Privacy Policy

This Privacy Policy explains how Upscale Tax & Business Services (“Upscale,” “we,” “us,” or “our”) collects, uses, and protects your information when you visit our website, use our services, or interact with us online or via SMS/text.

By accessing our website or using our services, you agree to the terms of this Privacy Policy.

1. Who We Are

Upscale Tax provides tax preparation, tax strategy, and credit-related consulting services to individuals and business owners across the United States.

Website: https://www.upscaleservicesdfw.com

Instagram: @upscaletaxes_dfw

Email: [email protected]

Business Address:102 N Main St Duncanville, TX 75116

2. Information We Collect

We may collect the following types of information:

A. Information You Provide Directly

When you interact with us, you may provide:

Name

Email address

Phone number

Mailing address

Date of birth (for tax/credit services where required)

Financial or tax-related information you choose to share

Credit-related information you voluntarily provide (for consultations)

Messages or responses submitted via forms, email, SMS, or social media

B. Automatically Collected Information

When you visit our website, we may automatically collect:

IP address

Browser type and version

Device type (mobile/desktop/tablet)

Pages visited and time spent on each page

Referring website or source

This may be collected using cookies, pixels, analytics tools, and similar technologies.

3. How We Use Your Information

We use your information to:

Provide tax, credit, and advisory services

Schedule and manage consultations and appointments

Respond to your questions, messages, and requests

Send confirmations, reminders, and service updates

Send marketing messages, offers, and educational content (where permitted)

Improve our website, services, and customer experience

Maintain security, prevent fraud, and comply with legal obligations

4. SMS/Text Messaging

When you provide your mobile number and explicitly consent to receive SMS/text messages from Upscale Tax, you agree that we may send:

Appointment reminders

Account or service-related updates

Special offers, promotions, and new service announcements

Credit and tax tips, resources, and checklists

Message & data rates may apply. Message frequency may vary.

How to Opt Out of SMS

You can opt out of SMS/text messages at any time by replying:

“STOP” – to stop receiving messages

“HELP” – to get help or contact information

Opting out of marketing SMS does not affect our ability to contact you about active services, billing, or legal notices where permitted by law.

5. Legal Basis for Processing (If Applicable)

For users in certain jurisdictions, we may process your data based on:

Your consent

Performance of a contract (providing services you requested)

Compliance with legal obligations (tax regulations, recordkeeping, etc.)

Legitimate interests (improving services, marketing to existing clients, etc.)

6. How We Share Your Information

We do not sell your personal information.

We may share your information with:

Service providers and vendors who help us operate our business (e.g., CRM tools, email/SMS platforms, scheduling software, payment processors)

Professional partners (e.g., financial, legal, or credit partners) when necessary to deliver services you requested, and only with appropriate safeguards

Government agencies or regulators, when required by law (e.g., IRS or state tax authorities)

Third parties in connection with a business transaction (e.g., merger, acquisition), subject to confidentiality

All third parties are required to protect your information and use it only for the specific services they provide to us.

7. Cookies & Tracking Technologies

Our website may use cookies, pixels, and similar technologies to:

Remember your preferences

Analyze website traffic and performance

Improve user experience

Track the effectiveness of ads and campaigns

You may be able to control cookies through your browser settings. Disabling cookies may affect some features of the website.

8. Data Security

We use reasonable technical, administrative, and physical safeguards to protect your personal information from unauthorized access, disclosure, or misuse.

However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

9. Data Retention

We retain your information for as long as necessary to:

Provide services you requested

Maintain business and tax records

Comply with legal and regulatory requirements

Resolve disputes and enforce our agreements

When information is no longer needed, we may delete, anonymize, or securely store it in accordance with applicable laws.

10. Your Rights & Choices

Depending on your location, you may have rights to:

Access the personal information we hold about you

Request corrections to inaccurate or incomplete information

Request deletion of certain information (subject to legal obligations)

Opt out of marketing emails and SMS/text messages

You can:

Unsubscribe from email marketing using the “unsubscribe” link in any email

Opt out of SMS by replying “STOP”

Contact us at [Insert email] to request access, updates, or deletion where applicable

11. Third-Party Links

Our website, emails, or SMS messages may include links to third-party websites or services. We are not responsible for the content, security, or privacy practices of those third parties. We encourage you to review their privacy policies.

12. Children’s Privacy

Our services are not directed to children under 18, and we do not knowingly collect personal information from children. If we learn that data from a child under 18 has been collected, we will take steps to delete it as required by law.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last Updated” date at the top of this page. Your continued use of our website or services after changes are posted means you accept the updated Policy.

14. Contact Us

If you have any questions about this Privacy Policy or how we handle your information, please contact us:

Upscale Tax & Business Services
Instagram: @upscaletaxes_dfw

Email: [email protected]

Business Address:102 N Main St Duncanville, TX 75116