Privacy Policy

We may collect the following types of information:

• Personal Identification Information: Name, address, email address, phone number, social security number, and other personally identifiable information.

• Financial Information: Bank account details, credit card numbers, tax identification numbers, financial statements, income, expenses, and other financial data.

• Tax Information: Tax returns, tax-related documents, and information necessary for preparing and filing taxes.

• Usage Information: Information about how you interact with our services, including IP addresses, browser type, access times, and pages viewed.

We use the information we collect for the following purposes:

• To provide and manage our bookkeeping and tax services.

• To prepare and file tax returns on your behalf.

• To communicate with you regarding your account, tax filings, and other services.

• To improve our services and customize your experience.

• To comply with legal and regulatory requirements.

We do not sell or rent your personal information to third parties. The phone numbers collected and consent we receive will not be shared with third party providers. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent, this information will not be shared with any third parties.

We may share your information with:

• Service Providers: Third-party vendors who perform services on our behalf, such as payment processing, data storage, and IT support. These providers are contractually obligated to protect your information.

• Regulatory Authorities: Government agencies, regulatory bodies, or other entities if required by law or to protect our legal rights.

• Professional Advisors: Accountants, auditors, lawyers, and other professional advisors who need access to the information to provide their services.

We implement appropriate technical and organizational measures to protect your information against unauthorized access, loss, misuse, or alteration. These measures include encryption, secure storage, and access controls.

You have the following rights regarding your information:

• Access: You can request access to the personal information we hold about you.

• Correction: You can request that we correct any inaccurate or incomplete information.

• Deletion: You can request that we delete your personal information, subject to legal and contractual obligations.

• Objection: You can object to the processing of your personal information under certain circumstances.

To exercise any of these rights, please contact us using the contact details provided below.

You have the following rights regarding your information:

• Access: You can request access to the personal information we hold about you.

• Correction: You can request that we correct any inaccurate or incomplete information.

• Deletion: You can request that we delete your personal information, subject to legal and contractual obligations.

• Objection: You can object to the processing of your personal information under certain circumstances.

To exercise any of these rights, please contact us using the contact details provided below.

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on our website and updating the effective date. Your continued use of our services after the changes take effect constitutes your acceptance of the revised Privacy Policy.

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

T. Edwards & Associates, LLC
104 E. Ovilla Rd Unit 820,

Red Oak, TX 75154
Email: team@t-edwards.net
Phone: 254-347-0904

By providing a telephone number and submitting the form you are consenting to be contacted by SMS text message. Message & data rates may apply. Reply STOP to opt out of further messaging