A Tax Savvy Accountants officeDraft notice: This document is a draft template and is not legal advice. Have a licensed attorney review it before publishing.
This Privacy Policy explains how Rocket Tax Orlando, a Tax Savvy Accountants office ("Rocket Tax Orlando," "we," "us," or "our") collects, uses, protects, and shares information when you visit our website, visit our office, use our tax services, or enroll in our text message program, Rocket Tax Orlando Alerts. Rocket Tax Orlando is an office of Tax Savvy Accountants (filewithsavvy.com). Our assumed business name registration is pending.
1. Information We Collect
- Contact information: name, phone number, email address, and mailing address.
- Appointment details: service requested, preferred date and time, and notes you give us.
- Tax return information: Social Security numbers or ITINs, dates of birth, income documents (W-2s, 1099s), bank account details for refunds or payments, dependent information, and other documents needed to prepare your return.
- SMS opt-in data: your mobile number, the date, time, and method of your consent (for example, the website form or a signed in-office form), the consent language shown to you, and your opt-out or HELP requests.
- Technical information: IP address, browser type, device information, and pages visited, collected through cookies and similar technologies.
2. How We Use Information
- To prepare and file tax returns and provide the services you request.
- To schedule appointments and respond to your questions.
- To send text messages you have agreed to receive, such as appointment reminders, document requests, account and refund status updates, and customer care messages.
- To meet legal, regulatory, and recordkeeping duties.
- To keep our website and systems working and secure.
3. SMS / Text Messaging and Mobile Information
When you opt in to Rocket Tax Orlando Alerts, we collect your mobile number and a record of your consent. We use them only to send the messages described in our Terms & Conditions and to keep a record of your consent.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties. This excludes service providers that help us deliver messages (such as our SMS platform and wireless carriers), who may process your information only to provide the messaging service.
Rocket Tax Orlando Alerts messages are sent from 407-216-6584. You can opt out at any time by texting or replying STOP to 407-216-6584. Text HELP to 407-216-6584, or call 888-959-8805, for help.
4. Confidentiality of Taxpayer Information
As a tax return preparer, we follow Section 7216 of the Internal Revenue Code and its regulations, which limit how preparers may use and disclose tax return information. We will not use or disclose your tax return information for any purpose other than preparing and filing your return unless the law allows it or you give your separate written consent in the form the IRS requires. We also follow the Gramm-Leach-Bliley Act Safeguards Rule and IRS guidance for protecting taxpayer data.
5. How We Share Information
We do not sell your personal information. We share information only:
- With the IRS and state tax agencies, to file your return.
- With service providers that support our work (for example, tax software, e-filing, secure document portals, payment processing, and SMS delivery), under confidentiality obligations.
- With banks or refund-product providers, only if you choose such a product and consent as required.
- When required by law, subpoena, or court order, or to protect rights and safety.
- With Tax Savvy Accountants, of which Rocket Tax Orlando is an office, to provide your services and subject to this policy and Section 7216. SMS opt-in data is never shared for marketing.
6. Data Security
We use administrative, technical, and physical safeguards to protect your information, including access controls, encryption where appropriate, secure document handling, and a written information security plan as the IRS and FTC require. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.
7. Data Retention
We keep tax records and related information for as long as needed to provide services and meet legal and professional requirements (generally at least three years after filing, and longer where the law requires). We keep SMS consent records for as long as you are enrolled and for a reasonable period afterward, to document compliance. When information is no longer needed, we dispose of it securely.
8. Cookies
Our website may use cookies and similar technologies to operate the site, remember preferences, and understand how visitors use it. You can control cookies through your browser settings. Some site features may not work if you turn cookies off.
9. Your Choices
- Opt out of text messages at any time by replying STOP.
- Ask to review or update your contact information by contacting us.
- Decline any optional consent, including SMS consent. Consent is not a condition of purchase.
10. Children's Privacy
Our website is not directed to children under 13, and we do not knowingly collect their personal information online. We may receive dependent information that a parent or guardian provides for tax preparation.
11. Changes to This Policy
We may update this policy from time to time. Changes take effect when they are posted with an updated effective date.
12. Contact Us
Rocket Tax Orlando, a Tax Savvy Accountants office
5094 North Lane, Orlando, FL 32808
Phone: 888-959-8805 (toll-free)
Local & text: 407-216-6584
Email: info@rockettaxorlando.com
Hours: Monday – Saturday, 9 AM – 9 PM