Privacy Policy
Effective October 9, 2026. Bright Beginnings Financial Firm respects your privacy. This notice explains how we handle information submitted through our tax season waitlist.
What we collect
Your name, email address, mobile phone number if provided, state and city, the tax services you are interested in, how you heard about us, and your contact and communication preferences. We do not ask for Social Security numbers, bank information, or tax documents on the waitlist.
How we use it
To manage your waitlist request, notify you when appointments open, send preparation reminders, and, only if you opt in, send tax education and offers by email or text message.
Text messages
If you opt in, message frequency varies and message and data rates may apply. Reply STOP to opt out or HELP for help. Consent to receive texts is not a condition of purchase. We do not share your mobile number or text messaging consent with third parties for their marketing.
Sharing
We never sell your information. We share it only with service providers that help us operate the waitlist and communications, and when required by law.
Your choices
You can unsubscribe from emails at any time using the link in any email, opt out of texts by replying STOP, or ask us to update or delete your waitlist information by calling 1.800.516.7713.
Tax information
Once you become a client, tax return information is protected under federal law and is used and disclosed only as permitted by the Internal Revenue Code and applicable regulations.