Privacy Policy

Guardian Ops LLC operates Safe Tax Lockhart. This policy covers information provided through our local website, booking calendar, intake form and customer communications.

Information you provide

We collect information you choose to provide, such as your name, email address, telephone number, appointment details, service requests and tax-intake information or documents. Our forms may also record your communication preferences and SMS-consent selection. Please provide only information needed for the service you request.

How we use information

We use information to respond to inquiries, arrange appointments, provide requested services, communicate about your tax preparation, maintain service records and meet applicable obligations. Our booking, intake and communication tools are provided through GoHighLevel and its service providers.

Information sharing

We do not sell your personal information. We do not share personal information with third parties or affiliates for marketing. Information may be processed by service providers as needed to deliver our requested services, or disclosed when required by law. Tax-return information is subject to additional legal restrictions; this policy does not authorize disclosures that require separate consent.

Mobile information and SMS consent

Mobile numbers, SMS opt-in data and consent records will not be sold or shared with third parties or affiliates for marketing or promotional purposes. Limited disclosure to messaging providers is solely for operating and delivering the text-message service, not for their marketing.

Our optional, non-marketing text program covers tax appointments, document reminders, tax-preparation updates and customer support. You opt in by selecting the separate, unchecked SMS-consent checkbox on our linked tax-intake form. Providing a telephone number, submitting the form or booking alone does not enroll you. Consent is not a condition of purchasing services. Message frequency varies. Message and data rates may apply.

Reply STOP to opt out or HELP for help. You can also contact [email protected] or call 407-960-6993. Opting out of texts does not prevent you from requesting services through other available channels. Please do not text Social Security numbers, banking details or tax documents.

Safeguarding information

We use reasonable safeguards for personal information, but no internet transmission or storage method is completely secure. Contact our office for the appropriate way to provide sensitive tax documents.

Questions and updates

Contact us to ask about this policy, correct your contact details or discuss your information and communication preferences. We may update this page as our services or practices change.

Return to home · Terms and Conditions