Privacy Policy

Terms And Conditions For Use Of This Site

Effective: January 01, 2026

At Constellation Tax LLC, we respect your concerns about privacy. This policy was developed so you may visit and use our site without being concerned about how this information is being used. In a nutshell, we do not and will not sell, rent, nor pass your information onto any third parties. If you have any concerns, please contact us.

Privacy Policy

Constellation Tax LLC is bound by professional standards and ethics. We strive to ensure that your information is always protected and your right to privacy is honored and respected. We will not collect any personal information about our website visitors unless it is voluntarily submitted, in which case we will act in a responsible manner to protect your personal information.

As part of the services we provide, we collect nonpublic personal information from you from the following sources:

• Information we receive from you on tax organizers, worksheets, and other financial documents

• Information about your transactions with us, our affiliates, or others

• Information we receive from a consumer-reporting agency

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. We give users choice and consent over how their personal information is used, and remove names upon request. To modify or delete any personal information you have provided, contact us at (850) 692-6696 or [email protected].

How We Collect Mobile Numbers

Constellation Tax LLC collects mobile phone numbers through the following channels:

• Our website contact and inquiry forms at www.constellation-tax.com

• Our secure client portal during onboarding and intake

• Direct written or verbal consent provided during in-person or virtual consultations

Mobile numbers are collected solely for the purpose of facilitating communications related to your tax and accounting services, including appointment reminders, document requests, and firm updates. We do not collect mobile numbers through purchased lists or third-party data sources.

Third Party Use

We will NOT release your name or any information pertaining to you to other organizations. Your email address will not be released to any third party. We will not share with others any demographic information that you may provide us that can be identified as relating to you personally.

Accuracy of Information

While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current, or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.

No Rendering of Advice

The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

SMS and Text Message Communications

Constellation Tax LLC may send text messages (SMS) to individuals who have voluntarily opted in to receive communications from us. By providing your mobile phone number and opting in, you consent to receive text messages related to tax services, appointment reminders, and firm updates.

Opt-In:

You may opt in to receive SMS messages by submitting your mobile number through our website contact forms, client portal, or by providing direct consent during a consultation.

Opt-Out:

You may opt out of receiving SMS messages at any time by replying STOP to any message you receive from us. You may also reply HELP for assistance, or contact us at [email protected] to be removed from our messaging list.

Message Frequency:

Message frequency varies based on your engagement with our firm and active service periods.

Rates:

Message and data rates may apply depending on your mobile carrier and plan.

Data Sharing:

Mobile opt-in data, including your phone number and consent records, will not be sold, rented, or shared with any third parties or affiliates for marketing or promotional purposes. This data is used solely to facilitate communications between you and Constellation Tax LLC.

We do not sell
Constellation Tax does not share, sell, or rent your mobile phone number or any personal information collected through SMS messaging with third parties for their marketing purposes. Your mobile number will only be used to send you the SMS messages you have opted in to receive.

Disclaimer of Warranties and Limitations of Liability

Links to Third Party Websites

For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in those sites. We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

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