Skip to content Skip to footer
1. Privacy Policy

Rock Point Tax Prep (website url address: https://rockpointtaxprep.com) appreciates your business and trust. Please read this Privacy Policy. Rock Point Tax Prep (“we,” “us,” “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information when you use our website, including our document submission platform available at https://rockpointtaxprep.taxwisemobile.com/ (the “Site”).

 

2. Information We Collect

We may collect the following types of personal information when you use our Site:

  1. Personal Identification Information:

    • Name

    • Address

    • Email Address

    • Phone Number

  2. Technical Information:

    • IP address

    • Browser type and version

    • Operating system

  3. Marketing Preferences:

    • Your preferences regarding receiving marketing communications.

3. How We Use Your Information

We use your information to:

  1. Provide our tax preparation services, including processing and submitting your tax documents.

  2. Communicate with you regarding your tax filings, account updates, and customer service inquiries.

  3. Send promotional emails and SMS messages about our services, special offers, and relevant updates (only if you have opted in).

  4. Maintain the security and functionality of our Site.

  5. Comply with legal obligations and enforce our terms of service.

4. Sharing Your Information

We do not sell or rent your personal information. However, we may share your information with trusted third parties under the following circumstances:

  1. Service Providers: To assist in delivering our services, such as data storage and processing platforms.

  2. Legal Requirements: When required by law, regulation, or legal process.

  3. Business Transfers: In the event of a merger, acquisition, or sale of assets.

5. Marketing and Communication Preferences

By providing your email address and phone number, you consent to receive:

  1. Transactional communications related to your tax preparation.

  2. Marketing messages about our services and promotions. You can opt-out of marketing communications at any time by following the unsubscribe link in emails or replying “STOP” to SMS messages.

6. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information. Despite our efforts, no security measures are 100% foolproof, and we cannot guarantee absolute security.

7. Your Rights

Depending on your location, you may have the following rights regarding your personal information:

  1. Access and obtain a copy of your personal information.

  2. Request corrections or updates to inaccurate information.

  3. Request the deletion of your personal data, subject to legal and contractual obligations.

To exercise your rights, contact us at frank@rockpointtaxprep.com.

8. Cookies

This site uses cookies – small text files that are placed on your machine to help the site provide a better user experience. In general, cookies are used to retain user preferences, store information for things like shopping carts, and provide anonymised tracking data to third party applications like Google Analytics. Cookies generally exist to make your browsing experience better. However, you may prefer to disable cookies on this site and on others. The most effective way to do this is to disable cookies in your browser. We suggest consulting the help section of your browser.

Necessary Cookies  and Tracking Technologies

We use cookies and similar technologies to:

  1. Enhance user experience on our Site.

  2. Analyze Site usage and performance.

You can manage your cookie preferences through your browser settings.

9. Third-Party Links

Our Site may contain links to third-party websites. We are not responsible for the privacy practices of these websites. We encourage you to review their privacy policies before providing any personal information.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically.