[et_pb_section fb_built=”1″ _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n
Tax Smart Investing & Planning<\/span><\/p>\n Effective Date: April 10, 2026<\/span><\/p>\n IMPORTANT NOTICE REGARDING TEXT MESSAGING<\/span><\/p>\n DATA<\/span><\/p>\n Tax Smart Investing & Planning (“we,” “us,” or “our”) DOES NOT share customer opt-in information, including phone numbers and consent records, with any affiliates or third parties for marketing, promotional, or any other purposes unrelated to providing our direct services. All text messaging originator opt-in data is kept strictly confidential.<\/span><\/p>\n We collect the following types of information:<\/span><\/p>\n Personal Information:<\/b><\/p>\n Non-Personal Information:<\/b><\/p>\n Customer Communication:<\/b><\/p>\n We use collected data for:<\/span><\/p>\n Text Message Program Terms & Conditions<\/b><\/p>\n By opting into our SMS messaging services, you agree to receive text messages related to our services, including appointment reminders, customer support, and important updates.<\/span><\/p>\n Opt-In & Consent:<\/b><\/p>\n Opt-Out Instructions:<\/b><\/p>\n Message Frequency & Content:<\/b><\/p>\n Help & Support:<\/b><\/p>\n Carrier Information:<\/b><\/p>\n SMS Data Protection Statement<\/b><\/p>\n No mobile information will be shared with third parties\/affiliates for marketing\/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.<\/span><\/p>\n We implement strict data protection measures to safeguard your SMS opt-in information and consent records.<\/span><\/p>\n We implement and maintain reasonable security measures to protect your personal information:<\/span><\/p>\n Despite these measures, no method of transmission over the Internet or electronic storage is 100% secure. We strive to use commercially acceptable means to protect your personal information, but we cannot guarantee absolute security.<\/span><\/p>\n We use cookies and similar technologies to:<\/span><\/p>\n You may control cookies through your browser settings. Disabling cookies may limit your ability to use certain features of our website.<\/span><\/p>\n You have the right to:<\/span><\/p>\n To exercise these rights, please contact us using the information in Section 10.<\/span><\/p>\n Our website may contain links to third-party websites. We are not responsible for their privacy practices and encourage you to review their policies. This privacy policy applies only to information collected by Tax Smart Investing & Planning.<\/span><\/p>\n We may update this policy periodically. The latest version will always be available on our website with the effective date. For significant changes, we will notify you by email or through a notice on our website.<\/span><\/p>\n If you have questions about this Privacy Policy or how your information is handled, contact us at:<\/span><\/p>\n Tax Smart Investing & Planning<\/span><\/p>\n Phone: (714) 510-2558<\/span> By using our website and services, you consent to this Privacy Policy.<\/span><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":" Tax Smart Investing & Planning Effective Date: April 10, 2026 IMPORTANT NOTICE REGARDING TEXT MESSAGING DATA Tax Smart Investing & Planning (“we,” “us,” or “our”) DOES NOT share customer opt-in information, including phone numbers and consent records, with any affiliates or third parties for marketing, promotional, or any other purposes unrelated to providing our direct […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-243497","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/taxsmartinvesting.org\/es\/wp-json\/wp\/v2\/pages\/243497","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/taxsmartinvesting.org\/es\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/taxsmartinvesting.org\/es\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/taxsmartinvesting.org\/es\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/taxsmartinvesting.org\/es\/wp-json\/wp\/v2\/comments?post=243497"}],"version-history":[{"count":8,"href":"https:\/\/taxsmartinvesting.org\/es\/wp-json\/wp\/v2\/pages\/243497\/revisions"}],"predecessor-version":[{"id":243682,"href":"https:\/\/taxsmartinvesting.org\/es\/wp-json\/wp\/v2\/pages\/243497\/revisions\/243682"}],"wp:attachment":[{"href":"https:\/\/taxsmartinvesting.org\/es\/wp-json\/wp\/v2\/media?parent=243497"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}1. Information We Collect<\/b><\/h3>\n
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<\/span> \u2022 Payment information when you make a purchase or request a quote<\/span>
<\/span> \u2022 Opt-in records and timestamps for all communication channels (SMS, email, etc.)<\/span><\/li>\n<\/ul>\n\n
<\/span> \u2022 Website usage patterns and analytics<\/span>
<\/span> \u2022 Cookies and similar technologies<\/span><\/li>\n<\/ul>\n\n
<\/span> \u2022 Appointment details and preferences<\/span>
<\/span> \u2022 Service history and feedback<\/span><\/li>\n<\/ul>\n2. How We Use Your Information<\/b><\/h3>\n
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<\/span> \u2022 Processing transactions and payments<\/span>
<\/span> \u2022 Communicating with you about your inquiries, appointments, and promotions<\/span>
<\/span> \u2022 Enhancing website functionality and user experience<\/span>
<\/span> \u2022 Ensuring security and fraud prevention<\/span>
<\/span> \u2022 Maintaining records of your communication preferences and consent<\/span><\/li>\n<\/ul>\n3. SMS Messaging & Compliance<\/b><\/h3>\n
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<\/span> \u2022 We maintain timestamped records of all opt-in actions<\/span>
<\/span> \u2022 We comply with the Telephone Consumer Protection Act (TCPA) and all applicable laws<\/span><\/li>\n<\/ul>\n\n
<\/span> \u2022 You will receive a final confirmation message, and no further messages will be sent unless you re-opt in<\/span>
<\/span> \u2022 All opt-out requests are processed immediately.<\/span><\/li>\n<\/ul>\n\n
<\/span> \u2022 Messages will be directly related to the services you have requested<\/span>
<\/span> \u2022 We do not send promotional content without specific consent<\/span><\/li>\n<\/ul>\n\n
<\/span> \u2022 Customer support is available during regular business hours<\/span><\/li>\n<\/ul>\n\n
<\/span> \u2022 Carriers are not liable for delayed or undelivered messages<\/span>
<\/span> \u2022 Supported carriers include AT&T, Verizon, T-Mobile, Sprint, and most regional carriers<\/span><\/li>\n<\/ul>\n4. Data Security<\/b><\/h3>\n
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<\/span> \u2022 Secure access controls and authentication mechanisms<\/span>
<\/span> \u2022 Regular security assessments and updates<\/span>
<\/span> \u2022 Employee training on data protection<\/span>
<\/span> \u2022 Breach notification protocols in accordance with applicable laws<\/span>
<\/span> \u2022 Secure backup systems and disaster recovery procedures<\/span><\/li>\n<\/ul>\n5. Cookies & Tracking Technologies<\/b><\/h3>\n
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<\/span> \u2022 Remember your preferences<\/span>
<\/span> \u2022 Improve website functionality and user experience<\/span>
<\/span> \u2022 Measure the effectiveness of our services<\/span><\/li>\n<\/ul>\n6. Your Rights & Choices<\/b><\/h3>\n
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<\/span> \u2022 Opt-out of marketing emails by clicking “unsubscribe” in our emails<\/span>
<\/span> \u2022 Opt-out of SMS messages by replying “STOP”<\/span>
<\/span> \u2022 Request information on how we process your data<\/span>
<\/span> \u2022 Withdraw consent at any time for future communications<\/span>
<\/span> \u2022 Lodge a complaint with a supervisory authority if you believe your rights have been violated<\/span><\/li>\n<\/ul>\n7. Third-Party Links<\/b><\/h3>\n
8. Changes to This Privacy Policy<\/b><\/h3>\n
19. Contact Us<\/b><\/h3>\n
<\/span> Email: info@taxsmartinvesting.org<\/span>
<\/span> Website: taxsmartinvesting.org<\/span><\/p>\n