Last Updated: January 10, 2024

Welcome to CMI Tax Solutions. Your privacy is of utmost importance to us. This Privacy Policy outlines the types of information we collect, including through text messaging or SMS, how we use it, including marketing purposes, and the steps we take to safeguard it.

1. Information We Collect:

a. Personal Information: We may collect personal information such as names, addresses, phone numbers, email addresses, Social Security numbers, and financial information necessary for tax planning, consulting, preparation, and debt resolution.

b. Text Messaging or SMS: If you opt-in to receive text messages or SMS notifications from us, we may collect your mobile phone number and the content of your messages for communication purposes related to our services.

c. Usage Data: We may collect data related to your usage of our services, including IP addresses, browser type, pages visited, and other related statistics.

2. How We Use Your Information:

a. Service Provision: We use the information collected to provide tax planning, consulting, preparation, and debt resolution services.

b. Communication: We may use your information, including your mobile phone number for text messaging or SMS, to communicate with you, respond to inquiries, provide updates, and send promotional messages related to our services.

c. Marketing: With your consent, we may use your personal information to send you marketing communications about our services, special offers, promotions, and other information that may be of interest to you. You may opt-out of receiving marketing communications at any time by following the instructions provided in the messages or contacting us directly.

d. Compliance: To comply with legal obligations, we may use your information to meet regulatory requirements, respond to legal requests, or protect our rights.

3. Data Security:

a. We implement appropriate security measures to protect against unauthorized access, alteration, disclosure, or destruction of your personal information, including information collected through text messaging or SMS.

b. Despite our best efforts, please be aware that no method of transmission over the internet or mobile networks is 100% secure, and we cannot guarantee absolute security of your data.

4. Sharing of Information:

a. We do not sell, trade, or rent your personal information to third parties for their marketing purposes.

b. We may share your information with trusted third-party service providers who assist us in delivering our services, subject to confidentiality obligations.

c. In certain circumstances, we may disclose your information if required by law or in response to legal processes.

5. Text Messaging or SMS Policy:

a. By providing your mobile phone number and opting in to receive text messages or SMS notifications from us, you consent to receive informational and promotional messages related to our services.

b. You may opt-out of receiving text messages or SMS notifications at any time by following the instructions provided in the messages or contacting us directly.

c. Standard message and data rates may apply for text messages or SMS. Please consult your mobile service carrier for details.

6. Cookies and Tracking:

a. We may use cookies and similar tracking technologies to enhance your experience on our website and gather information about usage patterns.

b. You have the option to accept or decline cookies. However, disabling cookies may affect the functionality of our website.

7. Children’s Privacy:

Our services are not intended for individuals under the age of 18. We do not knowingly collect or maintain information from individuals under the age of 18.

8. Changes to This Privacy Policy:

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. We will notify you of any material changes by posting the updated policy on our website with a revised “Last Updated” date.

9. Contact Us:

If you have any questions or concerns regarding this Privacy Policy or our privacy practices, please contact us at:

policy@cmitaxsolutions.com

By using our website, services, and opting in to receive text messages or SMS notifications, you consent to the terms of this Privacy Policy, including our marketing practices.