Privacy Policy

1. Information We Collect

We may collect the following types of information:

• Personal Information: Name, email, phone number, mailing address, and other information you provide when you fill out forms, schedule appointments, or contact us.

• Financial Information: Tax-related documents and data you voluntarily provide for services.

• Non-Personal Information: Browser type, IP address, device information, and pages visited on our website.

• Cookies and Tracking Data: We use cookies and similar technologies to improve website functionality, analyze traffic, and enhance user experience.

2. How We Use Your Information

We may use the information we collect to:

• Provide tax, accounting, and advisory services.

• Communicate with you regarding appointments, service updates, and billing.

• Send you promotional offers, newsletters, or marketing communications (with your consent).

• Improve our website and services.

• Comply with legal and regulatory obligations.

3. SMS/Text Messaging Consent

By providing your phone number and clicking “Submit” on our forms, you consent to receive SMS/text messages from Rockstep Tax Accounting.

• Message frequency may vary and may include reminders, service updates, or promotional content.

• Message and data rates may apply.

• Consent is not a condition of purchase.

• You may reply STOP to unsubscribe or HELP for assistance at any time.

4. How We Share Information

We respect your privacy and do not sell, rent, or trade your personal data to third parties for marketing or commercial purposes.
We may share your information only in the following situations:

• Service Providers: With trusted vendors who help us operate our business (e.g., secure data storage, communication platforms) under confidentiality agreements.

• Legal Requirements: When required to comply with applicable law, regulation, or legal process.

5. Data Security

We use reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of online transmission or electronic storage is 100% secure, and we cannot guarantee absolute security.

6. Your Privacy Rights

Depending on your location (including California residents under the CCPA), you may have the right to:

• Access and request a copy of your personal information.

• Request correction or deletion of your personal information.

• Opt out of marketing communications at any time.

• Exercise “Do Not Sell My Personal Information” rights (Rockstep Tax Accounting does not sell personal data).

To exercise your rights, contact us at: [Insert Email].

7. Third-Party Links

Our website may include links to third-party websites. We are not responsible for the privacy practices or content of these external sites.

8. Children’s Privacy

Our services are not directed to children under 13, and we do not knowingly collect information from children.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The most current version will always be posted on our website with the “Last Updated” date at the top.

10. Contact Us

If you have any questions about this Privacy Policy, please contact us: