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

1. SMS Consent Communication:

The phone numbers collected during the SMS consent process will not be shared with third parties for marketing purposes.

2. Types of SMS Communications:

If you have consented to receive conversational text messages from WALLER TAX PREPARATION, you may receive conversational SMS messages related to the following: 

• Customer Care: appointment scheduling, appointment reminders, post-visit instructions, and billing notifications.

3. Message Frequency:

Message frequency may vary depending on the type of communication and your engagement.

4. Potential Fees for SMS Messaging:

Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may differ if the message is sent domestically or internationally. 

5. Opt-In Method:

You may opt in to receive conversational SMS messages from WALLER TAX PREPARATION in the following way: 

• By submitting a paper/ electronic form where we have the following SMS consent: By checking this box, I consent to receive customer care SMS from WALLER TAX PREPARATION. Reply STOP to opt-out; Reply HELP for support; Message & data rates may apply; Messaging frequency may vary. Visit https://wallertaxprep.com/privacy-policy  to see our privacy policy and Terms & Conditions.

6. Opt-Out Method:

You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS you receive. Alternatively, you can contact us directly to request removal from our messaging list.

7. Help:

If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at 855-927-1769

Additional Options:

If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.

8. Standard Messaging Disclosures:

• Message and data rates may apply.
• You can opt-out at any time by texting "STOP."
• For assistance, reply with the word "HELP" 
• Visit https://wallertaxprep.com/privacy-policy  to see our privacy policy and Terms & Conditions.
• Messaging frequency may vary.