Privacy Policy

Last updated: February 4, 2026

Your tax data is private and handled securely.

Information We Collect

We collect information that you provide directly to us when you:

  • Schedule an appointment or consultation
  • Submit tax documents and information
  • Contact us via phone, email, or SMS/text
  • Opt in to receive text messages from us
  • Use our website or services

This information may include:

  • Personal identification (name, SSN/ITIN, date of birth)
  • Contact information (address, phone, email, mobile number)
  • Financial and tax information (W-2s, 1099s, income, deductions)
  • Business information (if applicable)
  • Payment information

How We Use Your Information

We use the information we collect to:

  • Prepare and file your tax returns
  • Provide tax planning and financial services
  • Communicate with you about your tax matters
  • Respond to your inquiries and provide customer support
  • Comply with legal and regulatory requirements
  • Improve our services and website
  • Send you appointment reminders, tax-related updates, and customer support via SMS/text when you have opted in

SMS and Text Messaging

We may send you text messages (SMS) when you have provided your mobile number and consented to receive them. Message and data rates may apply. Message frequency varies.

Types of messages you may receive:

  • Appointment reminders and scheduling confirmations
  • Tax-related updates and deadlines
  • Customer support and responses to your inquiries
  • Service-related notifications (e.g., document requests, status updates)

Consent: By providing your mobile number and opting in (e.g., by checking a box, sending a keyword, or agreeing verbally or in writing), you consent to receive recurring automated text messages from Alianza Tax Services at that number.

Opt-out: You can opt out at any time. Reply STOP to any message to unsubscribe. After you opt out, you may receive a final confirmation message. For help, reply HELP or contact us at (720) 975-6368 or contact@alianzatax.co.

SMS data we collect: When you communicate with us via SMS, we may collect your phone number and the content of your messages. This information is used solely to respond to your inquiries, provide customer support, send appointment reminders, and deliver the types of messages described above. We do not sell your SMS contact or message content. We may share your phone number with our SMS service provider and mobile carriers solely to deliver messages to you.

Carrier compliance: Our SMS program is designed to comply with The Campaign Registry (TCR) and carrier requirements. We retain SMS-related data only as long as needed for the purposes described above or as required by law.

How We Protect Your Information

We implement industry-standard security measures to protect your information:

  • Encryption: All data is encrypted in transit and at rest using bank-level encryption
  • Secure Storage: Documents are stored in secure, password-protected systems
  • Access Controls: Only authorized personnel have access to your information
  • Regular Audits: We regularly review and update our security practices
  • Training: Our staff is trained on data protection and confidentiality

Information Sharing

We do not sell your personal information. We only share your information in the following circumstances:

  • With the IRS: We share necessary information to file your tax returns and comply with tax laws
  • With Tax Software Platforms: We use secure tax preparation software that requires your information to prepare and file returns
  • Legal Requirements: When required by law, court order, or government regulation
  • With Your Consent: When you explicitly authorize us to share information
  • SMS/Text Delivery: We share your phone number with our SMS service provider and mobile carriers solely to deliver text messages you have opted in to receive

Your Rights

You have the right to:

  • Access your personal information
  • Request corrections to your information
  • Request deletion of your information (subject to legal retention requirements)
  • Opt-out of certain communications (including SMS by replying STOP to any message)
  • Request a copy of your tax returns

To exercise these rights, please contact us using the information provided below.

Data Retention

We retain your tax information as required by law. Generally, tax records must be kept for a minimum of three years, but we may retain records longer for your convenience and to comply with professional standards.

Cookies and Tracking Technologies

Our website may use cookies, web beacons, and similar tracking technologies to improve your experience, analyze website traffic, and understand user preferences. Types of cookies we may use include:

  • Essential Cookies: Required for the website to function properly
  • Analytics Cookies: Help us understand how visitors interact with our website
  • Preference Cookies: Remember your preferences and settings

You can control cookie preferences through your browser settings. Note that disabling certain cookies may affect website functionality.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately so we can delete such information.

International Users

Our services are primarily designed for U.S. tax preparation. If you are accessing our services from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States where our servers are located.

California Privacy Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including:

  • The right to know what personal information we collect
  • The right to delete your personal information (subject to legal requirements)
  • The right to opt-out of the sale of personal information (we do not sell personal information)
  • The right to non-discrimination for exercising your privacy rights

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on this page and updating the "Last updated" date.

Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us: