SMS PRIVACY NOTICE


Effective Date: February 2, 2026

At Holt Tax Inc., we value your privacy and are committed to protecting your personal information. This policy explains how we collect, use, and safeguard your data specifically related to our SMS (text messaging) services.
1. Information We Collect
When you opt-in to receive text messages from us, we collect the following:
  • Mobile Phone Number: To send you requested updates and respond to inquiries.
  • Message Interactions: We may track delivery status and opt-out requests to ensure service quality.
  • Consent Records: We maintain timestamped records of when and how you provided consent to receive messages.
2. How We Use Your Information
We use your information strictly for the following purposes:
  • Providing tax season reminders, appointment updates, and document status alerts.
  • Responding to your direct inquiries via text.
  • Complying with legal, accounting, and IRS-mandated reporting requirements.
3. Privacy & Non-Sharing Policy
Holt Tax Inc. does not sell, rent, or lease your personal information to third parties.
  • No Third-Party Marketing: Mobile information and SMS consent will not be shared with third parties or affiliates for marketing or promotional purposes.
  • Service Providers: We may share data with trusted service providers who assist in delivering our messages, provided they are bound by strict confidentiality agreements and 10DLC compliance standards.
4. Your Rights: Opt-In and Opt-Out
  • Opt-In: You will only receive SMS messages if you have provided express written or electronic consent via our web forms, paper documents, or by texting a specific keyword to us.
  • Opt-Out: You can cancel the SMS service at any time by replying STOP to any message. We will process your request promptly, typically within 24 hours, and send one final confirmation message.
  • Help: For assistance, reply HELP to any message or contact our office directly.
5. Data Security & Retention
We employ industry-standard physical and electronic safeguards, including secure servers and restricted access controls, to protect your data. We retain your SMS data only as long as necessary to provide services or as required by IRS regulations and professional standards.
6. Contact Information
For questions regarding this policy or to update your contact preferences:
  • Phone: 913-384-4658
  • Email: holttaxinc@gmail.com
  • Address: 6510 Metcalf Ave, Overland Park, KS 66202
Disclaimer: Message and data rates may apply. Message frequency varies based on your interactions with us.