NA Income Tax – Privacy Policy & SMS Communication

Last updated: November 20 2025

At NA Income Tax (“we,” “us,” or “our”), we respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, interact with our ads or forms, and/or communicate with us by phone, email, SMS/text message, or other channels.

By providing your information to us, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect the following types of information:

1.1. Personal Information
When you request a consultation, complete a form, or contact us, we may collect:

  • Full name
  • Email address
  • Mobile phone number
  • Address or city/state
  • Tax-related information you choose to share (for example: filing status, type of service requested, income range, etc.)
  • Preferred contact method and language

1.2. Usage & Device Information
When you visit our website or landing pages, we may collect:

  • IP address
  • Browser type and version
  • Device type and operating system
  • Pages viewed and time spent on pages
  • Referring URLs (where you came from, such as an ad or social network)

This information helps us improve our website and marketing performance.

1.3. Communication Data
We may store records of our communications with you, including:

  • Emails and email responses
  • SMS/text messages
  • Call logs (date, time, duration)
  • Notes from consultations or support interactions

2. How We Use Your Information

We use the information we collect for purposes including:

  • Providing tax preparation and related services
  • Contacting you to schedule or confirm appointments
  • Responding to your questions and requests
  • Sending you important updates related to your taxes or our services
  • Sending SMS/text messages and email communications when you opt in
  • Improving our website, marketing campaigns, and customer experience
  • Complying with legal and regulatory obligations

We do not sell your personal information to third parties.

3. SMS/Text Messaging Program

By providing your mobile number and explicitly opting in on our website, over the phone, through a lead form, or in person, you may agree to receive SMS/text messages from NA Income Tax.

3.1. Message Types
Messages may include, for example:

  • Appointment reminders and confirmations
  • Follow-up messages regarding your tax preparation or documentation
  • Service updates, deadlines, and important tax-related notices
  • Occasional promotional messages or special offers related to our services

3.2. Message Frequency
Message frequency may vary depending on your interactions with us (for example, during tax season or while your case is active). We do not guarantee a specific number of messages.

3.3. Opt-In Consent
By submitting a form with your phone number, checking an opt-in box, or verbally agreeing over the phone, you consent to receive SMS/text messages from NA Income Tax at the number you provide.

Your consent to receive text messages is not a condition of purchasing any service.

3.4. Opt-Out Instructions
You can opt out of receiving SMS/text messages from us at any time by:

  • Replying STOP to any of our text messages, or
  • Contacting us using the information in the “Contact Us” section below and requesting to be removed from SMS communications.

After you send STOP, we may send a one-time confirmation message. Then you will no longer receive SMS/text messages from us, except as required or permitted by law (for example, important service or account notices if applicable).

3.5. Help Instructions
If you need assistance or information about our SMS program, you can reply HELP to any of our text messages or contact us directly using the “Contact Us” details below.

3.6. Message & Data Rates
Message and data rates may apply.
Check with your mobile carrier for details on your plan and applicable charges. Carriers are not liable for delayed or undelivered messages.

4. Legal Basis & Compliance

Our SMS/text and communication practices are intended to comply with applicable laws and regulations, including:

  • Telephone Consumer Protection Act (TCPA)
  • CTIA guidelines
  • Other federal and state consumer protection laws, as applicable

We only send SMS/text messages to individuals who have provided the required consent or where otherwise permitted by law.

5. Sharing Your Information

We may share your information with:

  • Service providers and vendors who assist us with:
    • SMS/text messaging and phone services
    • Email marketing and CRM platforms
    • Web hosting, analytics, and advertising
  • Professional and legal advisors, when necessary
  • Governmental or regulatory authorities, when required by law, court order, or to protect our rights

These third parties are only authorized to use your information as necessary to provide services to us and are expected to protect your information in a manner consistent with this Privacy Policy.

We do not sell or rent your personal information to third parties.

6. Data Security

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

However, no method of transmission over the Internet or method of electronic storage is 100% secure, so we cannot guarantee absolute security.

7. Data Retention

We retain your personal information for as long as needed to:

  • Provide the services you request
  • Comply with legal, tax, and regulatory obligations
  • Resolve disputes and enforce our agreements

When your data is no longer needed for these purposes, we will take reasonable steps to delete or anonymize it, in accordance with applicable law.

8. Your Rights & Choices

Depending on your location and applicable law, you may have the right to:

  • Access and review the personal information we hold about you
  • Request correction of inaccurate or incomplete information
  • Request deletion of your information, subject to legal retention obligations
  • Restrict or object to certain processing activities
  • Withdraw your consent to receive marketing communications, including SMS/text and email

To exercise your rights, please contact us using the information below.

9. Third-Party Links & Services

Our website or communications may include links to third-party websites, tools, or services. We are not responsible for the privacy practices or content of those third-party sites. We encourage you to review the privacy policies of any websites you visit.

10. Children’s Privacy

Our services are intended for adults. We do not knowingly collect personal information from children under the age of 13. If we learn that we have collected such information, we will take steps to delete it as soon as reasonably possible.

11. Changes to This Privacy Policy

We may update or modify this Privacy Policy from time to time. When we do, we will revise the “Last updated” date at the top of this page.

Any changes will be effective when posted on this page. Your continued use of our website or services after the updated policy is posted indicates your acceptance of the changes.

12. Contact Us

If you have any questions about this Privacy Policy, our SMS/text messaging program, or how we handle your information, please contact us:

NA Income Tax
1830 NW 7th St #202, Miami, FL 33125
Phone: (305) 381-5362
Email: info@naincometax.com