Privacy Policy

The Chief Taxes & Accounting Services LLC, doing business as The Chief Taxes & Accounting, respects your privacy. This Privacy Policy explains how we collect, use, store, and protect information when you visit our website, request information about our services, submit information through our LeadConnector chat experience, or otherwise communicate with us.

Information We Collect

We may collect information that you voluntarily provide, including your name, telephone number, email address, appointment information, tax-service information, documents or information related to a service request, and details you provide while communicating with our team.

We may also receive basic technical information reasonably necessary to operate, maintain, secure, and improve our website and communication systems.

How We Use Information

We may use information you provide to:

• Respond to questions and service inquiries.
• Provide customer support and follow-up communications.
• Coordinate appointments.
• Provide tax preparation and accounting-related support.
• Request information or documentation necessary to provide requested services.
• Communicate regarding tax documents, service requirements, appointments, or client requests.
• Provide status or administrative updates relating to your inquiry or service.
• Send promotional communications when you have separately consented to receive them.
• Maintain business records and improve our services and communications.
• Comply with applicable legal and regulatory requirements.

SMS/Text Messaging and Consent

Providing your telephone number does not automatically enroll you in SMS messaging.

Where an SMS consent option is presented through our website or LeadConnector chat experience, you may voluntarily choose whether to receive text messages from The Chief Taxes & Accounting. SMS consent is optional and is not a condition of purchasing tax preparation, accounting-related support, or any other service.

If you consent to non-marketing SMS communications, messages may include responses to inquiries, appointment coordination, document requests, customer-care communications, tax-service follow-ups, and status or administrative updates associated with your service request.

If you separately opt in to marketing SMS communications, The Chief Taxes & Accounting may send service announcements, seasonal tax reminders, promotional offers, and other promotional communications relating to our services.

Message frequency varies depending on your interactions with us, service activity, and the communication preferences you select. Message and data rates may apply.

You may opt out of SMS communications at any time by replying STOP. For assistance, reply HELP or contact us using the information below.

Mobile Information and SMS Consent Data

We do not sell mobile telephone numbers or SMS opt-in information. Mobile information and text-message consent data will not be shared with third parties or affiliates for their own marketing or promotional purposes.

We may use service providers that support our website, customer-management system, communications, scheduling, hosting, or other business functions. Such providers may process information only as reasonably necessary to provide services on our behalf.

Information Sharing

We do not sell personal information for our own commercial benefit. We may disclose information when reasonably necessary to service providers working on our behalf, to comply with applicable law, to protect legal rights, to prevent fraud or misuse, or as otherwise permitted by law.

SMS opt-in information and consent will not be provided to third parties or affiliates for their independent marketing or promotional purposes.

Retention and Security

We retain information for as long as reasonably necessary for the purposes described in this Privacy Policy, business recordkeeping, legal obligations, dispute resolution, and security.

We use reasonable administrative, technical, and organizational measures designed to protect information. However, no electronic transmission or storage system can be guaranteed to be completely secure.

Your Choices

You may contact us to request updates or corrections to certain personal information where applicable.

You may withdraw SMS consent at any time by replying STOP to a text message from us.

Children's Privacy

Our website and services are not directed to children under 13 years of age, and we do not knowingly collect personal information from children under 13 through this website.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, services, or applicable requirements. The effective date above identifies the current version.

Contact Us

The Chief Taxes & Accounting Services LLC
609 West Johnson Ave - 5th Floor
Cheshire, Connecticut 06410
United States

Email: [email protected]

Phone: +1 203-805-9394

For SMS assistance, you may also reply HELP to a message received from us.