Tax Legend Academy — Privacy Policy

Effective Date

May 19, 2026

Tax Legend Academy values your privacy and is committed to protecting your personal information.

This Privacy Policy explains how we collect, use, store, and protect your information when you interact with our website, forms, services, programs, and communication channels.

1. Information We Collect

We may collect:

  • Name

  • Email address

  • Phone number

  • Billing information

  • Appointment information

  • Business information

  • Course enrollment information

  • Communication preferences

We may also collect website usage and analytics information to improve our services.

2. How We Use Your Information

We use your information to:

  • Provide educational services

  • Manage course enrollments

  • Schedule appointments

  • Deliver customer support

  • Send requested communications

  • Process transactions

  • Improve user experience

  • Send marketing or non-marketing messages based on your consent selections

3. SMS Consent & Communications

Phone numbers and SMS consent are collected separately.

Users may choose whether to receive:

  • Marketing messages

  • Non-marketing service notifications

  • Both

  • Neither

Consent is never required to submit a form or access services.

4. Non-Sharing Clause

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

5. Data Protection

We implement reasonable administrative, technical, and security safeguards designed to protect your information from unauthorized access, misuse, or disclosure.

6. Cookies & Analytics

Our website may use cookies and analytics tools to:

  • Improve website performance

  • Analyze traffic

  • Enhance user experience

Users may manage cookie settings through their browser preferences.

7. Third-Party Services

We may use trusted third-party providers for:

  • Payment processing

  • CRM management

  • Scheduling

  • Email communications

  • Customer support

These providers only receive information necessary to support our services.

8. Your Rights

You may:

  • Request access to your information

  • Request corrections

  • Request removal from communications

  • Opt out of SMS communications anytime by replying STOP

9. Contact Information

If you have questions regarding this Privacy Policy, contact us at:

Tax Legend Academy
Email: [email protected]
Phone: +1 717-966-6418