Privacy Policy

FYI Taxes & Insurance

Effective Date: [Insert date]

FYI Taxes & Insurance (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and protect your personal information when you interact with our website, services, and communications.

1. Information We Collect

We may collect the following personal information from customers and prospective customers:

First and last name

Phone number

Email address

Information provided through forms, intake documents, or service requests

2. How We Use Your Information

We use personal information to:

Provide tax and insurance services

Schedule and confirm appointments

Send service-related notifications

Communicate important account information

Respond to inquiries and customer support requests

3. SMS Communications & Phone Numbers

Phone numbers are collected for the purpose of sending appointment reminders, service notifications, follow-ups, and account-related messages.

SMS consent is obtained directly from the customer and is not shared with third parties.

We do not sell, rent, or share phone numbers or SMS consent information with third parties for marketing purposes.

Message frequency may vary. Message and data rates may apply.

Customers may opt out of SMS communications at any time by replying STOP. For assistance, reply HELP.

4. Marketing Communications

If you provide consent, we may send marketing or promotional messages, including special offers or service updates. Marketing consent is optional and separate from transactional communications.

You may opt out of marketing messages at any time by replying STOP.

5. Data Security

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

6. Information Sharing

We do not sell or rent personal information. Information may only be shared with service providers strictly as necessary to operate our business and provide services, and only under confidentiality obligations.

7. Your Rights

You may request access to, correction of, or deletion of your personal information by contacting us directly.

8. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

9. Contact Information

FYI Taxes & Insurance

(501 )358-7576