Privacy Policy | Briteview Tax Services

Our Privacy Policy

Briteview Tax Services LLC
Effective Date: January 1, 2026

Briteview Tax Services LLC (“Briteview,” “we,” “us,” or “our”) is committed to protecting your privacy and safeguarding your personal and financial information. This Privacy Policy explains how we collect, use, store, and protect information when you visit www.briteviewtax.com, communicate with us, or use our tax preparation and related services.

1. Information We Collect

We may collect the following types of information:

A. Information You Provide Voluntarily

Full name
Email address
Phone number
Mailing address
Appointment and inquiry details
Tax-related information required to provide services, including income documents, identification, dependent information, and business information

B. Information Collected Automatically

When you visit our website, we may collect:

IP address
Browser type and device information
Pages visited and time spent on site
Referring URLs
This information is used for website functionality, security, and analytics purposes only.

2. How We Use Your Information

We use your information to:

Provide professional tax preparation and related services
Schedule and manage appointments
Communicate regarding document requests, deadlines, and service updates
Improve website performance and user experience
Comply with IRS regulations and legal obligations
Maintain accurate records and prevent fraud

3. Tax Information & IRS Compliance

Tax return information is considered confidential and sensitive. Briteview follows applicable IRS rules and professional standards regarding the use, disclosure, and protection of tax return information.

We do not use or disclose tax return information for any purpose other than providing tax preparation services unless authorized by law or required consent is obtained where applicable.

4. How We Share Information

We do not sell, rent, or trade your personal or tax information.

We may share information only:

With service providers that support our operations (such as scheduling, website hosting, or secure communication tools), under confidentiality obligations
When required by law, court order, or regulatory authority
To protect the rights, safety, and security of Briteview, our clients, or others

5. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal and tax information from unauthorized access, disclosure, or misuse.

While no system is 100% secure, we take data protection seriously and continuously work to maintain appropriate security measures consistent with professional tax industry standards.

6. Cookies & Website Analytics

Our website may use cookies or similar technologies to analyze traffic and improve performance. You may control cookie settings through your browser. Disabling cookies may affect certain website features.

7. SMS & Text Messaging Policy

If you provide your phone number and opt in, you consent to receive text messages from Briteview Tax Services related to:

Appointment reminders
Document requests
Service updates and important notifications

Message frequency may vary. Message and data rates may apply.

Opt out: Reply STOP at any time
Help: Reply HELP or contact us at hello@briteviewtax.com

We do not share or sell mobile numbers for marketing purposes.

8. Email Communications

If you opt in to receive emails from us, you may receive service-related messages or updates. You may unsubscribe from non-essential emails at any time. Transactional or service-related communications may still be sent when necessary.

9. Data Retention

We retain personal and tax information only as long as necessary to fulfill business, legal, regulatory, and IRS record-keeping requirements. Information is securely disposed of when no longer required.

10. Children’s Privacy

Our services and website are not directed to children under the age of 13. We do not knowingly collect personal information from children under 13.

11. Your Rights & Choices

You may request to:

Update or correct your contact information
Ask questions about how your information is used

Requests can be submitted using the contact details below.

12. Updates to This Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with a revised effective date.

13. Contact Information

Briteview Tax Services LLC

2320 Apalachee Pkwy, Tallahassee, FL
850-961-2044

hello@briteviewtax.com www.briteviewtax.com

SMS Privacy Policy:

Consumers opt in to receive text messages from Briteview Tax Services LLC sent from 850-961-2044. Message frequency varies and may include appointment reminders, tax preparation updates, financial literacy content, and responses to inquiries. Message and data rates may apply. Reply STOP or CANCEL to unsubscribe. Reply HELP or START for assistance.

BRITEVIEW TAX SERVICES LLC — SMS

Last Updated: 12/10/2025

Briteview Tax Services LLC (“Briteview,” “we,” “us,” or “our”) is committed to protecting
your privacy. This SMS Privacy Policy explains how we collect, use, and safeguard
information when you sign up to receive text messages from our local phone number.

1. Information We Collect

When you opt in to receive SMS messages from Briteview, we may collect:
● Your mobile phone number

● Your name (if provided)

● Consent status

● Message activity (delivery, open, click, response)

● Appointment or service preferences (if shared by you)

We do NOT sell, rent, or share your mobile number or SMS consent status with third
parties for marketing purposes.

2. How We Use SMS Information

We use SMS messages to:
● Confirm appointments

● Send tax preparation updates

● Provide reminders or document requests

● Deliver account notifications

● Send promotional or educational messages (only with express consent)

● Respond to your questions

● Send financial literacy resources or links

All messages are consistent with the purpose for which you opted in.

3. SMS Opt-In Consent

By opting in to Briteview’s SMS messages, you agree to receive:
● Informational messages

● Appointment reminders

● Service updates

● Promotional messages (if applicable)

Message and data rates may apply.
Message frequency may vary.
Your consent is not required to purchase or use Briteview’s services.

4. Opt-Out Instructions

You can opt out of SMS messages at any time by replying:
“STOP”
Once you opt out, you will no longer receive messages unless you opt in again.
You may also request removal by contacting:
📧 billing@briteviewtax.com
📞 [850-961-2044]