Privacy Policy for TotTax

Last Updated: August 18, 2025

This Privacy Policy explains how TotTax ("Company," "we," "us," or "our"), a personal tax accounting service based in Denver, Colorado, collects, uses, stores, and shares your personal information when you use our website at tottax.com ("Website") or our services ("Services"), including our SMS messaging program. We are committed to protecting your privacy and complying with applicable data protection laws, including the CTIA Messaging Principles and Best Practices for SMS communications.

1. Information We Collect

We collect the following types of information:

  • Personal Information: Name, email address, phone number, mailing address, Social Security Number, financial information (e.g., income, deductions), and other data provided during tax preparation, consultation, or SMS program opt-in.

  • Automatically Collected Information: IP address, browser type, Internet Service Provider (ISP), date and time stamp, referring/exit pages, and click data via log files, as is standard practice for website analytics.

  • Cookies and Tracking Technologies: We may use cookies to enhance your experience. You can manage cookie preferences through your browser settings.

2. How We Collect Information

We collect information:

  • Directly from you when you submit forms, create an account, communicate with us, or opt into our SMS program (e.g., by texting a keyword like "TOTTAX" to [insert short code or 10DLC number] or checking a box).

  • Automatically through log files and cookies when you visit our Website.

  • From third parties, such as payment processors or SMS service providers, if applicable.

3. How We Use Your Information

We use your information to:

  • Provide tax preparation, consultation, and related Services.

  • Send SMS messages for appointment reminders, tax filing updates, or promotional offers (if you opt in).

  • Process payments and manage accounts.

  • Improve our Website and Services through analytics.

  • Communicate with you about your account, Services, or updates.

  • Comply with legal obligations, such as tax reporting or SMS regulations.

4. SMS Messaging Program

4.1 Program Description

Our SMS program delivers appointment reminders, tax filing updates, and occasional promotional offers. By opting in, you consent to receive these messages at the phone number provided.

4.2 Opt-In Consent

We collect your phone number for SMS communications only with your explicit consent, such as through a Website form, keyword opt-in (e.g., texting "TOTTAX" to [insert short code or 10DLC number]), or a checkbox during account creation. We will send a confirmation message with program details upon opt-in.

4.3 Message Frequency and Costs

Message frequency varies (e.g., 1-5 messages per month). Standard messaging and data rates may apply, depending on your mobile carrier plan. TotTax is not responsible for any charges incurred.

4.4 Opt-Out

You may opt out of SMS communications at any time by replying "STOP" to any message or contacting us at [insert contact email or phone]. You will receive a confirmation message and no further messages unless you re-opt in.

4.5 Supported Carriers

Our SMS program is supported by major U.S. carriers, including [list carriers, e.g., AT&T, Verizon, T-Mobile, Sprint, or note "all major U.S. carriers"]. Message delivery is subject to carrier availability and is not guaranteed.

4.6 Help

For assistance, reply "HELP" to any message or contact us at [insert contact email or phone].

5. Sharing Your Information

We may share your information with:

  • Service Providers: Third-party vendors (e.g., payment processors, SMS service providers like Twilio) who assist in delivering our Services, bound by confidentiality agreements.

  • Legal Authorities: As required by law, such as in response to a subpoena, tax authority request, or SMS compliance regulations.

  • Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred with appropriate safeguards.

We do not sell your personal information to third parties.

6. Data Security

We implement reasonable physical, technical, and administrative measures to protect your information, including encryption and secure servers for SMS and other data. However, no system is completely secure, and we cannot guarantee absolute security.

7. Your Rights

Depending on your location, you may have rights under laws like the GDPR or CCPA, including:

  • Access, correct, or delete your personal information, including phone numbers used for SMS.

  • Opt out of SMS communications by replying "STOP" or contacting us.

  • Restrict or object to certain data processing activities.

To exercise these rights, contact us at [insert contact email]. We will respond within the timeframes required by law.

8. Cookies and Tracking

We use cookies to improve your experience and analyze Website usage. You can disable cookies in your browser, but this may affect Website functionality. For more details, see our [Cookie Policy, if applicable].

9. Third-Party Links

Our Website may contain links to third-party websites, including SMS service providers. We are not responsible for their privacy practices or content. Please review their privacy policies before providing information.

10. Children’s Privacy

Our Services, including the SMS program, are not directed to individuals under 13. We do not knowingly collect personal information from children. If we learn such information has been collected, we will delete it promptly.

11. Policy Updates

We may update this Privacy Policy periodically. Changes will be posted on this page with an updated "Last Updated" date. Continued use of the Website, Services, or SMS program after changes constitutes your acceptance of the new policy.

12. Contact Information

For privacy-related questions, SMS program concerns, or to exercise your rights, contact us at:

  • Email: info@tottax.com

  • Address: one four two five king street, denver, co, eight-zero-two-zero-four

  • Phone: 720-807-4388

  • SMS Program Support: Text "HELP" to receive support, or text “STOP” to be put on the do-not-disturb list.

"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."