Privacy Policy
Alliance Financial Solutions Inc - Privacy Policy
Effective Date: April 3, 2025
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At Alliance Financial, your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your information when you interact with us, including through our website and SMS communications.
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We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as required by law.
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We restrict access to personal information concerning you, except to our employees who need such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.
1. Information We Collect
We collect nonpublic personal information about you from various sources, including: * Interviews regarding your tax situation
* Applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income, and other tax-related data
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* Tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions
That information may include:
*Name
*Phone number
*Email address
*Social Security Number
*Date of Birth
*Mailing address
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2. How We Use Your Information
We use your information to:
*Confirm and remind you of appointments
*Send account-related updates
*Respond to your inquiries
*Complete your tax return or any services you are engaged with us in
*Provide service engagement proposals
3. Text Messaging
By providing your phone number, you consent to receive SMS messages from Alliance Financial Solutions Inc. Message frequency varies. Message and data rates may apply. You may opt out at any time by replying STOP to any message.
We do not share your mobile information with third parties or affiliates for marketing or promotional purposes. Your information is only used internally for the purposes listed above.
4. Data Security
We implement industry-standard practices to safeguard your information. However, no system is 100% secure, and we cannot guarantee absolute protection of your data.
5. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for their privacy practices or content. Please review their policies before submitting information.
6. Changes to This Policy
We may update this policy occasionally. Any changes will be posted to this page with a revised effective date.
7. Contact Us
If you have any questions about this Privacy Policy, please contact us at: 980-241-5577