Privacy Policy

Information we collect

Contact details you give us, such as your name, email address, mobile phone number and mailing address.

Tax information you provide so we can prepare your return, such as W-2s, 1099s, identification, Social Security numbers, dependent information and bank details for direct deposit.

Messaging preferences and consent records, including the date, time and method by which you agreed to receive text messages, and the wording you agreed to.

Website usage data, such as browser type, device information and pages visited.

Please do not send Social Security numbers or other sensitive tax information through the website contact form or ordinary email. We will tell you how to send documents securely.

How we use your information

To respond to your inquiries and schedule consultations.

To prepare, review and electronically file your tax return.

To request documents and send updates about your filing.

To send appointment reminders and service messages, if you agreed to receive text messages.

To keep business records, protect against fraud, improve our website and meet legal obligations.

Tax return information

We use and disclose tax return information only to prepare and file your return, and as permitted by Internal Revenue Code Section 7216 and its regulations. We ask for your written consent before using or disclosing your return information for any other purpose.

Text messaging (SMS) and mobile information

If you provide your mobile phone number and check the text-message box on our consultation form, you agree to receive service text messages from us. These include appointment confirmations and reminders, requests for tax documents, and updates on your filing status. We do not send promotional or marketing text messages.

Message frequency varies, up to 10 messages per month.

Message and data rates may apply.

Reply STOP to any message to opt out at any time. Reply HELP for help, or email us at the address below.

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

Mobile information sharing: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent records are not shared with any third parties, except service providers who help us deliver messages and who may use the information only to provide that service to us.

How we share information

We share information only as needed to provide our services:

With the IRS and state tax agencies, when we file your return.

With service providers that help us run our business, such as secure document storage, scheduling, and messaging platforms. They must protect your information and may use it only for our purposes.

With financial institutions, if you ask for a refund transfer or similar product, and only as needed for that product.

When the law requires it, or to protect against fraud or misuse.

We do not sell your personal information.

Security and retention

We use encrypted transmission and secure storage, limit access to staff who need it, and keep a written information security plan as required for tax preparers. No method of transmitting or storing information is completely secure, so we cannot guarantee absolute security. We keep information as long as needed to provide our services, meet legal and tax record-keeping requirements, and resolve disputes, then dispose of it securely.

Your choices

Opt out of text messages at any time by replying STOP.

Unsubscribe from emails using the link in any email we send.

Ask us to access, correct or delete your information by contacting us. We may need to keep some information when the law requires it.

Children’s privacy

Our website is not directed to children under 13, and we do not knowingly collect their personal information through it. We may collect information about dependents when you provide it to prepare your return.

Changes to this policy

We may update this policy from time to time. We post the updated version on this page with a new effective date.

Contact us

The Gold Standard Group LLC, doing business as The Gold Standard Tax Group
933 Branch Ct #307, Grovetown, GA 30813
Email: [email protected]

See also our Terms of Service.