Privacy Policy

Effective Date: 24/02/2026

1. Information we collect

We may collect personal and financial information including but not limited to:
– Full name, phone number, and email address
– Social Security Number, EIN, and tax identification information
– Financial records, income details, and tax documents
– Business information for formation and accounting services
– Information submitted through forms, SMS, email, or uploads

2. How We Use Your Information

We use your information to:
– Prepare and file tax returns
– Provide accounting, bookkeeping, and business formation services
– Communicate with you regarding your services
– Send appointment reminders, updates, and notifications
– Comply with IRS and legal requirements

3. SMS Messaging, Privacy

Opt-in Details

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Information sharing to subcontractors in support services (such as customer service, document processing, or service fulfillment) is permitted. 

You can cancel the SMS service at any time. Simply text “STOP” to the shortcode. Upon sending “STOP,” we will confirm your unsubscribe status via SMS. Following this confirmation, you will no longer receive SMS messages from us. To rejoin, sign up as you did initially, and we will resume sending SMS messages to you.

If you experience issues with the messaging program, reply with the keyword HELP for more assistance, or reach out directly to {support email address or toll-free number}.

Carriers are not liable for delayed or undelivered messages.

As always, message and data rates may apply for messages sent to you from us and to us from you. Message frequency varies. For questions about your text plan or data plan, contact your wireless provider.

For privacy-related inquiries, please refer to our privacy policy: {Privacy Policy | Roland Tax & Financial Solutions}.

 All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. Mobile phone numbers collected for the purpose of SMS opt-in are used exclusively for sending requested service updates and marketing alerts; we maintain a strict policy that this information will not be shared, sold, or rented to third parties or affiliates for marketing purposes

4. Confidentiality of Tax Information

We maintain strict confidentiality of all client tax information in accordance with applicable laws and IRS regulations.

5. Data Security

We implement reasonable safeguards to protect your information, though no system is completely secure.

6. Third-Party Services

We may use secure third-party platforms such as payment processors or document storage systems.

7. Your Rights

You may request access to, correction of, or deletion of your personal information where permitted by law.

8. Contact Information

Roland Tax Solutions LLC
Email: business@rolandtaxandfinancialsolutions.com
Phone: 678-540-1750

9. Updates to This Policy

We may update this Privacy Policy at any time.

10. Tracking Disclosure: 

Our website utilizes standard tracking and cookies to monitor site traffic, analyze user behavior, and improve the overall functionality