Privacy Policy

Effective Date: May 2026

At Anderson Tax & Business Solutions LLC (“Company,” “we,” “our,” or “us”), we value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and protect information provided through our website, services, consultations, webinars, appointment scheduling, and communications.

Information We Collect

We may collect the following information:

  • Name

  • Phone number

  • Email address

  • Mailing address

  • Appointment details

  • Business information

  • Payment information

  • Information submitted through forms, consultations, webinars, or scheduling tools

We may also collect information related to tax preparation, business funding readiness, financial education, and consulting services.

How We Use Your Information

We use information collected to:

  • Provide services and consultations

  • Schedule appointments

  • Send webinar reminders and updates

  • Respond to inquiries

  • Process payments

  • Provide customer service

  • Send important account notifications

  • Deliver educational content and resources

  • Send promotions, offers, and service updates

SMS Communications

By voluntarily providing your phone number through our website, webinar registration pages, appointment scheduling forms, consultations, or other opt-in methods, you expressly consent to receive SMS text messages from Anderson Tax & Business Solutions LLC.

  • Appointment reminders

  • Webinar updates

  • Service notifications

  • Billing/payment reminders

  • Promotional offers and updates

Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe or HELP for assistance. Consent is not a condition of purchase.

SMS opt-in consent and phone numbers collected for SMS communication purposes are not shared, sold, rented, or disclosed to third parties or affiliates for marketing or promotional purposes.

Sharing of Information

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

We may share information only when necessary to:

  • Process payments

  • Provide requested services

  • Comply with legal obligations

  • Protect our rights and business operations

Data Protection

We implement commercially reasonable administrative, technical, and physical safeguards to protect personal information from unauthorized access, misuse, loss, alteration, or disclosure.

Third-Party Services

Our website and services may integrate with third-party tools including:

  • Scheduling software

  • Payment processors

  • Email communication platforms

  • Webinar systems

  • CRM software

These providers maintain their own privacy policies.

Cookies & Tracking Technologies

Our website may use cookies, pixels, analytics tools, and tracking technologies to improve website performance, enhance user experience, measure marketing effectiveness, and better serve customers. By using our website, you consent to the use of these technologies.

Your Rights

You may request to:

  • Access your personal information

  • Update your information

  • Request deletion of information when legally permitted

  • Opt out of marketing communications

Contact Information

If you have questions regarding this Privacy Policy, contact:

Anderson Tax & Business Solutions LLC
📧 alexisa@andersonfinancialtax.com
📞 225-513-8885