Privacy Policy

Bertram Tax Guy Effective Date: January 19, 2026

Bertram Tax Guy (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, contact us, or use our tax preparation and filing services. We comply with all applicable federal laws, including the Telephone Consumer Protection Act (TCPA), CTIA guidelines, and 10DLC A2P requirements for text messaging.

By using our services or providing us with personal information, you consent to the practices described in this policy.

1. Information We Collect

We collect the following types of information:

Personal & Tax-Related Information Name, address, Social Security Number (SSN) or ITIN, date of birth, spouse/dependents information, income documents (W-2, 1099, etc.), deduction/credit information, bank account/routing numbers (for refunds/direct debit), prior-year tax returns, and any other information necessary to prepare, file, or amend your federal and state tax returns.

Contact Information Email address, mobile phone number, home phone number, mailing address.

Communication & Marketing Data Records of phone calls, emails, texts, consent records for SMS communications, and preferences regarding marketing messages.

Website & Technical Data IP address, browser type, pages visited, time/date of visits, and cookies/analytics data.

We do not collect biometric data, precise geolocation, or any information unrelated to tax preparation unless you voluntarily provide it.

2. How We Collect Your Information

Directly from you (during consultations, intake forms, secure portals, email, phone, text, or in-person meetings).

From third parties (e.g., employers, banks, or prior tax preparers when you authorize release).

Automatically via website cookies, server logs, and analytics tools.

Through SMS opt-in mechanisms when you provide your mobile number.

3. How We Use Your Information

We use your information only for the following purposes:

To prepare, review, file, and amend your federal and state tax returns.

To communicate with you about your tax matters (scheduling, document requests, status updates, refunds).

To send transactional SMS messages (e.g., appointment reminders, secure document requests, filing confirmations) with your prior consent.

To send marketing/promotional SMS messages only with your prior express written consent obtained through a compliant opt-in process.

To process payments (via secure third-party processors).

To comply with IRS regulations, state tax authorities, and legal obligations.

To detect and prevent fraud or unauthorized access.

We do not use your tax or financial information for unrelated marketing purposes.

4. SMS & Text Message Communications – A2P / TCPA / CTIA / 10DLC Compliance

We may send text messages for:

Transactional / service-related communications (appointment reminders, document requests, filing status updates)

Marketing or promotional messages only with your prior express written consent

Compliance commitments:

All SMS messages are sent through 10DLC-registered, Campaign Registry (TCR)-approved campaigns.

Transactional SMS requires prior consent (provided when you give us your mobile number for service purposes).

Marketing SMS requires prior express written consent (obtained via clear opt-in language + double opt-in confirmation where applicable).

Every message includes: Clear sender identification (“Bertram Tax Guy” or similar) Reply STOP to unsubscribe Reply HELP for more information Message frequency statement (e.g., “Msg freq varies”) Standard message & data rates may apply

We do not send messages containing SHAFT content (Sex, Hate, Alcohol, Firearms, Tobacco).

We do not use autodialers or artificial/prerecorded voice for marketing without written consent.

Opt-out requests (STOP) are honored immediately; you will receive one confirmation message. Transactional messages necessary to complete your tax services may continue.

5. Sharing Your Information

We do not sell your personal information.

We share information only in these limited circumstances:

With tax authorities (IRS, state revenue departments) as required to file your returns.

With trusted service providers (e.g., tax software providers, secure file transfer services, payment processors) who are contractually obligated to protect your data.

To comply with legal obligations, court orders, or valid subpoenas.

In connection with a business transfer (merger, acquisition, etc.), with notice to you where required.

6. Data Security

We use industry-standard security measures including encryption, access controls, firewalls, and secure storage to protect your information. However, no method of transmission or storage is 100% secure.

7. Data Retention

We retain your tax-related information for 7 years (consistent with IRS recordkeeping guidelines) or as long as necessary to comply with legal, tax, or regulatory obligations. Consent records for SMS are retained for the duration of consent plus a reasonable period to demonstrate compliance.

8. Your Rights

Revoke SMS consent: Reply STOP to any message (marketing messages stop immediately).

Access, correct, or delete: Contact us at [email protected]. We will respond within 30 days (or as required by law).

Marketing opt-out: Reply STOP or email us directly.

9. Children’s Privacy

Our services are not directed to children under 13. We do not knowingly collect information from children.

10. Changes to This Policy

We may update this policy. Material changes will be posted on our website and, where appropriate, notified via email or SMS. Continued use after changes constitutes acceptance.

11. Contact Us

Bertram Tax Guy Phone: 512-734-4626 Email: [email protected] Website: https://www.bertramtaxguy.com