Privacy Policy

Elevations Tax and Accounting ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard your information.

Information We Collect

We may collect personal information you provide directly to us, including but not limited to: name, address, phone number, email address, Social Security number or Tax ID, financial and tax-related documents, and other information necessary to provide accounting and tax services.

How We Use Your Information

We use your information to:

Provide tax preparation, accounting, and advisory services
Communicate with you regarding your account, appointments, and engagements
Respond to your questions and requests
Comply with applicable legal and regulatory requirements

SMS/Text Messaging

If you provide your phone number, you may receive text messages from us related to your account, appointment reminders, requests for information, and follow-up communications. Message and data rates may apply, and message frequency may vary. You may opt out at any time by replying STOP, or reply HELP for assistance. Text messaging originator opt-in data and consent will not be shared with third parties for marketing purposes.

Information Sharing

We do not sell, rent, or share your personal information with third parties for marketing purposes. We may share information with trusted third parties (such as software providers or IRS e-file systems) solely as necessary to provide our services, or as required by law.

Data Security

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

Data Retention

We retain client information for as long as necessary to provide services and to comply with legal, tax, and professional recordkeeping obligations.

Your Choices

You may contact us at any time to ask questions about your information, request corrections, or opt out of text or email communications.

Changes to This Policy

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

SMS Terms & Conditions

Elevations Tax and Accounting

By providing your phone number and opting in, you agree to receive text messages from Elevations Tax and Accounting. Message types include appointment reminders, responses to your questions, requests for information, and follow-up communications regarding your tax and accounting engagement.

Message frequency varies depending on your account activity and needs; you can generally expect occasional messages rather than recurring/scheduled texts.

Message and data rates may apply. You may opt out at any time by replying STOP. For help, reply HELP or contact us at (720) 343-5866.

If you have questions about this Privacy Policy, please contact us at:
dan@elevationstax.com

(720) 343-5866

4865 W 125th Ave

Broomfield, CO 80020