Privacy Policy
Effective Date: October 1, 2026
Booked & Balanced Tax Services (“Booked & Balanced,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy explains how we collect, use, protect, and disclose information when you visit our website, complete our online forms, communicate with us, or use our tax preparation and related services.
Information We Collect
We may collect information you voluntarily provide, including your name, email address, telephone number, mailing address, and information submitted through our reservation, contact, intake, and other online forms.
When providing tax preparation services, we may also collect sensitive personal and financial information necessary to prepare or assist with your tax return. Sensitive tax documents and information should only be submitted through our approved secure intake and document-upload systems.
How We Use Your Information
We may use your information to provide and administer our services; communicate with you regarding reservations, tax preparation, documents, deadlines, filing updates, and client support; respond to questions and requests; maintain business and compliance records; send informational or promotional communications when you have consented to receive them; and comply with applicable legal, regulatory, and tax-preparation requirements.
SMS/Text Messaging Privacy
If you voluntarily opt in to receive SMS/text messages from Booked & Balanced Tax Services LLC, we may use your mobile number to send client-service communications, reservation or appointment reminders, intake and document reminders, tax preparation and filing updates, informational messages, and occasional promotional messages.
We do not sell or share your SMS opt-in data or personal information with third parties for marketing purposes.
SMS consent is not a condition of purchasing our services. Message frequency may vary. Message and data rates may apply. You may opt out of SMS messages at any time by replying STOP. You may reply HELP for assistance.
Information Sharing and Disclosure
We do not sell your personal information. We may disclose information when necessary to provide services you request, work with service providers that support our business operations, comply with applicable law or legal obligations, or protect our rights and the security of our services.
Tax return information is handled subject to applicable privacy and tax laws and is not used or disclosed for unrelated purposes except as permitted or authorized by law.
Data Security
We use administrative, technical, and organizational safeguards designed to protect personal and sensitive information. Clients should use our approved secure systems when submitting tax documents or sensitive information and should not send Social Security numbers, tax documents, or other sensitive tax information through ordinary SMS/text messages.
Your Choices
You may contact us to ask questions about your information or communications preferences. You may unsubscribe from marketing emails using the unsubscribe option provided in those communications and opt out of SMS messages by replying STOP.
Third-Party Services
Our website and services may use third-party platforms or service providers to support functions such as secure forms, communications, document processing, payment processing, and tax preparation. Those providers may process information according to their own privacy practices and applicable agreements.
Changes to This Privacy Policy
We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.
Contact Us
For questions about this Privacy Policy or our privacy practices, contact:
Booked & Balanced Tax Services LLC
Website: bookedandbalancedtax.com
Email: support@bandbtaxservice.com