Privacy Policy

Effective Date: November 2025

At Full Circle Tax Services your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website and use our services.

1. Information We May Collect

A) Contact Information: Name, email address, and phone number

B) Business Information: Business name, industry, and details shared during demo or consultation requests

C) Message Content: Any information submitted through forms, SMS conversations, or our voice agents

D) Website Usage Data: IP address, browser type, visit duration, and referring URLs (via cookies and analytics)

2. How We Use Your Information

We use your information to:

A) Provide and deliver our tax preparation, bookkeeping, payroll, and financial planning services

B) Respond to your inquiries and schedule consultations or appointments

C) Follow up on service requests and communicate about your account status

D) Send appointment reminders, tax deadline notifications, and occasional updates about services relevant to your financial needs (you can opt out anytime)

E) Comply with legal and regulatory requirements, including IRS regulations, and protect our business interests

3. SMS Communications & Consent

By submitting a form on our site or providing your phone number, you consent to receive SMS messages from Full Circle Tax Services for appointment confirmations, tax filing reminders, requests for financial documents, and important updates about your tax and accounting services. Message and data rates may apply. Message frequency varies. You can opt out at any time by replying STOP. Reply HELP for assistance. We do not sell or share your phone number with third parties.

4. Data Security

We take reasonable precautions to protect your personal data from loss, misuse, or unauthorized access. While we use safeguards, no method of internet or SMS transmission is completely secure.

5. Third-Party Services

We may use trusted platforms such as GoHighLevel, Calendly, Twilio, or Formspree to help deliver services or collect data. These providers have their own privacy policies, which we do not control.

6. Your Rights

You have the right to:

A) Request access to the data we’ve collected about you

B) Ask for corrections or deletion of your personal information

C) Opt out of marketing messages at any time

To make a request, email us at [email protected].

7. Updates to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with a new effective date. By using our site or services after updates, you agree to the revised policy.

8. Contact Us

If you have questions about this policy or your personal data, please contact us via email @ [email protected]

SMS Privacy & Opt-In Policy

By submitting your information through any form on our website or scheduling an appointment, you consent to receive SMS messages from Full Circle Tax Services for appointment reminders, tax deadline notifications, document requests, and important service updates related to your tax preparation and financial services.

Your privacy is important to us.

We do not sell or share your phone number with third parties. All SMS communications are limited in frequency and sent only for legitimate business purposes related to your tax and financial services. Message and data rates may apply.

You can opt out of receiving SMS messages at any time by replying "STOP".

For help, reply "HELP" or contact us at [phone number].

Your consent is not a condition of service. You may still work with Full Circle Tax Services without opting in to SMS communications. All data collected is handled in accordance with our Privacy Policy, which outlines how we collect, store, and protect your information.