Effective Date: April 22, 2025

At Financial Synergy LLC ("we," "our," or "us"), your privacy is a top priority. This Privacy Policy explains what personal information we collect, how we use it, and how we protect your data. By using our website or services, you agree to this policy.

What Personal Information We Collect

We may collect the following personal information through our website or service interactions:

• Name

• Email address

• Phone number

• Mailing address

• Employer Identification Number (EIN) and other tax-related identifiers

• Business entity details

• Preferences (e.g., how you prefer to be contacted)

• SMS consent, if given

• Technical data like IP address, browser type, and site interactions

How We Use Your Personal Information

We use the information collected to:

• Communicate with you about tax services, deadlines, and appointments

• Send billing and document-related notifications

• Improve client experience and website functionality

• Meet legal or regulatory obligations

SMS Consent & Communication

If you opt in to receive SMS communications from Financial Synergy:

• We will only send messages related to your account, tax filings, appointments, and related service matters.

• SMS consent is not shared with third parties or affiliates for marketing purposes.

• You can opt out at any time by replying “STOP.”

Who We Share Your Information With

Your personal information is never sold. We may share it with:

• Trusted service providers (e.g., secure client portal tools, CRM systems, payment processors) under confidentiality agreements

• Government agencies or legal authorities when required by law

• Internal staff members involved in your service delivery

Cookies and Analytics

We use basic analytics tools (e.g., Google Analytics) and cookies to improve site performance and monitor usage patterns. These do not include personally identifying information. You may disable cookies in your browser at any time.

Your Rights

You may:

• Request a copy of the data we hold about you

• Request corrections or updates

• Withdraw SMS or email consent

• Request data deletion (subject to legal requirements)

To exercise your rights, contact us at:
📧 admin@financialsynergy.co
📞 (512) 612-5803

Data Security

We use secure, encrypted platforms for:

• File sharing and document management

• Communications and messaging

• Identity and access control

Your data is stored securely and accessed only by authorized personnel.

Changes to This Policy

We may update this policy as needed. Updates will be posted here with a revised “Effective Date.” Check back periodically for updates.

Contact Us

For questions or concerns regarding your privacy:

Financial Synergy LLC
📧 admin@financialsynergy.co
📞 (512) 612-5803