Privacy Policy

Last updated: February 10, 2026

1. Introduction

Alianza Tax Services (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our tax preparation services, financial consulting, and website.

2. Information We Collect

2.1 Information You Provide

We collect information that you provide directly to us, including:

  • Identification Information: Name, Social Security Number (SSN), ITIN, and date of birth.
  • Contact Information: Address, email address, and phone number.
  • Tax & Financial Data: W-2s, 1099s, income statements, and business records.
  • Customer Service Communications: Records of your inquiries and support requests.

3. How We Use Your Information

We use the information we collect to:

  • Prepare and file your federal and state tax returns.
  • Provide tax planning and financial reporting services.
  • Communicate with you regarding your tax matters and document status.
  • Comply with IRS and legal obligations.

4. Information Sharing and Disclosure

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

  • IRS & Tax Authorities: To fulfill the filing of your tax returns.
  • Tax Software Platforms: With secure third-party vendors (e.g., Intuit, Drake) used to process your data.
  • Legal Requirements: When required by law or to protect our rights.
  • With Your Consent: When you have given us explicit permission.

5. SMS & Mobile Information Collection and Use (A2P 10DLC Compliance)

5.1 Information We Collect

When you opt-in to receive SMS messages from Alianza Tax, we collect:

  • Mobile Phone Number: The number you provide when opting in.
  • Consent Records: The date, time, and method of your SMS opt-in consent.
  • Interaction Data: Delivery status and opt-out requests.

5.2 How We Use Your Mobile Information

We use your mobile phone number and related information to:

  • Send Service Messages: Deliver appointment reminders, tax filing status updates, and document requests.
  • Customer Support: Respond to your inquiries via text.

5.3 Sharing Your Mobile Information

We DO NOT sell, rent, or trade your mobile phone number. We share your mobile information only in the following limited circumstances:

  • Service Providers: With SMS gateway providers (e.g., Twilio) necessary to deliver messages.

Third-Party Marketing: We will NEVER share your mobile phone number with third parties or affiliates for their marketing or promotional purposes. SMS opt-in data and consent are excluded from all other information-sharing categories.

6. Your Rights and Choices

  • Opt-Out: Reply STOP to any message to opt-out immediately.
  • Assistance: Reply HELP for support or contact us at contact@alianzatax.co.
  • Rates: Message and data rates may apply. Message frequency varies.

7. Data Security

We implement bank-level encryption (SSL) and strict access controls to protect your sensitive tax data against unauthorized access.

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:

You can also reach us through our Contact Page.