Privacy Policy

Effective Date: April 28, 2026

Andre L. Roberts (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you interact with our services, including our SMS-based AI assistant.

1. Information We Collect

We may collect the following types of information:

  • Name, phone number, and contact details

  • Information you provide related to tax inquiries or services

  • Communication data from SMS conversations

  • Technical data such as timestamps and message logs

2. How We Use Your Information

We use your information to:

  • Respond to your inquiries and provide tax-related assistance

  • Qualify service needs and schedule consultations

  • Improve our services and communication experience

  • Maintain records for internal and compliance purposes

3. SMS Communications

By providing your phone number, you consent to receive text messages from Andre L. Roberts related to your inquiry or existing relationship.

  • Message frequency varies based on interaction

  • Message and data rates may apply

  • You can opt out at any time by replying STOP

  • For assistance, reply HELP

4. Information Sharing

We do not sell, rent, or share your personal information with third parties for marketing purposes.

We may share information only:

  • With service providers that support our operations (such as messaging and automation platforms)

  • When required by law or legal process

5. Data Security

We implement reasonable safeguards to protect your information. However, no method of transmission is 100% secure.

6. Data Retention

We retain your information only as long as necessary to fulfill the purposes outlined in this policy or as required by law.

7. Your Rights

You may request to:

  • Access or update your information

  • Request the deletion of your data where applicable

8. Contact Us

If you have any questions, you may contact us at:

Andre L. Roberts
Website:
https://itaxcompliance.com
Email:
info@itaxcompliance.com
Phone: (567) 409-2100

9. Updates to This Policy

We may update this Privacy Policy from time to time. Updates will be posted with a revised effective date.