Privacy Policy

Effective Date: 06/09/2025

At Tidewater Executive Tax Service, we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information when you interact with us—whether online, in person, or via SMS/text messaging.

Information We Collect

We may collect the following information:

Name, address, phone number, and email
Tax and financial information needed to perform services
SMS/text message history for scheduling, reminders, and updates
Documents you upload to our secure client portal

How We Use Your Information

Your information is used to:

Prepare tax returns and financial reports
Communicate important updates and deadlines
Confirm appointments and collect required documentation
Send messages regarding nonprofit programs, if applicable

Text Messaging

By providing your phone number, you agree to receive SMS messages from us. These may include appointment reminders, document requests, and time-sensitive updates.
You may opt out at any time by replying STOP. Message and data rates may apply.

We do not share your number with third parties or send promotional content.

Information Security

We use secure systems to store and manage your data, including encrypted client portals and protected file storage. Only authorized personnel have access to sensitive information.

Sharing of Information

We do not sell, trade, or rent your personal information. We only share information as required by law or to complete services you have requested (e.g., e-filing your tax return).

Your Rights

You may request to review, update, or delete your personal information by contacting us at:

Tidewater Executive Tax Service
806 Main Street
Rochester, IN 46975
📞 574-367-7366
📧 jacki@tidewater-tax.com

Policy Updates

We may update this policy from time to time. Changes will be posted on this page with a new effective date.