Sean C Kelly LLC, DBA Kelly Company Tax Preparation, is committed to protecting the privacy and security of our clients’ personal information. This Privacy Policy explains how we collect, use, protect, and disclose personal information obtained through our website, client services, and communications, including text messaging, in compliance with applicable U.S. federal law and Washington State law.
1. Information We Collect
We may collect personal information from you when you:
Visit or interact with our website
Request tax preparation or related services
Communicate with us by phone, email, or text message
Submit forms or documents electronically or in person
The information we collect may include:
Contact information (name, address, email, phone number)
Tax and financial information (Social Security numbers, income details, tax documents)
Website usage data (IP address, browser type, pages visited)
Communication preferences
2. Use of Information
We use your personal information to:
Provide tax preparation and related professional services
Communicate with you regarding appointments, document requests, deadlines, and service updates
Respond to inquiries and customer support requests
Operate, maintain, and improve our website and services
Comply with federal and Washington State legal and regulatory requirements
3. Text Messaging and Electronic Communications
Consent to Receive Messages
By providing your phone number and opting in through our website, client intake forms, or other communication channels, you consent to receive SMS/MMS or other electronic messages from Sean C Kelly LLC related to tax preparation services, account notifications, appointment reminders, and other business-related communications.
Message Frequency
Message frequency may vary based on your interaction with us and the services requested. You may receive recurring messages, including multiple messages per week or month, particularly during tax season.
Opt-Out
You may opt out of receiving text messages at any time by replying STOP to any message. Once you opt out, you will no longer receive text communications unless you re-enroll.
Help
For assistance, you may reply HELP to any message.
Message and Data Rates
Message and data rates may apply depending on your mobile carrier and plan. Sean C Kelly LLC is not responsible for any fees charged by your carrier.
4. Sharing of Personal Information
We respect your privacy.
We do not sell, rent, or share your personal information with third parties for marketing or promotional purposes.
We may share information only as necessary with:
Service providers who assist in operating our business (e.g., secure software providers), subject to confidentiality obligations
Government agencies as required by law (including IRS and Washington State authorities)
5. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your personal and tax information, in accordance with federal law and applicable IRS regulations. These safeguards are designed to prevent unauthorized access, disclosure, alteration, or misuse of your information.
6. Website Cookies and Tracking
Our website may use cookies or similar technologies to improve functionality and analyze usage. You may control cookies through your browser settings; however, disabling cookies may affect certain website features.
7. Washington State Privacy Rights
Washington residents have the right to:
Request access to the personal information we maintain about them
Request corrections to inaccurate personal information
Request information about how personal data is used or disclosed, subject to legal and professional obligations
Requests may be submitted using the contact information below.
8. Retention of Information
We retain personal and tax information for as long as necessary to provide services, meet legal and regulatory requirements, and maintain business records in accordance with federal and Washington State law.
9. Changes to This Policy
We may update this Privacy Policy from time to time. Updates will be posted on our website with a revised effective date.
10. Contact Information
If you have questions about this Privacy Policy or our privacy practices, please contact:
Sean C Kelly LLC
5229 53rd St W, University Place, WA 98467
253-473-2867
Sean@KellyCompanyTaxes.com
