UUltimate Financial Services

Legal

Privacy Policy

Effective date: September 2, 2026

Ultimate Financial Services respects your privacy. This Privacy Policy explains what personal information we collect, how we use it, who we share it with, and how we keep it secure when you visit our website, request an appointment, or use our tax and accounting services.

SMS consent notice

If you choose to receive text messages from Ultimate Financial Services, your SMS consent is collected solely for the purpose of communicating with you about your appointment, tax return, or related services. SMS consent is not shared with third parties or affiliates for marketing or any other purpose. Message and data rates may apply. Reply STOP at any time to opt out.

What personal information we collect

We collect only the information needed to provide tax, accounting, and representation services. This may include:

  • Contact details: name, email address, phone number, and mailing address.
  • Appointment requests: service interest, preferred contact method, and any message you choose to provide through our online form.
  • Tax and financial information: Social Security numbers, tax identification numbers, income, expenses, and other documents you voluntarily share for return preparation or IRS representation.
  • Website usage: IP address, browser type, pages visited, and similar data collected automatically through standard server logs or cookies.

How we use personal information

We use your information to deliver the services you request, communicate with you, and comply with legal and professional obligations. Specifically, we use personal information to:

  • Prepare, review, and electronically file tax returns.
  • Represent you before the IRS or state tax agencies.
  • Respond to appointment requests, questions, and service inquiries.
  • Send appointment reminders, status updates, and service-related messages.
  • Maintain accurate accounting records and fulfill continuing-education compliance.
  • Improve our website and protect against fraud or unauthorized access.

Who we share personal information with

We do not sell your personal information. We share information only when necessary to complete your services or as required by law:

  • Taxing authorities: we transmit return data to the IRS and relevant state agencies as part of filing and representation.
  • Service providers: we may use trusted third-party services for secure document storage, electronic filing, payment processing, and website hosting. These providers are contractually bound to protect your information and use it only for the services we request.
  • Legal requirements: we may disclose information when required by court order, subpoena, or applicable law.

Data security

We protect your information with physical, technical, and administrative safeguards appropriate for a professional tax practice. Access is limited to authorized staff, and we use encryption and secure transmission methods wherever feasible. No method of online transmission is 100% secure, but we follow IRS and industry standards for data protection.

Cookies and tracking

Our website may use standard cookies and analytics tools to understand how visitors use the site. You can disable cookies through your browser settings. We do not use invasive tracking or share cookie data with advertisers.

Your choices

You may update your contact preferences, opt out of non-service text messages, or request that we correct or delete your personal information by contacting us directly. Please note that tax records must be retained in accordance with federal and state recordkeeping rules.

Changes to this policy

We may update this Privacy Policy from time to time. The effective date at the top of this page will reflect the most recent revision. Continued use of the site after changes means you accept the updated policy.

Contact us about privacy

If you have questions about this Privacy Policy or how we handle your information, reach out to us at:

Request an appointment →