Privacy Policy
Last Updated: 9/10/2024
1. Introduction
Welcome to SCG Financial. We are committed to safeguarding your privacy and ensuring that your experience with us is secure and compliant with applicable regulations. This Privacy Policy explains how we collect, use, and protect your information, including text message communications, in accordance with IRS compliance requirements for tax preparers when you use our website, www.scgfinancial.com.
2. Information We Collect
We collect and maintain the following types of information:
- Personal Information: Includes your name, contact details (email, phone number), and other information you provide directly.
- Tax-Related Information: Includes financial and tax-related data necessary for the preparation of your tax returns.
- Technical Information: Includes IP address, browser type, operating system, and other technical data collected through cookies and similar technologies.
3. Use of Your Information
We use your information for the following purposes:
- To Provide Tax Preparation & Ancillary Services: To prepare and file your tax returns accurately and efficiently.
- To Communicate with You: This includes providing updates and responding to your inquiries about your tax services.
- To Improve Our Services: To analyze usage patterns and enhance our offerings.
4. Text Message Communications
We use text messaging to communicate with you regarding your tax services. Normal messaging rates apply, and the frequency of messages may vary. Mobile carriers are not liable for delayed or undelivered messages.
- Opt-In: By providing your phone number, you consent to receive text messages related to your tax services. This consent is not required for service-related communications.
- Opt-Out: You may opt-out of text messaging at any time by replying to any message with STOP or contacting us at general@scgfinancial.com. This will end communications from that particular phone number. Please be aware that you may continue to receive service-related and other non-marketing text messages from different phone numbers managed by us, and you may opt out of those in a similar manner.
5. Sharing of Your Information
- Third Parties: We do not share your mobile phone information with third parties or affiliates for marketing or promotional purposes.
- Tax Compliance: Your tax-related information is shared only with authorized IRS agents or other regulatory authorities as required by law. We adhere to IRS regulations ensuring that all personal and tax information is handled securely and in compliance with relevant guidelines.
6. Security of Your Information
We implement robust security measures to protect your personal and tax-related information from unauthorized access, use, or disclosure. While we strive to protect your data, please be aware that no system can guarantee absolute security.
7. Your Rights and Choices
You have the following rights regarding your personal and tax-related information:
- Access and Correction: You may request access to or correction of your personal and tax-related information.
- Deletion: You may request the deletion of your personal and tax-related information, subject to legal and regulatory obligations.
- Opt-Out: You may opt-out of receiving marketing communications at any time.
8. Compliance with IRS Regulations
We comply with IRS regulations concerning the privacy and security of tax-related information. Our practices adhere to IRS requirements for tax preparers to ensure the protection of your data and proper handling of tax information.
9. Changes to This Privacy Policy
We may update this Privacy Policy periodically. Any changes will be posted on our website, and significant changes will be communicated to you as required by applicable laws.
10. Contact Us
If you have any questions or concerns about this Privacy Policy, our data practices, or your rights, please contact us at:
SCG Financial
10826 Courthouse Rd, Ste C Fredericksburg, VA 22408
Email: general@scgfinancial.com
Phone: (540) 495-1100
Thank you for choosing SCG Financial. We are committed to maintaining the confidentiality and security of your information while providing excellent service.