Privacy Policy

CM Tax & Insurance Solutions Group ("we," "our," or "us") is committed to protecting the privacy and confidentiality of our clients, prospective clients, and website visitors. We value the trust you place in us and are dedicated to safeguarding your personal information.

Information We Collect

We may collect information you voluntarily provide, including:

• Name

• Address

• Telephone number

• Email address

• Date of birth

• Tax and financial information

• Insurance-related information

• Business information

• Documents you provide for tax preparation, bookkeeping, insurance, or business development services

• Communication preferences, including SMS/text messaging preferences and consent

We may also collect limited technical information when you visit our website, such as your browser type, device information, IP address, and website usage data.

How We Use Your Information

Your information may be used to:

• Provide requested tax, bookkeeping, insurance, and business development services.

• Prepare and file tax returns when authorized.

• Communicate regarding appointments, services, client support, and service-related updates.

• Respond to inquiries and requests for assistance.

• Send SMS/text messages when you have provided the appropriate consent.

• Improve our services and client experience.

• Comply with applicable federal, state, and regulatory requirements.

Information Sharing

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

We may disclose information only:

• With your authorization.

• To trusted service providers who assist in delivering our services.

• As required by law, court order, or governmental regulation.

• To protect our legal rights or prevent fraud.

Data Sharing

Customer data is not shared with third parties for promotional or marketing purposes.

Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing that may be mentioned elsewhere in this Privacy Policy excludes mobile opt-in data.

SMS Messaging Program Terms and Conditions

1. Messaging Program

The messaging program may consist of general customer care messaging to answer questions and provide support to customers, and/or marketing messaging that includes discount codes, special deals, or texts promoting our products or services, depending on which program(s) you opt in to.

We will only send content you have explicitly signed up to receive through our opt-in process.

Messages will be sent from (888) 479-2505 OR (919)801-9600.

2. Opting Out

You can cancel the SMS service at any time. Just text STOP to the phone number from which you received messages.

After you send the SMS message STOP to us, we will send you an SMS message confirming that you have been unsubscribed. After this, you will no longer receive SMS messages from us.

If you want to join again, simply sign up as you did the first time, and we will begin sending SMS messages to you again.

3. Help and Support

If you are experiencing issues with the messaging program, you can reply with the keyword HELP for more assistance, or you can contact us directly at admin@cmtaxandinsurance.com.

4. Carrier Liability

Carriers are not liable for delayed or undelivered messages.

5. Message and Data Rates

As always, message and data rates may apply for any messages sent to you from us and to us from you.

Message frequency will vary based on communication needs.

If you have questions about your text or data plan, please contact your wireless provider.

6. Privacy Questions

If you have questions regarding privacy, please review the Privacy Policy details contained on this page or contact us at admin@cmtaxandinsurance.com.

Data Security

We maintain administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction.

While no system can guarantee absolute security, we take reasonable measures to safeguard the information entrusted to us.

Confidentiality

Because we provide tax and financial services, maintaining client confidentiality is one of our highest priorities. We handle client information in accordance with applicable privacy laws and professional standards.

Cookies and Analytics

Our website may use cookies or similar technologies to improve website functionality, analyze traffic, and enhance your browsing experience.

You may adjust your browser settings to decline cookies if you choose.

Third-Party Services

Our website or social media pages may contain links to third-party websites or services. We are not responsible for the privacy practices or content of those third-party sites.

Your Rights

Depending on applicable law, you may have the right to:

• Request access to your personal information.

• Request correction of inaccurate information.

• Request deletion of information where permitted by law.

• Withdraw consent when processing is based on consent.

• Ask questions regarding how your information is handled.

Certain records may be retained as required by applicable tax, insurance, business, or legal recordkeeping requirements.

Children's Privacy

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

Policy Updates

We may update this Privacy Policy from time to time. Changes will become effective when posted on our website or through other official communication channels.

The Effective Date will reflect the most recent revision.

Contact Us

If you have questions about this Privacy Policy, our SMS messaging practices, or how we protect your information, please contact:

CM Tax & Insurance Solutions Group
Email: admin@cmtaxandinsurance.com
Toll-Free / SMS: (888) 479-2505
Local: (919) 801-9600
Website: www.cmtaxandinsurance.com
Business Hours: By Appointment Only