments, deadlines, updates, and service information.
• Send informational or conversational SMS messages when you have opted in.
• Maintain internal records and comply with legal, regulatory, and tax obligations.
• Improve our website, services, and client experience.
• Respond to inquiries, requests, and support needs.

If you choose to receive SMS messages from us:

• We will use your phone number to send informational or conversational messages, including reminders, updates, and service‑related notices.
• Message frequency may vary.
• You can opt out at any time by replying STOP.
• You can reply HELP for assistance.

Required statement: No mobile opt‑in or text message consent will be shared with third parties or affiliates.

We may use third‑party service providers (such as RingCentral) to deliver SMS messages on our behalf, but your mobile opt‑in and consent are not sold or shared with third parties or affiliates for their own marketing.

We do not sell your personal information.

We may share your information with:

• Service providers and vendors who assist us in operating our business (e.g., tax software providers, secure portals, SMS platforms, scheduling tools, IT and hosting providers).
• Professional advisors (e.g., attorneys, accountants) as needed.
• Government authorities or regulators when required by law, regulation, subpoena, or legal process.

These third parties are permitted to use your information only as necessary to provide services to us and are expected to protect it appropriately.

We use reasonable administrative, technical, and physical safeguards designed to protect your information from unauthorized access, use, or disclosure. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

We retain tax records and related information as required by federal and state law, professional standards, and our business needs. SMS consent records, message logs, and contact information may be retained for compliance and recordkeeping purposes.

Our website may use cookies and similar technologies to:

• Understand how visitors use our site.
• Improve performance and user experience.
• Support features such as forms, scheduling, or embedded content.

You may be able to control cookies through your browser settings. Disabling cookies may affect certain website features.

Our services are not directed to children under the age of 13, and we do not knowingly collect personal information from children under 13. If we become aware that we have collected such information, we will take steps to delete it.

You may:

• Update or correct your contact information by contacting us.
• Opt out of SMS messages by replying STOP.
• Request that we limit certain communications, where possible.

Certain information may be required for us to provide services or comply with legal obligations.

If you have questions about this Privacy Policy or our privacy practices, contact Spies Tax Connections @ admin@spiestaxconnections.com or 913-340-9988

We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date at the top of this page. Your continued use of our website or services after changes are posted constitutes your acceptance of the updated policy.