Privacy Policy

Patriot Tax — Privacy Policy

Your privacy matters. At Patriot Tax, we take great care to protect your personal information.

🔍 Information We Collect

We may collect nonpublic personal data through:

• Direct conversations about your tax situation
• Completed applications, client organizers, and intake forms containing your name, address, Social Security Number, contact information, dependents, income, and other      relevant details
• Tax documentation you provide, such as Forms W-2, 1099-R, 1099-INT, 1099-DIV, and investment records

🔒 How Your Information Is Protected and Used

Your data stays secure and confidential. We do not disclose any nonpublic personal information unless:

• You’ve authorized the disclosure
• We’re legally obligated to comply with government or regulatory requests

Access to client information is limited strictly to staff members who need it to serve you. We follow strict physical, digital, and procedural safeguards to comply with industry and federal standards.

📲 SMS Terms & Conditions

By opting in to receive SMS messages from Patriot Tax, you agree to the following:

• Types of Messages: You may receive texts related to customer service, including appointment confirmations, reminders, and scheduling updates.
• Message Frequency: Message frequency may vary depending on your interaction with our office.
• Data Rates: Message and data rates may apply based on your mobile carrier plan.
• Opt-Out: You may opt out of SMS communications at any time by replying “STOP” to any message.
• Help: For assistance, reply “HELP” or visit our website at www.patriottaxntx.com.
• Privacy: SMS consent is not shared with third parties or affiliates. For full details on how we protect your data, refer to our Privacy Policy above.

🧾 Questions or Concerns?

Feel free to reach out:  Office - (469) 827-8299 or info@patriottaxntx.com