Privacy Policy

Last Updated: 01/05/2026

This Privacy Policy describes how Utah Tax Strategy LLC, doing business as Utah Tax Strategy (“Company,” “we,” “us,” or “our”), collects, uses, discloses, and protects your personal information when you visit our website, engage our services, or communicate with us electronically, including via SMS text messaging.

By using our website or services, you consent to the practices described in this Privacy Policy.

1. Information We Collect

We may collect the following categories of information:

Personal Information

Name

Email address

Phone number

Mailing address

Business information

Tax-related and financial data (provided voluntarily for services)

Technical & Usage Information

IP address

Browser type

Device information

Pages visited and time spent on our site

Communications Data

Emails, SMS messages, call records, and support inquiries

2. How We Use Your Information

We use your information to:

Provide tax preparation, tax planning, bookkeeping, and advisory services

Communicate regarding appointments, deadlines, documentation, and billing

Send transactional and service-related SMS messages

Improve our website, services, and client experience

Comply with legal, regulatory, and professional obligations

We do not use your information for unauthorized marketing or spam.

3. SMS Messaging & A2P Compliance Disclosure

By providing your phone number and opting in, you consent to receive SMS and MMS messages from us, including but not limited to:

Appointment reminders and confirmations

Requests for documents or signatures

Billing and payment notifications

Tax deadlines, compliance updates, and service notices

Message Frequency: Varies
Message & Data Rates: Standard carrier rates may apply

Opt-Out Instructions

You may opt out of SMS communications at any time by replying STOP to any message.
For help, reply HELP or contact us directly.

Consent to receive SMS messages is not required as a condition of purchasing services.

4. Information Sharing & Disclosure

We do not sell, rent, or share your personal information for third-party marketing purposes.

We may share information only with:

Service providers and software platforms (e.g., CRM, payment processors, e-signature tools) solely to perform business functions

Government agencies when required by law

Professional advisors bound by confidentiality obligations

All third parties are required to maintain appropriate data security measures.

5. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information. However, no electronic transmission or storage method can be guaranteed 100% secure.

You acknowledge that you provide information at your own risk.

6. Data Retention

We retain personal information only as long as necessary to:

Provide services

Meet legal, regulatory, and professional requirements

Resolve disputes and enforce agreements

Tax records are retained in accordance with applicable IRS and state regulations.

7. Your Rights & Choices

You may:

Request access to your personal information

Request correction of inaccurate data

Withdraw consent for SMS communications

Request deletion of non-required personal data

Requests may be subject to legal retention obligations.

8. Cookies & Tracking Technologies

Our website may use cookies and similar technologies to enhance functionality and analyze site usage. You may adjust your browser settings to disable cookies; however, some features may not function properly.

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.

10. Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors.

11. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date. Continued use of our services constitutes acceptance of the updated policy.

12. Contact Information

If you have questions about this Privacy Policy or your data, contact:

Utah Tax Strategy LLC
Email: [email protected]
Phone: (801) 901-3744
Website: utahtaxstrategy.com