PRIVACY POLICY AND SMS TERMS & CONDITIONS

Last Updated: October 2, 2026

Tax Mage LLC ("Tax Mage," "we," "our," or "us") respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect personal information in connection with our tax preparation, tax filing, advisory, client support, and related professional services.

This page also contains the SMS Terms & Conditions applicable to text messages sent by Tax Mage LLC.

1. INFORMATION WE COLLECT

We may collect personal information that you voluntarily provide to us when you use our services, communicate with us, submit information through our website, or otherwise interact with Tax Mage LLC.

Information we may collect includes:

• Name
• Email address
• Telephone or mobile phone number
• SMS communication information and SMS opt-in or consent records
• Social Security Number or Tax Identification Number
• Financial information necessary for tax preparation, tax filing, and related services
• Tax documents and supporting records
• Information you provide through our website, client portal, email, telephone, SMS, or other communications
• Any other information you choose to provide to us

2. HOW WE USE YOUR INFORMATION

We may use personal information for purposes related to providing and administering our professional services, including:

• Preparing and filing tax returns and related forms
• Communicating with you regarding your tax matters and services
• Requesting documents or additional information
• Providing tax filing, return status, account, deadline, appointment, and service updates
• Responding to questions and providing client support
• Maintaining business and client records
• Complying with applicable legal, tax, regulatory, and professional requirements
• Protecting against fraud, unauthorized activity, and security risks

Tax Mage LLC does not use its SMS program to send unsolicited mass marketing or promotional text messages.

3. INFORMATION SHARING AND DISCLOSURE

We do not sell, trade, or otherwise transfer your personal information to outside parties for marketing or promotional purposes.

We may disclose personal information when reasonably necessary to provide our professional services, including to employees, contractors, technology providers, and service providers who require information to perform services on our behalf and who are required to appropriately protect such information.

We may also disclose information:

• When required by law, regulation, subpoena, court order, or other legal process
• To comply with applicable tax, accounting, regulatory, or professional obligations
• When reasonably necessary to protect the rights, property, security, or safety of Tax Mage LLC, our clients, or others

4. SMS AND MOBILE INFORMATION PRIVACY

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Tax Mage LLC does not sell mobile phone numbers, SMS consent information, or text messaging opt-in information for marketing or promotional purposes.

5. SMS COMMUNICATIONS

Tax Mage LLC may communicate with clients and prospective clients by SMS when they have agreed to receive text messages or otherwise provided permission consistent with applicable messaging requirements.

SMS communications may include:

• Tax preparation questions
• Requests for tax documents or additional information
• Tax return and filing status updates
• Account and service-related communications
• Appointment or deadline reminders
• Responses to client questions
• Client support
• Other communications related to tax or professional services requested from Tax Mage LLC

Our SMS communications are intended primarily for client-service and conversational communications.

Message frequency varies.

Message and data rates may apply.

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

For assistance, reply HELP or contact Tax Mage LLC at info@taxmage.com.

Consent to receive SMS messages is not a condition of purchasing or receiving services from Tax Mage LLC.

6. SMS TERMS & CONDITIONS

Brand Name

Tax Mage LLC

Product and Program Description

By providing your mobile phone number and agreeing to receive SMS messages from Tax Mage LLC, you consent to receive text messages related to tax preparation, tax filing, document requests, account matters, service updates, reminders, client support, and other communications relating to services you have requested from Tax Mage LLC.

Tax Mage LLC does not use this SMS program for unsolicited mass marketing or promotional messaging.

Types and Purpose of Messages

Messages may include tax preparation questions, requests for documents or information, tax filing updates, account or service-related information, appointment and deadline reminders, responses to client questions, and other client-service communications.

Message Frequency

Message frequency varies.

Message and Data Rates

Standard message and data rates may apply.

Opting Out

You may opt out of receiving SMS messages at any time by replying STOP to any SMS message you receive from Tax Mage LLC.

After opting out, you may receive a confirmation message confirming that you have been unsubscribed. Tax Mage LLC will then cease sending SMS messages to that number unless you subsequently provide consent to receive SMS messages again.

Help and Support

If you need assistance or have questions about SMS communications from Tax Mage LLC, reply HELP to any SMS message you receive or contact us at:

Tax Mage LLC
Email: info@taxmage.com

Privacy Policy

Your phone number and SMS information will be handled in accordance with this Privacy Policy, available at:

https://www.taxmage.com/policy

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Consent

Consent to receive SMS messages is not a condition of purchasing any goods or services from Tax Mage LLC.

You may withdraw your consent to receive SMS messages at any time by replying STOP.

7. DATA SECURITY

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

However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

8. YOUR RIGHTS AND CHOICES

Depending on applicable law, you may have the right to request access to, correction of, or deletion of certain personal information we maintain about you.

You may also:

• Opt out of SMS communications by replying STOP
• Request information regarding how your personal information is used
• Contact us regarding privacy-related questions or requests

To submit a privacy-related request, contact us at info@taxmage.com.

Certain information may need to be retained when required by tax law, professional standards, legal obligations, record-retention requirements, or legitimate business purposes.

9. CHANGES TO THIS PRIVACY POLICY AND SMS TERMS

We may update this Privacy Policy and SMS Terms & Conditions from time to time to reflect changes in our services, practices, technology, legal requirements, or messaging practices.

When changes are made, we may update the "Last Updated" date above and post the revised version on this page.

10. CONTACT US

If you have questions regarding this Privacy Policy, SMS Terms & Conditions, or our handling of personal information, please contact:

Tax Mage LLC
Email: info@taxmage.com