Privacy Policy

Waller Tax Preparation 

as required by the 

Gramm-Leach-Bliley Act 

Public Law 106-102 

Effective November 12, 1999

Waller Tax Preparation collects nonpublic personal information about you, and your family, if applicable, in order to properly prepare and complete your requested tax returns, from the following sources:

• Information received from you on applications, tax preparation worksheets and other documents, such as interview information forms and client organizers whether submitted by you or completed on your behalf, used in the preparation of your tax return and other tax related forms.
• Information about your history with us and/or other tax preparation firms offering similar services.   
• Information we receive from a consumer-reporting agency in accordance with tax related products requested by you

Waller Tax Preparation will not disclose any of your nonpublic personal information to anyone, except as permitted by law or authorized by you.

If you decide to close your account(s) or become an inactive customer, Waller Tax Preparation will adhere to the privacy policies and practices as noted above.

Waller Tax Preparation restricts access to your public and nonpublic personal information, including your account information, to those employees and partnered companies who need to know that information to provide products and/or services requested by you.

Waller Tax Preparation maintains physical, electronic, and procedural safeguards that comply with the federal standards to guard your nonpublic personal information. We know that you have confidence in our ability to perform the services requested by you. Equally important to us is your confidence in knowing that all your personal information is safe. Please contact us at (855) 927-1769, if you have any questions or concerns regarding our policy.

This policy applies to all communications whether by written document, phone, email, website forms or text messages.  

SMS Terms of Service

When you opt into SMS, you are agreeing to receive SMS messages from Waller Tax Preparation. This includes SMS messages for appointment scheduling, appointment reminders, post-visit instructions, and billing notifications. Message frequency varies. Message and data rates may apply.  Message HELP for help. Reply STOP to any message to opt out.